Profit Sharing · DOL Form 5500 · 2023

Jose Garcia Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
27th
Percentile by assets National rank
$470,824
Avg per participant High balance/head
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Official DOL plan name: Jose O. Garcia Burgos, Md Retirement Plan · Sponsored by Jose Garcia · Puerto Rico · Healthcare & Social Assistance

$1M in assets, 3 participants

Jose Garcia's Jose O. Garcia Burgos, Md Retirement Plan reported $1M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 27th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #4,152 in Healthcare & Social Assistance (17,684 peers)

Jose Garcia multi-year trail

Jose Garcia's plans moved +24.2% in assets from 2022 to 2024; this filing shows Jose O. Garcia Burgos, Md Retirement Plan at $1M / 3 participants.

#4,152
in Healthcare & Social Assistance (17,684 peers)
+12.4%
assets growth YoY

Jose O. Garcia Burgos, Md Retirement Plan among the smaller filed plans by assets

Jose O. Garcia Burgos, Md Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,412,472 27th percentile higher than 27% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Jose O. Garcia Burgos, Md Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jose O. Garcia Burgos, Md Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jose O. Garcia Burgos, Md Retirement Plan reported net income rose from -$175K in the plan year 2022 filing to $155K in the plan year 2023 filing.
  • Jose O. Garcia Burgos, Md Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 660644251 · Jose Garcia PY 2023 · Profit Sharing

Jose O. Garcia Burgos, Md Retirement Plan · $1M · 3 · 27th

  • PART $1M
  • TYPE 3
  • NET 27th
  • BOOK Profit Sharing
  • VS-ST near Hobi International Inc. Profit Sharing Plan
  • BOY ind #4152

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Puerto Rico →

Jose O. Garcia Burgos, Md Retirement Plan in the asset neighbourhood

Jose O. Garcia Burgos, Md Retirement PlanJose O. Garcia Burgos, Md Re…$1MHobi International Inc. Profit Sharing PlanHobi International Inc. Prof…$1MKathy Newman Inc Psp$1MSharontom Batteries, Inc. Profit Sharing PlanSharontom Batteries, Inc. Pr…$1MDownstown Airport, Inc. Profit Sharing PlanDownstown Airport, Inc. Prof…$1M
End-of-year total assets ($M) among Jose O. Garcia Burgos, Md Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Jose Garcia multi-year asset trail

Sponsor-wide plan assets over time

All Jose Garcia plans reported in each filing year

Latest sponsor-wide plan assets
$2M 24.236407589747017% vs 2022
2024 filing year
$1.2M$1.3M$1.4M$1.5M$1.6M 202220232024 $1.26M $1.56M ▲ +23.8%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 3 $1M
2024 1 3 $2M

Jose Garcia filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$155K
Employer EIN660644251
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Jose O. Garcia Burgos, Md Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Jose O. Garcia Burgos, Md Retirement Plan, Total assets ($M): 1.412472 · Participants: 3Jose O. Garcia Burgos, Md Retirement PlanThe Retirement and Savings Plan for Amgen Manufacturing Limited LLC, Total assets ($M): 719.343985 · Participants: 2713The Retirement and Savings Plan for Amgen Manufacturing Limited LLCPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 700.721578 · Participants: 8134Popular, Inc. Pr Savings and Investment PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 441.870695 · Participants: 1114The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 195.772357 · Participants: 751Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation PlanThe Oriental Bank Coda Profit Sharing Plan, Total assets ($M): 134.602051 · Participants: 2096The Oriental Bank Coda Profit Sharing Plan
Jose O. Garcia Burgos, Md Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Jose O. Garcia Burgos, Md Retirement Plan side-by-side with 3 peers →

Jose O. Garcia Burgos, Md Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Hobi International Inc. Profit Sharing Plan in IL ($1M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Jose O. Garcia Burgos, Md Retirement Plan assets move in 2023? ▼
Jose O. Garcia Burgos, Md Retirement Plan grew at a solid clip - up 12.4% during 2023, from $1M to $1M. Reported net income was $155K.
How have Jose Garcia plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jose Garcia's sponsor-wide assets grew 24.2%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Jose O. Garcia Burgos, Md Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Hobi International Inc. Profit Sharing Plan in IL ($1M, 88 participants).
Which Profit Sharing plans cover a similar participant headcount to Jose O. Garcia Burgos, Md Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 660644251.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.