Profit Sharing · DOL Form 5500 · 2023
Jose L. Benitez Aponte Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $1.4M
- Avg per participant High balance/head
Official DOL plan name: Jlba Retirement Plan · Sponsored by Jose L. Benitez Aponte · Puerto Rico · Healthcare & Social Assistance
$1M in assets, 1 participants
Jose L. Benitez Aponte's Jlba Retirement Plan reported $1M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 26th 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.
- #4,045 in Healthcare & Social Assistance (17,684 peers)
What the 2023 filing shows
Jlba Retirement Plan holds $1M for 1 participant - about $1.4M per participant, in the lower half of filed plans by assets.
- #4,045
- in Healthcare & Social Assistance (17,684 peers)
- +0.0%
- assets growth YoY
Jlba Retirement Plan among the smaller filed plans by assets
Jlba Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,358,373 26th percentile higher than 26% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Jlba 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. Jlba Retirement Plan is a micro filing (1 participant), the leftmost band.
Form 5500 schedule snapshot
Filing strip 660863732 · Jose L. Benitez Aponte PY 2023 · Profit Sharing
Jlba Retirement Plan · $1M · 1 · 26th
- TYPE $1M
- TYPE 1
- TYPE 26th
- TYPE Profit Sharing
- TYPE near The Law Offices of Rodger C. Daley and Associates
- TYPE ind #4045
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 →
Jlba Retirement Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Employer EIN | 660863732 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jose L. Benitez Aponte)
Sponsor-wide plan assets over time
All Jose L. Benitez Aponte plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 0% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $1M |
| 2023 | 1 | 1 | $1M |
| 2024 | 1 | 1 | $1M |
Nearby Profit Sharing Plans in Puerto Rico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Retirement and Savings Plan for Amgen Manufacturing Limited LLC $719M · 2,713
- Popular, Inc. Pr Savings and Investment Plan $701M · 8,134
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico $442M · 1,114
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $196M · 751
- The Oriental Bank Coda Profit Sharing Plan $135M · 2,096
Jlba Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is The Law Offices of Rodger C. Daley and Associates in CO ($1M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.