Profit Sharing · DOL Form 5500 · 2023

Jm Blanco Inc. Amerisource Bergen Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
33
Participants Small participant base
36th
Percentile by assets National rank
$91,632
Avg per participant Below avg balance/head
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Official DOL plan name: J.M. Blanco Inc. Coda Profit Sharing Plan · Sponsored by Jm Blanco Inc. Amerisource Bergen · Puerto Rico · Wholesale Trade

$3M in assets, 33 participants

Jm Blanco Inc. Amerisource Bergen's J.M. Blanco Inc. Coda Profit Sharing Plan reported $3M in total assets and 33 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #1,574 in Wholesale Trade (6,309 peers)

Jm Blanco Inc. Amerisource Bergen multi-year trail

Jm Blanco Inc. Amerisource Bergen's plans moved +17.2% in assets from 2023 to 2024; this filing shows J.M. Blanco Inc. Coda Profit Sharing Plan at $3M / 33 participants.

#1,574
in Wholesale Trade (6,309 peers)
+16.6%
assets growth YoY

J.M. Blanco Inc. Coda Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

J.M. Blanco Inc. Coda Profit Sharing Plan vs every filed plan by assets

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

$3,023,842 36th percentile higher than 36% 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

J.M. Blanco Inc. Coda Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J.M. Blanco Inc. Coda Profit Sharing Plan is a small filing (33 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 943319906 · Jm Blanco Inc. Amerisource Bergen PY 2023 · Profit Sharing

J.M. Blanco Inc. Coda Profit Sharing Plan · $3M · 33 · 36th

  • PHOTO $3M
  • PHOTO 33
  • PHOTO 36th
  • PHOTO Profit Sharing
  • PHOTO near S & F Land Co., Inc. Profit Sharing Plan
  • PHOTO ind #1574

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 Wholesale Trade retirement plans → · Plans in Puerto Rico →

J.M. Blanco Inc. Coda Profit Sharing Plan in the asset neighbourhood

Baldwin Big Rig Trucking Incorporated Retirement PlanBaldwin Big Rig Trucking Inc…$3MJhem Productions Inc Profit Sharing PlanJhem Productions Inc Profit …$3MCox-Edwards Profit Sharing PlanCox-Edwards Profit Sharing P…$3MJ.M. Blanco Inc. Coda Profit Sharing PlanJ.M. Blanco Inc. Coda Profit…$3MS & F Land Co., Inc. Profit Sharing PlanS & F Land Co., Inc. Profit …$3M
End-of-year total assets ($M) among J.M. Blanco Inc. Coda Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Jm Blanco Inc. Amerisource Bergen multi-year asset trail

Sponsor-wide plan assets over time

All Jm Blanco Inc. Amerisource Bergen plans reported in each filing year

Latest sponsor-wide plan assets
$4M 17.231906081952065% vs 2023
2024 filing year
$3.4M$3.6M$3.8M$4M$4.2M$4.4M 20232024 $3.66M $4.29M ▲ +17.2%
Year Plans Participants Total Assets
2023 2 55 $4M
2024 2 66 $4M

Jm Blanco Inc. Amerisource Bergen filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$431K
Employer EIN943319906
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

J.M. Blanco Inc. Coda Profit Sharing Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants J.M. Blanco Inc. Coda Profit Sharing Plan, Total assets ($M): 3.023842 · Participants: 33J.M. Blanco Inc. Coda Profit Sharing 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
J.M. Blanco Inc. Coda Profit Sharing Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare J.M. Blanco Inc. Coda Profit Sharing Plan side-by-side with 3 peers →

J.M. Blanco Inc. Coda Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is S & F Land Co., Inc. Profit Sharing Plan in HI ($3M); by covered participants it is Torrence's Farm Implements Profit Sharing Plan II in CA (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 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 J.M. Blanco Inc. Coda Profit Sharing Plan assets move in 2023? ▼
J.M. Blanco Inc. Coda Profit Sharing Plan grew sharply - up 16.6% during 2023, from $3M to $3M. Reported net income was $431K.
How have Jm Blanco Inc. Amerisource Bergen plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Jm Blanco Inc. Amerisource Bergen's sponsor-wide assets grew 17.2%, from $4M to $4M.
Which Profit Sharing plans are similar in size to J.M. Blanco Inc. Coda Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is S & F Land Co., Inc. Profit Sharing Plan in HI ($3M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to J.M. Blanco Inc. Coda Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Torrence's Farm Implements Profit Sharing Plan II in CA (33 participants, N/A 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 943319906.

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.