Profit Sharing · DOL Form 5500 · 2023

J.M. Blanco, Inc. Amerisource Bergen Profit Sharing Plan

Data updated 2026-08-25

$636K
Total assets Small plan by assets
22
Participants Small participant base
20th
Percentile by assets National rank
$28,918
Avg per participant Low balance/head
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Official DOL plan name: J.M. Blanco, Inc. Union Employees Savings and Investment Plan · Sponsored by J.M. Blanco, Inc. Amerisource Bergen · Puerto Rico · Wholesale Trade

$636K in assets, 22 participants

J.M. Blanco, Inc. Amerisource Bergen's J.M. Blanco, Inc. Union Employees Savings and Investment Plan reported $636K in total assets and 22 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #655 in Wholesale Trade (6,309 peers)

J.M. Blanco, Inc. Amerisource Bergen multi-year trail

J.M. Blanco, Inc. Amerisource Bergen's plans moved +17.2% in assets from 2023 to 2024; this filing shows J.M. Blanco, Inc. Union Employees Savings and Investment Plan at $636K / 22 participants.

#655
in Wholesale Trade (6,309 peers)
+13.6%
assets growth YoY

J.M. Blanco, Inc. Union Employees Savings and Investment Plan among the smaller filed plans by assets

J.M. Blanco, Inc. Union Employees Savings and Investment Plan vs every filed plan by assets

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

$636,200 20th percentile higher than 20% 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. Union Employees Savings and Investment 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. Union Employees Savings and Investment Plan is a small filing (22 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 943319906 · J.M. Blanco, Inc. Amerisource Bergen PY 2023 · Profit Sharing

J.M. Blanco, Inc. Union Employees Savings and Investment Plan · $636K · 22 · 20th

  • VS-ST $636K
  • VS-ST 22
  • VS-ST 20th
  • VS-ST Profit Sharing
  • VS-ST near Leap of Faith Journey Inc. Retirement Plan
  • VS-ST ind #655

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. Union Employees Savings and Investment Plan in the asset neighbourhood

J.M. Blanco, Inc. Union Employees Savings and Investment PlanJ.M. Blanco, Inc. Union Empl…$636KLeap of Faith Journey Inc. Retirement PlanLeap of Faith Journey Inc. R…$636KD&f Home Care Corporation Retirement PlanD&f Home Care Corporation Re…$636KHardell Corp. Profit Sharing PlanHardell Corp. Profit Sharing…$636KAsheville Dog Boarding, Inc. Profit Sharing PlanAsheville Dog Boarding, Inc.…$637K
End-of-year total assets ($M) among J.M. Blanco, Inc. Union Employees Savings and Investment Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

J.M. Blanco, Inc. Amerisource Bergen multi-year asset trail

Sponsor-wide plan assets over time

All J.M. 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

J.M. Blanco, Inc. Amerisource Bergen filing trail (2023)

Total Assets (Beginning of Year)$560K
Net Assets (End of Year)$636K
Net Income$76K
Employer EIN943319906
Plan Effective Date1996-01-01
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. Union Employees Savings and Investment Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants J.M. Blanco, Inc. Union Employees Savings and Investment Plan, Total assets ($M): 0.6362 · Participants: 22J.M. Blanco, Inc. Union Employees Savings and Investment 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. Union Employees Savings and Investment Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare J.M. Blanco, Inc. Union Employees Savings and Investment Plan side-by-side with 3 peers →

J.M. Blanco, Inc. Union Employees Savings and Investment Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Leap of Faith Journey Inc. Retirement Plan in TX ($636K); by covered participants it is More 2 Life Inc. Retirement Plan in NY (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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. Union Employees Savings and Investment Plan assets move in 2023? ▼
J.M. Blanco, Inc. Union Employees Savings and Investment Plan grew at a solid clip - up 13.6% during 2023, from $560K to $636K. Reported net income was $76K.
How have J.M. Blanco, Inc. Amerisource Bergen plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), J.M. Blanco, Inc. Amerisource Bergen's sponsor-wide assets grew 17.2%, from $4M to $4M.
Where does J.M. Blanco, Inc. Union Employees Savings and Investment Plan rank by assets among Form 5500 filers? ▼
J.M. Blanco, Inc. Union Employees Savings and Investment Plan ranks in the 20th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to J.M. Blanco, Inc. Union Employees Savings and Investment Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Leap of Faith Journey Inc. Retirement Plan in TX ($636K, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to J.M. Blanco, Inc. Union Employees Savings and Investment Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is More 2 Life Inc. Retirement Plan in NY (22 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.