Profit Sharing · DOL Form 5500 · 2023

Jose R. Llado Diaz Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
25th
Percentile by assets National rank
$586,972
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jose Ricardo Llado Diaz Retirement Plan · Sponsored by Jose R. Llado Diaz · Puerto Rico · Healthcare & Social Assistance

$1M in assets, 2 participants

Jose R. Llado Diaz's Jose Ricardo Llado Diaz Retirement Plan reported $1M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,750 in Healthcare & Social Assistance (17,684 peers)

Jose R. Llado Diaz multi-year trail

Jose R. Llado Diaz's plans moved +26.7% in assets from 2022 to 2024; this filing shows Jose Ricardo Llado Diaz Retirement Plan at $1M / 2 participants.

#3,750
in Healthcare & Social Assistance (17,684 peers)
+14.3%
assets growth YoY

Jose Ricardo Llado Diaz Retirement Plan among the smaller filed plans by assets

Jose Ricardo Llado Diaz Retirement Plan vs every filed plan by assets

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

$1,173,944 25th percentile higher than 25% 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 Ricardo Llado Diaz 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 Ricardo Llado Diaz Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jose Ricardo Llado Diaz Retirement Plan reported net income rose from $33K in the plan year 2022 filing to $147K in the plan year 2023 filing.
  • Jose Ricardo Llado Diaz Retirement Plan reported participants rose from 1 in the plan year 2022 filing to 2 in the plan year 2023 filing.
  • Jose Ricardo Llado Diaz 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 →

EBSA filing schedule strip

Filing strip 660476299 · Jose R. Llado Diaz PY 2023 · Profit Sharing

Jose Ricardo Llado Diaz Retirement Plan · $1M · 2 · 25th

  • BOY $1M
  • SCH 2
  • EBSA 25th
  • PART Profit Sharing
  • TYPE near Nexten Inc. Retirement Plan
  • NET ind #3750

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 Ricardo Llado Diaz Retirement Plan in the asset neighbourhood

Jose Ricardo Llado Diaz Retirement PlanJose Ricardo Llado Diaz Reti…$1MNexten Inc. Retirement Plan$1MSelf Storage Properties, Inc. Retirement PlanSelf Storage Properties, Inc…$1MAtlantic Wine & Liquor Profit Sharing PlanAtlantic Wine & Liquor Profi…$1MBradley and Sons, Inc. Profit Sharing PlanBradley and Sons, Inc. Profi…$1M
End-of-year total assets ($M) among Jose Ricardo Llado Diaz Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Jose R. Llado Diaz multi-year asset trail

Sponsor-wide plan assets over time

All Jose R. Llado Diaz plans reported in each filing year

Latest sponsor-wide plan assets
$1M 26.73377923555168% vs 2022
2024 filing year
$1M$1.1M$1.2M$1.3M$1.4M 202220232024 $1.03M $1.3M ▲ +26.2%
Year Plans Participants Total Assets
2022 1 1 $1M
2023 1 2 $1M
2024 1 2 $1M

Jose R. Llado Diaz filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$147K
Employer EIN660476299
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Jose Ricardo Llado Diaz Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Jose Ricardo Llado Diaz Retirement Plan, Total assets ($M): 1.173944 · Participants: 2Jose Ricardo Llado Diaz 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 Ricardo Llado Diaz Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Jose Ricardo Llado Diaz Retirement Plan side-by-side with 3 peers →

Jose Ricardo Llado Diaz Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Nexten Inc. Retirement Plan in TX ($1M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Ricardo Llado Diaz Retirement Plan assets move in 2023? ▼
Jose Ricardo Llado Diaz Retirement Plan grew at a solid clip - up 14.3% during 2023, from $1M to $1M. Reported net income was $147K.
How have Jose R. Llado Diaz plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jose R. Llado Diaz's sponsor-wide assets grew 26.7%, from $1M to $1M.
Where does Jose Ricardo Llado Diaz Retirement Plan rank by assets among Form 5500 filers? ▼
Jose Ricardo Llado Diaz Retirement Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Jose Ricardo Llado Diaz Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Nexten Inc. Retirement Plan in TX ($1M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Jose Ricardo Llado Diaz Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 660476299.

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.