Profit Sharing · DOL Form 5500 · 2023

Jorge R. De Jesus Santos 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
$581,609
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jorge R. De Jesus Santos Retirement Plan · Sponsored by Jorge R. De Jesus Santos · Puerto Rico · Other Services

$1M in assets, 2 participants

Jorge R. De Jesus Santos's Jorge R. De Jesus Santos 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.

  • #3,900 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Jorge R. De Jesus Santos Retirement Plan ranks #3,900 of 7,857 2023 filers by assets (1725% of the sector average)-$1M for 2 participants.

#3,900
in Other Services (7,857 peers)
+17.0%
assets growth YoY

Jorge R. De Jesus Santos Retirement Plan among the smaller filed plans by assets

Jorge R. De Jesus Santos Retirement Plan vs every filed plan by assets

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

$1,163,217 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

Jorge R. De Jesus Santos 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. Jorge R. De Jesus Santos Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jorge R. De Jesus Santos Retirement Plan reported net income rose from -$190K in the plan year 2022 filing to $169K in the plan year 2023 filing.
  • Jorge R. De Jesus Santos Retirement Plan reported participants fell from 3 in the plan year 2022 filing to 2 in the plan year 2023 filing.
  • Jorge R. De Jesus Santos Retirement Plan end-of-year assets rose from $994K 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 660675698 · Jorge R. De Jesus Santos PY 2023 · Profit Sharing

Jorge R. De Jesus Santos Retirement Plan · $1M · 2 · 25th

  • PART $1M
  • PART 2
  • PART 25th
  • PART Profit Sharing
  • PART near Fred W. Anderson, a Professional Corporation Employees' Retirement Plan
  • PART ind #3900

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 Other Services retirement plans → · Plans in Puerto Rico →

Jorge R. De Jesus Santos Retirement Plan in the asset neighbourhood

Jorge R. De Jesus Santos Retirement PlanJorge R. De Jesus Santos Ret…$1MFred W. Anderson, a Professional Corporation Employees' Retirement PlanFred W. Anderson, a Professi…$1MThe Tangas Corporation Retirement PlanThe Tangas Corporation Retir…$1MNefarius Inc. Profit Sharing PlanNefarius Inc. Profit Sharing…$1MJmc Tool & Manufacturing Co. Profit Sharing PlanJmc Tool & Manufacturing Co.…$1M
End-of-year total assets ($M) among Jorge R. De Jesus Santos Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$994K
Net Assets (End of Year)$1M
Net Income$169K
Employer EIN660675698
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jorge R. De Jesus Santos)

Sponsor-wide plan assets over time

All Jorge R. De Jesus Santos plans reported in each filing year

Latest sponsor-wide plan assets
$1M 24.244240961722426% vs 2022
2024 filing year
$0.9M$1M$1.1M$1.2M$1.3M 202220232024 $0.99M $1.24M ▲ +25.3%
Year Plans Participants Total Assets
2022 1 3 $994K
2023 1 2 $1M
2024 1 2 $1M

Nearby Profit Sharing Plans in Puerto Rico

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

Jorge R. De Jesus Santos Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Jorge R. De Jesus Santos Retirement Plan, Total assets ($M): 1.163217 · Participants: 2Jorge R. De Jesus Santos 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
Jorge R. De Jesus Santos Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Jorge R. De Jesus Santos Retirement Plan side-by-side with 3 peers →

Jorge R. De Jesus Santos Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Fred W. Anderson, a Professional Corporation Employees' Retirement Plan in CA ($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 Jorge R. De Jesus Santos Retirement Plan assets move in 2023? ▼
Jorge R. De Jesus Santos Retirement Plan grew sharply - up 17.0% during 2023, from $994K to $1M. Reported net income was $169K.
How have Jorge R. De Jesus Santos plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jorge R. De Jesus Santos's sponsor-wide assets grew 24.2%, from $994K to $1M.
Where does Jorge R. De Jesus Santos Retirement Plan rank by assets among Form 5500 filers? ▼
Jorge R. De Jesus Santos 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 Jorge R. De Jesus Santos Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Fred W. Anderson, a Professional Corporation Employees' Retirement Plan in CA ($1M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Jorge R. De Jesus Santos 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 660675698.

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.