401(k) · DOL Form 5500 · 2023

Colegio San Jose Marianist Corp. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
58
Participants Small participant base
37th
Percentile by assets National rank
$57,096
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Colegio San Jose Retirement Plan · Sponsored by Colegio San Jose Marianist Corp. · Puerto Rico · Educational Services

$3M in assets, 58 participants

Colegio San Jose Marianist Corp.'s Colegio San Jose Retirement Plan reported $3M in total assets and 58 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #909 in Educational Services (3,735 peers)

Colegio San Jose Marianist Corp. multi-year trail

Colegio San Jose Marianist Corp.'s plans moved +19.8% in assets from 2022 to 2024; this filing shows Colegio San Jose Retirement Plan at $3M / 58 participants.

#909
in Educational Services (3,735 peers)
+10.5%
assets growth YoY

Colegio San Jose Retirement Plan's mid-pack asset rank among Educational Services and all filers

Colegio San Jose Retirement Plan vs every filed plan by assets

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

$3,311,583 37th percentile higher than 37% 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

Colegio San Jose Retirement 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. Colegio San Jose Retirement Plan is a small filing (58 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Colegio San Jose Retirement Plan reported net income rose from $171K in the plan year 2022 filing to $316K in the plan year 2023 filing.
  • Colegio San Jose Retirement Plan reported participants fell from 65 in the plan year 2022 filing to 58 in the plan year 2023 filing.
  • Colegio San Jose Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 660197896 · Colegio San Jose Marianist Corp. PY 2023 · 401(k)

Colegio San Jose Retirement Plan · $3M · 58 · 37th

  • IND $3M
  • EOY 58
  • 5500 37th
  • ASSETS 401(k)
  • PCT near Griswold International LLC 401(k) Plan
  • EIN ind #909

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 Educational Services retirement plans → · Plans in Puerto Rico →

Colegio San Jose Retirement Plan in the asset neighbourhood

Colegio San Jose Retirement PlanColegio San Jose Retirement …$3MGriswold International LLC 401(k) PlanGriswold International LLC 4…$3MSkjodt-Barrett Contract Packaging LLC 401(k) PlanSkjodt-Barrett Contract Pack…$3MIckovic & Co. PC Profit Sharing Plan and TrustIckovic & Co. PC Profit Shar…$3MEva Care Group 401(k) Retirement Plan and TrustEva Care Group 401(k) Retire…$3M
End-of-year total assets ($M) among Colegio San Jose Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Colegio San Jose Marianist Corp. multi-year asset trail

Sponsor-wide plan assets over time

All Colegio San Jose Marianist Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 19.848367522679787% vs 2022
2024 filing year
$2.8M$3M$3.2M$3.4M$3.6M$3.8M 202220232024 $3M $3.59M ▲ +19.7%
Year Plans Participants Total Assets
2022 1 65 $3M
2023 1 58 $3M
2024 1 55 $4M

Colegio San Jose Marianist Corp. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$316K
Employer EIN660197896
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Puerto Rico

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Colegio San Jose Retirement Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -1000100200300400500 Total assets ($M) Participants Colegio San Jose Retirement Plan, Total assets ($M): 3.311583 · Participants: 58Colegio San Jose Retirement PlanPfizer Savings Plan for Employees Resident in Puerto Rico, Total assets ($M): 385.326556 · Participants: 87Pfizer Savings Plan for Employees Resident in Puerto RicoMsd Puerto Rico Savings and Security Plan, Total assets ($M): 224.042082 · Participants: 679Msd Puerto Rico Savings and Security PlanInter American University of Pr Defined Contribution Retirement Plan, Total assets ($M): 187.642756 · Participants: 1601Inter American University of Pr Defined Contribution Retirement PlanPopular, Inc. USA 401(k) Savings & Investment Plan, Total assets ($M): 149.554638 · Participants: 867Popular, Inc. USA 401(k) Savings & Investment PlanFirstbank 401(k) Retirement Plan for Residents of Puerto Rico, Total assets ($M): 142.903396 · Participants: 2875Firstbank 401(k) Retirement Plan for Residents of Puerto Rico
Colegio San Jose Retirement Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants
Compare Colegio San Jose Retirement Plan side-by-side with 3 peers →

Colegio San Jose Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Puerto Rico, the nearest 401(k) by assets is Griswold International LLC 401(k) Plan in PA ($3M); by covered participants it is Sri Technologies, Inc. Retirement Savings Plan in IL (58 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (58 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 Colegio San Jose Retirement Plan assets move in 2023? ▼
Colegio San Jose Retirement Plan grew at a solid clip - up 10.5% during 2023, from $3M to $3M. Reported net income was $316K.
How have Colegio San Jose Marianist Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Colegio San Jose Marianist Corp.'s sponsor-wide assets grew 19.8%, from $3M to $4M.
Which 401(k) plans are similar in size to Colegio San Jose Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Griswold International LLC 401(k) Plan in PA ($3M, 356 participants).
Which 401(k) plans cover a similar participant headcount to Colegio San Jose Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sri Technologies, Inc. Retirement Savings Plan in IL (58 participants, $849K 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 660197896.

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.