Profit Sharing · DOL Form 5500 · 2023

Dr. Jose a. Ayala Berrios Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
31st
Percentile by assets National rank
$525,996
Avg per participant High balance/head
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Official DOL plan name: Jose Antonio Ayala Berrios Retirement Plan · Sponsored by Dr. Jose a. Ayala Berrios · Puerto Rico · Healthcare & Social Assistance

$2M in assets, 4 participants

Dr. Jose a. Ayala Berrios's Jose Antonio Ayala Berrios Retirement Plan reported $2M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,280 in Healthcare & Social Assistance (17,684 peers)

Dr. Jose a. Ayala Berrios multi-year trail

Dr. Jose a. Ayala Berrios's plans moved +15.4% in assets from 2022 to 2024; this filing shows Jose Antonio Ayala Berrios Retirement Plan at $2M / 4 participants.

#5,280
in Healthcare & Social Assistance (17,684 peers)
+10.2%
assets growth YoY

Jose Antonio Ayala Berrios Retirement Plan among the smaller filed plans by assets

Jose Antonio Ayala Berrios Retirement Plan vs every filed plan by assets

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

$2,103,982 31st percentile higher than 31% 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 Antonio Ayala Berrios 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 Antonio Ayala Berrios Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jose Antonio Ayala Berrios Retirement Plan reported net income rose from -$284K in the plan year 2022 filing to $195K in the plan year 2023 filing.
  • Jose Antonio Ayala Berrios Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 660448864 · Dr. Jose a. Ayala Berrios PY 2023 · Profit Sharing

Jose Antonio Ayala Berrios Retirement Plan · $2M · 4 · 31st

  • PART $2M
  • TYPE 4
  • NET 31st
  • BOOK Profit Sharing
  • VS-ST near Echeverria Construction and Development Company Profit Sharing Plan
  • BOY ind #5280

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 Antonio Ayala Berrios Retirement Plan in the asset neighbourhood

University Physician Associates Retirement PlanUniversity Physician Associa…$2MJose Antonio Ayala Berrios Retirement PlanJose Antonio Ayala Berrios R…$2MEcheverria Construction and Development Company Profit Sharing PlanEcheverria Construction and …$2MMurphy Johnson Ltd 401(k) Profit Sharing Plan & TrustMurphy Johnson Ltd 401(k) Pr…$2MK. Clay Ellis, Jr., Dmd Profit Sharing PlanK. Clay Ellis, Jr., Dmd Prof…$2M
End-of-year total assets ($M) among Jose Antonio Ayala Berrios Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Dr. Jose a. Ayala Berrios multi-year asset trail

Sponsor-wide plan assets over time

All Dr. Jose a. Ayala Berrios plans reported in each filing year

Latest sponsor-wide plan assets
$2M 15.436865897481425% vs 2022
2024 filing year
$1.8M$1.9M$2M$2.1M$2.2M$2.3M 202220232024 $1.91M $2.2M ▲ +15.2%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 4 $2M
2024 1 4 $2M

Dr. Jose a. Ayala Berrios filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$195K
Employer EIN660448864
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Jose Antonio Ayala Berrios Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Jose Antonio Ayala Berrios Retirement Plan, Total assets ($M): 2.103982 · Participants: 4Jose Antonio Ayala Berrios 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 Antonio Ayala Berrios Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Jose Antonio Ayala Berrios Retirement Plan side-by-side with 3 peers →

Jose Antonio Ayala Berrios Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Echeverria Construction and Development Company Profit Sharing Plan in NV ($2M); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Antonio Ayala Berrios Retirement Plan assets move in 2023? ▼
Jose Antonio Ayala Berrios Retirement Plan grew at a solid clip - up 10.2% during 2023, from $2M to $2M. Reported net income was $195K.
How have Dr. Jose a. Ayala Berrios plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dr. Jose a. Ayala Berrios's sponsor-wide assets grew 15.4%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Jose Antonio Ayala Berrios Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Echeverria Construction and Development Company Profit Sharing Plan in NV ($2M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Jose Antonio Ayala Berrios Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 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 660448864.

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.