Profit Sharing · DOL Form 5500 · 2023
Juan Nicolas Valentin Marrero Profit Sharing Plan
Data updated 2026-08-25
- $778K
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $64,842
- Avg per participant Low balance/head
Official DOL plan name: Juan Nicolas Valentin Marrero Retirement Plan · Sponsored by Juan Nicolas Valentin Marrero · Puerto Rico · Healthcare & Social Assistance
$778K in assets, 12 participants
Juan Nicolas Valentin Marrero's Juan Nicolas Valentin Marrero Retirement Plan reported $778K in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.
- #3,009 in Healthcare & Social Assistance (17,684 peers)
Juan Nicolas Valentin Marrero multi-year trail
Juan Nicolas Valentin Marrero's plans moved +19.6% in assets from 2022 to 2024; this filing shows Juan Nicolas Valentin Marrero Retirement Plan at $778K / 12 participants.
- #3,009
- in Healthcare & Social Assistance (17,684 peers)
- +10.9%
- assets growth YoY
Juan Nicolas Valentin Marrero Retirement Plan among the smaller filed plans by assets
Juan Nicolas Valentin Marrero Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$778,106 22nd percentile higher than 22% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Juan Nicolas Valentin Marrero 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. Juan Nicolas Valentin Marrero Retirement Plan is a small filing (12 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Juan Nicolas Valentin Marrero Retirement Plan reported net income rose from -$196K in the plan year 2022 filing to $76K in the plan year 2023 filing.
- Juan Nicolas Valentin Marrero Retirement Plan end-of-year assets rose from $702K in the plan year 2022 filing to $778K in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 660518239 · Juan Nicolas Valentin Marrero PY 2023 · Profit Sharing
Juan Nicolas Valentin Marrero Retirement Plan · $778K · 12 · 22nd
- BOY $778K
- SCH 12
- EBSA 22nd
- PART Profit Sharing
- TYPE near Fox Grape Family Dentistry 401(k) Profit Sharing Plan
- NET ind #3009
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 →
Juan Nicolas Valentin Marrero Retirement Plan in the asset neighbourhood
Juan Nicolas Valentin Marrero multi-year asset trail
Sponsor-wide plan assets over time
All Juan Nicolas Valentin Marrero plans reported in each filing year
- Latest sponsor-wide plan assets
- $839K 19.5859761423989% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12 | $702K |
| 2023 | 1 | 12 | $778K |
| 2024 | 1 | 12 | $839K |
Juan Nicolas Valentin Marrero filing trail (2023)
| Total Assets (Beginning of Year) | $702K |
|---|---|
| Net Assets (End of Year) | $770K |
| Net Income | $76K |
| Employer EIN | 660518239 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Puerto Rico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Retirement and Savings Plan for Amgen Manufacturing Limited LLC $719M · 2,713
- Popular, Inc. Pr Savings and Investment Plan $701M · 8,134
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico $442M · 1,114
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $196M · 751
- The Oriental Bank Coda Profit Sharing Plan $135M · 2,096
Juan Nicolas Valentin Marrero Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Fox Grape Family Dentistry 401(k) Profit Sharing Plan in MO ($778K); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($778K here).
Similar participant headcount
Nearest other-state filings by covered participants (12 participants); asset peers above are excluded.
- Watering Lane Ventures, Inc. Profit Sharing Plan (NH) 12 · 0 off
- Pence Visual Communications Inc. Retirement Plan (OH) 12 · 0 off
- American Century Investments (CA) 12 · 0 off
- K&s Holdings Group, Inc. Retirement Plan (FL) 12 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.