Profit Sharing · DOL Form 5500 · 2023
Jose Cruz Cestero Profit Sharing Plan
Data updated 2026-08-25
- $250K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 12th
- Percentile by assets National rank
- $50,050
- Avg per participant Low balance/head
Official DOL plan name: Jose R Cruz Cestero Retirement Plan · Sponsored by Jose Cruz Cestero · Puerto Rico · Healthcare & Social Assistance
$250K in assets, 5 participants
Jose Cruz Cestero's Jose R Cruz Cestero Retirement Plan reported $250K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 12th 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.
- #1,523 in Healthcare & Social Assistance (17,684 peers)
Jose Cruz Cestero multi-year trail
Jose Cruz Cestero's plans moved +36.6% in assets from 2022 to 2024; this filing shows Jose R Cruz Cestero Retirement Plan at $250K / 5 participants.
- #1,523
- in Healthcare & Social Assistance (17,684 peers)
- +17.9%
- assets growth YoY
Jose R Cruz Cestero Retirement Plan among the smaller filed plans by assets
Jose R Cruz Cestero Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$250,248 12th percentile higher than 12% 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
Jose R Cruz Cestero 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 R Cruz Cestero Retirement Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Jose R Cruz Cestero Retirement Plan end-of-year assets rose from $212K in the plan year 2022 filing to $250K in the plan year 2023 filing.
- Jose R Cruz Cestero Retirement Plan reported net income fell from $46K in the plan year 2022 filing to $38K in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 660925950 · Jose Cruz Cestero PY 2023 · Profit Sharing
Jose R Cruz Cestero Retirement Plan · $250K · 5 · 12th
- SCH $250K
- EBSA 5
- PART 12th
- TYPE Profit Sharing
- NET near Signit Online Inc. Retirement Plan
- BOOK ind #1523
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 R Cruz Cestero Retirement Plan in the asset neighbourhood
Jose Cruz Cestero multi-year asset trail
Sponsor-wide plan assets over time
All Jose Cruz Cestero plans reported in each filing year
- Latest sponsor-wide plan assets
- $290K 36.58681421226017% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $212K |
| 2023 | 1 | 5 | $250K |
| 2024 | 1 | 5 | $290K |
Jose Cruz Cestero filing trail (2023)
| Total Assets (Beginning of Year) | $212K |
|---|---|
| Net Assets (End of Year) | $250K |
| Net Income | $38K |
| Employer EIN | 660925950 |
| Plan Effective Date | 2019-01-01 |
| 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
Jose R Cruz Cestero Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Signit Online Inc. Retirement Plan in OH ($250K); by covered participants it is Salon Passion Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($250K here).
- Signit Online Inc. Retirement Plan (OH) $250K · 4
- Smdmm Holdings, Inc. Profit Sharing Plan (TX) $250K · 1
- Sanaa, Inc. Retirement Plan (IL) $250K · 3
- Jax Wellness Corp. Retirement Plan (FL) $250K · 3
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Salon Passion Inc. Retirement Plan (GA) 5 · 0 off
- William D. Zigrang, M.D., Profit Sharing Plan (CA) 5 · 0 off
- Bcr and Co Profit Sharing Plan (CA) 5 · 0 off
- Taylor Legacy, Inc. Retirement Plan (AL) 5 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.