Profit Sharing · DOL Form 5500 · 2023
San Juan Capestrano Hospital, Inc Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 246
- Participants Below avg headcount
- 32nd
- Percentile by assets National rank
- $9,614
- Avg per participant Low balance/head
Official DOL plan name: San Juan Capestrano 401(k) Plan · Sponsored by San Juan Capestrano Hospital, Inc · Puerto Rico · Healthcare & Social Assistance
$2M in assets, 246 participants
San Juan Capestrano Hospital, Inc's San Juan Capestrano 401(k) Plan reported $2M in total assets and 246 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.
- #5,669 in Healthcare & Social Assistance (17,684 peers)
Coverage in Puerto Rico
San Juan Capestrano 401(k) Plan covers 246 participants in Puerto Rico, 2.8x the typical Puerto Rico plan (state average ~89 per filing). Assets: $2M.
- #5,669
- in Healthcare & Social Assistance (17,684 peers)
- +32.4%
- assets growth YoY
San Juan Capestrano 401(k) Plan among the smaller filed plans by assets
San Juan Capestrano 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,365,052 32nd percentile higher than 32% 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
San Juan Capestrano 401(k) Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. San Juan Capestrano 401(k) Plan sits mid-pack in the medium band (246 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- San Juan Capestrano 401(k) Plan reported net income rose from -$472K in the plan year 2022 filing to $576K in the plan year 2023 filing.
- San Juan Capestrano 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- San Juan Capestrano 401(k) Plan reported participants rose from 205 in the plan year 2022 filing to 246 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 660771568 · San Juan Capestrano Hospital, Inc PY 2023 · Profit Sharing
San Juan Capestrano 401(k) Plan · $2M · 246 · 32nd
- NET $2M
- BOOK 246
- VS-ST 32nd
- BOY Profit Sharing
- SCH near St. Anne's School of Annapolis 403(b) Retirement Plan
- EBSA ind #5669
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 →
San Juan Capestrano 401(k) Plan in the asset neighbourhood
Puerto Rico filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $576K |
| Employer EIN | 660771568 |
| Plan Effective Date | 2012-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (San Juan Capestrano Hospital, Inc)
Sponsor-wide plan assets over time
All San Juan Capestrano Hospital, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 61.03486982250177% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 205 | $2M |
| 2023 | 1 | 246 | $2M |
| 2024 | 1 | 244 | $3M |
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
San Juan Capestrano 401(k) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is St. Anne's School of Annapolis 403(b) Retirement Plan in MD ($2M); by covered participants it is Northland Counseling Center, Inc.403(b) Plan in MN (246 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (246 participants); asset peers above are excluded.
- Northland Counseling Center, Inc.403(b) Plan (MN) 246 · 0 off
- Hamamatsu Corporation Profit Sharing Plan (NJ) 246 · 0 off
- Mohawk Northeast, Inc. Retirement Plan (CT) 245 · 1 off
- Ts Banking Group Savings Plan (IA) 247 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.