Profit Sharing · DOL Form 5500 · 2024

Jose M. Toledo De Jesus Profit Sharing Plan

Data updated 2026-08-25

$962K
Total assets Small plan by assets
1
Participants Small participant base
23rd
Percentile by assets National rank
$961,601
Avg per participant High balance/head
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Official DOL plan name: Jose M. Toledo De Jesus Retirement Plan · Sponsored by Jose M. Toledo De Jesus · Puerto Rico · Professional & Technical Services

$962K in assets, 1 participants

Jose M. Toledo De Jesus's Jose M. Toledo De Jesus Retirement Plan reported $962K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,601 in Professional & Technical Services (20,173 peers)

Jose M. Toledo De Jesus multi-year trail

Jose M. Toledo De Jesus's plans moved +10.7% in assets from 2022 to 2024; this filing shows Jose M. Toledo De Jesus Retirement Plan at $962K / 1 participant.

#3,601
in Professional & Technical Services (20,173 peers)
+4.2%
assets growth YoY

Jose M. Toledo De Jesus Retirement Plan among the smaller filed plans by assets

Jose M. Toledo De Jesus Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$961,601 23rd percentile higher than 23% of 123,620 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 2024

Jose M. Toledo De Jesus Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jose M. Toledo De Jesus Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jose M. Toledo De Jesus Retirement Plan reported net income fell from $54K in the plan year 2023 filing to $39K in the plan year 2024 filing.
  • Jose M. Toledo De Jesus Retirement Plan end-of-year assets rose from $923K in the plan year 2023 filing to $962K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 584587488 · Jose M. Toledo De Jesus PY 2024 · Profit Sharing

Jose M. Toledo De Jesus Retirement Plan · $962K · 1 · 23rd

  • SCH $962K
  • SCH 1
  • SCH 23rd
  • SCH Profit Sharing
  • SCH near Vitasana, Inc. Retirement Plan
  • SCH ind #3601

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 Professional & Technical Services retirement plans → · Plans in Puerto Rico →

Jose M. Toledo De Jesus Retirement Plan in the asset neighbourhood

Jose M. Toledo De Jesus Retirement PlanJose M. Toledo De Jesus Reti…$962KVitasana, Inc. Retirement PlanVitasana, Inc. Retirement Pl…$962KJumpstart Corporation Retirement PlanJumpstart Corporation Retire…$961KShelly Enterprises, Inc. Profit Sharing PlanShelly Enterprises, Inc. Pro…$961KR & T Harman Enterprises, Inc. - Pension Transfer Trust PlanR & T Harman Enterprises, In…$962K
End-of-year total assets ($M) among Jose M. Toledo De Jesus Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Jose M. Toledo De Jesus multi-year asset trail

Sponsor-wide plan assets over time

All Jose M. Toledo De Jesus plans reported in each filing year

Latest sponsor-wide plan assets
$962K 10.653494741202735% vs 2022
2024 filing year
$0.85M$0.9M$0.95M$1M 202220232024 $0.87M $0.96M ▲ +10.3%
Year Plans Participants Total Assets
2022 1 1 $869K
2023 1 1 $923K
2024 1 1 $962K

Jose M. Toledo De Jesus filing trail (2024)

Total Assets (Beginning of Year)$923K
Net Assets (End of Year)$962K
Net Income$39K
Employer EIN584587488
Plan Effective Date2010-02-22
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Jose M. Toledo De Jesus Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Jose M. Toledo De Jesus Retirement Plan, Total assets ($M): 0.961601 · Participants: 1Jose M. Toledo De Jesus Retirement PlanPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 818.605332 · Participants: 8332Popular, Inc. Pr Savings and Investment PlanThe Retirement and Savings Plan for Amgen Manufacturing Limited LLC, Total assets ($M): 779.532675 · Participants: 2608The Retirement and Savings Plan for Amgen Manufacturing Limited LLCAbbvie Puerto Rico Savings Plan, Total assets ($M): 560.135241 · Participants: 1349Abbvie Puerto Rico Savings PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 519.253084 · Participants: 1140The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 228.453278 · Participants: 758Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan
Jose M. Toledo De Jesus Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Jose M. Toledo De Jesus Retirement Plan side-by-side with 3 peers →

Jose M. Toledo De Jesus Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Vitasana, Inc. Retirement Plan in CO ($962K); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Jose M. Toledo De Jesus Retirement Plan assets move in 2024? ▼
Jose M. Toledo De Jesus Retirement Plan edged up modestly - up 4.2% during 2024, from $923K to $962K. Reported net income was $39K.
How have Jose M. Toledo De Jesus plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jose M. Toledo De Jesus's sponsor-wide assets grew 10.7%, from $869K to $962K.
Where does Jose M. Toledo De Jesus Retirement Plan rank by assets among Form 5500 filers? ▼
Jose M. Toledo De Jesus Retirement Plan ranks in the 23rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Jose M. Toledo De Jesus Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Vitasana, Inc. Retirement Plan in CO ($962K, 14 participants).
Which Profit Sharing plans cover a similar participant headcount to Jose M. Toledo De Jesus Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 584587488.

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.