Profit Sharing · DOL Form 5500 · 2024

Judith I. Alfaro Burgos Profit Sharing Plan

Data updated 2026-08-25

$430K
Total assets Small plan by assets
1
Participants Small participant base
16th
Percentile by assets National rank
$429,851
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: J. Alfaro Burgos Retirement Plan · Sponsored by Judith I. Alfaro Burgos · Puerto Rico · Professional & Technical Services

$430K in assets, 1 participants

Judith I. Alfaro Burgos's J. Alfaro Burgos Retirement Plan reported $430K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,551 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

J. Alfaro Burgos Retirement Plan holds $430K for 1 participant - about $429,851 per participant, among the smaller plans by assets on file.

#2,551
in Professional & Technical Services (20,173 peers)
+1.9%
assets growth YoY

J. Alfaro Burgos Retirement Plan among the smaller filed plans by assets

J. Alfaro Burgos Retirement Plan vs every filed plan by assets

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

$429,851 16th percentile higher than 16% 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

J. Alfaro Burgos 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. J. Alfaro Burgos Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • J. Alfaro Burgos Retirement Plan reported net income fell from $10K in the plan year 2023 filing to $8K in the plan year 2024 filing.
  • J. Alfaro Burgos Retirement Plan end-of-year assets rose from $422K in the plan year 2023 filing to $430K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 583598058 · Judith I. Alfaro Burgos PY 2024 · Profit Sharing

J. Alfaro Burgos Retirement Plan · $430K · 1 · 16th

  • VS-ST $430K
  • BOY 1
  • SCH 16th
  • EBSA Profit Sharing
  • PART near Mcconnell Ventures Incorporated Retirement Plan
  • TYPE ind #2551

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 →

J. Alfaro Burgos Retirement Plan in the asset neighbourhood

J. Alfaro Burgos Retirement PlanJ. Alfaro Burgos Retirement …$430KMcconnell Ventures Incorporated Retirement PlanMcconnell Ventures Incorpora…$430KR3d Holdings Inc. Retirement PlanR3d Holdings Inc. Retirement…$430KDudek Ventures Inc. Retirement PlanDudek Ventures Inc. Retireme…$430KSwanston Enterprises, Inc. Profit Sharing PlanSwanston Enterprises, Inc. P…$430K
End-of-year total assets ($M) among J. Alfaro Burgos Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$422K
Net Assets (End of Year)$430K
Net Income$8K
Employer EIN583598058
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Judith I. Alfaro Burgos)

Sponsor-wide plan assets over time

All Judith I. Alfaro Burgos plans reported in each filing year

Latest sponsor-wide plan assets
$430K 4.510078993243391% vs 2022
2024 filing year
$0.4M$0.41M$0.42M$0.43M$0.44M 202220232024 $0.41M $0.43M ▲ +4.9%
Year Plans Participants Total Assets
2022 1 1 $411K
2023 1 1 $422K
2024 1 1 $430K

Nearby Profit Sharing Plans in Puerto Rico

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

J. Alfaro Burgos Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants J. Alfaro Burgos Retirement Plan, Total assets ($M): 0.429851 · Participants: 1J. Alfaro Burgos 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
J. Alfaro Burgos Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare J. Alfaro Burgos Retirement Plan side-by-side with 3 peers →

J. Alfaro Burgos Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Mcconnell Ventures Incorporated Retirement Plan in NC ($430K); 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 J. Alfaro Burgos Retirement Plan assets move in 2024? ▼
J. Alfaro Burgos Retirement Plan edged up modestly - up 1.9% during 2024, from $422K to $430K. Reported net income was $8K.
How have Judith I. Alfaro Burgos plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Judith I. Alfaro Burgos's sponsor-wide assets grew 4.5%, from $411K to $430K.
Where does J. Alfaro Burgos Retirement Plan rank by assets among Form 5500 filers? ▼
J. Alfaro Burgos Retirement Plan ranks in the 16th 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 J. Alfaro Burgos Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Mcconnell Ventures Incorporated Retirement Plan in NC ($430K, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to J. Alfaro Burgos 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 583598058.

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.