Profit Sharing · DOL Form 5500 · 2024

Jose C. Martin Rodriguez Profit Sharing Plan

Data updated 2026-08-25

$225K
Total assets Small plan by assets
1
Participants Small participant base
11th
Percentile by assets National rank
$224,758
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jose C. Martin Rodriguez Retirement Plan · Sponsored by Jose C. Martin Rodriguez · Puerto Rico · Healthcare & Social Assistance

$225K in assets, 1 participants

Jose C. Martin Rodriguez's Jose C. Martin Rodriguez Retirement Plan reported $225K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 11th 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.

  • #1,324 in Healthcare & Social Assistance (16,916 peers)

Jose C. Martin Rodriguez multi-year trail

Jose C. Martin Rodriguez's plans moved +47.1% in assets from 2022 to 2024; this filing shows Jose C. Martin Rodriguez Retirement Plan at $225K / 1 participant.

#1,324
in Healthcare & Social Assistance (16,916 peers)
+16.4%
assets growth YoY

Jose C. Martin Rodriguez Retirement Plan among the smaller filed plans by assets

Jose C. Martin Rodriguez Retirement Plan vs every filed plan by assets

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

$224,758 11th percentile higher than 11% 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 C. Martin Rodriguez 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 C. Martin Rodriguez 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 C. Martin Rodriguez Retirement Plan reported net income fell from $40K in the plan year 2023 filing to $32K in the plan year 2024 filing.
  • Jose C. Martin Rodriguez Retirement Plan end-of-year assets rose from $193K in the plan year 2023 filing to $225K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 660566915 · Jose C. Martin Rodriguez PY 2024 · Profit Sharing

Jose C. Martin Rodriguez Retirement Plan · $225K · 1 · 11th

  • PART $225K
  • TYPE 1
  • NET 11th
  • BOOK Profit Sharing
  • VS-ST near Leonie Solia Fitness, Inc. Retirement Plan
  • BOY ind #1324

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 C. Martin Rodriguez Retirement Plan in the asset neighbourhood

Jose C. Martin Rodriguez Retirement PlanJose C. Martin Rodriguez Ret…$225KLeonie Solia Fitness, Inc. Retirement PlanLeonie Solia Fitness, Inc. R…$225KBoiler Room Pictures Inc Profit Sharing PlanBoiler Room Pictures Inc Pro…$225KAnnadel Development Corporation Retirement PlanAnnadel Development Corporat…$225KAllegiant Property Service Corporation Profit Sharing PlanAllegiant Property Service C…$225K
End-of-year total assets ($M) among Jose C. Martin Rodriguez Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Jose C. Martin Rodriguez multi-year asset trail

Sponsor-wide plan assets over time

All Jose C. Martin Rodriguez plans reported in each filing year

Latest sponsor-wide plan assets
$225K 47.144933418878395% vs 2022
2024 filing year
$0.1M$0.15M$0.2M$0.25M 202220232024 $0.15M $0.22M ▲ +46.7%
Year Plans Participants Total Assets
2022 1 1 $153K
2023 1 1 $193K
2024 1 1 $225K

Jose C. Martin Rodriguez filing trail (2024)

Total Assets (Beginning of Year)$193K
Net Assets (End of Year)$225K
Net Income$32K
Employer EIN660566915
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Jose C. Martin Rodriguez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Jose C. Martin Rodriguez Retirement Plan, Total assets ($M): 0.224758 · Participants: 1Jose C. Martin Rodriguez 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 C. Martin Rodriguez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Jose C. Martin Rodriguez Retirement Plan side-by-side with 3 peers →

Jose C. Martin Rodriguez Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Leonie Solia Fitness, Inc. Retirement Plan in CA ($225K); 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 C. Martin Rodriguez Retirement Plan assets move in 2024? ▼
Jose C. Martin Rodriguez Retirement Plan grew sharply - up 16.4% during 2024, from $193K to $225K. Reported net income was $32K.
How have Jose C. Martin Rodriguez plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jose C. Martin Rodriguez's sponsor-wide assets grew 47.1%, from $153K to $225K.
Where does Jose C. Martin Rodriguez Retirement Plan rank by assets among Form 5500 filers? ▼
Jose C. Martin Rodriguez Retirement Plan ranks in the 11th 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 C. Martin Rodriguez Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Leonie Solia Fitness, Inc. Retirement Plan in CA ($225K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Jose C. Martin Rodriguez 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 660566915.

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.