Profit Sharing · DOL Form 5500 · 2024
Joanna Arias Colon Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 31st
- Percentile by assets National rank
- $2.3M
- Avg per participant High balance/head
Official DOL plan name: J. Arias Colon Retirement Plan · Sponsored by Joanna Arias Colon · Puerto Rico · Professional & Technical Services
$2M in assets, 1 participants
Joanna Arias Colon's J. Arias Colon Retirement Plan reported $2M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 31st 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.
- #5,393 in Professional & Technical Services (20,173 peers)
Joanna Arias Colon multi-year trail
Joanna Arias Colon's plans moved +34.1% in assets from 2022 to 2024; this filing shows J. Arias Colon Retirement Plan at $2M / 1 participant.
- #5,393
- in Professional & Technical Services (20,173 peers)
- +15.5%
- assets growth YoY
J. Arias Colon Retirement Plan among the smaller filed plans by assets
J. Arias Colon Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,269,716 31st percentile higher than 31% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
J. Arias Colon 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. Arias Colon 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. Arias Colon Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- J. Arias Colon Retirement Plan reported net income rose from $273K in the plan year 2023 filing to $305K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 666047549 · Joanna Arias Colon PY 2024 · Profit Sharing
J. Arias Colon Retirement Plan · $2M · 1 · 31st
- PART $2M
- TYPE 1
- NET 31st
- BOOK Profit Sharing
- VS-ST near David a. Newmarker Dds Profit Sharing Plan
- BOY ind #5393
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. Arias Colon Retirement Plan in the asset neighbourhood
Joanna Arias Colon multi-year asset trail
Sponsor-wide plan assets over time
All Joanna Arias Colon plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 34.12629422954303% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $2M |
| 2023 | 1 | 1 | $2M |
| 2024 | 1 | 1 | $2M |
Joanna Arias Colon filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $305K |
| Employer EIN | 666047549 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Puerto Rico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Popular, Inc. Pr Savings and Investment Plan $819M · 8,332
- The Retirement and Savings Plan for Amgen Manufacturing Limited LLC $780M · 2,608
- Abbvie Puerto Rico Savings Plan $560M · 1,349
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico $519M · 1,140
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $228M · 758
J. Arias Colon Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is David a. Newmarker Dds Profit Sharing Plan in OH ($2M); 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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
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.