Profit Sharing · DOL Form 5500 · 2024

Jose I. Acosta Jordan Profit Sharing Plan

Data updated 2026-08-25

$76K
Total assets Small plan by assets
1
Participants Small participant base
5th
Percentile by assets National rank
$75,541
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: J. I. Acosta Jordan Retirement Plan · Sponsored by Jose I. Acosta Jordan · Puerto Rico · Finance & Insurance

$76K in assets, 1 participants

Jose I. Acosta Jordan's J. I. Acosta Jordan Retirement Plan reported $76K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 5th 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.

  • #240 in Finance & Insurance (8,549 peers)

Jose I. Acosta Jordan multi-year trail

Jose I. Acosta Jordan's plans moved +151.8% in assets from 2023 to 2024; this filing shows J. I. Acosta Jordan Retirement Plan at $76K / 1 participant.

#240
in Finance & Insurance (8,549 peers)
+151.8%
assets growth YoY

J. I. Acosta Jordan Retirement Plan among the smaller filed plans by assets

J. I. Acosta Jordan Retirement Plan vs every filed plan by assets

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

$75,541 5th percentile higher than 5% 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. I. Acosta Jordan 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. I. Acosta Jordan 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. I. Acosta Jordan Retirement Plan end-of-year assets rose from $30K in the plan year 2023 filing to $76K in the plan year 2024 filing.
  • J. I. Acosta Jordan Retirement Plan reported net income rose from $30K in the plan year 2023 filing to $46K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 581799180 · Jose I. Acosta Jordan PY 2024 · Profit Sharing

J. I. Acosta Jordan Retirement Plan · $76K · 1 · 5th

  • PCT $76K
  • PCT 1
  • PCT 5th
  • PCT Profit Sharing
  • PCT near Innoera Solutions Corp. Retirement Plan
  • PCT ind #240

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 Finance & Insurance retirement plans → · Plans in Puerto Rico →

J. I. Acosta Jordan Retirement Plan in the asset neighbourhood

J. I. Acosta Jordan Retirement PlanJ. I. Acosta Jordan Retireme…$76KInnoera Solutions Corp. Retirement PlanInnoera Solutions Corp. Reti…$76KCsv Pools and Spas, Inc. Retirement PlanCsv Pools and Spas, Inc. Ret…$75KTeaghlach Eolas, Inc. Retirement PlanTeaghlach Eolas, Inc. Retire…$76KSouthwest Florida Newspapers Inc Profit Sharing PlanSouthwest Florida Newspapers…$76K
End-of-year total assets ($M) among J. I. Acosta Jordan Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Jose I. Acosta Jordan multi-year asset trail

Sponsor-wide plan assets over time

All Jose I. Acosta Jordan plans reported in each filing year

Latest sponsor-wide plan assets
$76K 151.80333333333334% vs 2023
2024 filing year
$0.02M$0.04M$0.06M$0.08M$0.1M 20232024 $0.03M $0.08M ▲ +166.7%
Year Plans Participants Total Assets
2023 1 1 $30K
2024 1 1 $76K

Jose I. Acosta Jordan filing trail (2024)

Total Assets (Beginning of Year)$30K
Net Assets (End of Year)$76K
Net Income$46K
Employer EIN581799180
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

J. I. Acosta Jordan Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants J. I. Acosta Jordan Retirement Plan, Total assets ($M): 0.075541 · Participants: 1J. I. Acosta Jordan 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. I. Acosta Jordan Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare J. I. Acosta Jordan Retirement Plan side-by-side with 3 peers →

J. I. Acosta Jordan Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Innoera Solutions Corp. Retirement Plan in CO ($76K); 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. I. Acosta Jordan Retirement Plan assets move in 2024? ▼
J. I. Acosta Jordan Retirement Plan surged - up 151.8% during 2024, from $30K to $76K. Reported net income was $46K.
How have Jose I. Acosta Jordan plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Jose I. Acosta Jordan's sponsor-wide assets grew 151.8%, from $30K to $76K.
Where does J. I. Acosta Jordan Retirement Plan rank by assets among Form 5500 filers? ▼
J. I. Acosta Jordan Retirement Plan ranks in the 5th 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. I. Acosta Jordan Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Innoera Solutions Corp. Retirement Plan in CO ($76K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to J. I. Acosta Jordan 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 581799180.

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.