Profit Sharing · DOL Form 5500 · 2023

Julio J. Diaz Padilla Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
29th
Percentile by assets National rank
$1.7M
Avg per participant High balance/head
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Official DOL plan name: Julio J. Diaz Padilla Retirement Plan · Sponsored by Julio J. Diaz Padilla · Puerto Rico · Healthcare & Social Assistance

$2M in assets, 1 participants

Julio J. Diaz Padilla's Julio J. Diaz Padilla Retirement Plan reported $2M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,699 in Healthcare & Social Assistance (17,684 peers)

Julio J. Diaz Padilla multi-year trail

Julio J. Diaz Padilla's plans moved +58.0% in assets from 2022 to 2024; this filing shows Julio J. Diaz Padilla Retirement Plan at $2M / 1 participant.

#4,699
in Healthcare & Social Assistance (17,684 peers)
+56.0%
assets growth YoY

Julio J. Diaz Padilla Retirement Plan among the smaller filed plans by assets

Julio J. Diaz Padilla Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,717,053 29th percentile higher than 29% of 127,068 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 2023

Julio J. Diaz Padilla Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Julio J. Diaz Padilla Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Julio J. Diaz Padilla Retirement Plan reported net income rose from -$23K in the plan year 2022 filing to $616K in the plan year 2023 filing.
  • Julio J. Diaz Padilla Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 660672960 · Julio J. Diaz Padilla PY 2023 · Profit Sharing

Julio J. Diaz Padilla Retirement Plan · $2M · 1 · 29th

  • TYPE $2M
  • TYPE 1
  • TYPE 29th
  • TYPE Profit Sharing
  • TYPE near Greenfield Farmers Cooperative Exchange, Inc. Profit Sharing Plan
  • TYPE ind #4699

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 →

Julio J. Diaz Padilla Retirement Plan in the asset neighbourhood

Julio J. Diaz Padilla Retirement PlanJulio J. Diaz Padilla Retire…$2MGreenfield Farmers Cooperative Exchange, Inc. Profit Sharing PlanGreenfield Farmers Cooperati…$2MDesktop Broadcasting Inc. Profit Sharing PlanDesktop Broadcasting Inc. Pr…$2MTorrance Casting Union Savings and Retirement PlanTorrance Casting Union Savin…$2MRenyson Group Inc. Retirement PlanRenyson Group Inc. Retiremen…$2M
End-of-year total assets ($M) among Julio J. Diaz Padilla Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Julio J. Diaz Padilla multi-year asset trail

Sponsor-wide plan assets over time

All Julio J. Diaz Padilla plans reported in each filing year

Latest sponsor-wide plan assets
$2M 58.005637119944176% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.1M $1.74M ▲ +58.2%
Year Plans Participants Total Assets
2022 1 1 $1M
2023 1 1 $2M
2024 1 1 $2M

Julio J. Diaz Padilla filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$616K
Employer EIN660672960
Plan Effective Date2006-03-17
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Julio J. Diaz Padilla Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Julio J. Diaz Padilla Retirement Plan, Total assets ($M): 1.717053 · Participants: 1Julio J. Diaz Padilla Retirement PlanThe Retirement and Savings Plan for Amgen Manufacturing Limited LLC, Total assets ($M): 719.343985 · Participants: 2713The Retirement and Savings Plan for Amgen Manufacturing Limited LLCPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 700.721578 · Participants: 8134Popular, Inc. Pr Savings and Investment PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 441.870695 · Participants: 1114The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 195.772357 · Participants: 751Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation PlanThe Oriental Bank Coda Profit Sharing Plan, Total assets ($M): 134.602051 · Participants: 2096The Oriental Bank Coda Profit Sharing Plan
Julio J. Diaz Padilla Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Julio J. Diaz Padilla Retirement Plan side-by-side with 3 peers →

Julio J. Diaz Padilla Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Greenfield Farmers Cooperative Exchange, Inc. Profit Sharing Plan in MA ($2M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (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 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Julio J. Diaz Padilla Retirement Plan assets move in 2023? ▼
Julio J. Diaz Padilla Retirement Plan surged - up 56.0% during 2023, from $1M to $2M. Reported net income was $616K.
How have Julio J. Diaz Padilla plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Julio J. Diaz Padilla's sponsor-wide assets grew 58.0%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Julio J. Diaz Padilla Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Greenfield Farmers Cooperative Exchange, Inc. Profit Sharing Plan in MA ($2M, 16 participants).
Which Profit Sharing plans cover a similar participant headcount to Julio J. Diaz Padilla Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 660672960.

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.