Profit Sharing · DOL Form 5500 · 2024
Jorge E. Ruiz Diaz Profit Sharing Plan
Data updated 2026-08-25
- $961K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $192,269
- Avg per participant Above avg balance/head
Official DOL plan name: Jorge Eusebio Ruiz Diaz Retirement Plan · Sponsored by Jorge E. Ruiz Diaz · Puerto Rico · Other Services
$961K in assets, 5 participants
Jorge E. Ruiz Diaz's Jorge Eusebio Ruiz Diaz Retirement Plan reported $961K in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.
- #3,581 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Jorge Eusebio Ruiz Diaz Retirement Plan ranks #3,581 of 7,719 2024 filers by assets (2088% of the sector average)-$961K for 5 participants.
- #3,581
- in Other Services (7,719 peers)
- +7.7%
- assets growth YoY
Jorge Eusebio Ruiz Diaz Retirement Plan among the smaller filed plans by assets
Jorge Eusebio Ruiz Diaz Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$961,347 23rd percentile higher than 23% 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
Jorge Eusebio Ruiz Diaz 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. Jorge Eusebio Ruiz Diaz Retirement Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jorge Eusebio Ruiz Diaz Retirement Plan reported net income fell from $125K in the plan year 2023 filing to $69K in the plan year 2024 filing.
- Jorge Eusebio Ruiz Diaz Retirement Plan end-of-year assets rose from $893K in the plan year 2023 filing to $961K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 660481866 · Jorge E. Ruiz Diaz PY 2024 · Profit Sharing
Jorge Eusebio Ruiz Diaz Retirement Plan · $961K · 5 · 23rd
- EIN $961K
- EIN 5
- EIN 23rd
- EIN Profit Sharing
- EIN near Jumpstart Corporation Retirement Plan
- EIN ind #3581
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 Other Services retirement plans → · Plans in Puerto Rico →
Jorge Eusebio Ruiz Diaz Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $893K |
|---|---|
| Net Assets (End of Year) | $961K |
| Net Income | $69K |
| Employer EIN | 660481866 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jorge E. Ruiz Diaz)
Sponsor-wide plan assets over time
All Jorge E. Ruiz Diaz plans reported in each filing year
- Latest sponsor-wide plan assets
- $961K 25.263629718330233% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $767K |
| 2023 | 1 | 5 | $893K |
| 2024 | 1 | 5 | $961K |
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
Jorge Eusebio Ruiz Diaz Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Jumpstart Corporation Retirement Plan in MI ($961K); by covered participants it is Rl Barron Holdings Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($961K here).
- Jumpstart Corporation Retirement Plan (MI) $961K · 1
- Shelly Enterprises, Inc. Profit Sharing Plan (TX) $961K · 1
- Vitasana, Inc. Retirement Plan (CO) $962K · 14
- Owosso Bolt & Brass Co. Profit Sharing Plan (MI) $961K · 4
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); 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.