Profit Sharing · DOL Form 5500 · 2024

James a. Rodriguez Colom Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
1
Participants Small participant base
34th
Percentile by assets National rank
$3.0M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: James a. Rodriguez Colom Retirement Plan · Sponsored by James a. Rodriguez Colom · Puerto Rico · Finance & Insurance

$3M in assets, 1 participants

James a. Rodriguez Colom's James a. Rodriguez Colom Retirement Plan reported $3M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #1,909 in Finance & Insurance (8,549 peers)

James a. Rodriguez Colom multi-year trail

James a. Rodriguez Colom's plans moved +94.1% in assets from 2022 to 2024; this filing shows James a. Rodriguez Colom Retirement Plan at $3M / 1 participant.

#1,909
in Finance & Insurance (8,549 peers)
+38.0%
assets growth YoY

James a. Rodriguez Colom Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

James a. Rodriguez Colom Retirement Plan vs every filed plan by assets

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

$3,026,152 34th percentile higher than 34% 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

James a. Rodriguez Colom 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. James a. Rodriguez Colom Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • James a. Rodriguez Colom Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • James a. Rodriguez Colom Retirement Plan reported net income rose from $633K in the plan year 2023 filing to $834K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 660595374 · James a. Rodriguez Colom PY 2024 · Profit Sharing

James a. Rodriguez Colom Retirement Plan · $3M · 1 · 34th

  • PHOTO $3M
  • PHOTO 1
  • PHOTO 34th
  • PHOTO Profit Sharing
  • PHOTO near Plumbers Local Union No. 17 Annuity Fund
  • PHOTO ind #1909

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 →

James a. Rodriguez Colom Retirement Plan in the asset neighbourhood

James a. Rodriguez Colom Retirement PlanJames a. Rodriguez Colom Ret…$3MPlumbers Local Union No. 17 Annuity FundPlumbers Local Union No. 17 …$3MBailey, Clark & Nelson Self-Empl Profit Sharing PlanBailey, Clark & Nelson Self-…$3MJeffrey R. Dalaba Ind 401(k) PlanJeffrey R. Dalaba Ind 401(k)…$3MCurtis,Bailey,Exelby&sposito,PC 401(k)Profit Sharing Plan and TrustCurtis,Bailey,Exelby&sposito…$3M
End-of-year total assets ($M) among James a. Rodriguez Colom Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

James a. Rodriguez Colom multi-year asset trail

Sponsor-wide plan assets over time

All James a. Rodriguez Colom plans reported in each filing year

Latest sponsor-wide plan assets
$3M 94.07554200216127% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.56M $3.03M ▲ +94.2%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $2M
2024 1 1 $3M

James a. Rodriguez Colom filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$834K
Employer EIN660595374
Plan Effective Date2012-05-25
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

James a. Rodriguez Colom Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants James a. Rodriguez Colom Retirement Plan, Total assets ($M): 3.026152 · Participants: 1James a. Rodriguez Colom 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
James a. Rodriguez Colom Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare James a. Rodriguez Colom Retirement Plan side-by-side with 3 peers →

James a. Rodriguez Colom Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Plumbers Local Union No. 17 Annuity Fund in TN ($3M); 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 James a. Rodriguez Colom Retirement Plan assets move in 2024? ▼
James a. Rodriguez Colom Retirement Plan surged - up 38.0% during 2024, from $2M to $3M. Reported net income was $834K.
How have James a. Rodriguez Colom plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James a. Rodriguez Colom's sponsor-wide assets grew 94.1%, from $2M to $3M.
Which Profit Sharing plans are similar in size to James a. Rodriguez Colom Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Plumbers Local Union No. 17 Annuity Fund in TN ($3M, 324 participants).
Which Profit Sharing plans cover a similar participant headcount to James a. Rodriguez Colom 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 660595374.

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.