Profit Sharing · DOL Form 5500 · 2024

Jose Cruz Beltran Profit Sharing Plan

Data updated 2026-08-25

$350K
Total assets Small plan by assets
1
Participants Small participant base
15th
Percentile by assets National rank
$350,000
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jose Cruz Beltran Retirement Plan · Sponsored by Jose Cruz Beltran · Puerto Rico · Healthcare & Social Assistance

$350K in assets, 1 participants

Jose Cruz Beltran's Jose Cruz Beltran Retirement Plan reported $350K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 15th 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.

  • #1,764 in Healthcare & Social Assistance (16,916 peers)

Jose Cruz Beltran multi-year trail

Jose Cruz Beltran's plans moved +18.5% in assets from 2022 to 2024; this filing shows Jose Cruz Beltran Retirement Plan at $350K / 1 participant.

#1,764
in Healthcare & Social Assistance (16,916 peers)
+7.7%
assets growth YoY

Jose Cruz Beltran Retirement Plan among the smaller filed plans by assets

Jose Cruz Beltran Retirement Plan vs every filed plan by assets

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

$350,000 15th percentile higher than 15% 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

Jose Cruz Beltran 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. Jose Cruz Beltran Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jose Cruz Beltran Retirement Plan reported net income fell from $30K in the plan year 2023 filing to $25K in the plan year 2024 filing.
  • Jose Cruz Beltran Retirement Plan end-of-year assets rose from $325K in the plan year 2023 filing to $350K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 660997583 · Jose Cruz Beltran PY 2024 · Profit Sharing

Jose Cruz Beltran Retirement Plan · $350K · 1 · 15th

  • EOY $350K
  • EOY 1
  • EOY 15th
  • EOY Profit Sharing
  • EOY near Podorski Tool Company Retirement Plan
  • EOY ind #1764

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 →

Jose Cruz Beltran Retirement Plan in the asset neighbourhood

Jose Cruz Beltran Retirement PlanJose Cruz Beltran Retirement…$350KPodorski Tool Company Retirement PlanPodorski Tool Company Retire…$350KAcademy of Creative Thinking, Inc. Retirement PlanAcademy of Creative Thinking…$350KR a M Waste Management Inc. Retirement PlanR a M Waste Management Inc. …$350KHms Trailers, Inc. Retirement PlanHms Trailers, Inc. Retiremen…$350K
End-of-year total assets ($M) among Jose Cruz Beltran Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Jose Cruz Beltran multi-year asset trail

Sponsor-wide plan assets over time

All Jose Cruz Beltran plans reported in each filing year

Latest sponsor-wide plan assets
$350K 18.545213144293232% vs 2022
2024 filing year
$0.28M$0.3M$0.32M$0.34M$0.36M 202220232024 $0.3M $0.35M ▲ +16.7%
Year Plans Participants Total Assets
2022 1 1 $295K
2023 1 1 $325K
2024 1 1 $350K

Jose Cruz Beltran filing trail (2024)

Total Assets (Beginning of Year)$325K
Net Assets (End of Year)$350K
Net Income$25K
Employer EIN660997583
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Jose Cruz Beltran Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Jose Cruz Beltran Retirement Plan, Total assets ($M): 0.35 · Participants: 1Jose Cruz Beltran 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
Jose Cruz Beltran Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Jose Cruz Beltran Retirement Plan side-by-side with 3 peers →

Jose Cruz Beltran Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Podorski Tool Company Retirement Plan in MO ($350K); 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 Jose Cruz Beltran Retirement Plan assets move in 2024? ▼
Jose Cruz Beltran Retirement Plan grew at a solid clip - up 7.7% during 2024, from $325K to $350K. Reported net income was $25K.
How have Jose Cruz Beltran plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jose Cruz Beltran's sponsor-wide assets grew 18.5%, from $295K to $350K.
Where does Jose Cruz Beltran Retirement Plan rank by assets among Form 5500 filers? ▼
Jose Cruz Beltran Retirement Plan ranks in the 15th 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 Jose Cruz Beltran Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Podorski Tool Company Retirement Plan in MO ($350K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Jose Cruz Beltran 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 660997583.

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.