Profit Sharing · DOL Form 5500 · 2024

James M. Bryan Diaz Profit Sharing Plan

Data updated 2026-08-25

$388K
Total assets Small plan by assets
1
Participants Small participant base
16th
Percentile by assets National rank
$388,035
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: J. Bryan Diaz Retirement Plan · Sponsored by James M. Bryan Diaz · Puerto Rico · Healthcare & Social Assistance

$388K in assets, 1 participants

James M. Bryan Diaz's J. Bryan Diaz Retirement Plan reported $388K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 16th 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.

  • #1,891 in Healthcare & Social Assistance (16,916 peers)

James M. Bryan Diaz multi-year trail

James M. Bryan Diaz's plans moved +32.0% in assets from 2022 to 2024; this filing shows J. Bryan Diaz Retirement Plan at $388K / 1 participant.

#1,891
in Healthcare & Social Assistance (16,916 peers)
+18.1%
assets growth YoY

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

J. Bryan Diaz Retirement Plan vs every filed plan by assets

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

$388,035 16th percentile higher than 16% 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. Bryan 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. J. Bryan Diaz 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. Bryan Diaz Retirement Plan reported net income rose from $35K in the plan year 2023 filing to $59K in the plan year 2024 filing.
  • J. Bryan Diaz Retirement Plan end-of-year assets rose from $329K in the plan year 2023 filing to $388K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 583833670 · James M. Bryan Diaz PY 2024 · Profit Sharing

J. Bryan Diaz Retirement Plan · $388K · 1 · 16th

  • PHOTO $388K
  • PHOTO 1
  • PHOTO 16th
  • PHOTO Profit Sharing
  • PHOTO near Volkers, Inc. Retirement Plan
  • PHOTO ind #1891

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 →

J. Bryan Diaz Retirement Plan in the asset neighbourhood

J. Bryan Diaz Retirement Plan$388KVolkers, Inc. Retirement Plan$388KSparkle City Laundromat, Inc. Retirement PlanSparkle City Laundromat, Inc…$388KBaja Management Corporation Profit Sharing PlanBaja Management Corporation …$388KGsg Capital Advisors Profit Sharing PlanGsg Capital Advisors Profit …$388K
End-of-year total assets ($M) among J. Bryan Diaz Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

James M. Bryan Diaz multi-year asset trail

Sponsor-wide plan assets over time

All James M. Bryan Diaz plans reported in each filing year

Latest sponsor-wide plan assets
$388K 32.00489870898607% vs 2022
2024 filing year
$0.25M$0.3M$0.35M$0.4M 202220232024 $0.29M $0.39M ▲ +34.5%
Year Plans Participants Total Assets
2022 1 1 $294K
2023 1 1 $329K
2024 1 1 $388K

James M. Bryan Diaz filing trail (2024)

Total Assets (Beginning of Year)$329K
Net Assets (End of Year)$388K
Net Income$59K
Employer EIN583833670
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

J. Bryan Diaz Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants J. Bryan Diaz Retirement Plan, Total assets ($M): 0.388035 · Participants: 1J. Bryan Diaz 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. Bryan Diaz Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare J. Bryan Diaz Retirement Plan side-by-side with 3 peers →

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

Outside Puerto Rico, the nearest Profit Sharing by assets is Volkers, Inc. Retirement Plan in MN ($388K); 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. Bryan Diaz Retirement Plan assets move in 2024? ▼
J. Bryan Diaz Retirement Plan grew sharply - up 18.1% during 2024, from $329K to $388K. Reported net income was $59K.
How have James M. Bryan Diaz plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James M. Bryan Diaz's sponsor-wide assets grew 32.0%, from $294K to $388K.
Where does J. Bryan Diaz Retirement Plan rank by assets among Form 5500 filers? ▼
J. Bryan Diaz Retirement Plan ranks in the 16th 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. Bryan Diaz Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Volkers, Inc. Retirement Plan in MN ($388K, 16 participants).
Which Profit Sharing plans cover a similar participant headcount to J. Bryan Diaz 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 583833670.

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.