Profit Sharing · DOL Form 5500 · 2024

J.M. Blanco Inc. Amerisource Bergen Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
44
Participants Small participant base
37th
Percentile by assets National rank
$81,581
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: J.M. Blanco Inc. Coda Profit Sharing Plan · Sponsored by J.M. Blanco Inc. Amerisource Bergen · Puerto Rico · Wholesale Trade

$4M in assets, 44 participants

J.M. Blanco Inc. Amerisource Bergen's J.M. Blanco Inc. Coda Profit Sharing Plan reported $4M in total assets and 44 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #1,567 in Wholesale Trade (6,080 peers)

J.M. Blanco Inc. Amerisource Bergen multi-year trail

J.M. Blanco Inc. Amerisource Bergen's plans moved +17.2% in assets from 2023 to 2024; this filing shows J.M. Blanco Inc. Coda Profit Sharing Plan at $4M / 44 participants.

#1,567
in Wholesale Trade (6,080 peers)
+18.7%
assets growth YoY

J.M. Blanco Inc. Coda Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

J.M. Blanco Inc. Coda Profit Sharing Plan vs every filed plan by assets

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

$3,589,555 37th percentile higher than 37% 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.M. Blanco Inc. Coda Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J.M. Blanco Inc. Coda Profit Sharing Plan is a small filing (44 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • J.M. Blanco Inc. Coda Profit Sharing Plan reported participants rose from 33 in the plan year 2023 filing to 44 in the plan year 2024 filing.
  • J.M. Blanco Inc. Coda Profit Sharing Plan reported net income rose from $431K in the plan year 2023 filing to $566K in the plan year 2024 filing.
  • J.M. Blanco Inc. Coda Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 943319906 · J.M. Blanco Inc. Amerisource Bergen PY 2024 · Profit Sharing

J.M. Blanco Inc. Coda Profit Sharing Plan · $4M · 44 · 37th

  • EBSA $4M
  • PART 44
  • TYPE 37th
  • NET Profit Sharing
  • BOOK near Cbj & N, Inc. Retirement Plan
  • VS-ST ind #1567

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 Wholesale Trade retirement plans → · Plans in Puerto Rico →

J.M. Blanco Inc. Coda Profit Sharing Plan in the asset neighbourhood

Overhead Door Company of Sarasota Profit Sharing PlanOverhead Door Company of Sar…$4MJ.M. Blanco Inc. Coda Profit Sharing PlanJ.M. Blanco Inc. Coda Profit…$4MCbj & N, Inc. Retirement Plan$4MBrowning Trophies & Awards, Inc. Profit-Sharing PlanBrowning Trophies & Awards, …$4MMiddleburg Millwork Inc Employees Profit Sharing PlanMiddleburg Millwork Inc Empl…$4M
End-of-year total assets ($M) among J.M. Blanco Inc. Coda Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

J.M. Blanco Inc. Amerisource Bergen multi-year asset trail

Sponsor-wide plan assets over time

All J.M. Blanco Inc. Amerisource Bergen plans reported in each filing year

Latest sponsor-wide plan assets
$4M 17.231906081952065% vs 2023
2024 filing year
$3.4M$3.6M$3.8M$4M$4.2M$4.4M 20232024 $3.66M $4.29M ▲ +17.2%
Year Plans Participants Total Assets
2023 2 55 $4M
2024 2 66 $4M

J.M. Blanco Inc. Amerisource Bergen filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$566K
Employer EIN943319906
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

J.M. Blanco Inc. Coda Profit Sharing Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants J.M. Blanco Inc. Coda Profit Sharing Plan, Total assets ($M): 3.589555 · Participants: 44J.M. Blanco Inc. Coda Profit Sharing 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.M. Blanco Inc. Coda Profit Sharing Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare J.M. Blanco Inc. Coda Profit Sharing Plan side-by-side with 3 peers →

J.M. Blanco Inc. Coda Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Cbj & N, Inc. Retirement Plan in MO ($4M); by covered participants it is Columbus Builders Supply, Inc. Profit Sharing Plan in OH (44 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (44 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.

Frequently Asked Questions

How did J.M. Blanco Inc. Coda Profit Sharing Plan assets move in 2024? ▼
J.M. Blanco Inc. Coda Profit Sharing Plan grew sharply - up 18.7% during 2024, from $3M to $4M. Reported net income was $566K.
How have J.M. Blanco Inc. Amerisource Bergen plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), J.M. Blanco Inc. Amerisource Bergen's sponsor-wide assets grew 17.2%, from $4M to $4M.
Which Profit Sharing plans are similar in size to J.M. Blanco Inc. Coda Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Cbj & N, Inc. Retirement Plan in MO ($4M, 24 participants).
Which Profit Sharing plans cover a similar participant headcount to J.M. Blanco Inc. Coda Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Columbus Builders Supply, Inc. Profit Sharing Plan in OH (44 participants, $9M 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 943319906.

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.