Profit Sharing · DOL Form 5500 · 2024

Justino Betancourt Collazo Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
27th
Percentile by assets National rank
$812,626
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Justino Betancourt Collazo Retirement Plan · Sponsored by Justino Betancourt Collazo · Puerto Rico · Other Services

$2M in assets, 2 participants

Justino Betancourt Collazo's Justino Betancourt Collazo Retirement Plan reported $2M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,012 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Justino Betancourt Collazo Retirement Plan ranks #4,012 of 7,719 2024 filers by assets (1235% of the sector average)-$2M for 2 participants.

#4,012
in Other Services (7,719 peers)
+8.1%
assets growth YoY

Justino Betancourt Collazo Retirement Plan among the smaller filed plans by assets

Justino Betancourt Collazo Retirement Plan vs every filed plan by assets

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

$1,625,251 27th percentile higher than 27% 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

Justino Betancourt Collazo 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. Justino Betancourt Collazo Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Justino Betancourt Collazo Retirement Plan reported net income fell from $158K in the plan year 2023 filing to $122K in the plan year 2024 filing.
  • Justino Betancourt Collazo Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 660410586 · Justino Betancourt Collazo PY 2024 · Profit Sharing

Justino Betancourt Collazo Retirement Plan · $2M · 2 · 27th

  • SCH $2M
  • EBSA 2
  • PART 27th
  • TYPE Profit Sharing
  • NET near J. Kleinhaus & Sons, Inc. Pension Trust
  • BOOK ind #4012

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 →

Justino Betancourt Collazo Retirement Plan in the asset neighbourhood

Justino Betancourt Collazo Retirement PlanJustino Betancourt Collazo R…$2MBonnyville Construction Co. Pension Plan Fka Money Purchase Pension Plan and Trust of the Bonnyville Construction Co.Bonnyville Construction Co. …$2MD5 Enterprises Inc. Retirement PlanD5 Enterprises Inc. Retireme…$2MJ. Kleinhaus & Sons, Inc. Pension TrustJ. Kleinhaus & Sons, Inc. Pe…$2MEdt Industrial Resources Inc. Profit Sharing PlanEdt Industrial Resources Inc…$2M
End-of-year total assets ($M) among Justino Betancourt Collazo Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$122K
Employer EIN660410586
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Justino Betancourt Collazo)

Sponsor-wide plan assets over time

All Justino Betancourt Collazo plans reported in each filing year

Latest sponsor-wide plan assets
$2M 20.81315136107518% vs 2022
2024 filing year
$1.3M$1.4M$1.5M$1.6M$1.7M 202220232024 $1.35M $1.63M ▲ +20.7%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $2M
2024 1 2 $2M

Nearby Profit Sharing Plans in Puerto Rico

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

Justino Betancourt Collazo Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Justino Betancourt Collazo Retirement Plan, Total assets ($M): 1.625251 · Participants: 2Justino Betancourt Collazo 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
Justino Betancourt Collazo Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Justino Betancourt Collazo Retirement Plan side-by-side with 3 peers →

Justino Betancourt Collazo Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is J. Kleinhaus & Sons, Inc. Pension Trust in NY ($2M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Justino Betancourt Collazo Retirement Plan assets move in 2024? ▼
Justino Betancourt Collazo Retirement Plan grew at a solid clip - up 8.1% during 2024, from $2M to $2M. Reported net income was $122K.
How have Justino Betancourt Collazo plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Justino Betancourt Collazo's sponsor-wide assets grew 20.8%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Justino Betancourt Collazo Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is J. Kleinhaus & Sons, Inc. Pension Trust in NY ($2M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Justino Betancourt Collazo Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 660410586.

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.