Profit Sharing · DOL Form 5500 · 2024
Dr. Juan a. Mendoza Ortiz Profit Sharing Plan
Data updated 2026-08-25
- $626K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $312,949
- Avg per participant High balance/head
Official DOL plan name: Juan a. Mendoza Ortiz Profit Sharing Retirement Plan · Sponsored by Dr. Juan a. Mendoza Ortiz · Puerto Rico · Healthcare & Social Assistance
$626K in assets, 2 participants
Dr. Juan a. Mendoza Ortiz's Juan a. Mendoza Ortiz Profit Sharing Retirement Plan reported $626K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.
- #2,519 in Healthcare & Social Assistance (16,916 peers)
Dr. Juan a. Mendoza Ortiz multi-year trail
Dr. Juan a. Mendoza Ortiz's plans moved -14.8% in assets from 2022 to 2024; this filing shows Juan a. Mendoza Ortiz Profit Sharing Retirement Plan at $626K / 2 participants.
- #2,519
- in Healthcare & Social Assistance (16,916 peers)
- -8.5%
- assets change YoY
The plan reported a net loss of $58K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Juan a. Mendoza Ortiz Profit Sharing Retirement Plan among the smaller filed plans by assets
Juan a. Mendoza Ortiz Profit Sharing Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$625,897 19th percentile higher than 19% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Juan a. Mendoza Ortiz Profit Sharing 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. Juan a. Mendoza Ortiz Profit Sharing Retirement Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Juan a. Mendoza Ortiz Profit Sharing Retirement Plan reported net income fell from -$50K in the plan year 2023 filing to -$58K in the plan year 2024 filing.
- Juan a. Mendoza Ortiz Profit Sharing Retirement Plan end-of-year assets fell from $684K in the plan year 2023 filing to $626K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 660431863 · Dr. Juan a. Mendoza Ortiz PY 2024 · Profit Sharing
Juan a. Mendoza Ortiz Profit Sharing Retirement Plan · $626K · 2 · 19th
- EIN $626K
- EIN 2
- EIN 19th
- EIN Profit Sharing
- EIN near Gart Georgia Inc Retirement Plan
- EIN ind #2519
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 →
Juan a. Mendoza Ortiz Profit Sharing Retirement Plan in the asset neighbourhood
Dr. Juan a. Mendoza Ortiz multi-year asset trail
Sponsor-wide plan assets over time
All Dr. Juan a. Mendoza Ortiz plans reported in each filing year
- Latest sponsor-wide plan assets
- $626K 14.778203049154925% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $734K |
| 2023 | 1 | 2 | $684K |
| 2024 | 1 | 2 | $626K |
Dr. Juan a. Mendoza Ortiz filing trail (2024)
| Total Assets (Beginning of Year) | $684K |
|---|---|
| Net Assets (End of Year) | $609K |
| Net Income | -$58K |
| Employer EIN | 660431863 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Puerto Rico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Popular, Inc. Pr Savings and Investment Plan $819M · 8,332
- The Retirement and Savings Plan for Amgen Manufacturing Limited LLC $780M · 2,608
- Abbvie Puerto Rico Savings Plan $560M · 1,349
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico $519M · 1,140
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $228M · 758
Juan a. Mendoza Ortiz Profit Sharing Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Gart Georgia Inc Retirement Plan in GA ($626K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($626K here).
- Gart Georgia Inc Retirement Plan (GA) $626K · 9
- Lakehound Incorporated Retirement Plan (MN) $626K · 1
- North Texas Strength Studios Inc. Retirement Plan (TX) $626K · 2
- 5 Dog Ranch, Inc. Retirement Plan (TX) $625K · 3
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.