Profit Sharing · DOL Form 5500 · 2024

Jose O Fernandez Torres Profit Sharing Plan

Data updated 2026-08-25

$496K
Total assets Small plan by assets
1
Participants Small participant base
18th
Percentile by assets National rank
$495,886
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Joft Retirement Plan · Sponsored by Jose O Fernandez Torres · Puerto Rico · Professional & Technical Services

$496K in assets, 1 participants

Jose O Fernandez Torres's Joft Retirement Plan reported $496K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 18th 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.

  • #2,707 in Professional & Technical Services (20,173 peers)

Jose O Fernandez Torres multi-year trail

Jose O Fernandez Torres's plans moved -10.3% in assets from 2022 to 2024; this filing shows Joft Retirement Plan at $496K / 1 participant.

#2,707
in Professional & Technical Services (20,173 peers)
-5.0%
assets change YoY

The plan reported a net loss of $26K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Joft Retirement Plan among the smaller filed plans by assets

Joft Retirement Plan vs every filed plan by assets

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

$495,886 18th percentile higher than 18% 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

Joft 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. Joft Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Joft Retirement Plan reported net income rose from -$31K in the plan year 2023 filing to -$26K in the plan year 2024 filing.
  • Joft Retirement Plan end-of-year assets fell from $522K in the plan year 2023 filing to $496K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 660540351 · Jose O Fernandez Torres PY 2024 · Profit Sharing

Joft Retirement Plan · $496K · 1 · 18th

  • VS-ST $496K
  • BOY 1
  • SCH 18th
  • EBSA Profit Sharing
  • PART near Double B Cattle Ranch, Inc. Retirement Plan
  • TYPE ind #2707

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 Professional & Technical Services retirement plans → · Plans in Puerto Rico →

Joft Retirement Plan in the asset neighbourhood

Joft Retirement Plan$496KDouble B Cattle Ranch, Inc. Retirement PlanDouble B Cattle Ranch, Inc. …$496KTwo29, Inc. Profit Sharing PlanTwo29, Inc. Profit Sharing P…$496KFlorida Empire Holdings, Inc. Retirement PlanFlorida Empire Holdings, Inc…$496KMack Walls Corp. Profit Sharing PlanMack Walls Corp. Profit Shar…$496K
End-of-year total assets ($M) among Joft Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Jose O Fernandez Torres multi-year asset trail

Sponsor-wide plan assets over time

All Jose O Fernandez Torres plans reported in each filing year

Latest sponsor-wide plan assets
$496K 10.332082636408842% vs 2022
2024 filing year
$0.48M$0.5M$0.52M$0.54M$0.56M 202220232024 $0.55M $0.5M ▼ -9.1%
Year Plans Participants Total Assets
2022 1 1 $553K
2023 1 1 $522K
2024 1 1 $496K

Jose O Fernandez Torres filing trail (2024)

Total Assets (Beginning of Year)$522K
Net Assets (End of Year)$496K
Net Income-$26K
Employer EIN660540351
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Joft Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Joft Retirement Plan, Total assets ($M): 0.495886 · Participants: 1Joft 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
Joft Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Joft Retirement Plan side-by-side with 3 peers →

Joft Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Double B Cattle Ranch, Inc. Retirement Plan in ID ($496K); 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.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($496K here).

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 Joft Retirement Plan assets move in 2024? ▼
Joft Retirement Plan edged down modestly - down 5.0% during 2024, from $522K to $496K. Reported net income was -$26K.
How have Jose O Fernandez Torres plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jose O Fernandez Torres's sponsor-wide assets declined 10.3%, from $553K to $496K.
Where does Joft Retirement Plan rank by assets among Form 5500 filers? ▼
Joft Retirement Plan ranks in the 18th 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 Joft Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Double B Cattle Ranch, Inc. Retirement Plan in ID ($496K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Joft 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 660540351.

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.