Profit Sharing · DOL Form 5500 · 2024
Juan L. Romero Basso Profit Sharing Plan
Data updated 2026-08-25
- $875K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $291,635
- Avg per participant High balance/head
Official DOL plan name: Juan L. Romero Basso Profit Sharing Plan · Sponsored by Juan L. Romero Basso · Puerto Rico · Healthcare & Social Assistance
$875K in assets, 3 participants
Juan L. Romero Basso's Juan L. Romero Basso Profit Sharing Plan reported $875K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.
- #3,001 in Healthcare & Social Assistance (16,916 peers)
2024 asset change
Juan L. Romero Basso Profit Sharing Plan pulled back noticeably 8.6% in 2024 ($957K → $875K) for 3 participants.
- #3,001
- in Healthcare & Social Assistance (16,916 peers)
- -8.6%
- assets change YoY
The plan reported a net loss of $82K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Juan L. Romero Basso Profit Sharing Plan among the smaller filed plans by assets
Juan L. Romero Basso Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$874,906 22nd percentile higher than 22% 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 L. Romero Basso Profit Sharing 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 L. Romero Basso Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Juan L. Romero Basso Profit Sharing Plan reported net income fell from $88K in the plan year 2023 filing to -$82K in the plan year 2024 filing.
- Juan L. Romero Basso Profit Sharing Plan end-of-year assets fell from $957K in the plan year 2023 filing to $875K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 660471889 · Juan L. Romero Basso PY 2024 · Profit Sharing
Juan L. Romero Basso Profit Sharing Plan · $875K · 3 · 22nd
- IND $875K
- IND 3
- IND 22nd
- IND Profit Sharing
- IND near Computertalk Associates Profit Sharing Plan
- IND ind #3001
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 L. Romero Basso Profit Sharing Plan in the asset neighbourhood
Juan L. Romero Basso years around the 2024 move
Sponsor-wide plan assets over time
All Juan L. Romero Basso plans reported in each filing year
- Latest sponsor-wide plan assets
- $875K 0.6441920336452296% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $869K |
| 2023 | 1 | 3 | $957K |
| 2024 | 1 | 3 | $875K |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $957K |
|---|---|
| Net Assets (End of Year) | $875K |
| Net Income | -$82K |
| Employer EIN | 660471889 |
| 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 L. Romero Basso Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Computertalk Associates Profit Sharing Plan in PA ($875K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($875K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.