Profit Sharing · DOL Form 5500 · 2024

Joham Senior Marino Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
28th
Percentile by assets National rank
$1.7M
Avg per participant High balance/head
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Official DOL plan name: Joham Senior Marino Retirement Plan · Sponsored by Joham Senior Marino · Puerto Rico · Healthcare & Social Assistance

$2M in assets, 1 participants

Joham Senior Marino's Joham Senior Marino Retirement Plan reported $2M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,271 in Healthcare & Social Assistance (16,916 peers)

Joham Senior Marino multi-year trail

Joham Senior Marino's plans moved +12.9% in assets from 2022 to 2024; this filing shows Joham Senior Marino Retirement Plan at $2M / 1 participant.

#4,271
in Healthcare & Social Assistance (16,916 peers)
+7.4%
assets growth YoY

Joham Senior Marino Retirement Plan among the smaller filed plans by assets

Joham Senior Marino Retirement Plan vs every filed plan by assets

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

$1,705,190 28th percentile higher than 28% 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

Joham Senior Marino 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. Joham Senior Marino Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Joham Senior Marino Retirement Plan reported net income rose from $78K in the plan year 2023 filing to $118K in the plan year 2024 filing.
  • Joham Senior Marino 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 →

EBSA filing schedule strip

Filing strip 660449878 · Joham Senior Marino PY 2024 · Profit Sharing

Joham Senior Marino Retirement Plan · $2M · 1 · 28th

  • VS-ST $2M
  • BOY 1
  • SCH 28th
  • EBSA Profit Sharing
  • PART near Mckearney Gowan Incorporated Retirement Plan
  • TYPE ind #4271

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 →

Joham Senior Marino Retirement Plan in the asset neighbourhood

Joham Senior Marino Retirement PlanJoham Senior Marino Retireme…$2MMckearney Gowan Incorporated Retirement PlanMckearney Gowan Incorporated…$2MBucci Jewelry Self Employed Retirement PlanBucci Jewelry Self Employed …$2MBetter Flood Insurance, Inc. Retirement PlanBetter Flood Insurance, Inc.…$2MQuad State Sales & Marketing Profit Sharing PlanQuad State Sales & Marketing…$2M
End-of-year total assets ($M) among Joham Senior Marino Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Joham Senior Marino multi-year asset trail

Sponsor-wide plan assets over time

All Joham Senior Marino plans reported in each filing year

Latest sponsor-wide plan assets
$2M 12.926415280519683% vs 2022
2024 filing year
$1.4M$1.5M$1.6M$1.7M$1.8M 202220232024 $1.51M $1.71M ▲ +13.2%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $2M
2024 1 1 $2M

Joham Senior Marino filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$118K
Employer EIN660449878
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Joham Senior Marino Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Joham Senior Marino Retirement Plan, Total assets ($M): 1.70519 · Participants: 1Joham Senior Marino 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
Joham Senior Marino Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Joham Senior Marino Retirement Plan side-by-side with 3 peers →

Joham Senior Marino Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Mckearney Gowan Incorporated Retirement Plan in MI ($2M); 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.

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 Joham Senior Marino Retirement Plan assets move in 2024? ▼
Joham Senior Marino Retirement Plan grew at a solid clip - up 7.4% during 2024, from $2M to $2M. Reported net income was $118K.
How have Joham Senior Marino plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joham Senior Marino's sponsor-wide assets grew 12.9%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Joham Senior Marino Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Mckearney Gowan Incorporated Retirement Plan in MI ($2M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Joham Senior Marino 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 660449878.

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.