Profit Sharing · DOL Form 5500 · 2024
Jose a. Alonso Alonso Profit Sharing Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $1.8M
- Avg per participant High balance/head
Official DOL plan name: Jose a. Alonso Alonso Retirement Plan · Sponsored by Jose a. Alonso Alonso · Puerto Rico · Healthcare & Social Assistance
$7M in assets, 4 participants
Jose a. Alonso Alonso's Jose a. Alonso Alonso Retirement Plan reported $7M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.
- #9,026 in Healthcare & Social Assistance (16,916 peers)
What the 2024 filing shows
Jose a. Alonso Alonso Retirement Plan holds $7M for 4 participants - about $1.8M per participant, in the lower half of filed plans by assets.
- #9,026
- in Healthcare & Social Assistance (16,916 peers)
- +5.0%
- assets growth YoY
Jose a. Alonso Alonso Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Jose a. Alonso Alonso Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,111,013 49th percentile higher than 49% 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
Jose a. Alonso Alonso 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. Jose a. Alonso Alonso Retirement Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jose a. Alonso Alonso Retirement Plan reported net income rose from $215K in the plan year 2023 filing to $336K in the plan year 2024 filing.
- Jose a. Alonso Alonso Retirement Plan end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
DOL schedule card
Filing strip 660464750 · Jose a. Alonso Alonso PY 2024 · Profit Sharing
Jose a. Alonso Alonso Retirement Plan · $7M · 4 · 49th
- SCH $7M
- EBSA 4
- PART 49th
- TYPE Profit Sharing
- NET near Quetico, LLC Profit Sharing Plan
- BOOK ind #9026
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 →
Jose a. Alonso Alonso Retirement Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $336K |
| Employer EIN | 660464750 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jose a. Alonso Alonso)
Sponsor-wide plan assets over time
All Jose a. Alonso Alonso plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 8.399687560689841% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $7M |
| 2023 | 1 | 4 | $7M |
| 2024 | 1 | 4 | $7M |
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
Jose a. Alonso Alonso Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Quetico, LLC Profit Sharing Plan in CA ($7M); by covered participants it is Thrive Holdings Inc. Retirement Plan in OH (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Thrive Holdings Inc. Retirement Plan (OH) 4 · 0 off
- Apg Enterprises Inc. Retirement Plan (NC) 4 · 0 off
- Megesh, Inc. Retirement Plan (NJ) 4 · 0 off
- Doug's Filter Service, Inc. Profit Sharing Plan (CA) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.