Profit Sharing · DOL Form 5500 · 2024

Jorge L. Martnez Trabal Profit Sharing Plan

Data updated 2026-08-25

$861K
Total assets Small plan by assets
1
Participants Small participant base
22nd
Percentile by assets National rank
$861,369
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jlmt Retirement Plan · Sponsored by Jorge L. Martnez Trabal · Puerto Rico · Healthcare & Social Assistance

$861K in assets, 1 participants

Jorge L. Martnez Trabal's Jlmt Retirement Plan reported $861K in total assets and 1 participant 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.

  • #2,980 in Healthcare & Social Assistance (16,916 peers)

Jorge L. Martnez Trabal multi-year trail

Jorge L. Martnez Trabal's plans moved +30.6% in assets from 2023 to 2024; this filing shows Jlmt Retirement Plan at $861K / 1 participant.

#2,980
in Healthcare & Social Assistance (16,916 peers)
+30.6%
assets growth YoY

Jlmt Retirement Plan among the smaller filed plans by assets

Jlmt Retirement Plan vs every filed plan by assets

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

$861,369 22nd percentile higher than 22% 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

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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jlmt Retirement Plan reported net income fell from $660K in the plan year 2023 filing to $202K in the plan year 2024 filing.
  • Jlmt Retirement Plan end-of-year assets rose from $660K in the plan year 2023 filing to $861K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 666036942 · Jorge L. Martnez Trabal PY 2024 · Profit Sharing

Jlmt Retirement Plan · $861K · 1 · 22nd

  • TYPE $861K
  • TYPE 1
  • TYPE 22nd
  • TYPE Profit Sharing
  • TYPE near Brinton's Paint Company Profit Sharing Plan
  • TYPE ind #2980

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 →

Jlmt Retirement Plan in the asset neighbourhood

Jlmt Retirement Plan$861KBrinton's Paint Company Profit Sharing PlanBrinton's Paint Company Prof…$862KTringles, LLC 401(k)& Profit Sharing PlanTringles, LLC 401(k)& Profit…$861KAl-Hassan Incorporated Retirement PlanAl-Hassan Incorporated Retir…$860KBrigantine Holdings Inc. Retirement PlanBrigantine Holdings Inc. Ret…$863K
End-of-year total assets ($M) among Jlmt Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Jorge L. Martnez Trabal multi-year asset trail

Sponsor-wide plan assets over time

All Jorge L. Martnez Trabal plans reported in each filing year

Latest sponsor-wide plan assets
$861K 30.60306399082986% vs 2023
2024 filing year
$0.6M$0.7M$0.8M$0.9M 20232024 $0.66M $0.86M ▲ +30.3%
Year Plans Participants Total Assets
2023 1 1 $660K
2024 1 1 $861K

Jorge L. Martnez Trabal filing trail (2024)

Total Assets (Beginning of Year)$660K
Net Assets (End of Year)$861K
Net Income$202K
Employer EIN666036942
Plan Effective Date2012-12-27
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Jlmt Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Jlmt Retirement Plan, Total assets ($M): 0.861369 · Participants: 1Jlmt 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
Jlmt Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Jlmt Retirement Plan side-by-side with 3 peers →

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

Outside Puerto Rico, the nearest Profit Sharing by assets is Brinton's Paint Company Profit Sharing Plan in FL ($862K); 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 Jlmt Retirement Plan assets move in 2024? ▼
Jlmt Retirement Plan surged - up 30.6% during 2024, from $660K to $861K. Reported net income was $202K.
How have Jorge L. Martnez Trabal plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Jorge L. Martnez Trabal's sponsor-wide assets grew 30.6%, from $660K to $861K.
Where does Jlmt Retirement Plan rank by assets among Form 5500 filers? ▼
Jlmt Retirement Plan ranks in the 22nd 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 Jlmt Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Brinton's Paint Company Profit Sharing Plan in FL ($862K, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Jlmt 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 666036942.

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.