Profit Sharing · DOL Form 5500 · 2024

Jorge R. De Jesus Santos Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
25th
Percentile by assets National rank
$617,577
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jorge R. De Jesus Santos Retirement Plan · Sponsored by Jorge R. De Jesus Santos · Puerto Rico · Other Services

$1M in assets, 2 participants

Jorge R. De Jesus Santos's Jorge R. De Jesus Santos Retirement Plan reported $1M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,808 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Jorge R. De Jesus Santos Retirement Plan ranks #3,808 of 7,719 2024 filers by assets (1625% of the sector average)-$1M for 2 participants.

#3,808
in Other Services (7,719 peers)
+6.2%
assets growth YoY

Jorge R. De Jesus Santos Retirement Plan among the smaller filed plans by assets

Jorge R. De Jesus Santos Retirement Plan vs every filed plan by assets

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

$1,235,153 25th percentile higher than 25% 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

Jorge R. De Jesus Santos 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. Jorge R. De Jesus Santos Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jorge R. De Jesus Santos Retirement Plan reported net income fell from $169K in the plan year 2023 filing to $72K in the plan year 2024 filing.
  • Jorge R. De Jesus Santos Retirement Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 660675698 · Jorge R. De Jesus Santos PY 2024 · Profit Sharing

Jorge R. De Jesus Santos Retirement Plan · $1M · 2 · 25th

  • VS-ST $1M
  • BOY 2
  • SCH 25th
  • EBSA Profit Sharing
  • PART near Lucy Mae's Kitchen Co. Retirement Plan
  • TYPE ind #3808

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 Other Services retirement plans → · Plans in Puerto Rico →

Jorge R. De Jesus Santos Retirement Plan in the asset neighbourhood

Jorge R. De Jesus Santos Retirement PlanJorge R. De Jesus Santos Ret…$1MLucy Mae's Kitchen Co. Retirement PlanLucy Mae's Kitchen Co. Retir…$1MRalph Watchi, M.D., PC Profit Sharing PlanRalph Watchi, M.D., PC Profi…$1MJlm Services, Inc. Profit Sharing Plan and TrustJlm Services, Inc. Profit Sh…$1MCutterboy, Inc. Profit Sharing PlanCutterboy, Inc. Profit Shari…$1M
End-of-year total assets ($M) among Jorge R. De Jesus Santos Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$72K
Employer EIN660675698
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jorge R. De Jesus Santos)

Sponsor-wide plan assets over time

All Jorge R. De Jesus Santos plans reported in each filing year

Latest sponsor-wide plan assets
$1M 24.244240961722426% vs 2022
2024 filing year
$0.9M$1M$1.1M$1.2M$1.3M 202220232024 $0.99M $1.24M ▲ +25.3%
Year Plans Participants Total Assets
2022 1 3 $994K
2023 1 2 $1M
2024 1 2 $1M

Nearby Profit Sharing Plans in Puerto Rico

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

Jorge R. De Jesus Santos Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Jorge R. De Jesus Santos Retirement Plan, Total assets ($M): 1.235153 · Participants: 2Jorge R. De Jesus Santos 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
Jorge R. De Jesus Santos Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Jorge R. De Jesus Santos Retirement Plan side-by-side with 3 peers →

Jorge R. De Jesus Santos Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Lucy Mae's Kitchen Co. Retirement Plan in MI ($1M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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.

Frequently Asked Questions

How did Jorge R. De Jesus Santos Retirement Plan assets move in 2024? ▼
Jorge R. De Jesus Santos Retirement Plan grew at a solid clip - up 6.2% during 2024, from $1M to $1M. Reported net income was $72K.
How have Jorge R. De Jesus Santos plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jorge R. De Jesus Santos's sponsor-wide assets grew 24.2%, from $994K to $1M.
Where does Jorge R. De Jesus Santos Retirement Plan rank by assets among Form 5500 filers? ▼
Jorge R. De Jesus Santos Retirement Plan ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Jorge R. De Jesus Santos Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Lucy Mae's Kitchen Co. Retirement Plan in MI ($1M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Jorge R. De Jesus Santos Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 660675698.

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.