Profit Sharing · DOL Form 5500 · 2024
Jose Cruz Cestero Profit Sharing Plan
Data updated 2026-08-25
- $290K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 13th
- Percentile by assets National rank
- $57,963
- Avg per participant Low balance/head
Official DOL plan name: Jose R Cruz Cestero Retirement Plan · Sponsored by Jose Cruz Cestero · Puerto Rico · Healthcare & Social Assistance
$290K in assets, 5 participants
Jose Cruz Cestero's Jose R Cruz Cestero Retirement Plan reported $290K in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 13th 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.
- #1,556 in Healthcare & Social Assistance (16,916 peers)
Jose Cruz Cestero multi-year trail
Jose Cruz Cestero's plans moved +36.6% in assets from 2022 to 2024; this filing shows Jose R Cruz Cestero Retirement Plan at $290K / 5 participants.
- #1,556
- in Healthcare & Social Assistance (16,916 peers)
- +15.8%
- assets growth YoY
Jose R Cruz Cestero Retirement Plan among the smaller filed plans by assets
Jose R Cruz Cestero Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$289,814 13th percentile higher than 13% 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 R Cruz Cestero 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 R Cruz Cestero Retirement Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jose R Cruz Cestero Retirement Plan end-of-year assets rose from $250K in the plan year 2023 filing to $290K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 660925950 · Jose Cruz Cestero PY 2024 · Profit Sharing
Jose R Cruz Cestero Retirement Plan · $290K · 5 · 13th
- EOY $290K
- 5500 5
- ASSETS 13th
- PCT Profit Sharing
- EIN near Clean Heart, Inc. Retirement Plan
- RANK ind #1556
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 R Cruz Cestero Retirement Plan in the asset neighbourhood
Jose Cruz Cestero multi-year asset trail
Sponsor-wide plan assets over time
All Jose Cruz Cestero plans reported in each filing year
- Latest sponsor-wide plan assets
- $290K 36.58681421226017% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $212K |
| 2023 | 1 | 5 | $250K |
| 2024 | 1 | 5 | $290K |
Jose Cruz Cestero filing trail (2024)
| Total Assets (Beginning of Year) | $250K |
|---|---|
| Net Assets (End of Year) | $290K |
| Net Income | $40K |
| Employer EIN | 660925950 |
| Plan Effective Date | 2019-01-01 |
| 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
Jose R Cruz Cestero Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Clean Heart, Inc. Retirement Plan in TX ($290K); by covered participants it is Rl Barron Holdings Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($290K here).
Similar participant headcount
Nearest other-state filings by covered participants (5 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.