Profit Sharing · DOL Form 5500 · 2022
Amarilis Perez De Jesus Profit Sharing Plan
Data updated 2026-08-25
- $204K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 11th
- Percentile by assets National rank
- $68,140
- Avg per participant Below avg balance/head
Official DOL plan name: Aj Perez Retirement Plan · Sponsored by Amarilis Perez De Jesus · Puerto Rico · Healthcare & Social Assistance
$204K in assets, 3 participants
Amarilis Perez De Jesus's Aj Perez Retirement Plan reported $204K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 11th 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.
- #1,472 in Healthcare & Social Assistance (20,060 peers)
Amarilis Perez De Jesus multi-year trail
Amarilis Perez De Jesus's plans moved +85.2% in assets from 2022 to 2024; this filing shows Aj Perez Retirement Plan at $204K / 3 participants.
- #1,472
- in Healthcare & Social Assistance (20,060 peers)
- -9.6%
- assets change YoY
The plan reported a net loss of $26K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Aj Perez Retirement Plan among the smaller filed plans by assets
Aj Perez Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$204,419 11th percentile higher than 11% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Aj Perez Retirement Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aj Perez Retirement Plan is a micro filing (3 participants), the leftmost band.
DOL schedule card
Filing strip 660520049 · Amarilis Perez De Jesus PY 2022 · Profit Sharing
Aj Perez Retirement Plan · $204K · 3 · 11th
- PHOTO $204K
- IND 3
- EOY 11th
- 5500 Profit Sharing
- ASSETS near First Coast Convenience, Inc. Profit Sharing Plan
- PCT ind #1472
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 →
Aj Perez Retirement Plan in the asset neighbourhood
Amarilis Perez De Jesus multi-year asset trail
Sponsor-wide plan assets over time
All Amarilis Perez De Jesus plans reported in each filing year
- Latest sponsor-wide plan assets
- $379K 85.18288417417168% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $204K |
| 2023 | 1 | 3 | $288K |
| 2024 | 1 | 5 | $379K |
Amarilis Perez De Jesus filing trail (2022)
| Total Assets (Beginning of Year) | $226K |
|---|---|
| Net Assets (End of Year) | $119K |
| Net Income | -$26K |
| Employer EIN | 660520049 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Puerto Rico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Retirement and Savings Plan for Amgen Manufacturing, Limited $611M · 2,614
- Popular, Inc. Pr Savings and Investment Plan $561M · 7,773
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico $336M · 1,038
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $158M · 743
- The Oriental Bank Coda Profit Sharing Plan $110M · 2,082
Aj Perez Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is First Coast Convenience, Inc. Profit Sharing Plan in FL ($204K); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($204K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.