Profit Sharing · DOL Form 5500 · 2024

Dr. Jose E. Najul Zambrana Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
5
Participants Small participant base
26th
Percentile by assets National rank
$290,635
Avg per participant High balance/head
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Official DOL plan name: Jose E. Najul Zambrana Profit Sharing Retirement Plan · Sponsored by Dr. Jose E. Najul Zambrana · Puerto Rico · Other Services

$1M in assets, 5 participants

Dr. Jose E. Najul Zambrana's Jose E. Najul Zambrana Profit Sharing Retirement Plan reported $1M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #3,928 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Jose E. Najul Zambrana Profit Sharing Retirement Plan ranks #3,928 of 7,719 2024 filers by assets (1381% of the sector average)-$1M for 5 participants.

#3,928
in Other Services (7,719 peers)
+13.3%
assets growth YoY

Jose E. Najul Zambrana Profit Sharing Retirement Plan among the smaller filed plans by assets

Jose E. Najul Zambrana Profit Sharing Retirement Plan vs every filed plan by assets

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

$1,453,177 26th percentile higher than 26% 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

Jose E. Najul Zambrana Profit Sharing 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 E. Najul Zambrana Profit Sharing 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 E. Najul Zambrana Profit Sharing Retirement Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Jose E. Najul Zambrana Profit Sharing Retirement Plan reported net income rose from $153K in the plan year 2023 filing to $171K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 660426397 · Dr. Jose E. Najul Zambrana PY 2024 · Profit Sharing

Jose E. Najul Zambrana Profit Sharing Retirement Plan · $1M · 5 · 26th

  • NET $1M
  • BOOK 5
  • VS-ST 26th
  • BOY Profit Sharing
  • SCH near Fisher Metals of Alaska, Inc. Retirement Plan
  • EBSA ind #3928

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 →

Jose E. Najul Zambrana Profit Sharing Retirement Plan in the asset neighbourhood

Jose E. Najul Zambrana Profit Sharing Retirement PlanJose E. Najul Zambrana Profi…$1MFisher Metals of Alaska, Inc. Retirement PlanFisher Metals of Alaska, Inc…$1MMilovina Vineyards, Inc. Keough PlanMilovina Vineyards, Inc. Keo…$1MWarren,Kerr,Walston,Taylor&smith LLP Retirement PlanWarren,Kerr,Walston,Taylor&s…$1MFlexcraft Industries, Inc. Profit Sharing PlanFlexcraft Industries, Inc. P…$1M
End-of-year total assets ($M) among Jose E. Najul Zambrana Profit Sharing 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$171K
Employer EIN660426397
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dr. Jose E. Najul Zambrana)

Sponsor-wide plan assets over time

All Dr. Jose E. Najul Zambrana plans reported in each filing year

Latest sponsor-wide plan assets
$1M 28.7235597428677% vs 2022
2024 filing year
$1M$1.1M$1.2M$1.3M$1.4M$1.5M 202220232024 $1.13M $1.45M ▲ +28.3%
Year Plans Participants Total Assets
2022 1 5 $1M
2023 1 5 $1M
2024 1 5 $1M

Nearby Profit Sharing Plans in Puerto Rico

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

Jose E. Najul Zambrana Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Jose E. Najul Zambrana Profit Sharing Retirement Plan, Total assets ($M): 1.453177 · Participants: 5Jose E. Najul Zambrana Profit Sharing 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
Jose E. Najul Zambrana Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Jose E. Najul Zambrana Profit Sharing Retirement Plan side-by-side with 3 peers →

Jose E. Najul Zambrana Profit Sharing Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Fisher Metals of Alaska, Inc. Retirement Plan in AK ($1M); by covered participants it is Rl Barron Holdings Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did Jose E. Najul Zambrana Profit Sharing Retirement Plan assets move in 2024? ▼
Jose E. Najul Zambrana Profit Sharing Retirement Plan grew at a solid clip - up 13.3% during 2024, from $1M to $1M. Reported net income was $171K.
How have Dr. Jose E. Najul Zambrana plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dr. Jose E. Najul Zambrana's sponsor-wide assets grew 28.7%, from $1M to $1M.
Which Profit Sharing plans are similar in size to Jose E. Najul Zambrana Profit Sharing Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Fisher Metals of Alaska, Inc. Retirement Plan in AK ($1M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Jose E. Najul Zambrana Profit Sharing Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Rl Barron Holdings Inc. Retirement Plan in GA (5 participants, $735K 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 660426397.

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.