Profit Sharing · DOL Form 5500 · 2024
Amarilis Perez De Jesus Profit Sharing Plan
Data updated 2026-08-25
- $379K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 15th
- Percentile by assets National rank
- $75,710
- 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
$379K in assets, 5 participants
Amarilis Perez De Jesus's Aj Perez Retirement Plan reported $379K in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 15th 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.
- #1,868 in Healthcare & Social Assistance (16,916 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 $379K / 5 participants.
- #1,868
- in Healthcare & Social Assistance (16,916 peers)
- +31.3%
- assets growth YoY
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 2024 · DOL Form 5500
$378,549 15th percentile higher than 15% 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
Aj Perez 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. Aj Perez Retirement Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Aj Perez Retirement Plan reported net income rose from $85K in the plan year 2023 filing to $174K in the plan year 2024 filing.
- Aj Perez Retirement Plan reported participants rose from 3 in the plan year 2023 filing to 5 in the plan year 2024 filing.
- Aj Perez Retirement Plan end-of-year assets rose from $288K in the plan year 2023 filing to $379K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 660520049 · Amarilis Perez De Jesus PY 2024 · Profit Sharing
Aj Perez Retirement Plan · $379K · 5 · 15th
- VS-ST $379K
- BOY 5
- SCH 15th
- EBSA Profit Sharing
- PART near Cohen, Frankel & Ruggiero LLP-Profit Sharing Plan
- TYPE ind #1868
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 (2024)
| Total Assets (Beginning of Year) | $288K |
|---|---|
| Net Assets (End of Year) | $379K |
| Net Income | $174K |
| 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.
- 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
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 Cohen, Frankel & Ruggiero LLP-Profit Sharing Plan in NY ($379K); 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 ($379K 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.