Profit Sharing · DOL Form 5500 · 2024

Jaime Gierbolini Borelli Profit Sharing Plan

Data updated 2026-08-25

$158K
Total assets Small plan by assets
4
Participants Small participant base
9th
Percentile by assets National rank
$39,389
Avg per participant Low balance/head
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Official DOL plan name: Jaime R. Gierbolini Borelli Retirement Plan · Sponsored by Jaime Gierbolini Borelli · Puerto Rico · Healthcare & Social Assistance

$158K in assets, 4 participants

Jaime Gierbolini Borelli's Jaime R. Gierbolini Borelli Retirement Plan reported $158K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 9th 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.

  • #1,034 in Healthcare & Social Assistance (16,916 peers)

Jaime Gierbolini Borelli multi-year trail

Jaime Gierbolini Borelli's plans moved +18.2% in assets from 2022 to 2024; this filing shows Jaime R. Gierbolini Borelli Retirement Plan at $158K / 4 participants.

#1,034
in Healthcare & Social Assistance (16,916 peers)
+8.9%
assets growth YoY

Jaime R. Gierbolini Borelli Retirement Plan among the smaller filed plans by assets

Jaime R. Gierbolini Borelli Retirement Plan vs every filed plan by assets

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

$157,556 9th percentile higher than 9% 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

Jaime R. Gierbolini Borelli 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. Jaime R. Gierbolini Borelli Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jaime R. Gierbolini Borelli Retirement Plan reported net income rose from $4K in the plan year 2023 filing to $37K in the plan year 2024 filing.
  • Jaime R. Gierbolini Borelli Retirement Plan end-of-year assets rose from $145K in the plan year 2023 filing to $158K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 660365227 · Jaime Gierbolini Borelli PY 2024 · Profit Sharing

Jaime R. Gierbolini Borelli Retirement Plan · $158K · 4 · 9th

  • PART $158K
  • TYPE 4
  • NET 9th
  • BOOK Profit Sharing
  • VS-ST near Shelly Magic Inc. Retirement Plan
  • BOY ind #1034

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 →

Jaime R. Gierbolini Borelli Retirement Plan in the asset neighbourhood

Jaime R. Gierbolini Borelli Retirement PlanJaime R. Gierbolini Borelli …$158KShelly Magic Inc. Retirement PlanShelly Magic Inc. Retirement…$158KPro 6 Fitness, Inc. 401(k) Profit Sharing PlanPro 6 Fitness, Inc. 401(k) P…$158KPoten & Partners Group, Inc. Profit Sharing PlanPoten & Partners Group, Inc.…$157KHamptons Technology Group, Inc. Profit Sharing PlanHamptons Technology Group, I…$157K
End-of-year total assets ($M) among Jaime R. Gierbolini Borelli Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Jaime Gierbolini Borelli multi-year asset trail

Sponsor-wide plan assets over time

All Jaime Gierbolini Borelli plans reported in each filing year

Latest sponsor-wide plan assets
$158K 18.16020578816718% vs 2022
2024 filing year
$0.12M$0.13M$0.14M$0.15M$0.16M$0.17M 202220232024 $0.13M $0.16M ▲ +23.1%
Year Plans Participants Total Assets
2022 1 4 $133K
2023 1 4 $145K
2024 1 4 $158K

Jaime Gierbolini Borelli filing trail (2024)

Total Assets (Beginning of Year)$145K
Net Assets (End of Year)$148K
Net Income$37K
Employer EIN660365227
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Jaime R. Gierbolini Borelli Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Jaime R. Gierbolini Borelli Retirement Plan, Total assets ($M): 0.157556 · Participants: 4Jaime R. Gierbolini Borelli 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
Jaime R. Gierbolini Borelli Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Jaime R. Gierbolini Borelli Retirement Plan side-by-side with 3 peers →

Jaime R. Gierbolini Borelli Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Shelly Magic Inc. Retirement Plan in MN ($158K); by covered participants it is Thrive Holdings Inc. Retirement Plan in OH (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Jaime R. Gierbolini Borelli Retirement Plan assets move in 2024? ▼
Jaime R. Gierbolini Borelli Retirement Plan grew at a solid clip - up 8.9% during 2024, from $145K to $158K. Reported net income was $37K.
How have Jaime Gierbolini Borelli plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jaime Gierbolini Borelli's sponsor-wide assets grew 18.2%, from $133K to $158K.
Where does Jaime R. Gierbolini Borelli Retirement Plan rank by assets among Form 5500 filers? ▼
Jaime R. Gierbolini Borelli Retirement Plan ranks in the 9th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Jaime R. Gierbolini Borelli Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Shelly Magic Inc. Retirement Plan in MN ($158K, N/A participants).
Which Profit Sharing plans cover a similar participant headcount to Jaime R. Gierbolini Borelli Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Thrive Holdings Inc. Retirement Plan in OH (4 participants, $533K 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 660365227.

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.