Profit Sharing · DOL Form 5500 · 2024
Julio a. Sepulveda Franco Profit Sharing Plan
Data updated 2026-08-06
- $735K
- Total assets
- 1
- Participants
- 21st
- Percentile by assets
- $734,773
- Avg per participant
Official DOL plan name: Julio a. Sepulveda Franco Profit Sharing Retirement Plan · Sponsored by Julio a. Sepulveda Franco · Puerto Rico · Healthcare & Social Assistance
$735K in assets, 1 participants
Julio a. Sepulveda Franco's Julio a. Sepulveda Franco Profit Sharing Retirement Plan reported $735K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 21st 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.
- 21st percentile by assets (of 116,472 plans)
What the 2024 filing shows
Julio a. Sepulveda Franco Profit Sharing Retirement Plan holds $735K for 1 participant - about $734,773 per participant, among the smaller plans by assets on file.
- $735K
- total plan assets (2024 EOY)
- 1
- covered participants
- 21st
- percentile by assets (of 116,472 plans)
- $734,773
- avg assets per participant
The plan reported a net loss of $49K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Julio a. Sepulveda Franco Profit Sharing Retirement Plan reported net income fell from $99K in the plan year 2023 filing to -$49K in the plan year 2024 filing.
- Julio a. Sepulveda Franco Profit Sharing Retirement Plan end-of-year assets fell from $784K in the plan year 2023 filing to $735K in the plan year 2024 filing.
Profit Sharing filing for Julio a. Sepulveda Franco Profit Sharing Retirement Plan
Profit Sharing filing for plan year 2024: EIN 660507745 ; effective since 1995-01-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
Filing particulars (2024)
| Total Assets (Beginning of Year) | $784K |
|---|---|
| Net Assets (End of Year) | $735K |
| Net Income | -$49K |
| Employer EIN | 660507745 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Julio a. Sepulveda Franco)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $685K |
| 2023 | 1 | 1 | $784K |
| 2024 | 1 | 1 | $735K |
Nearby Profit Sharing Plans in Puerto Rico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Julio a. Sepulveda Franco Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Julio a. Sepulveda Franco Profit Sharing Retirement Plan by total assets, not by location.
- Rl Barron Holdings Inc. Retirement Plan (GA) $735K · 5
- Bauer Software Group, Inc. Retirement Plan (OR) $735K · 6
- Hardell Corp. Profit Sharing Plan (MD) $735K · 28
- Rmtj Holding Corporation Retirement Plan (CA) $735K · 1
Frequently Asked Questions
How did Julio a. Sepulveda Franco Profit Sharing Retirement Plan assets move in 2024? ▼
How have Julio a. Sepulveda Franco plan assets changed over time? ▼
Where does Julio a. Sepulveda Franco Profit Sharing Retirement Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Julio a. Sepulveda Franco Profit Sharing Retirement Plan? ▼
Next read for Julio a. Sepulveda Franco Profit Sharing…
Filing takeaways
Ways to act on Julio a. Sepulveda Franco Profit Sharing Retirement Plan's numbers.
- By total assets, Julio a. Sepulveda Franco Profit Sharing Retirement Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Puerto Rico. Compare plans
- Julio a. Sepulveda Franco's sponsor-wide assets have grown 7.3% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans
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 660507745.
Read our methodology - how this data is sourced, computed, and verified.