Profit Sharing · DOL Form 5500 · 2024
Jose Raul Montes Pagan Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 10
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $195,042
- Avg per participant Above avg balance/head
Official DOL plan name: Jose Raul Montes Eyes & Facial Rejuvenation, LLC Profit Sharing Retirement Plan · Sponsored by Jose Raul Montes Pagan · Puerto Rico · Other Services
$2M in assets, 10 participants
Jose Raul Montes Pagan's Jose Raul Montes Eyes & Facial Rejuvenation, LLC Profit Sharing Retirement Plan reported $2M in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.
- #4,146 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Jose Raul Montes Eyes & Facial Rejuvenation, LLC Profit Sharing Retirement Plan ranks #4,146 of 7,719 2024 filers by assets (1029% of the sector average)-$2M for 10 participants.
- #4,146
- in Other Services (7,719 peers)
- +11.7%
- assets growth YoY
Jose Raul Montes Eyes & Facial Rejuvenation, LLC Profit Sharing Retirement Plan among the smaller filed plans by assets
Jose Raul Montes Eyes & Facial Rejuvenation, LLC Profit Sharing Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,950,422 29th percentile higher than 29% 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
Jose Raul Montes Eyes & Facial Rejuvenation, LLC 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 Raul Montes Eyes & Facial Rejuvenation, LLC Profit Sharing Retirement Plan is a micro filing (10 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jose Raul Montes Eyes & Facial Rejuvenation, LLC Profit Sharing Retirement Plan reported net income fell from $427K in the plan year 2023 filing to $204K in the plan year 2024 filing.
- Jose Raul Montes Eyes & Facial Rejuvenation, LLC Profit Sharing Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Jose Raul Montes Eyes & Facial Rejuvenation, LLC Profit Sharing Retirement Plan reported participants rose from 9 in the plan year 2023 filing to 10 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 660625328 · Jose Raul Montes Pagan PY 2024 · Profit Sharing
Jose Raul Montes Eyes & Facial Rejuvenation, LLC Profit Sharing Retirement Plan · $2M · 10 · 29th
- PHOTO $2M
- PHOTO 10
- PHOTO 29th
- PHOTO Profit Sharing
- PHOTO near Bonaski Enterprises Inc. Retirement Plan
- PHOTO ind #4146
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 Raul Montes Eyes & Facial Rejuvenation, LLC Profit Sharing Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $204K |
| Employer EIN | 660625328 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jose Raul Montes Pagan)
Sponsor-wide plan assets over time
All Jose Raul Montes Pagan plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 47.765175419922166% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $1M |
| 2023 | 1 | 9 | $2M |
| 2024 | 1 | 10 | $2M |
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
Jose Raul Montes Eyes & Facial Rejuvenation, LLC 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 Bonaski Enterprises Inc. Retirement Plan in NC ($2M); by covered participants it is Ts Cafe Incorporated Retirement Plan in PA (10 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.
- Ts Cafe Incorporated Retirement Plan (PA) 10 · 0 off
- Dt Wright Holdings Inc. Retirement Plan (OH) 10 · 0 off
- Nstar Sport, Inc. Retirement Plan (WA) 10 · 0 off
- Dione Schwartz Inc. Retirement Plan (AZ) 10 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.