Profit Sharing · DOL Form 5500 · 2024
Juan Nicolas Valentin Marrero Profit Sharing Plan
Data updated 2026-08-25
- $839K
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $69,933
- Avg per participant Below avg balance/head
Official DOL plan name: Juan Nicolas Valentin Marrero Retirement Plan · Sponsored by Juan Nicolas Valentin Marrero · Puerto Rico · Healthcare & Social Assistance
$839K in assets, 12 participants
Juan Nicolas Valentin Marrero's Juan Nicolas Valentin Marrero Retirement Plan reported $839K in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.
- #2,936 in Healthcare & Social Assistance (16,916 peers)
Juan Nicolas Valentin Marrero multi-year trail
Juan Nicolas Valentin Marrero's plans moved +19.6% in assets from 2022 to 2024; this filing shows Juan Nicolas Valentin Marrero Retirement Plan at $839K / 12 participants.
- #2,936
- in Healthcare & Social Assistance (16,916 peers)
- +7.9%
- assets growth YoY
Juan Nicolas Valentin Marrero Retirement Plan among the smaller filed plans by assets
Juan Nicolas Valentin Marrero Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$839,191 22nd percentile higher than 22% 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
Juan Nicolas Valentin Marrero Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Juan Nicolas Valentin Marrero Retirement Plan is a small filing (12 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Juan Nicolas Valentin Marrero Retirement Plan reported net income fell from $76K in the plan year 2023 filing to $61K in the plan year 2024 filing.
- Juan Nicolas Valentin Marrero Retirement Plan end-of-year assets rose from $778K in the plan year 2023 filing to $839K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 660518239 · Juan Nicolas Valentin Marrero PY 2024 · Profit Sharing
Juan Nicolas Valentin Marrero Retirement Plan · $839K · 12 · 22nd
- PCT $839K
- EIN 12
- RANK 22nd
- PHOTO Profit Sharing
- IND near Alset Development Corporation Retirement Plan
- EOY ind #2936
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 →
Juan Nicolas Valentin Marrero Retirement Plan in the asset neighbourhood
Juan Nicolas Valentin Marrero multi-year asset trail
Sponsor-wide plan assets over time
All Juan Nicolas Valentin Marrero plans reported in each filing year
- Latest sponsor-wide plan assets
- $839K 19.5859761423989% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12 | $702K |
| 2023 | 1 | 12 | $778K |
| 2024 | 1 | 12 | $839K |
Juan Nicolas Valentin Marrero filing trail (2024)
| Total Assets (Beginning of Year) | $778K |
|---|---|
| Net Assets (End of Year) | $831K |
| Net Income | $61K |
| Employer EIN | 660518239 |
| Plan Effective Date | 1995-01-01 |
| 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
Juan Nicolas Valentin Marrero Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Alset Development Corporation Retirement Plan in FL ($839K); by covered participants it is Hasenfeld-Stein, Inc. Profit Sharing Retirement Plan in NY (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($839K here).
Similar participant headcount
Nearest other-state filings by covered participants (12 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.