Profit Sharing · DOL Form 5500 · 2024

Jose M. Sala Colon Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
27th
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
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Official DOL plan name: Jose M. Sala Colon Retirement Plan · Sponsored by Jose M. Sala Colon · Puerto Rico · Finance & Insurance

$2M in assets, 1 participants

Jose M. Sala Colon's Jose M. Sala Colon Retirement Plan reported $2M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #1,412 in Finance & Insurance (8,549 peers)

Jose M. Sala Colon multi-year trail

Jose M. Sala Colon's plans moved -27.4% in assets from 2022 to 2024; this filing shows Jose M. Sala Colon Retirement Plan at $2M / 1 participant.

#1,412
in Finance & Insurance (8,549 peers)
+13.8%
assets growth YoY

Jose M. Sala Colon Retirement Plan among the smaller filed plans by assets

Jose M. Sala Colon Retirement Plan vs every filed plan by assets

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

$1,551,065 27th percentile higher than 27% 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

Jose M. Sala Colon 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 M. Sala Colon Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jose M. Sala Colon Retirement Plan reported net income rose from -$773K in the plan year 2023 filing to $188K in the plan year 2024 filing.
  • Jose M. Sala Colon Retirement Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 217708139 · Jose M. Sala Colon PY 2024 · Profit Sharing

Jose M. Sala Colon Retirement Plan · $2M · 1 · 27th

  • EOY $2M
  • EOY 1
  • EOY 27th
  • EOY Profit Sharing
  • EOY near Kevin R. Frawley, D.D.S. Profit Sharing Keogh Plan
  • EOY ind #1412

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 Finance & Insurance retirement plans → · Plans in Puerto Rico →

Jose M. Sala Colon Retirement Plan in the asset neighbourhood

Jose M. Sala Colon Retirement PlanJose M. Sala Colon Retiremen…$2MKevin R. Frawley, D.D.S. Profit Sharing Keogh PlanKevin R. Frawley, D.D.S. Pro…$2MGulch Ventures Inc. Retirement PlanGulch Ventures Inc. Retireme…$2MVolker Ventures Inc. Retirement PlanVolker Ventures Inc. Retirem…$2MRand Wade Oil Company, Inc. Profit Sharing PlanRand Wade Oil Company, Inc. …$2M
End-of-year total assets ($M) among Jose M. Sala Colon Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Jose M. Sala Colon multi-year asset trail

Sponsor-wide plan assets over time

All Jose M. Sala Colon plans reported in each filing year

Latest sponsor-wide plan assets
$2M 27.398906863394433% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $2.14M $1.55M ▼ -27.6%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $1M
2024 1 1 $2M

Jose M. Sala Colon filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$188K
Employer EIN217708139
Plan Effective Date2009-10-20
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Jose M. Sala Colon Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Jose M. Sala Colon Retirement Plan, Total assets ($M): 1.551065 · Participants: 1Jose M. Sala Colon 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
Jose M. Sala Colon Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Jose M. Sala Colon Retirement Plan side-by-side with 3 peers →

Jose M. Sala Colon Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Kevin R. Frawley, D.D.S. Profit Sharing Keogh Plan in CA ($2M); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Jose M. Sala Colon Retirement Plan assets move in 2024? ▼
Jose M. Sala Colon Retirement Plan grew at a solid clip - up 13.8% during 2024, from $1M to $2M. Reported net income was $188K.
How have Jose M. Sala Colon plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jose M. Sala Colon's sponsor-wide assets declined 27.4%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Jose M. Sala Colon Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Kevin R. Frawley, D.D.S. Profit Sharing Keogh Plan in CA ($2M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Jose M. Sala Colon Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, N/A 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 217708139.

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.