Profit Sharing · DOL Form 5500 · 2022

Valerm Law Group LLC Profit Sharing Plan

Data updated 2026-08-25

$123K
Total assets Small plan by assets
1
Participants Small participant base
7th
Percentile by assets National rank
$122,645
Avg per participant Near avg balance/head
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Official DOL plan name: Valerm Law Group Retirement Plan · Sponsored by Valerm Law Group LLC · Puerto Rico · Professional & Technical Services

$123K in assets, 1 participants

Valerm Law Group LLC's Valerm Law Group Retirement Plan reported $123K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 7th 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.

  • #1,352 in Professional & Technical Services (21,562 peers)

What the 2022 filing shows

Valerm Law Group Retirement Plan holds $123K for 1 participant - about $122,645 per participant, among the smaller plans by assets on file.

#1,352
in Professional & Technical Services (21,562 peers)
$123K
reported net income

Valerm Law Group Retirement Plan among the smaller filed plans by assets

Valerm Law Group Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$122,645 7th percentile higher than 7% of 139,123 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 2022

Valerm Law Group Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Valerm Law Group Retirement Plan is a micro filing (1 participant), the leftmost band.

Form 5500 schedule snapshot

Filing strip 660939835 · Valerm Law Group LLC PY 2022 · Profit Sharing

Valerm Law Group Retirement Plan · $123K · 1 · 7th

  • SCH $123K
  • SCH 1
  • SCH 7th
  • SCH Profit Sharing
  • SCH near Dfw Test Inc Profit Sharing Plan & Trust
  • SCH ind #1352

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 Professional & Technical Services retirement plans → · Plans in Puerto Rico →

Valerm Law Group Retirement Plan in the asset neighbourhood

Valerm Law Group Retirement PlanValerm Law Group Retirement …$123KDfw Test Inc Profit Sharing Plan & TrustDfw Test Inc Profit Sharing …$123KJgharley Inc. Retirement Plan$123KFortview Group, Inc. Retirement PlanFortview Group, Inc. Retirem…$123KWave Two Inc Retirement Plan$122K
End-of-year total assets ($M) among Valerm Law Group Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$123K
Net Income$123K
Employer EIN660939835
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valerm Law Group LLC)

Sponsor-wide plan assets over time

All Valerm Law Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$134K 9.493252884340984% vs 2022
2024 filing year
$0.12M$0.12M$0.13M$0.13M$0.14M 202220232024 $0.12M $0.13M ▲ +8.3%
Year Plans Participants Total Assets
2022 1 1 $123K
2023 1 1 $123K
2024 1 1 $134K

Nearby Profit Sharing Plans in Puerto Rico

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

Valerm Law Group Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Valerm Law Group Retirement Plan, Total assets ($M): 0.122645 · Participants: 1Valerm Law Group Retirement PlanThe Retirement and Savings Plan for Amgen Manufacturing, Limited, Total assets ($M): 610.714871 · Participants: 2614The Retirement and Savings Plan for Amgen Manufacturing, LimitedPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 560.659802 · Participants: 7773Popular, Inc. Pr Savings and Investment PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 335.866134 · Participants: 1038The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 157.996201 · Participants: 743Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation PlanThe Oriental Bank Coda Profit Sharing Plan, Total assets ($M): 110.491013 · Participants: 2082The Oriental Bank Coda Profit Sharing Plan
Valerm Law Group Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

Valerm Law Group Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Dfw Test Inc Profit Sharing Plan & Trust in TX ($123K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($123K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How have Valerm Law Group LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Valerm Law Group LLC's sponsor-wide assets grew 9.5%, from $123K to $134K.
Where does Valerm Law Group Retirement Plan rank by assets among Form 5500 filers?
Valerm Law Group Retirement Plan ranks in the 7th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Valerm Law Group Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Dfw Test Inc Profit Sharing Plan & Trust in TX ($123K, N/A participants).
Which Profit Sharing plans cover a similar participant headcount to Valerm Law Group Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $272K in assets).