Profit Sharing · DOL Form 5500 · 2022

Dr. Wallace Belmont Rodriguez Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
26th
Percentile by assets National rank
$384,206
Avg per participant High balance/head
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Official DOL plan name: Wallace Belmont Rodriguez Retirement Plan · Sponsored by Dr. Wallace Belmont Rodriguez · Puerto Rico · Healthcare & Social Assistance

$1M in assets, 3 participants

Dr. Wallace Belmont Rodriguez's Wallace Belmont Rodriguez Retirement Plan reported $1M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 26th 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.

  • #4,857 in Healthcare & Social Assistance (20,060 peers)

Dr. Wallace Belmont Rodriguez multi-year trail

Dr. Wallace Belmont Rodriguez's plans moved +34.6% in assets from 2022 to 2024; this filing shows Wallace Belmont Rodriguez Retirement Plan at $1M / 3 participants.

#4,857
in Healthcare & Social Assistance (20,060 peers)
-16.3%
assets change YoY

The plan reported a net loss of $225K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wallace Belmont Rodriguez Retirement Plan among the smaller filed plans by assets

Wallace Belmont Rodriguez Retirement Plan vs every filed plan by assets

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

$1,152,619 26th percentile higher than 26% 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

Wallace Belmont Rodriguez 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. Wallace Belmont Rodriguez Retirement Plan is a micro filing (3 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 660477005 · Dr. Wallace Belmont Rodriguez PY 2022 · Profit Sharing

Wallace Belmont Rodriguez Retirement Plan · $1M · 3 · 26th

  • PCT $1M
  • PCT 3
  • PCT 26th
  • PCT Profit Sharing
  • PCT near Profit Sharing Plan
  • PCT ind #4857

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 →

Wallace Belmont Rodriguez Retirement Plan in the asset neighbourhood

Wallace Belmont Rodriguez Retirement PlanWallace Belmont Rodriguez Re…$1MProfit Sharing Plan$1MLinn T. Hodge & Sons, Inc. Profit Sharing PlanLinn T. Hodge & Sons, Inc. P…$1MPaul a Fishman Ltd Profit Sharing Plan and TrustPaul a Fishman Ltd Profit Sh…$1MJoe Schuerman LLC Dba Schuerman Auto Repair IncJoe Schuerman LLC Dba Schuer…$1M
End-of-year total assets ($M) among Wallace Belmont Rodriguez Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Dr. Wallace Belmont Rodriguez multi-year asset trail

Sponsor-wide plan assets over time

All Dr. Wallace Belmont Rodriguez plans reported in each filing year

Latest sponsor-wide plan assets
$2M 34.5737837047628% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M 202220232024 $1.15M $1.55M ▲ +34.8%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 2 $1M
2024 1 2 $2M

Dr. Wallace Belmont Rodriguez filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$225K
Employer EIN660477005
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Wallace Belmont Rodriguez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Wallace Belmont Rodriguez Retirement Plan, Total assets ($M): 1.152619 · Participants: 3Wallace Belmont Rodriguez 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
Wallace Belmont Rodriguez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Wallace Belmont Rodriguez Retirement Plan side-by-side with 3 peers →

Wallace Belmont Rodriguez Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Profit Sharing Plan in NJ ($1M); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); 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 did Wallace Belmont Rodriguez Retirement Plan assets move in 2022? ▼
Wallace Belmont Rodriguez Retirement Plan declined sharply - down 16.3% during 2022, from $1M to $1M. Reported net income was -$225K.
How have Dr. Wallace Belmont Rodriguez plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dr. Wallace Belmont Rodriguez's sponsor-wide assets grew 34.6%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Wallace Belmont Rodriguez Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Profit Sharing Plan in NJ ($1M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Wallace Belmont Rodriguez Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Crosmac Corp. Retirement Plan in NJ (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 660477005.

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.