Profit Sharing · DOL Form 5500 · 2022

Sonnel a. Velazquez Matos Profit Sharing Plan

Data updated 2026-08-25

$153K
Total assets Small plan by assets
1
Participants Small participant base
9th
Percentile by assets National rank
$153,241
Avg per participant Above avg balance/head
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Official DOL plan name: Sonnel a. Velazquez Matos Retirement Plan · Sponsored by Sonnel a. Velazquez Matos · Puerto Rico · Professional & Technical Services

$153K in assets, 1 participants

Sonnel a. Velazquez Matos's Sonnel a. Velazquez Matos Retirement Plan reported $153K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 9th 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.

  • #1,580 in Professional & Technical Services (21,562 peers)

Sonnel a. Velazquez Matos multi-year trail

Sonnel a. Velazquez Matos's plans moved +24.6% in assets from 2022 to 2024; this filing shows Sonnel a. Velazquez Matos Retirement Plan at $153K / 1 participant.

#1,580
in Professional & Technical Services (21,562 peers)
-16.8%
assets change YoY

The plan reported a net loss of $31K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sonnel a. Velazquez Matos Retirement Plan among the smaller filed plans by assets

Sonnel a. Velazquez Matos Retirement Plan vs every filed plan by assets

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

$153,241 9th percentile higher than 9% 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

Sonnel a. Velazquez Matos 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. Sonnel a. Velazquez Matos Retirement Plan is a micro filing (1 participant), the leftmost band.

DOL schedule card

Filing strip 584694371 · Sonnel a. Velazquez Matos PY 2022 · Profit Sharing

Sonnel a. Velazquez Matos Retirement Plan · $153K · 1 · 9th

  • EBSA $153K
  • PART 1
  • TYPE 9th
  • NET Profit Sharing
  • BOOK near Anesthesia and Pain Consultants PC Profit Sharing Plan
  • VS-ST ind #1580

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 →

Sonnel a. Velazquez Matos Retirement Plan in the asset neighbourhood

Sonnel a. Velazquez Matos Retirement PlanSonnel a. Velazquez Matos Re…$153KAnesthesia and Pain Consultants PC Profit Sharing PlanAnesthesia and Pain Consulta…$153KPerseus Enterprises Inc. Retirement PlanPerseus Enterprises Inc. Ret…$153KSrla Enterprises Inc. Retirement PlanSrla Enterprises Inc. Retire…$153KTexas Island Bbq, Inc. Retirement PlanTexas Island Bbq, Inc. Retir…$153K
End-of-year total assets ($M) among Sonnel a. Velazquez Matos Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Sonnel a. Velazquez Matos multi-year asset trail

Sponsor-wide plan assets over time

All Sonnel a. Velazquez Matos plans reported in each filing year

Latest sponsor-wide plan assets
$191K 24.612212136438682% vs 2022
2024 filing year
$0.14M$0.16M$0.18M$0.2M 202220232024 $0.15M $0.19M ▲ +26.7%
Year Plans Participants Total Assets
2022 1 1 $153K
2023 1 1 $175K
2024 1 1 $191K

Sonnel a. Velazquez Matos filing trail (2022)

Total Assets (Beginning of Year)$184K
Net Assets (End of Year)$153K
Net Income-$31K
Employer EIN584694371
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Sonnel a. Velazquez Matos Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Sonnel a. Velazquez Matos Retirement Plan, Total assets ($M): 0.153241 · Participants: 1Sonnel a. Velazquez Matos 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
Sonnel a. Velazquez Matos Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Sonnel a. Velazquez Matos Retirement Plan side-by-side with 3 peers →

Sonnel a. Velazquez Matos Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Anesthesia and Pain Consultants PC Profit Sharing Plan in IA ($153K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (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 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sonnel a. Velazquez Matos Retirement Plan assets move in 2022? ▼
Sonnel a. Velazquez Matos Retirement Plan declined sharply - down 16.8% during 2022, from $184K to $153K. Reported net income was -$31K.
How have Sonnel a. Velazquez Matos plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sonnel a. Velazquez Matos's sponsor-wide assets grew 24.6%, from $153K to $191K.
Where does Sonnel a. Velazquez Matos Retirement Plan rank by assets among Form 5500 filers? ▼
Sonnel a. Velazquez Matos Retirement Plan ranks in the 9th 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 Sonnel a. Velazquez Matos Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Anesthesia and Pain Consultants PC Profit Sharing Plan in IA ($153K, N/A participants).
Which Profit Sharing plans cover a similar participant headcount to Sonnel a. Velazquez Matos 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).

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 584694371.

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.