Profit Sharing · DOL Form 5500 · 2022

Ricardo Feliciano Valera Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
33rd
Percentile by assets National rank
$1.9M
Avg per participant High balance/head
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Official DOL plan name: R. Feliciano Valera Retirement Plan · Sponsored by Ricardo Feliciano Valera · Puerto Rico · Healthcare & Social Assistance

$2M in assets, 1 participants

Ricardo Feliciano Valera's R. Feliciano Valera Retirement Plan reported $2M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.

  • #6,772 in Healthcare & Social Assistance (20,060 peers)

Ricardo Feliciano Valera multi-year trail

Ricardo Feliciano Valera's plans moved +13.4% in assets from 2022 to 2024; this filing shows R. Feliciano Valera Retirement Plan at $2M / 1 participant.

#6,772
in Healthcare & Social Assistance (20,060 peers)
$2M
reported net income

R. Feliciano Valera Retirement Plan among the smaller filed plans by assets

R. Feliciano Valera Retirement Plan vs every filed plan by assets

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

$1,906,513 33rd percentile higher than 33% 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

R. Feliciano Valera 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. R. Feliciano Valera Retirement Plan is a micro filing (1 participant), the leftmost band.

EBSA filing schedule strip

Filing strip 666046217 · Ricardo Feliciano Valera PY 2022 · Profit Sharing

R. Feliciano Valera Retirement Plan · $2M · 1 · 33rd

  • EOY $2M
  • 5500 1
  • ASSETS 33rd
  • PCT Profit Sharing
  • EIN near Planned Parenthood of Buffalo and Erie County, Inc 403(b) Plan
  • RANK ind #6772

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 →

R. Feliciano Valera Retirement Plan in the asset neighbourhood

R. Feliciano Valera Retirement PlanR. Feliciano Valera Retireme…$2MPlanned Parenthood of Buffalo and Erie County, Inc 403(b) PlanPlanned Parenthood of Buffal…$2MTopical Review Book Company Retirement Savings PlanTopical Review Book Company …$2MR. Gary Gooding, Ltd. Benefit Plan and TrustR. Gary Gooding, Ltd. Benefi…$2MEdward a Chapin Dds Profit SharingEdward a Chapin Dds Profit S…$2M
End-of-year total assets ($M) among R. Feliciano Valera Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Ricardo Feliciano Valera multi-year asset trail

Sponsor-wide plan assets over time

All Ricardo Feliciano Valera plans reported in each filing year

Latest sponsor-wide plan assets
$2M 13.435890549920195% vs 2022
2024 filing year
$1.8M$1.9M$2M$2.1M$2.2M 202220232024 $1.91M $2.16M ▲ +13.1%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $2M
2024 1 1 $2M

Ricardo Feliciano Valera filing trail (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$2M
Net Income$2M
Employer EIN666046217
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

R. Feliciano Valera Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants R. Feliciano Valera Retirement Plan, Total assets ($M): 1.906513 · Participants: 1R. Feliciano Valera 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
R. Feliciano Valera Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

R. Feliciano Valera Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Planned Parenthood of Buffalo and Erie County, Inc 403(b) Plan in NY ($2M); 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 have Ricardo Feliciano Valera plan assets changed over time?
Across 3 plan years on file (2022-2024), Ricardo Feliciano Valera's sponsor-wide assets grew 13.4%, from $2M to $2M.
Which Profit Sharing plans are similar in size to R. Feliciano Valera Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Planned Parenthood of Buffalo and Erie County, Inc 403(b) Plan in NY ($2M, 63 participants).
Which Profit Sharing plans cover a similar participant headcount to R. Feliciano Valera 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).