Profit Sharing · DOL Form 5500 · 2022

Axel Wilberto Velez Santiago Csp Profit Sharing Plan

Data updated 2026-08-25

$811K
Total assets Small plan by assets
4
Participants Small participant base
23rd
Percentile by assets National rank
$202,702
Avg per participant Above avg balance/head
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Official DOL plan name: Axel Wilberto Velez Santiago Csp Retirement Plan · Sponsored by Axel Wilberto Velez Santiago Csp · Puerto Rico · Healthcare & Social Assistance

$811K in assets, 4 participants

Axel Wilberto Velez Santiago Csp's Axel Wilberto Velez Santiago Csp Retirement Plan reported $811K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,906 in Healthcare & Social Assistance (20,060 peers)

Axel Wilberto Velez Santiago Csp multi-year trail

Axel Wilberto Velez Santiago Csp's plans moved +68.8% in assets from 2022 to 2024; this filing shows Axel Wilberto Velez Santiago Csp Retirement Plan at $811K / 4 participants.

#3,906
in Healthcare & Social Assistance (20,060 peers)
-25.0%
assets change YoY

The plan reported a net loss of $271K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Axel Wilberto Velez Santiago Csp Retirement Plan among the smaller filed plans by assets

Axel Wilberto Velez Santiago Csp Retirement Plan vs every filed plan by assets

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

$810,806 23rd percentile higher than 23% 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

Axel Wilberto Velez Santiago Csp 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. Axel Wilberto Velez Santiago Csp Retirement Plan is a micro filing (4 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 660539886 · Axel Wilberto Velez Santiago Csp PY 2022 · Profit Sharing

Axel Wilberto Velez Santiago Csp Retirement Plan · $811K · 4 · 23rd

  • PART $811K
  • TYPE 4
  • NET 23rd
  • BOOK Profit Sharing
  • VS-ST near Arnold & Coulter, Cpas, Apc Profit Sharing Plan
  • BOY ind #3906

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 →

Axel Wilberto Velez Santiago Csp Retirement Plan in the asset neighbourhood

Axel Wilberto Velez Santiago Csp Retirement PlanAxel Wilberto Velez Santiago…$811KArnold & Coulter, Cpas, Apc Profit Sharing PlanArnold & Coulter, Cpas, Apc …$811KKing Lake Estates, Inc. Profit Sharing Plan and TrustKing Lake Estates, Inc. Prof…$811KE. Jacob, M.D., P.a. Profit Sharing TrustE. Jacob, M.D., P.a. Profit …$811KThe Dubose Corporation Retirement PlanThe Dubose Corporation Retir…$811K
End-of-year total assets ($M) among Axel Wilberto Velez Santiago Csp Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Axel Wilberto Velez Santiago Csp multi-year asset trail

Sponsor-wide plan assets over time

All Axel Wilberto Velez Santiago Csp plans reported in each filing year

Latest sponsor-wide plan assets
$1M 68.78316144675792% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.81M $1.37M ▲ +69.1%
Year Plans Participants Total Assets
2022 1 4 $811K
2023 1 4 $1M
2024 1 4 $1M

Axel Wilberto Velez Santiago Csp filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$811K
Net Income-$271K
Employer EIN660539886
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Axel Wilberto Velez Santiago Csp Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Axel Wilberto Velez Santiago Csp Retirement Plan, Total assets ($M): 0.810806 · Participants: 4Axel Wilberto Velez Santiago Csp 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
Axel Wilberto Velez Santiago Csp Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Axel Wilberto Velez Santiago Csp Retirement Plan side-by-side with 3 peers →

Axel Wilberto Velez Santiago Csp Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Arnold & Coulter, Cpas, Apc Profit Sharing Plan in AK ($811K); by covered participants it is Arz Education Retirement Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Axel Wilberto Velez Santiago Csp Retirement Plan assets move in 2022? ▼
Axel Wilberto Velez Santiago Csp Retirement Plan declined sharply - down 25.0% during 2022, from $1M to $811K. Reported net income was -$271K.
How have Axel Wilberto Velez Santiago Csp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Axel Wilberto Velez Santiago Csp's sponsor-wide assets grew 68.8%, from $811K to $1M.
Where does Axel Wilberto Velez Santiago Csp Retirement Plan rank by assets among Form 5500 filers? ▼
Axel Wilberto Velez Santiago Csp Retirement Plan ranks in the 23rd 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 Axel Wilberto Velez Santiago Csp Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Arnold & Coulter, Cpas, Apc Profit Sharing Plan in AK ($811K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Axel Wilberto Velez Santiago Csp Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Arz Education Retirement Plan in CA (4 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 660539886.

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.