Profit Sharing · DOL Form 5500 · 2022

Wilmer H Valentin Gonzalez Profit Sharing Plan

Data updated 2026-08-25

$790K
Total assets Small plan by assets
2
Participants Small participant base
23rd
Percentile by assets National rank
$395,054
Avg per participant High balance/head
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Official DOL plan name: Dr. Wilmer H Valentin Gonzalez Retirement Plan · Sponsored by Wilmer H Valentin Gonzalez · Puerto Rico · Healthcare & Social Assistance

$790K in assets, 2 participants

Wilmer H Valentin Gonzalez's Dr. Wilmer H Valentin Gonzalez Retirement Plan reported $790K in total assets and 2 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.

  • #3,840 in Healthcare & Social Assistance (20,060 peers)

Wilmer H Valentin Gonzalez multi-year trail

Wilmer H Valentin Gonzalez's plans moved +857.1% in assets from 2022 to 2024; this filing shows Dr. Wilmer H Valentin Gonzalez Retirement Plan at $790K / 2 participants.

#3,840
in Healthcare & Social Assistance (20,060 peers)
-60.3%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Dr. Wilmer H Valentin Gonzalez Retirement Plan among the smaller filed plans by assets

Dr. Wilmer H Valentin Gonzalez Retirement Plan vs every filed plan by assets

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

$790,108 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

Dr. Wilmer H Valentin Gonzalez 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. Dr. Wilmer H Valentin Gonzalez Retirement Plan is a micro filing (2 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 660781886 · Wilmer H Valentin Gonzalez PY 2022 · Profit Sharing

Dr. Wilmer H Valentin Gonzalez Retirement Plan · $790K · 2 · 23rd

  • EOY $790K
  • 5500 2
  • ASSETS 23rd
  • PCT Profit Sharing
  • EIN near Propel Schools 403(b) Plan
  • RANK ind #3840

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 →

Dr. Wilmer H Valentin Gonzalez Retirement Plan in the asset neighbourhood

Dr. Wilmer H Valentin Gonzalez Retirement PlanDr. Wilmer H Valentin Gonzal…$790KPropel Schools 403(b) Plan$790KReed R Krueger & Associates Profit Sharing Plan & TrustReed R Krueger & Associates …$790KDoyle and Doyle Profit Sharing PlanDoyle and Doyle Profit Shari…$790KRuiz Enterprises Profit Sharing Plan and Trust AgreementRuiz Enterprises Profit Shar…$789K
End-of-year total assets ($M) among Dr. Wilmer H Valentin Gonzalez Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Wilmer H Valentin Gonzalez multi-year asset trail

Sponsor-wide plan assets over time

All Wilmer H Valentin Gonzalez plans reported in each filing year

Latest sponsor-wide plan assets
$8M 857.112192257261% vs 2022
2024 filing year
$0M$5M$10M 202220232024 $0.79M $7.56M ▲ +857.0%
Year Plans Participants Total Assets
2022 1 2 $790K
2023 1 2 $790K
2024 1 2 $8M

Wilmer H Valentin Gonzalez filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$790K
Net Income-$1M
Employer EIN660781886
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Dr. Wilmer H Valentin Gonzalez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Dr. Wilmer H Valentin Gonzalez Retirement Plan, Total assets ($M): 0.790108 · Participants: 2Dr. Wilmer H Valentin Gonzalez 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
Dr. Wilmer H Valentin Gonzalez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Dr. Wilmer H Valentin Gonzalez Retirement Plan side-by-side with 3 peers →

Dr. Wilmer H Valentin Gonzalez Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Propel Schools 403(b) Plan in PA ($790K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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 Dr. Wilmer H Valentin Gonzalez Retirement Plan assets move in 2022? ▼
Dr. Wilmer H Valentin Gonzalez Retirement Plan contracted severely - down 60.3% during 2022, from $2M to $790K. Reported net income was -$1M.
How have Wilmer H Valentin Gonzalez plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wilmer H Valentin Gonzalez's sponsor-wide assets grew 857.1%, from $790K to $8M.
Where does Dr. Wilmer H Valentin Gonzalez Retirement Plan rank by assets among Form 5500 filers? ▼
Dr. Wilmer H Valentin Gonzalez 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 Dr. Wilmer H Valentin Gonzalez Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Propel Schools 403(b) Plan in PA ($790K, 105 participants).
Which Profit Sharing plans cover a similar participant headcount to Dr. Wilmer H Valentin Gonzalez Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M 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 660781886.

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.