Profit Sharing · DOL Form 5500 · 2022

William Vega Ocasio Profit Sharing Plan

Data updated 2026-08-25

$594K
Total assets Small plan by assets
2
Participants Small participant base
20th
Percentile by assets National rank
$296,807
Avg per participant High balance/head
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Official DOL plan name: William Vega Ocasio Profit Sharing-Money Purchase Plan · Sponsored by William Vega Ocasio · Puerto Rico · Healthcare & Social Assistance

$594K in assets, 2 participants

William Vega Ocasio's William Vega Ocasio Profit Sharing-Money Purchase Plan reported $594K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 20th 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.

  • #3,191 in Healthcare & Social Assistance (20,060 peers)

William Vega Ocasio multi-year trail

William Vega Ocasio's plans moved +47.4% in assets from 2022 to 2024; this filing shows William Vega Ocasio Profit Sharing-Money Purchase Plan at $594K / 2 participants.

#3,191
in Healthcare & Social Assistance (20,060 peers)
-3.6%
assets change YoY

The plan reported a net loss of $22K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

William Vega Ocasio Profit Sharing-Money Purchase Plan among the smaller filed plans by assets

William Vega Ocasio Profit Sharing-Money Purchase Plan vs every filed plan by assets

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

$593,614 20th percentile higher than 20% 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

William Vega Ocasio Profit Sharing-Money Purchase 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. William Vega Ocasio Profit Sharing-Money Purchase Plan is a micro filing (2 participants), the leftmost band.

DOL schedule card

Filing strip 660665196 · William Vega Ocasio PY 2022 · Profit Sharing

William Vega Ocasio Profit Sharing-Money Purchase Plan · $594K · 2 · 20th

  • TYPE $594K
  • NET 2
  • BOOK 20th
  • VS-ST Profit Sharing
  • BOY near Action Escrow, Inc. Profit Sharing Plan
  • SCH ind #3191

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 →

William Vega Ocasio Profit Sharing-Money Purchase Plan in the asset neighbourhood

William Vega Ocasio Profit Sharing-Money Purchase PlanWilliam Vega Ocasio Profit S…$594KAction Escrow, Inc. Profit Sharing PlanAction Escrow, Inc. Profit S…$594KLake House Enterprises Inc. Profit Sharing PlanLake House Enterprises Inc. …$594KHome Health Care of Northern Virginia, Inc. Retirement PlanHome Health Care of Northern…$594KXanfab, Inc. Retirement Plan$593K
End-of-year total assets ($M) among William Vega Ocasio Profit Sharing-Money Purchase Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

William Vega Ocasio multi-year asset trail

Sponsor-wide plan assets over time

All William Vega Ocasio plans reported in each filing year

Latest sponsor-wide plan assets
$875K 47.409259215584534% vs 2022
2024 filing year
$0.5M$0.6M$0.7M$0.8M$0.9M$1M 202220232024 $0.59M $0.88M ▲ +49.2%
Year Plans Participants Total Assets
2022 1 2 $594K
2023 1 2 $698K
2024 1 2 $875K

William Vega Ocasio filing trail (2022)

Total Assets (Beginning of Year)$616K
Net Assets (End of Year)$594K
Net Income-$22K
Employer EIN660665196
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

William Vega Ocasio Profit Sharing-Money Purchase Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants William Vega Ocasio Profit Sharing-Money Purchase Plan, Total assets ($M): 0.593614 · Participants: 2William Vega Ocasio Profit Sharing-Money Purchase 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
William Vega Ocasio Profit Sharing-Money Purchase Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare William Vega Ocasio Profit Sharing-Money Purchase Plan side-by-side with 3 peers →

William Vega Ocasio Profit Sharing-Money Purchase Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Action Escrow, Inc. Profit Sharing Plan in CA ($594K); 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 William Vega Ocasio Profit Sharing-Money Purchase Plan assets move in 2022? ▼
William Vega Ocasio Profit Sharing-Money Purchase Plan edged down modestly - down 3.6% during 2022, from $616K to $594K. Reported net income was -$22K.
How have William Vega Ocasio plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), William Vega Ocasio's sponsor-wide assets grew 47.4%, from $594K to $875K.
Where does William Vega Ocasio Profit Sharing-Money Purchase Plan rank by assets among Form 5500 filers? ▼
William Vega Ocasio Profit Sharing-Money Purchase Plan ranks in the 20th 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 William Vega Ocasio Profit Sharing-Money Purchase Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Action Escrow, Inc. Profit Sharing Plan in CA ($594K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to William Vega Ocasio Profit Sharing-Money Purchase 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 660665196.

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.