Profit Sharing · DOL Form 5500 · 2022

Jose a. Tulla Vargas Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
25th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Jose a. Tulla Vargas Retirement Plan · Sponsored by Jose a. Tulla Vargas · Puerto Rico · Professional & Technical Services

$1M in assets, 1 participants

Jose a. Tulla Vargas's Jose a. Tulla Vargas Retirement Plan reported $1M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,606 in Professional & Technical Services (21,562 peers)

Jose a. Tulla Vargas multi-year trail

Jose a. Tulla Vargas's plans moved +12.6% in assets from 2022 to 2024; this filing shows Jose a. Tulla Vargas Retirement Plan at $1M / 1 participant.

#4,606
in Professional & Technical Services (21,562 peers)
+23.4%
assets growth YoY

Jose a. Tulla Vargas Retirement Plan among the smaller filed plans by assets

Jose a. Tulla Vargas Retirement Plan vs every filed plan by assets

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

$1,018,621 25th percentile higher than 25% 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

Jose a. Tulla Vargas 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. Jose a. Tulla Vargas Retirement Plan is a micro filing (1 participant), the leftmost band.

Plan-year Form 5500 strip

Filing strip 584164630 · Jose a. Tulla Vargas PY 2022 · Profit Sharing

Jose a. Tulla Vargas Retirement Plan · $1M · 1 · 25th

  • NET $1M
  • BOOK 1
  • VS-ST 25th
  • BOY Profit Sharing
  • SCH near Aci-Herzog 401(k)-Non-Union Employees Plan
  • EBSA ind #4606

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 →

Jose a. Tulla Vargas Retirement Plan in the asset neighbourhood

Jose a. Tulla Vargas Retirement PlanJose a. Tulla Vargas Retirem…$1MAci-Herzog 401(k)-Non-Union Employees PlanAci-Herzog 401(k)-Non-Union …$1MLilioza Gzyl, M.D. Basic Profit Sharing PlanLilioza Gzyl, M.D. Basic Pro…$1MDouglas Discount Pharmacy,Inc. Profit Sharing PlanDouglas Discount Pharmacy,In…$1MEdwin K. Hetzer Profit Sharing PlanEdwin K. Hetzer Profit Shari…$1M
End-of-year total assets ($M) among Jose a. Tulla Vargas Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Jose a. Tulla Vargas multi-year asset trail

Sponsor-wide plan assets over time

All Jose a. Tulla Vargas plans reported in each filing year

Latest sponsor-wide plan assets
$1M 12.574843832985968% vs 2022
2024 filing year
$0.9M$1M$1.1M$1.2M 202220232024 $1.02M $1.15M ▲ +12.7%
Year Plans Participants Total Assets
2022 1 1 $1M
2023 1 1 $965K
2024 1 1 $1M

Jose a. Tulla Vargas filing trail (2022)

Total Assets (Beginning of Year)$825K
Net Assets (End of Year)$1M
Net Income$193K
Employer EIN584164630
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Jose a. Tulla Vargas Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Jose a. Tulla Vargas Retirement Plan, Total assets ($M): 1.018621 · Participants: 1Jose a. Tulla Vargas 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
Jose a. Tulla Vargas Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Jose a. Tulla Vargas Retirement Plan side-by-side with 3 peers →

Jose a. Tulla Vargas Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Aci-Herzog 401(k)-Non-Union Employees Plan in MA ($1M); 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 Jose a. Tulla Vargas Retirement Plan assets move in 2022? ▼
Jose a. Tulla Vargas Retirement Plan grew sharply - up 23.4% during 2022, from $825K to $1M. Reported net income was $193K.
How have Jose a. Tulla Vargas plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jose a. Tulla Vargas's sponsor-wide assets grew 12.6%, from $1M to $1M.
Where does Jose a. Tulla Vargas Retirement Plan rank by assets among Form 5500 filers? ▼
Jose a. Tulla Vargas Retirement Plan ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Jose a. Tulla Vargas Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Aci-Herzog 401(k)-Non-Union Employees Plan in MA ($1M, 110 participants).
Which Profit Sharing plans cover a similar participant headcount to Jose a. Tulla Vargas 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 584164630.

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.