Profit Sharing · DOL Form 5500 · 2022

Charles E. Vilaro Nelms, Md Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
27th
Percentile by assets National rank
$406,162
Avg per participant High balance/head
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Official DOL plan name: Charles E. Vilaro Nelms, Md Retirement Plan · Sponsored by Charles E. Vilaro Nelms, Md · Puerto Rico · Healthcare & Social Assistance

$1M in assets, 3 participants

Charles E. Vilaro Nelms, Md's Charles E. Vilaro Nelms, Md Retirement Plan reported $1M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.

  • #5,031 in Healthcare & Social Assistance (20,060 peers)

Charles E. Vilaro Nelms, Md multi-year trail

Charles E. Vilaro Nelms, Md's plans moved +16.8% in assets from 2022 to 2024; this filing shows Charles E. Vilaro Nelms, Md Retirement Plan at $1M / 3 participants.

#5,031
in Healthcare & Social Assistance (20,060 peers)
-13.0%
assets change YoY

The plan reported a net loss of $199K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Charles E. Vilaro Nelms, Md Retirement Plan among the smaller filed plans by assets

Charles E. Vilaro Nelms, Md Retirement Plan vs every filed plan by assets

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

$1,218,487 27th percentile higher than 27% 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

Charles E. Vilaro Nelms, Md 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. Charles E. Vilaro Nelms, Md Retirement Plan is a micro filing (3 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 660487924 · Charles E. Vilaro Nelms, Md PY 2022 · Profit Sharing

Charles E. Vilaro Nelms, Md Retirement Plan · $1M · 3 · 27th

  • IND $1M
  • IND 3
  • IND 27th
  • IND Profit Sharing
  • IND near Helton & Company Certified Public Accountants Profit Sharing Trust
  • IND ind #5031

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 →

Charles E. Vilaro Nelms, Md Retirement Plan in the asset neighbourhood

Charles E. Vilaro Nelms, Md Retirement PlanCharles E. Vilaro Nelms, Md …$1MHelton & Company Certified Public Accountants Profit Sharing TrustHelton & Company Certified P…$1MTodd P. Young Employees' Profit Sharing Plan and TrustTodd P. Young Employees' Pro…$1MVanguard Hobbies, Inc. Retirement PlanVanguard Hobbies, Inc. Retir…$1MM.J. Hoag Contracting, Inc. Profit Sharing PlanM.J. Hoag Contracting, Inc. …$1M
End-of-year total assets ($M) among Charles E. Vilaro Nelms, Md Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Charles E. Vilaro Nelms, Md multi-year asset trail

Sponsor-wide plan assets over time

All Charles E. Vilaro Nelms, Md plans reported in each filing year

Latest sponsor-wide plan assets
$1M 16.81954752081885% vs 2022
2024 filing year
$1.1M$1.2M$1.3M$1.4M$1.5M 202220232024 $1.22M $1.42M ▲ +16.4%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 3 $1M
2024 1 3 $1M

Charles E. Vilaro Nelms, Md filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$199K
Employer EIN660487924
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Charles E. Vilaro Nelms, Md Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Charles E. Vilaro Nelms, Md Retirement Plan, Total assets ($M): 1.218487 · Participants: 3Charles E. Vilaro Nelms, Md 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
Charles E. Vilaro Nelms, Md Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Charles E. Vilaro Nelms, Md Retirement Plan side-by-side with 3 peers →

Charles E. Vilaro Nelms, Md Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Helton & Company Certified Public Accountants Profit Sharing Trust in CA ($1M); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Charles E. Vilaro Nelms, Md Retirement Plan assets move in 2022? ▼
Charles E. Vilaro Nelms, Md Retirement Plan pulled back noticeably - down 13.0% during 2022, from $1M to $1M. Reported net income was -$199K.
How have Charles E. Vilaro Nelms, Md plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charles E. Vilaro Nelms, Md's sponsor-wide assets grew 16.8%, from $1M to $1M.
Which Profit Sharing plans are similar in size to Charles E. Vilaro Nelms, Md Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Helton & Company Certified Public Accountants Profit Sharing Trust in CA ($1M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Charles E. Vilaro Nelms, Md Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Crosmac Corp. Retirement Plan in NJ (3 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 660487924.

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.