Profit Sharing · DOL Form 5500 · 2022

Kathia Veronica Alejandro Serrano Profit Sharing Plan

Data updated 2026-08-25

$470K
Total assets Small plan by assets
5
Participants Small participant base
18th
Percentile by assets National rank
$94,068
Avg per participant Below avg balance/head
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Official DOL plan name: Kvas Retirement Plan · Sponsored by Kathia Veronica Alejandro Serrano · Puerto Rico · Healthcare & Social Assistance

$470K in assets, 5 participants

Kathia Veronica Alejandro Serrano's Kvas Retirement Plan reported $470K in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 18th 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.

  • #2,744 in Healthcare & Social Assistance (20,060 peers)

Kathia Veronica Alejandro Serrano multi-year trail

Kathia Veronica Alejandro Serrano's plans moved +16.9% in assets from 2022 to 2024; this filing shows Kvas Retirement Plan at $470K / 5 participants.

#2,744
in Healthcare & Social Assistance (20,060 peers)
-14.7%
assets change YoY

The plan reported a net loss of $97K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kvas Retirement Plan among the smaller filed plans by assets

Kvas Retirement Plan vs every filed plan by assets

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

$470,338 18th percentile higher than 18% 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

Kvas 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. Kvas Retirement Plan is a micro filing (5 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 660800609 · Kathia Veronica Alejandro Serrano PY 2022 · Profit Sharing

Kvas Retirement Plan · $470K · 5 · 18th

  • BOOK $470K
  • BOOK 5
  • BOOK 18th
  • BOOK Profit Sharing
  • BOOK near Alii Ntx Ventures, Inc. Retirement Plan
  • BOOK ind #2744

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 →

Kvas Retirement Plan in the asset neighbourhood

Kvas Retirement Plan$470KAlii Ntx Ventures, Inc. Retirement PlanAlii Ntx Ventures, Inc. Reti…$470KTerrence Kim Md a Medical Corporation Profit Sharing PlanTerrence Kim Md a Medical Co…$471KRed Clay Craft Beverages, Inc. Profit Sharing PlanRed Clay Craft Beverages, In…$471KAnanda Tech Solutions, Inc. Retirement PlanAnanda Tech Solutions, Inc. …$471K
End-of-year total assets ($M) among Kvas Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Kathia Veronica Alejandro Serrano multi-year asset trail

Sponsor-wide plan assets over time

All Kathia Veronica Alejandro Serrano plans reported in each filing year

Latest sponsor-wide plan assets
$550K 16.855537932295498% vs 2022
2024 filing year
$0.45M$0.5M$0.55M$0.6M 202220232024 $0.47M $0.55M ▲ +17.0%
Year Plans Participants Total Assets
2022 1 5 $470K
2023 1 5 $550K
2024 1 5 $550K

Kathia Veronica Alejandro Serrano filing trail (2022)

Total Assets (Beginning of Year)$551K
Net Assets (End of Year)$454K
Net Income-$97K
Employer EIN660800609
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Kvas Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Kvas Retirement Plan, Total assets ($M): 0.470338 · Participants: 5Kvas 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
Kvas Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Kvas Retirement Plan side-by-side with 3 peers →

Kvas Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Alii Ntx Ventures, Inc. Retirement Plan in TX ($470K); by covered participants it is Summit Equity Group Lashes, Inc. Retirement Plan in FL (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Kvas Retirement Plan assets move in 2022? ▼
Kvas Retirement Plan pulled back noticeably - down 14.7% during 2022, from $551K to $470K. Reported net income was -$97K.
How have Kathia Veronica Alejandro Serrano plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kathia Veronica Alejandro Serrano's sponsor-wide assets grew 16.9%, from $470K to $550K.
Where does Kvas Retirement Plan rank by assets among Form 5500 filers? ▼
Kvas Retirement Plan ranks in the 18th 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 Kvas Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Alii Ntx Ventures, Inc. Retirement Plan in TX ($470K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Kvas Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Summit Equity Group Lashes, Inc. Retirement Plan in FL (5 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 660800609.

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.