Profit Sharing · DOL Form 5500 · 2022

Avelino C Alvarez Md PA Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
36
Participants Small participant base
32nd
Percentile by assets National rank
$50,785
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Avelino C Alvarez Md PA Retirement Plan and Trust · Sponsored by Avelino C Alvarez Md PA · Texas · Healthcare & Social Assistance

$2M in assets, 36 participants

Avelino C Alvarez Md PA's Avelino C Alvarez Md PA Retirement Plan and Trust reported $2M in total assets and 36 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #6,583 in Healthcare & Social Assistance (20,060 peers)

2022 asset change

Avelino C Alvarez Md PA Retirement Plan and Trust declined sharply 19.0% in 2022 ($2M → $2M) for 36 participants.

#6,583
in Healthcare & Social Assistance (20,060 peers)
-19.0%
assets change YoY

The plan reported a net loss of $429K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Avelino C Alvarez Md PA Retirement Plan and Trust among the smaller filed plans by assets

Avelino C Alvarez Md PA Retirement Plan and Trust vs every filed plan by assets

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

$1,828,276 32nd percentile higher than 32% 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

Avelino C Alvarez Md PA Retirement Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Avelino C Alvarez Md PA Retirement Plan and Trust is a small filing (36 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 742854080 · Avelino C Alvarez Md PA PY 2022 · Profit Sharing

Avelino C Alvarez Md PA Retirement Plan and Trust · $2M · 36 · 32nd

  • TYPE $2M
  • TYPE 36
  • TYPE 32nd
  • TYPE Profit Sharing
  • TYPE near Marshman Construction, Inc. Profit Sharing Plan
  • TYPE ind #6583

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 Texas →

Avelino C Alvarez Md PA Retirement Plan and Trust in the asset neighbourhood

Avelino C Alvarez Md PA Retirement Plan and TrustAvelino C Alvarez Md PA Reti…$2MMarshman Construction, Inc. Profit Sharing PlanMarshman Construction, Inc. …$2MLawrence E. Porteous, Dds, Adc Profit Sharing PlanLawrence E. Porteous, Dds, A…$2MMjcd & Associates, Inc. Retirement PlanMjcd & Associates, Inc. Reti…$2MNazareth Living Center Profit Sharing PlanNazareth Living Center Profi…$2M
End-of-year total assets ($M) among Avelino C Alvarez Md PA Retirement Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$429K
Employer EIN742854080
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

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

Avelino C Alvarez Md PA Retirement Plan and Trust vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Avelino C Alvarez Md PA Retirement Plan and Trust, Total assets ($B): 0.001828276 · Participants: 36Avelino C Alvarez Md PA Retirement Plan and TrustSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.288170498 · Participants: 60454Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.434738254 · Participants: 9875Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.04541778 · Participants: 71666H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.752274017 · Participants: 27959The Defined Contribution Plan of the Methodist HospitalMaritime Association - I.L.a. Retirement Fund, Total assets ($B): 0.742682259 · Participants: 3941Maritime Association - I.L.a. Retirement Fund
Avelino C Alvarez Md PA Retirement Plan and Trust vs. nearby Profit Sharing plans in Texas, assets vs. participants

Avelino C Alvarez Md PA Retirement Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Marshman Construction, Inc. Profit Sharing Plan in CA ($2M); by covered participants it is Warren Bank Profit Sharing Plan in AR (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 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 Avelino C Alvarez Md PA Retirement Plan and Trust assets move in 2022?
Avelino C Alvarez Md PA Retirement Plan and Trust declined sharply - down 19.0% during 2022, from $2M to $2M. Reported net income was -$429K.
Which Profit Sharing plans are similar in size to Avelino C Alvarez Md PA Retirement Plan and Trust?
Among Profit Sharing plans in other states, the closest by assets is Marshman Construction, Inc. Profit Sharing Plan in CA ($2M, 16 participants).
Which Profit Sharing plans cover a similar participant headcount to Avelino C Alvarez Md PA Retirement Plan and Trust?
Among Profit Sharing plans in other states, the closest by covered participants is Warren Bank Profit Sharing Plan in AR (36 participants, $1M in assets).