Profit Sharing · DOL Form 5500 · 2022

Roberto Velez Echevarria Profit Sharing Plan

Data updated 2026-08-25

$784K
Total assets Small plan by assets
2
Participants Small participant base
23rd
Percentile by assets National rank
$391,938
Avg per participant High balance/head
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Official DOL plan name: Roberto Velez Echevarria Retirement Plan Series 00-1928 · Sponsored by Roberto Velez Echevarria · Puerto Rico · Professional & Technical Services

$784K in assets, 2 participants

Roberto Velez Echevarria's Roberto Velez Echevarria Retirement Plan Series 00-1928 reported $784K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.

  • #4,026 in Professional & Technical Services (21,562 peers)

Roberto Velez Echevarria multi-year trail

Roberto Velez Echevarria's plans moved +27.3% in assets from 2022 to 2024; this filing shows Roberto Velez Echevarria Retirement Plan Series 00-1928 at $784K / 2 participants.

#4,026
in Professional & Technical Services (21,562 peers)
-15.5%
assets change YoY

The plan reported a net loss of $144K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Roberto Velez Echevarria Retirement Plan Series 00-1928 among the smaller filed plans by assets

Roberto Velez Echevarria Retirement Plan Series 00-1928 vs every filed plan by assets

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

$783,875 23rd percentile higher than 23% 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

Roberto Velez Echevarria Retirement Plan Series 00-1928 among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roberto Velez Echevarria Retirement Plan Series 00-1928 is a micro filing (2 participants), the leftmost band.

Published 5500 schedule card

Filing strip 660573930 · Roberto Velez Echevarria PY 2022 · Profit Sharing

Roberto Velez Echevarria Retirement Plan Series 00-1928 · $784K · 2 · 23rd

  • SCH $784K
  • SCH 2
  • SCH 23rd
  • SCH Profit Sharing
  • SCH near Perc Insulation Sales Self Employed Pension
  • SCH ind #4026

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 →

Roberto Velez Echevarria Retirement Plan Series 00-1928 in the asset neighbourhood

Roberto Velez Echevarria Retirement Plan Series 00-1928Roberto Velez Echevarria Ret…$784KPerc Insulation Sales Self Employed PensionPerc Insulation Sales Self E…$784KCarrollton Manor, Inc. Profit Sharing PlanCarrollton Manor, Inc. Profi…$784KD.T. Okazaki, Inc. Profit Sharing PlanD.T. Okazaki, Inc. Profit Sh…$784KBbc Fasteners Employee Profit Sharing PlanBbc Fasteners Employee Profi…$783K
End-of-year total assets ($M) among Roberto Velez Echevarria Retirement Plan Series 00-1928 and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Roberto Velez Echevarria multi-year asset trail

Sponsor-wide plan assets over time

All Roberto Velez Echevarria plans reported in each filing year

Latest sponsor-wide plan assets
$998K 27.332163929197893% vs 2022
2024 filing year
$0.7M$0.8M$0.9M$1M$1.1M 202220232024 $0.78M $1M ▲ +28.2%
Year Plans Participants Total Assets
2022 1 2 $784K
2023 1 2 $899K
2024 1 2 $998K

Roberto Velez Echevarria filing trail (2022)

Total Assets (Beginning of Year)$928K
Net Assets (End of Year)$784K
Net Income-$144K
Employer EIN660573930
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Roberto Velez Echevarria Retirement Plan Series 00-1928 vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Roberto Velez Echevarria Retirement Plan Series 00-1928, Total assets ($M): 0.783875 · Participants: 2Roberto Velez Echevarria Retirement Plan Series 00-1928The 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
Roberto Velez Echevarria Retirement Plan Series 00-1928 vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Roberto Velez Echevarria Retirement Plan Series 00-1928 side-by-side with 3 peers →

Roberto Velez Echevarria Retirement Plan Series 00-1928's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Perc Insulation Sales Self Employed Pension in NJ ($784K); 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 Roberto Velez Echevarria Retirement Plan Series 00-1928 assets move in 2022? ▼
Roberto Velez Echevarria Retirement Plan Series 00-1928 declined sharply - down 15.5% during 2022, from $928K to $784K. Reported net income was -$144K.
How have Roberto Velez Echevarria plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roberto Velez Echevarria's sponsor-wide assets grew 27.3%, from $784K to $998K.
Where does Roberto Velez Echevarria Retirement Plan Series 00-1928 rank by assets among Form 5500 filers? ▼
Roberto Velez Echevarria Retirement Plan Series 00-1928 ranks in the 23rd 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 Roberto Velez Echevarria Retirement Plan Series 00-1928? ▼
Among Profit Sharing plans in other states, the closest by assets is Perc Insulation Sales Self Employed Pension in NJ ($784K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Roberto Velez Echevarria Retirement Plan Series 00-1928? ▼
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 660573930.

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.