Profit Sharing · DOL Form 5500 · 2023

Juan a. Vazquez Aldea Profit Sharing Plan

Data updated 2026-08-25

$328K
Total assets Small plan by assets
3
Participants Small participant base
14th
Percentile by assets National rank
$109,358
Avg per participant Below avg balance/head
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Official DOL plan name: Juan a. Vazquez Aldea Retirement Plan · Sponsored by Juan a. Vazquez Aldea · Puerto Rico · Professional & Technical Services

$328K in assets, 3 participants

Juan a. Vazquez Aldea's Juan a. Vazquez Aldea Retirement Plan reported $328K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 14th 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.

  • #2,236 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Juan a. Vazquez Aldea Retirement Plan holds $328K for 3 participants - about $109,358 per participant, among the smaller plans by assets on file.

#2,236
in Professional & Technical Services (20,321 peers)
-2.9%
assets change YoY

The plan reported a net loss of $10K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Juan a. Vazquez Aldea Retirement Plan among the smaller filed plans by assets

Juan a. Vazquez Aldea Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$328,073 14th percentile higher than 14% of 127,068 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 2023

Juan a. Vazquez Aldea Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Juan a. Vazquez Aldea Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Juan a. Vazquez Aldea Retirement Plan reported net income rose from -$22K in the plan year 2022 filing to -$10K in the plan year 2023 filing.
  • Juan a. Vazquez Aldea Retirement Plan end-of-year assets fell from $338K in the plan year 2022 filing to $328K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 660737613 · Juan a. Vazquez Aldea PY 2023 · Profit Sharing

Juan a. Vazquez Aldea Retirement Plan · $328K · 3 · 14th

  • PCT $328K
  • EIN 3
  • RANK 14th
  • PHOTO Profit Sharing
  • IND near Hc Personal Fitness, Inc. Retirement Plan
  • EOY ind #2236

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 →

Juan a. Vazquez Aldea Retirement Plan in the asset neighbourhood

Juan a. Vazquez Aldea Retirement PlanJuan a. Vazquez Aldea Retire…$328KHc Personal Fitness, Inc. Retirement PlanHc Personal Fitness, Inc. Re…$328KKnepper Enterprises, Inc. Profit Sharing PlanKnepper Enterprises, Inc. Pr…$328KStonehaven Builders, Inc. Profit Sharing Plan & TrustStonehaven Builders, Inc. Pr…$328KMm Faith Corp Retirement Plan$328K
End-of-year total assets ($M) among Juan a. Vazquez Aldea Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$338K
Net Assets (End of Year)$328K
Net Income-$10K
Employer EIN660737613
Plan Effective Date2009-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Juan a. Vazquez Aldea)

Sponsor-wide plan assets over time

All Juan a. Vazquez Aldea plans reported in each filing year

Latest sponsor-wide plan assets
$307K 9.203857181322435% vs 2022
2024 filing year
$0.3M$0.31M$0.32M$0.33M$0.34M$0.35M 202220232024 $0.34M $0.31M ▼ -8.8%
Year Plans Participants Total Assets
2022 1 3 $338K
2023 1 3 $328K
2024 1 2 $307K

Nearby Profit Sharing Plans in Puerto Rico

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

Juan a. Vazquez Aldea Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Juan a. Vazquez Aldea Retirement Plan, Total assets ($M): 0.328073 · Participants: 3Juan a. Vazquez Aldea Retirement PlanThe Retirement and Savings Plan for Amgen Manufacturing Limited LLC, Total assets ($M): 719.343985 · Participants: 2713The Retirement and Savings Plan for Amgen Manufacturing Limited LLCPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 700.721578 · Participants: 8134Popular, Inc. Pr Savings and Investment PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 441.870695 · Participants: 1114The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 195.772357 · Participants: 751Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation PlanThe Oriental Bank Coda Profit Sharing Plan, Total assets ($M): 134.602051 · Participants: 2096The Oriental Bank Coda Profit Sharing Plan
Juan a. Vazquez Aldea Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Juan a. Vazquez Aldea Retirement Plan side-by-side with 3 peers →

Juan a. Vazquez Aldea Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Hc Personal Fitness, Inc. Retirement Plan in MI ($328K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (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 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Juan a. Vazquez Aldea Retirement Plan assets move in 2023? ▼
Juan a. Vazquez Aldea Retirement Plan edged down modestly - down 2.9% during 2023, from $338K to $328K. Reported net income was -$10K.
How have Juan a. Vazquez Aldea plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Juan a. Vazquez Aldea's sponsor-wide assets declined 9.2%, from $338K to $307K.
Where does Juan a. Vazquez Aldea Retirement Plan rank by assets among Form 5500 filers? ▼
Juan a. Vazquez Aldea Retirement Plan ranks in the 14th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Juan a. Vazquez Aldea Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Hc Personal Fitness, Inc. Retirement Plan in MI ($328K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Juan a. Vazquez Aldea Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 660737613.

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.