Profit Sharing · DOL Form 5500 · 2023

Jose R. Gonzalez Velez Profit Sharing Plan

Data updated 2026-08-25

$414K
Total assets Small plan by assets
1
Participants Small participant base
16th
Percentile by assets National rank
$414,295
Avg per participant High balance/head
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Official DOL plan name: Jose R. Gonzalez Velez Retirement Plan · Sponsored by Jose R. Gonzalez Velez · Puerto Rico · Finance & Insurance

$414K in assets, 1 participants

Jose R. Gonzalez Velez's Jose R. Gonzalez Velez Retirement Plan reported $414K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #865 in Finance & Insurance (8,869 peers)

Jose R. Gonzalez Velez multi-year trail

Jose R. Gonzalez Velez's plans moved +19.9% in assets from 2022 to 2024; this filing shows Jose R. Gonzalez Velez Retirement Plan at $414K / 1 participant.

#865
in Finance & Insurance (8,869 peers)
+10.3%
assets growth YoY

Jose R. Gonzalez Velez Retirement Plan among the smaller filed plans by assets

Jose R. Gonzalez Velez Retirement Plan vs every filed plan by assets

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

$414,295 16th percentile higher than 16% 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

Jose R. Gonzalez Velez 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. Jose R. Gonzalez Velez Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jose R. Gonzalez Velez Retirement Plan reported net income rose from -$75K in the plan year 2022 filing to $39K in the plan year 2023 filing.
  • Jose R. Gonzalez Velez Retirement Plan end-of-year assets rose from $376K in the plan year 2022 filing to $414K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 666035218 · Jose R. Gonzalez Velez PY 2023 · Profit Sharing

Jose R. Gonzalez Velez Retirement Plan · $414K · 1 · 16th

  • NET $414K
  • NET 1
  • NET 16th
  • NET Profit Sharing
  • NET near Ddr Sheridan Corp. Retirement Plan
  • NET ind #865

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 Finance & Insurance retirement plans → · Plans in Puerto Rico →

Jose R. Gonzalez Velez Retirement Plan in the asset neighbourhood

Jose R. Gonzalez Velez Retirement PlanJose R. Gonzalez Velez Retir…$414KDdr Sheridan Corp. Retirement PlanDdr Sheridan Corp. Retiremen…$414KCollins Manufacturing, Inc. Profit Sharing PlanCollins Manufacturing, Inc. …$414KMullins Health Partners Inc. Retirement PlanMullins Health Partners Inc.…$414KMidwest Marine, Inc. Employees Profit Sharing PlanMidwest Marine, Inc. Employe…$415K
End-of-year total assets ($M) among Jose R. Gonzalez Velez Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Jose R. Gonzalez Velez multi-year asset trail

Sponsor-wide plan assets over time

All Jose R. Gonzalez Velez plans reported in each filing year

Latest sponsor-wide plan assets
$450K 19.88342089636496% vs 2022
2024 filing year
$0.35M$0.4M$0.45M$0.5M 202220232024 $0.38M $0.45M ▲ +18.4%
Year Plans Participants Total Assets
2022 1 1 $376K
2023 1 1 $414K
2024 1 1 $450K

Jose R. Gonzalez Velez filing trail (2023)

Total Assets (Beginning of Year)$376K
Net Assets (End of Year)$414K
Net Income$39K
Employer EIN666035218
Plan Effective Date2012-02-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Jose R. Gonzalez Velez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Jose R. Gonzalez Velez Retirement Plan, Total assets ($M): 0.414295 · Participants: 1Jose R. Gonzalez Velez 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
Jose R. Gonzalez Velez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Jose R. Gonzalez Velez Retirement Plan side-by-side with 3 peers →

Jose R. Gonzalez Velez Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Ddr Sheridan Corp. Retirement Plan in VA ($414K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Jose R. Gonzalez Velez Retirement Plan assets move in 2023? ▼
Jose R. Gonzalez Velez Retirement Plan grew at a solid clip - up 10.3% during 2023, from $376K to $414K. Reported net income was $39K.
How have Jose R. Gonzalez Velez plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jose R. Gonzalez Velez's sponsor-wide assets grew 19.9%, from $376K to $450K.
Where does Jose R. Gonzalez Velez Retirement Plan rank by assets among Form 5500 filers? ▼
Jose R. Gonzalez Velez Retirement Plan ranks in the 16th 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 Jose R. Gonzalez Velez Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Ddr Sheridan Corp. Retirement Plan in VA ($414K, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Jose R. Gonzalez Velez Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K 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 666035218.

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.