Profit Sharing · DOL Form 5500 · 2023

Victor M. Ortiz Medina Profit Sharing Plan

Data updated 2026-08-25

$130K
Total assets Small plan by assets
1
Participants Small participant base
8th
Percentile by assets National rank
$129,694
Avg per participant Near avg balance/head
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Official DOL plan name: Victor M. Ortiz Medina Retirement Plan · Sponsored by Victor M. Ortiz Medina · Puerto Rico · Professional & Technical Services

$130K in assets, 1 participants

Victor M. Ortiz Medina's Victor M. Ortiz Medina Retirement Plan reported $130K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 8th 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.

  • #1,305 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Victor M. Ortiz Medina Retirement Plan holds $130K for 1 participant - about $129,694 per participant, among the smaller plans by assets on file.

#1,305
in Professional & Technical Services (20,321 peers)
+7.1%
assets growth YoY

Victor M. Ortiz Medina Retirement Plan among the smaller filed plans by assets

Victor M. Ortiz Medina Retirement Plan vs every filed plan by assets

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

$129,694 8th percentile higher than 8% 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

Victor M. Ortiz Medina 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. Victor M. Ortiz Medina Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Victor M. Ortiz Medina Retirement Plan reported net income rose from -$46K in the plan year 2022 filing to $9K in the plan year 2023 filing.
  • Victor M. Ortiz Medina Retirement Plan end-of-year assets rose from $121K in the plan year 2022 filing to $130K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 584265694 · Victor M. Ortiz Medina PY 2023 · Profit Sharing

Victor M. Ortiz Medina Retirement Plan · $130K · 1 · 8th

  • NET $130K
  • NET 1
  • NET 8th
  • NET Profit Sharing
  • NET near 2bestmates Enterprise, Inc. Retirement Plan
  • NET ind #1305

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 →

Victor M. Ortiz Medina Retirement Plan in the asset neighbourhood

Victor M. Ortiz Medina Retirement PlanVictor M. Ortiz Medina Retir…$130K2bestmates Enterprise, Inc. Retirement Plan2bestmates Enterprise, Inc. …$130KSouth Fork Capital Endeavors Inc. Retirement PlanSouth Fork Capital Endeavors…$130KMinnesota Trading Corporation Profit Sharing Plan and TrustMinnesota Trading Corporatio…$130KTayken Inc. Retirement Plan$130K
End-of-year total assets ($M) among Victor M. Ortiz Medina Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$121K
Net Assets (End of Year)$130K
Net Income$9K
Employer EIN584265694
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Victor M. Ortiz Medina)

Sponsor-wide plan assets over time

All Victor M. Ortiz Medina plans reported in each filing year

Latest sponsor-wide plan assets
$130K 7.416151426849704% vs 2022
2024 filing year
$0.12M$0.12M$0.13M$0.13M$0.14M 202220232024 $0.12M $0.13M ▲ +8.3%
Year Plans Participants Total Assets
2022 1 1 $121K
2023 1 1 $130K
2024 1 1 $130K

Nearby Profit Sharing Plans in Puerto Rico

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

Victor M. Ortiz Medina Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Victor M. Ortiz Medina Retirement Plan, Total assets ($M): 0.129694 · Participants: 1Victor M. Ortiz Medina 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
Victor M. Ortiz Medina Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Victor M. Ortiz Medina Retirement Plan side-by-side with 3 peers →

Victor M. Ortiz Medina Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is 2bestmates Enterprise, Inc. Retirement Plan in AZ ($130K); 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 Victor M. Ortiz Medina Retirement Plan assets move in 2023? ▼
Victor M. Ortiz Medina Retirement Plan grew at a solid clip - up 7.1% during 2023, from $121K to $130K. Reported net income was $9K.
How have Victor M. Ortiz Medina plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Victor M. Ortiz Medina's sponsor-wide assets grew 7.4%, from $121K to $130K.
Where does Victor M. Ortiz Medina Retirement Plan rank by assets among Form 5500 filers? ▼
Victor M. Ortiz Medina Retirement Plan ranks in the 8th 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 Victor M. Ortiz Medina Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is 2bestmates Enterprise, Inc. Retirement Plan in AZ ($130K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Victor M. Ortiz Medina 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 584265694.

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.