Profit Sharing · DOL Form 5500 · 2023
Valerm Law Group LLC Profit Sharing Plan
Data updated 2026-08-25
- $123K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 8th
- Percentile by assets National rank
- $122,539
- Avg per participant Near avg balance/head
Official DOL plan name: Valerm Law Group Retirement Plan · Sponsored by Valerm Law Group LLC · Puerto Rico · Professional & Technical Services
$123K in assets, 1 participants
Valerm Law Group LLC's Valerm Law Group Retirement Plan reported $123K 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.
- #1,264 in Professional & Technical Services (20,321 peers)
What the 2023 filing shows
Valerm Law Group Retirement Plan holds $123K for 1 participant - about $122,539 per participant, among the smaller plans by assets on file.
- #1,264
- in Professional & Technical Services (20,321 peers)
- -0.1%
- assets change YoY
The plan reported a net loss of $106 for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Valerm Law Group Retirement Plan among the smaller filed plans by assets
Valerm Law Group Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$122,539 8th percentile higher than 8% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Valerm Law Group 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. Valerm Law Group Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Valerm Law Group Retirement Plan reported net income fell from $123K in the plan year 2022 filing to -$106 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 660939835 · Valerm Law Group LLC PY 2023 · Profit Sharing
Valerm Law Group Retirement Plan · $123K · 1 · 8th
- EIN $123K
- EIN 1
- EIN 8th
- EIN Profit Sharing
- EIN near Zr Utah One Inc. Retirement Plan
- EIN ind #1264
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 →
Valerm Law Group Retirement Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $123K |
|---|---|
| Net Assets (End of Year) | $123K |
| Net Income | -$106 |
| Employer EIN | 660939835 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Valerm Law Group LLC)
Sponsor-wide plan assets over time
All Valerm Law Group LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $134K 9.493252884340984% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $123K |
| 2023 | 1 | 1 | $123K |
| 2024 | 1 | 1 | $134K |
Nearby Profit Sharing Plans in Puerto Rico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Retirement and Savings Plan for Amgen Manufacturing Limited LLC $719M · 2,713
- Popular, Inc. Pr Savings and Investment Plan $701M · 8,134
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico $442M · 1,114
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $196M · 751
- The Oriental Bank Coda Profit Sharing Plan $135M · 2,096
Valerm Law Group Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Zr Utah One Inc. Retirement Plan in UT ($123K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($123K here).
- Zr Utah One Inc. Retirement Plan (UT) $123K · 1
- Stella Ventus Corp. Profit Sharing Plan (KS) $123K · 2
- Bartino Neo Co. Retirement Plan (OH) $123K · 6
- Jnam Senior Services Inc. Retirement Plan (NJ) $123K · 1
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.