Other · DOL Form 5500 · 2023

Angel J. Vazquez Urquia Retirement Plan

Data updated 2026-08-25

$293K
Total assets Small plan by assets
1
Participants Small participant base
13th
Percentile by assets National rank
$292,802
Avg per participant High balance/head
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Official DOL plan name: A. J. Vazquez Urquia Retirement Plan · Sponsored by Angel J. Vazquez Urquia · Puerto Rico · Healthcare & Social Assistance

$293K in assets, 1 participants

Angel J. Vazquez Urquia's A. J. Vazquez Urquia Retirement Plan reported $293K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 13th 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.

  • #1,659 in Healthcare & Social Assistance (17,684 peers)

Angel J. Vazquez Urquia multi-year trail

Angel J. Vazquez Urquia's plans moved +36.9% in assets from 2023 to 2024; this filing shows A. J. Vazquez Urquia Retirement Plan at $293K / 1 participant.

#1,659
in Healthcare & Social Assistance (17,684 peers)
+46.8%
assets growth YoY

A. J. Vazquez Urquia Retirement Plan among the smaller filed plans by assets

A. J. Vazquez Urquia Retirement Plan vs every filed plan by assets

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

$292,802 13th percentile higher than 13% 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

A. J. Vazquez Urquia 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. A. J. Vazquez Urquia Retirement Plan is a micro filing (1 participant), the leftmost band.

DOL schedule card

Filing strip 666042439 · Angel J. Vazquez Urquia PY 2023 · Other

A. J. Vazquez Urquia Retirement Plan · $293K · 1 · 13th

  • EBSA $293K
  • EBSA 1
  • EBSA 13th
  • EBSA Other
  • EBSA near Jefferson County Child Development Council 403(b) Plan
  • EBSA ind #1659

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 Healthcare & Social Assistance retirement plans → · Plans in Puerto Rico →

A. J. Vazquez Urquia Retirement Plan in the asset neighbourhood

Stock Bonus Plan of Scientific Analytical Institute IncStock Bonus Plan of Scientif…$295KMichigan Library Association 403(b) Tax Deferred Annuity PlanMichigan Library Association…$297KA. J. Vazquez Urquia Retirement PlanA. J. Vazquez Urquia Retirem…$293KJefferson County Child Development Council 403(b) PlanJefferson County Child Devel…$294KHemophilia Association of Ny IncHemophilia Association of Ny…$295K
End-of-year total assets ($M) among A. J. Vazquez Urquia Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Angel J. Vazquez Urquia multi-year asset trail

Sponsor-wide plan assets over time

All Angel J. Vazquez Urquia plans reported in each filing year

Latest sponsor-wide plan assets
$401K 36.89694742522251% vs 2023
2024 filing year
$0.25M$0.3M$0.35M$0.4M$0.45M 20232024 $0.29M $0.4M ▲ +37.9%
Year Plans Participants Total Assets
2023 1 1 $293K
2024 1 1 $401K

Angel J. Vazquez Urquia filing trail (2023)

Total Assets (Beginning of Year)$200K
Net Assets (End of Year)$293K
Net Income$93K
Employer EIN666042439
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Puerto Rico

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

A. J. Vazquez Urquia Retirement Plan vs. nearby Other plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -50050100150 Total assets ($M) Participants A. J. Vazquez Urquia Retirement Plan, Total assets ($M): 0.292802 · Participants: 1A. J. Vazquez Urquia Retirement PlanEvertec Group, LLC Savings & Investment Plan Savings and Investment Plan, Total assets ($M): 101.79785 · Participants: 1314Evertec Group, LLC Savings & Investment Plan Savings and Investment PlanBd Savings Plan for Puerto Rico Employees, Total assets ($M): 70.223915 · Participants: 1390Bd Savings Plan for Puerto Rico EmployeesUnion De Tronquistas De Puerto Rico Local 901 of Crowley Liner Services Puerto Rico Inc Defined Contribution Retirement Plan, Total assets ($M): 24.584273 · Participants: 208Union De Tronquistas De Puerto Rico Local 901 of Crowley Liner Services Puerto Rico Inc Defined Contribution Retirement PlanSarco Employees Retirement Plan, Total assets ($M): 22.842442 · Participants: 3515Sarco Employees Retirement PlanRetirement Plan of Henkel Puerto Rico, Inc., Total assets ($M): 18.174946 · Participants: 232Retirement Plan of Henkel Puerto Rico, Inc.
A. J. Vazquez Urquia Retirement Plan vs. nearby Other plans in Puerto Rico, assets vs. participants

A. J. Vazquez Urquia Retirement Plan's out-of-state Other peers by assets and headcount

Outside Puerto Rico, the nearest Other by assets is Jefferson County Child Development Council 403(b) Plan in AL ($294K); by covered participants it is James Nola Investment Trust in FL (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 A. J. Vazquez Urquia Retirement Plan assets move in 2023?
A. J. Vazquez Urquia Retirement Plan surged - up 46.8% during 2023, from $200K to $293K. Reported net income was $93K.
How have Angel J. Vazquez Urquia plan assets changed over time?
Across 2 plan years on file (2023-2024), Angel J. Vazquez Urquia's sponsor-wide assets grew 36.9%, from $293K to $401K.
Where does A. J. Vazquez Urquia Retirement Plan rank by assets among Form 5500 filers?
A. J. Vazquez Urquia Retirement Plan ranks in the 13th 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 Other plans are similar in size to A. J. Vazquez Urquia Retirement Plan?
Among Other plans in other states, the closest by assets is Jefferson County Child Development Council 403(b) Plan in AL ($294K, 25 participants).
Which Other plans cover a similar participant headcount to A. J. Vazquez Urquia Retirement Plan?
Among Other plans in other states, the closest by covered participants is James Nola Investment Trust in FL (1 participant, $2M in assets).