401(k) · DOL Form 5500 · 2023
Valdes Garcia Marin & Martinez, LLP 401(k) Plan
Data updated 2026-08-25
- $863K
- Total assets Small plan by assets
- 15
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $57,552
- Avg per participant Low balance/head
Official DOL plan name: Valdes Garcia Marin & Martinez, LLP 1165(e) Plan · Sponsored by Valdes Garcia Marin & Martinez, LLP · Puerto Rico · Other Services
$863K in assets, 15 participants
Valdes Garcia Marin & Martinez, LLP's Valdes Garcia Marin & Martinez, LLP 1165(e) Plan reported $863K in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.
- #3,634 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, Valdes Garcia Marin & Martinez, LLP 1165(e) Plan ranks #3,634 of 7,857 2023 filers by assets (2325% of the sector average)-$863K for 15 participants.
- #3,634
- in Other Services (7,857 peers)
- +14.4%
- assets growth YoY
Valdes Garcia Marin & Martinez, LLP 1165(e) Plan among the smaller filed plans by assets
Valdes Garcia Marin & Martinez, LLP 1165(e) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$863,279 22nd percentile higher than 22% 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
Valdes Garcia Marin & Martinez, LLP 1165(e) Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Valdes Garcia Marin & Martinez, LLP 1165(e) Plan is a small filing (15 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Valdes Garcia Marin & Martinez, LLP 1165(e) Plan reported net income rose from -$175K in the plan year 2022 filing to $108K in the plan year 2023 filing.
- Valdes Garcia Marin & Martinez, LLP 1165(e) Plan end-of-year assets rose from $755K in the plan year 2022 filing to $863K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 660345595 · Valdes Garcia Marin & Martinez, LLP PY 2023 · 401(k)
Valdes Garcia Marin & Martinez, LLP 1165(e) Plan · $863K · 15 · 22nd
- PCT $863K
- EIN 15
- RANK 22nd
- PHOTO 401(k)
- IND near Project Belle 401(k) Plan
- EOY ind #3634
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 Other Services retirement plans → · Plans in Puerto Rico →
Valdes Garcia Marin & Martinez, LLP 1165(e) Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $755K |
|---|---|
| Net Assets (End of Year) | $863K |
| Net Income | $108K |
| Employer EIN | 660345595 |
| Plan Effective Date | 2006-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Valdes Garcia Marin & Martinez, LLP)
Sponsor-wide plan assets over time
All Valdes Garcia Marin & Martinez, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $974K 28.98344715210206% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 15 | $755K |
| 2023 | 1 | 15 | $863K |
| 2024 | 1 | 17 | $974K |
Nearby 401(k) Plans in Puerto Rico
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Pfizer Savings Plan for Employees Resident in Puerto Rico $385M · 87
- Msd Puerto Rico Savings and Security Plan $224M · 679
- Inter American University of Pr Defined Contribution Retirement Plan $188M · 1,601
- Popular, Inc. USA 401(k) Savings & Investment Plan $150M · 867
- Firstbank 401(k) Retirement Plan for Residents of Puerto Rico $143M · 2,875
Valdes Garcia Marin & Martinez, LLP 1165(e) Plan's out-of-state 401(k) peers by assets and headcount
Outside Puerto Rico, the nearest 401(k) by assets is Project Belle 401(k) Plan in TN ($863K); by covered participants it is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($863K here).
- Project Belle 401(k) Plan (TN) $863K · 145
- Kalpataru Corporation 401(k) Profit Sharing Plan (FL) $863K · 2
- Australis Enterprises Inc. 401(k) Plan (GA) $863K · 16
- Marksman Auto Body Co. 401(k) Plan (OH) $864K · 7
Similar participant headcount
Nearest other-state filings by covered participants (15 participants); asset peers above are excluded.
- Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan (GA) 15 · 0 off
- Nittfan Inc. 401(k) Plan (PA) 15 · 0 off
- Rhc3, Inc. 401(k) Profit Sharing Plan (SC) 15 · 0 off
- Stevice Investments Inc. 401(k) Plan (AZ) 15 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.