Profit Sharing · DOL Form 5500 · 2023

David Moreno Vazquez Profit Sharing Plan

Data updated 2026-08-25

$469K
Total assets Small plan by assets
1
Participants Small participant base
17th
Percentile by assets National rank
$469,358
Avg per participant High balance/head
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Official DOL plan name: David Moreno Vazquez Retirement Plan · Sponsored by David Moreno Vazquez · Puerto Rico · Professional & Technical Services

$469K in assets, 1 participants

David Moreno Vazquez's David Moreno Vazquez Retirement Plan reported $469K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

  • #2,646 in Professional & Technical Services (20,321 peers)

David Moreno Vazquez multi-year trail

David Moreno Vazquez's plans moved +46.0% in assets from 2022 to 2024; this filing shows David Moreno Vazquez Retirement Plan at $469K / 1 participant.

#2,646
in Professional & Technical Services (20,321 peers)
+23.7%
assets growth YoY

David Moreno Vazquez Retirement Plan among the smaller filed plans by assets

David Moreno Vazquez Retirement Plan vs every filed plan by assets

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

$469,358 17th percentile higher than 17% 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

David Moreno Vazquez 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. David Moreno Vazquez Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • David Moreno Vazquez Retirement Plan reported net income rose from -$75K in the plan year 2022 filing to $90K in the plan year 2023 filing.
  • David Moreno Vazquez Retirement Plan end-of-year assets rose from $379K in the plan year 2022 filing to $469K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 584158735 · David Moreno Vazquez PY 2023 · Profit Sharing

David Moreno Vazquez Retirement Plan · $469K · 1 · 17th

  • BOOK $469K
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  • BOOK near Rcjcreh Corporation Profit Sharing Plan
  • BOOK ind #2646

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 →

David Moreno Vazquez Retirement Plan in the asset neighbourhood

David Moreno Vazquez Retirement PlanDavid Moreno Vazquez Retirem…$469KRcjcreh Corporation Profit Sharing PlanRcjcreh Corporation Profit S…$469KNorthwoods Casket Company, Inc. Retirement PlanNorthwoods Casket Company, I…$469KT & T Enterprises of New Hampshire, Inc. Profit Sharing PlanT & T Enterprises of New Ham…$469KAjd Ventures Inc. Retirement PlanAjd Ventures Inc. Retirement…$470K
End-of-year total assets ($M) among David Moreno Vazquez Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

David Moreno Vazquez multi-year asset trail

Sponsor-wide plan assets over time

All David Moreno Vazquez plans reported in each filing year

Latest sponsor-wide plan assets
$554K 45.98342915740719% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M 202220232024 $0.38M $0.55M ▲ +44.7%
Year Plans Participants Total Assets
2022 1 1 $379K
2023 1 1 $469K
2024 1 1 $554K

David Moreno Vazquez filing trail (2023)

Total Assets (Beginning of Year)$379K
Net Assets (End of Year)$469K
Net Income$90K
Employer EIN584158735
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

David Moreno Vazquez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants David Moreno Vazquez Retirement Plan, Total assets ($M): 0.469358 · Participants: 1David Moreno Vazquez 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
David Moreno Vazquez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

David Moreno Vazquez Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Rcjcreh Corporation Profit Sharing Plan in MI ($469K); 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 David Moreno Vazquez Retirement Plan assets move in 2023?
David Moreno Vazquez Retirement Plan grew sharply - up 23.7% during 2023, from $379K to $469K. Reported net income was $90K.
How have David Moreno Vazquez plan assets changed over time?
Across 3 plan years on file (2022-2024), David Moreno Vazquez's sponsor-wide assets grew 46.0%, from $379K to $554K.
Where does David Moreno Vazquez Retirement Plan rank by assets among Form 5500 filers?
David Moreno Vazquez Retirement Plan ranks in the 17th 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 David Moreno Vazquez Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Rcjcreh Corporation Profit Sharing Plan in MI ($469K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to David Moreno Vazquez 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).