Profit Sharing · DOL Form 5500 · 2023

Jose a. Tulla Vargas Profit Sharing Plan

Data updated 2026-08-25

$965K
Total assets Small plan by assets
1
Participants Small participant base
23rd
Percentile by assets National rank
$965,450
Avg per participant High balance/head
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Official DOL plan name: Jose a. Tulla Vargas Retirement Plan · Sponsored by Jose a. Tulla Vargas · Puerto Rico · Professional & Technical Services

$965K in assets, 1 participants

Jose a. Tulla Vargas's Jose a. Tulla Vargas Retirement Plan reported $965K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,751 in Professional & Technical Services (20,321 peers)

Jose a. Tulla Vargas multi-year trail

Jose a. Tulla Vargas's plans moved +12.6% in assets from 2022 to 2024; this filing shows Jose a. Tulla Vargas Retirement Plan at $965K / 1 participant.

#3,751
in Professional & Technical Services (20,321 peers)
-5.2%
assets change YoY

The plan reported a net loss of $53K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jose a. Tulla Vargas Retirement Plan among the smaller filed plans by assets

Jose a. Tulla Vargas Retirement Plan vs every filed plan by assets

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

$965,450 23rd percentile higher than 23% 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

Jose a. Tulla Vargas 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. Jose a. Tulla Vargas Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jose a. Tulla Vargas Retirement Plan reported net income fell from $193K in the plan year 2022 filing to -$53K in the plan year 2023 filing.
  • Jose a. Tulla Vargas Retirement Plan end-of-year assets fell from $1M in the plan year 2022 filing to $965K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 584164630 · Jose a. Tulla Vargas PY 2023 · Profit Sharing

Jose a. Tulla Vargas Retirement Plan · $965K · 1 · 23rd

  • SCH $965K
  • SCH 1
  • SCH 23rd
  • SCH Profit Sharing
  • SCH near Martens Consulting LLC
  • SCH ind #3751

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 →

Jose a. Tulla Vargas Retirement Plan in the asset neighbourhood

Jose a. Tulla Vargas Retirement PlanJose a. Tulla Vargas Retirem…$965KMartens Consulting LLC$965KWbr Inc. Profit Sharing Plan$965KThe Shamby Group Corporation Profit Sharing PlanThe Shamby Group Corporation…$965KDudziak Corporation Retirement PlanDudziak Corporation Retireme…$965K
End-of-year total assets ($M) among Jose a. Tulla Vargas Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Jose a. Tulla Vargas multi-year asset trail

Sponsor-wide plan assets over time

All Jose a. Tulla Vargas plans reported in each filing year

Latest sponsor-wide plan assets
$1M 12.574843832985968% vs 2022
2024 filing year
$0.9M$1M$1.1M$1.2M 202220232024 $1.02M $1.15M ▲ +12.7%
Year Plans Participants Total Assets
2022 1 1 $1M
2023 1 1 $965K
2024 1 1 $1M

Jose a. Tulla Vargas filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$965K
Net Income-$53K
Employer EIN584164630
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Jose a. Tulla Vargas Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Jose a. Tulla Vargas Retirement Plan, Total assets ($M): 0.96545 · Participants: 1Jose a. Tulla Vargas 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
Jose a. Tulla Vargas Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Jose a. Tulla Vargas Retirement Plan side-by-side with 3 peers →

Jose a. Tulla Vargas Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Martens Consulting LLC in MO ($965K); 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 ($965K here).

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 Jose a. Tulla Vargas Retirement Plan assets move in 2023? ▼
Jose a. Tulla Vargas Retirement Plan pulled back noticeably - down 5.2% during 2023, from $1M to $965K. Reported net income was -$53K.
How have Jose a. Tulla Vargas plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jose a. Tulla Vargas's sponsor-wide assets grew 12.6%, from $1M to $1M.
Where does Jose a. Tulla Vargas Retirement Plan rank by assets among Form 5500 filers? ▼
Jose a. Tulla Vargas Retirement Plan ranks in the 23rd 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 Jose a. Tulla Vargas Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Martens Consulting LLC in MO ($965K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Jose a. Tulla Vargas 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 584164630.

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.