Profit Sharing · DOL Form 5500 · 2023

Hilva Conde Lavergne Profit Sharing Plan

Data updated 2026-08-25

$124K
Total assets Small plan by assets
1
Participants Small participant base
8th
Percentile by assets National rank
$123,775
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hilva Conde Lavergne Retirement Plan · Sponsored by Hilva Conde Lavergne · Puerto Rico · Other Services

$124K in assets, 1 participants

Hilva Conde Lavergne's Hilva Conde Lavergne Retirement Plan reported $124K 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.

  • #1,256 in Other Services (7,857 peers)

What the 2023 filing shows

Hilva Conde Lavergne Retirement Plan holds $124K for 1 participant - about $123,775 per participant, among the smaller plans by assets on file.

#1,256
in Other Services (7,857 peers)
+0.4%
assets growth YoY

Hilva Conde Lavergne Retirement Plan among the smaller filed plans by assets

Hilva Conde Lavergne Retirement Plan vs every filed plan by assets

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

$123,775 8th percentile higher than 8% 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

Hilva Conde Lavergne 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. Hilva Conde Lavergne Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hilva Conde Lavergne Retirement Plan reported net income rose from -$38K in the plan year 2022 filing to $471 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 583269397 · Hilva Conde Lavergne PY 2023 · Profit Sharing

Hilva Conde Lavergne Retirement Plan · $124K · 1 · 8th

  • BOY $124K
  • SCH 1
  • EBSA 8th
  • PART Profit Sharing
  • TYPE near Kaksi Malinois, Inc. Retirement Plan
  • NET ind #1256

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 →

Hilva Conde Lavergne Retirement Plan in the asset neighbourhood

Hilva Conde Lavergne Retirement PlanHilva Conde Lavergne Retirem…$124KKaksi Malinois, Inc. Retirement PlanKaksi Malinois, Inc. Retirem…$124KLaw Offices of Brent H Blakely Inc Profit Sharing PlanLaw Offices of Brent H Blake…$124KS & V Smith, Inc. Retirement PlanS & V Smith, Inc. Retirement…$124KDfs Interests, Inc. Profit Sharing PlanDfs Interests, Inc. Profit S…$124K
End-of-year total assets ($M) among Hilva Conde Lavergne Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$123K
Net Assets (End of Year)$124K
Net Income$471
Employer EIN583269397
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hilva Conde Lavergne)

Sponsor-wide plan assets over time

All Hilva Conde Lavergne plans reported in each filing year

Latest sponsor-wide plan assets
$121K 2.1037435930707846% vs 2022
2024 filing year
$0.12M 202220232024 $0.12M $0.12M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 1 $123K
2023 1 1 $124K
2024 1 1 $121K

Nearby Profit Sharing Plans in Puerto Rico

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

Hilva Conde Lavergne Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Hilva Conde Lavergne Retirement Plan, Total assets ($M): 0.123775 · Participants: 1Hilva Conde Lavergne 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
Hilva Conde Lavergne Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Hilva Conde Lavergne Retirement Plan side-by-side with 3 peers →

Hilva Conde Lavergne Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Kaksi Malinois, Inc. Retirement Plan in UT ($124K); 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 Hilva Conde Lavergne Retirement Plan assets move in 2023? ▼
Hilva Conde Lavergne Retirement Plan held essentially flat - up 0.4% during 2023, from $123K to $124K. Reported net income was $471.
How have Hilva Conde Lavergne plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hilva Conde Lavergne's sponsor-wide assets declined 2.1%, from $123K to $121K.
Where does Hilva Conde Lavergne Retirement Plan rank by assets among Form 5500 filers? ▼
Hilva Conde Lavergne Retirement Plan ranks in the 8th 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 Hilva Conde Lavergne Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Kaksi Malinois, Inc. Retirement Plan in UT ($124K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Hilva Conde Lavergne 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 583269397.

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.