Profit Sharing · DOL Form 5500 · 2023
Ledesma & Vargas LLC Profit Sharing Plan
Data updated 2026-08-25
- $344K
- Total assets Small plan by assets
- 13
- Participants Small participant base
- 15th
- Percentile by assets National rank
- $26,443
- Avg per participant Low balance/head
Official DOL plan name: Ledesma & Vargas LLC 1081.01 Retirement Plan and Trust · Sponsored by Ledesma & Vargas LLC · Puerto Rico · Professional & Technical Services
$344K in assets, 13 participants
Ledesma & Vargas LLC's Ledesma & Vargas LLC 1081.01 Retirement Plan and Trust reported $344K in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.
- #2,284 in Professional & Technical Services (20,321 peers)
Ledesma & Vargas LLC multi-year trail
Ledesma & Vargas LLC's plans moved +44.5% in assets from 2022 to 2024; this filing shows Ledesma & Vargas LLC 1081.01 Retirement Plan and Trust at $344K / 13 participants.
- #2,284
- in Professional & Technical Services (20,321 peers)
- +25.6%
- assets growth YoY
Ledesma & Vargas LLC 1081.01 Retirement Plan and Trust among the smaller filed plans by assets
Ledesma & Vargas LLC 1081.01 Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$343,763 15th percentile higher than 15% 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
Ledesma & Vargas LLC 1081.01 Retirement Plan and Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ledesma & Vargas LLC 1081.01 Retirement Plan and Trust is a small filing (13 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ledesma & Vargas LLC 1081.01 Retirement Plan and Trust reported net income rose from -$15K in the plan year 2022 filing to $70K in the plan year 2023 filing.
- Ledesma & Vargas LLC 1081.01 Retirement Plan and Trust end-of-year assets rose from $274K in the plan year 2022 filing to $344K in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 660741946 · Ledesma & Vargas LLC PY 2023 · Profit Sharing
Ledesma & Vargas LLC 1081.01 Retirement Plan and Trust · $344K · 13 · 15th
- BOY $344K
- BOY 13
- BOY 15th
- BOY Profit Sharing
- BOY near Cohen, Frankel & Ruggiero LLP-Profit Sharing Plan
- BOY ind #2284
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 →
Ledesma & Vargas LLC 1081.01 Retirement Plan and Trust in the asset neighbourhood
Ledesma & Vargas LLC multi-year asset trail
Sponsor-wide plan assets over time
All Ledesma & Vargas LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $396K 44.46368109049868% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 13 | $274K |
| 2023 | 1 | 13 | $344K |
| 2024 | 1 | 13 | $396K |
Ledesma & Vargas LLC filing trail (2023)
| Total Assets (Beginning of Year) | $274K |
|---|---|
| Net Assets (End of Year) | $344K |
| Net Income | $70K |
| Employer EIN | 660741946 |
| Plan Effective Date | 2013-10-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Puerto Rico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Retirement and Savings Plan for Amgen Manufacturing Limited LLC $719M · 2,713
- Popular, Inc. Pr Savings and Investment Plan $701M · 8,134
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico $442M · 1,114
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $196M · 751
- The Oriental Bank Coda Profit Sharing Plan $135M · 2,096
Ledesma & Vargas LLC 1081.01 Retirement Plan and Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Cohen, Frankel & Ruggiero LLP-Profit Sharing Plan in NY ($344K); by covered participants it is Tile & Light Art of Durango Inc. Retirement Plan in CO (13 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($344K here).
Similar participant headcount
Nearest other-state filings by covered participants (13 participants); 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.