Profit Sharing · DOL Form 5500 · 2023

Ricardo Feliciano Valera Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
30th
Percentile by assets National rank
$2.0M
Avg per participant High balance/head
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Official DOL plan name: R. Feliciano Valera Retirement Plan · Sponsored by Ricardo Feliciano Valera · Puerto Rico · Healthcare & Social Assistance

$2M in assets, 1 participants

Ricardo Feliciano Valera's R. Feliciano Valera Retirement Plan reported $2M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,117 in Healthcare & Social Assistance (17,684 peers)

Ricardo Feliciano Valera multi-year trail

Ricardo Feliciano Valera's plans moved +13.4% in assets from 2022 to 2024; this filing shows R. Feliciano Valera Retirement Plan at $2M / 1 participant.

#5,117
in Healthcare & Social Assistance (17,684 peers)
+4.4%
assets growth YoY

R. Feliciano Valera Retirement Plan among the smaller filed plans by assets

R. Feliciano Valera Retirement Plan vs every filed plan by assets

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

$1,989,737 30th percentile higher than 30% 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

R. Feliciano Valera 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. R. Feliciano Valera Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • R. Feliciano Valera Retirement Plan reported net income fell from $2M in the plan year 2022 filing to $83K in the plan year 2023 filing.
  • R. Feliciano Valera Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 666046217 · Ricardo Feliciano Valera PY 2023 · Profit Sharing

R. Feliciano Valera Retirement Plan · $2M · 1 · 30th

  • SCH $2M
  • EBSA 1
  • PART 30th
  • TYPE Profit Sharing
  • NET near M & a Ob-Gyn Associates, S. C. Profit Sharing Plan
  • BOOK ind #5117

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 Healthcare & Social Assistance retirement plans → · Plans in Puerto Rico →

R. Feliciano Valera Retirement Plan in the asset neighbourhood

R. Feliciano Valera Retirement PlanR. Feliciano Valera Retireme…$2MM & a Ob-Gyn Associates, S. C. Profit Sharing PlanM & a Ob-Gyn Associates, S. …$2MChristophe Sevrain LLC Mpp$2MEllen F. Driscoll Profit Sharing PlanEllen F. Driscoll Profit Sha…$2MLoi Luu, M.D., Inc. Profit Sharing PlanLoi Luu, M.D., Inc. Profit S…$2M
End-of-year total assets ($M) among R. Feliciano Valera Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Ricardo Feliciano Valera multi-year asset trail

Sponsor-wide plan assets over time

All Ricardo Feliciano Valera plans reported in each filing year

Latest sponsor-wide plan assets
$2M 13.435890549920195% vs 2022
2024 filing year
$1.8M$1.9M$2M$2.1M$2.2M 202220232024 $1.91M $2.16M ▲ +13.1%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $2M
2024 1 1 $2M

Ricardo Feliciano Valera filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$83K
Employer EIN666046217
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

R. Feliciano Valera Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants R. Feliciano Valera Retirement Plan, Total assets ($M): 1.989737 · Participants: 1R. Feliciano Valera 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
R. Feliciano Valera Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare R. Feliciano Valera Retirement Plan side-by-side with 3 peers →

R. Feliciano Valera Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is M & a Ob-Gyn Associates, S. C. Profit Sharing Plan in IL ($2M); 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 R. Feliciano Valera Retirement Plan assets move in 2023? ▼
R. Feliciano Valera Retirement Plan edged up modestly - up 4.4% during 2023, from $2M to $2M. Reported net income was $83K.
How have Ricardo Feliciano Valera plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ricardo Feliciano Valera's sponsor-wide assets grew 13.4%, from $2M to $2M.
Which Profit Sharing plans are similar in size to R. Feliciano Valera Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is M & a Ob-Gyn Associates, S. C. Profit Sharing Plan in IL ($2M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to R. Feliciano Valera 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 666046217.

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.