Profit Sharing · DOL Form 5500 · 2023

Axel Wilberto Velez Santiago Csp Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
4
Participants Small participant base
24th
Percentile by assets National rank
$264,991
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Axel Wilberto Velez Santiago Csp Retirement Plan · Sponsored by Axel Wilberto Velez Santiago Csp · Puerto Rico · Healthcare & Social Assistance

$1M in assets, 4 participants

Axel Wilberto Velez Santiago Csp's Axel Wilberto Velez Santiago Csp Retirement Plan reported $1M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,549 in Healthcare & Social Assistance (17,684 peers)

Axel Wilberto Velez Santiago Csp multi-year trail

Axel Wilberto Velez Santiago Csp's plans moved +68.8% in assets from 2022 to 2024; this filing shows Axel Wilberto Velez Santiago Csp Retirement Plan at $1M / 4 participants.

#3,549
in Healthcare & Social Assistance (17,684 peers)
+30.7%
assets growth YoY

Axel Wilberto Velez Santiago Csp Retirement Plan among the smaller filed plans by assets

Axel Wilberto Velez Santiago Csp Retirement Plan vs every filed plan by assets

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

$1,059,963 24th percentile higher than 24% 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

Axel Wilberto Velez Santiago Csp 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. Axel Wilberto Velez Santiago Csp Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Axel Wilberto Velez Santiago Csp Retirement Plan reported net income rose from -$271K in the plan year 2022 filing to $249K in the plan year 2023 filing.
  • Axel Wilberto Velez Santiago Csp Retirement Plan end-of-year assets rose from $811K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 660539886 · Axel Wilberto Velez Santiago Csp PY 2023 · Profit Sharing

Axel Wilberto Velez Santiago Csp Retirement Plan · $1M · 4 · 24th

  • ASSETS $1M
  • PCT 4
  • EIN 24th
  • RANK Profit Sharing
  • PHOTO near Kennedy Webster Co Fifth Restated Employees Profit Sharing Plan
  • IND ind #3549

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 →

Axel Wilberto Velez Santiago Csp Retirement Plan in the asset neighbourhood

Axel Wilberto Velez Santiago Csp Retirement PlanAxel Wilberto Velez Santiago…$1MKennedy Webster Co Fifth Restated Employees Profit Sharing PlanKennedy Webster Co Fifth Res…$1MChartwell Seventeen Advisory Group Inc. Retirement PlanChartwell Seventeen Advisory…$1MSoma Construction P-S Plan$1MM. Perez Company, Inc. Profit Sharing PlanM. Perez Company, Inc. Profi…$1M
End-of-year total assets ($M) among Axel Wilberto Velez Santiago Csp Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Axel Wilberto Velez Santiago Csp multi-year asset trail

Sponsor-wide plan assets over time

All Axel Wilberto Velez Santiago Csp plans reported in each filing year

Latest sponsor-wide plan assets
$1M 68.78316144675792% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.81M $1.37M ▲ +69.1%
Year Plans Participants Total Assets
2022 1 4 $811K
2023 1 4 $1M
2024 1 4 $1M

Axel Wilberto Velez Santiago Csp filing trail (2023)

Total Assets (Beginning of Year)$811K
Net Assets (End of Year)$1M
Net Income$249K
Employer EIN660539886
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Axel Wilberto Velez Santiago Csp Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Axel Wilberto Velez Santiago Csp Retirement Plan, Total assets ($M): 1.059963 · Participants: 4Axel Wilberto Velez Santiago Csp 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
Axel Wilberto Velez Santiago Csp Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Axel Wilberto Velez Santiago Csp Retirement Plan side-by-side with 3 peers →

Axel Wilberto Velez Santiago Csp Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Kennedy Webster Co Fifth Restated Employees Profit Sharing Plan in IL ($1M); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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.

Frequently Asked Questions

How did Axel Wilberto Velez Santiago Csp Retirement Plan assets move in 2023? ▼
Axel Wilberto Velez Santiago Csp Retirement Plan surged - up 30.7% during 2023, from $811K to $1M. Reported net income was $249K.
How have Axel Wilberto Velez Santiago Csp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Axel Wilberto Velez Santiago Csp's sponsor-wide assets grew 68.8%, from $811K to $1M.
Where does Axel Wilberto Velez Santiago Csp Retirement Plan rank by assets among Form 5500 filers? ▼
Axel Wilberto Velez Santiago Csp Retirement Plan ranks in the 24th 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 Axel Wilberto Velez Santiago Csp Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Kennedy Webster Co Fifth Restated Employees Profit Sharing Plan in IL ($1M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Axel Wilberto Velez Santiago Csp Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 participants, N/A 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 660539886.

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.