Money Purchase · DOL Form 5500 · 2023
Vidal Febles Gutierrez Money Purchase Plan
Data updated 2026-08-25
- $650K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $162,500
- Avg per participant Above avg balance/head
Official DOL plan name: Vidal Febles Gutierrez Profit Sharing Plan · Sponsored by Vidal Febles Gutierrez · Puerto Rico · Healthcare & Social Assistance
$650K in assets, 4 participants
Vidal Febles Gutierrez's Vidal Febles Gutierrez Profit Sharing Plan reported $650K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.
- #2,728 in Healthcare & Social Assistance (17,684 peers)
Vidal Febles Gutierrez multi-year trail
Vidal Febles Gutierrez's plans moved +16.7% in assets from 2022 to 2024; this filing shows Vidal Febles Gutierrez Profit Sharing Plan at $650K / 4 participants.
- #2,728
- in Healthcare & Social Assistance (17,684 peers)
- +8.3%
- assets growth YoY
Vidal Febles Gutierrez Profit Sharing Plan among the smaller filed plans by assets
Vidal Febles Gutierrez Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$650,000 20th percentile higher than 20% 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
Vidal Febles Gutierrez Profit Sharing 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. Vidal Febles Gutierrez Profit Sharing Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Vidal Febles Gutierrez Profit Sharing Plan reported net income rose from $25K in the plan year 2022 filing to $50K in the plan year 2023 filing.
- Vidal Febles Gutierrez Profit Sharing Plan end-of-year assets rose from $600K in the plan year 2022 filing to $650K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 660540279 · Vidal Febles Gutierrez PY 2023 · Money Purchase
Vidal Febles Gutierrez Profit Sharing Plan · $650K · 4 · 20th
- EIN $650K
- EIN 4
- EIN 20th
- EIN Money Purchase
- EIN near Ngozi Okechukwu Okolo Mdsc Money Purchase Plan & Trust
- EIN ind #2728
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 →
Vidal Febles Gutierrez Profit Sharing Plan in the asset neighbourhood
Vidal Febles Gutierrez multi-year asset trail
Sponsor-wide plan assets over time
All Vidal Febles Gutierrez plans reported in each filing year
- Latest sponsor-wide plan assets
- $700K 16.666666666666664% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $600K |
| 2023 | 1 | 4 | $650K |
| 2024 | 1 | 4 | $700K |
Vidal Febles Gutierrez filing trail (2023)
| Total Assets (Beginning of Year) | $600K |
|---|---|
| Net Assets (End of Year) | $650K |
| Net Income | $50K |
| Employer EIN | 660540279 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Puerto Rico
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Vidal Febles Gutierrez Profit Sharing Plan's out-of-state Money Purchase peers by assets and headcount
Outside Puerto Rico, the nearest Money Purchase by assets is Ngozi Okechukwu Okolo Mdsc Money Purchase Plan & Trust in IL ($651K); by covered participants it is Unit Design Inc Mp in LA (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($650K here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Unit Design Inc Mp (LA) 4 · 0 off
- Marc B. Freedman Cpa, P.C. Money Purchase Pension Plan (NY) 4 · 0 off
- N.C. Cattlemens Association, Inc Pension Plan & Trust (NC) 4 · 0 off
- Linas a Sidrys Md (IL) 4 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.