Profit Sharing · DOL Form 5500 · 2023
Roberto Velez Echevarria Profit Sharing Plan
Data updated 2026-08-25
- $899K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $449,374
- Avg per participant High balance/head
Official DOL plan name: Roberto Velez Echevarria Retirement Plan Series 00-1928 · Sponsored by Roberto Velez Echevarria · Puerto Rico · Professional & Technical Services
$899K in assets, 2 participants
Roberto Velez Echevarria's Roberto Velez Echevarria Retirement Plan Series 00-1928 reported $899K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.
- #3,616 in Professional & Technical Services (20,321 peers)
Roberto Velez Echevarria multi-year trail
Roberto Velez Echevarria's plans moved +27.3% in assets from 2022 to 2024; this filing shows Roberto Velez Echevarria Retirement Plan Series 00-1928 at $899K / 2 participants.
- #3,616
- in Professional & Technical Services (20,321 peers)
- +14.7%
- assets growth YoY
Roberto Velez Echevarria Retirement Plan Series 00-1928 among the smaller filed plans by assets
Roberto Velez Echevarria Retirement Plan Series 00-1928 vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$898,747 23rd percentile higher than 23% 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
Roberto Velez Echevarria Retirement Plan Series 00-1928 among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roberto Velez Echevarria Retirement Plan Series 00-1928 is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Roberto Velez Echevarria Retirement Plan Series 00-1928 reported net income rose from -$144K in the plan year 2022 filing to $115K in the plan year 2023 filing.
- Roberto Velez Echevarria Retirement Plan Series 00-1928 end-of-year assets rose from $784K in the plan year 2022 filing to $899K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 660573930 · Roberto Velez Echevarria PY 2023 · Profit Sharing
Roberto Velez Echevarria Retirement Plan Series 00-1928 · $899K · 2 · 23rd
- RANK $899K
- RANK 2
- RANK 23rd
- RANK Profit Sharing
- RANK near Sostrin & Sostrin PC Profit Sharing Plan
- RANK ind #3616
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 →
Roberto Velez Echevarria Retirement Plan Series 00-1928 in the asset neighbourhood
Roberto Velez Echevarria multi-year asset trail
Sponsor-wide plan assets over time
All Roberto Velez Echevarria plans reported in each filing year
- Latest sponsor-wide plan assets
- $998K 27.332163929197893% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $784K |
| 2023 | 1 | 2 | $899K |
| 2024 | 1 | 2 | $998K |
Roberto Velez Echevarria filing trail (2023)
| Total Assets (Beginning of Year) | $784K |
|---|---|
| Net Assets (End of Year) | $899K |
| Net Income | $115K |
| Employer EIN | 660573930 |
| Plan Effective Date | 2000-01-01 |
| 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
Roberto Velez Echevarria Retirement Plan Series 00-1928's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Sostrin & Sostrin PC Profit Sharing Plan in IL ($899K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($899K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.