Profit Sharing · DOL Form 5500 · 2023
Virgen Milagros Baez Hernandez Profit Sharing Plan
Data updated 2026-08-25
- $249K
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 12th
- Percentile by assets National rank
- $41,496
- Avg per participant Low balance/head
Official DOL plan name: Virgen Milagros Baez Hernandez Retirement Plan Trust · Sponsored by Virgen Milagros Baez Hernandez · Puerto Rico · Healthcare & Social Assistance
$249K in assets, 6 participants
Virgen Milagros Baez Hernandez's Virgen Milagros Baez Hernandez Retirement Plan Trust reported $249K in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 12th 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.
- #1,510 in Healthcare & Social Assistance (17,684 peers)
What the 2023 filing shows
Virgen Milagros Baez Hernandez Retirement Plan Trust holds $249K for 6 participants - about $41,496 per participant, among the smaller plans by assets on file.
- #1,510
- in Healthcare & Social Assistance (17,684 peers)
- -3.8%
- assets change YoY
The plan reported a net loss of $10K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Virgen Milagros Baez Hernandez Retirement Plan Trust among the smaller filed plans by assets
Virgen Milagros Baez Hernandez Retirement Plan Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$248,973 12th percentile higher than 12% 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
Virgen Milagros Baez Hernandez Retirement Plan Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Virgen Milagros Baez Hernandez Retirement Plan Trust is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Virgen Milagros Baez Hernandez Retirement Plan Trust reported net income fell from $13K in the plan year 2022 filing to -$10K in the plan year 2023 filing.
- Virgen Milagros Baez Hernandez Retirement Plan Trust end-of-year assets fell from $259K in the plan year 2022 filing to $249K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 660584867 · Virgen Milagros Baez Hernandez PY 2023 · Profit Sharing
Virgen Milagros Baez Hernandez Retirement Plan Trust · $249K · 6 · 12th
- SCH $249K
- EBSA 6
- PART 12th
- TYPE Profit Sharing
- NET near Jonathan Paul Associates, Inc. Profit Sharing Plan & Trust
- BOOK ind #1510
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 →
Virgen Milagros Baez Hernandez Retirement Plan Trust in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $259K |
|---|---|
| Net Assets (End of Year) | $249K |
| Net Income | -$10K |
| Employer EIN | 660584867 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Virgen Milagros Baez Hernandez)
Sponsor-wide plan assets over time
All Virgen Milagros Baez Hernandez plans reported in each filing year
- Latest sponsor-wide plan assets
- $259K 0.1970032331707091% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $259K |
| 2023 | 1 | 6 | $249K |
| 2024 | 1 | 7 | $259K |
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
Virgen Milagros Baez Hernandez Retirement Plan Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Jonathan Paul Associates, Inc. Profit Sharing Plan & Trust in NC ($249K); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($249K here).
Similar participant headcount
Nearest other-state filings by covered participants (6 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.