Profit Sharing · DOL Form 5500 · 2023

Veronica Cruz Pena Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
24th
Percentile by assets National rank
$503,346
Avg per participant High balance/head
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Official DOL plan name: Cruz Pena & Vazquez Bou Retirement Plan · Sponsored by Veronica Cruz Pena · Puerto Rico · Finance & Insurance

$1M in assets, 2 participants

Veronica Cruz Pena's Cruz Pena & Vazquez Bou Retirement Plan reported $1M in total assets and 2 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.

  • #1,353 in Finance & Insurance (8,869 peers)

Veronica Cruz Pena multi-year trail

Veronica Cruz Pena's plans moved +52.2% in assets from 2022 to 2024; this filing shows Cruz Pena & Vazquez Bou Retirement Plan at $1M / 2 participants.

#1,353
in Finance & Insurance (8,869 peers)
+7.7%
assets growth YoY

Cruz Pena & Vazquez Bou Retirement Plan among the smaller filed plans by assets

Cruz Pena & Vazquez Bou Retirement Plan vs every filed plan by assets

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

$1,006,691 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

Cruz Pena & Vazquez Bou 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. Cruz Pena & Vazquez Bou Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cruz Pena & Vazquez Bou Retirement Plan reported net income rose from -$92K in the plan year 2022 filing to $72K in the plan year 2023 filing.
  • Cruz Pena & Vazquez Bou Retirement Plan end-of-year assets rose from $935K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 660827089 · Veronica Cruz Pena PY 2023 · Profit Sharing

Cruz Pena & Vazquez Bou Retirement Plan · $1M · 2 · 24th

  • VS-ST $1M
  • BOY 2
  • SCH 24th
  • EBSA Profit Sharing
  • PART near Three Kinds of News Inc Profit Sharing Plan
  • TYPE ind #1353

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 Finance & Insurance retirement plans → · Plans in Puerto Rico →

Cruz Pena & Vazquez Bou Retirement Plan in the asset neighbourhood

Cruz Pena & Vazquez Bou Retirement PlanCruz Pena & Vazquez Bou Reti…$1MThree Kinds of News Inc Profit Sharing PlanThree Kinds of News Inc Prof…$1MThe Chambers Group Profit Sharing PlanThe Chambers Group Profit Sh…$1MStrong Horse Hospitality Inc. Retirement PlanStrong Horse Hospitality Inc…$1MCharles R. Sonnier (Aplc) Profit Sharing PlanCharles R. Sonnier (Aplc) Pr…$1M
End-of-year total assets ($M) among Cruz Pena & Vazquez Bou Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Veronica Cruz Pena multi-year asset trail

Sponsor-wide plan assets over time

All Veronica Cruz Pena plans reported in each filing year

Latest sponsor-wide plan assets
$1M 52.21901246455892% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.93M $1.42M ▲ +52.7%
Year Plans Participants Total Assets
2022 1 2 $935K
2023 1 2 $1M
2024 1 2 $1M

Veronica Cruz Pena filing trail (2023)

Total Assets (Beginning of Year)$935K
Net Assets (End of Year)$1M
Net Income$72K
Employer EIN660827089
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Cruz Pena & Vazquez Bou Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Cruz Pena & Vazquez Bou Retirement Plan, Total assets ($M): 1.006691 · Participants: 2Cruz Pena & Vazquez Bou 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
Cruz Pena & Vazquez Bou Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Cruz Pena & Vazquez Bou Retirement Plan side-by-side with 3 peers →

Cruz Pena & Vazquez Bou Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Three Kinds of News Inc Profit Sharing Plan in CA ($1M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did Cruz Pena & Vazquez Bou Retirement Plan assets move in 2023? ▼
Cruz Pena & Vazquez Bou Retirement Plan grew at a solid clip - up 7.7% during 2023, from $935K to $1M. Reported net income was $72K.
How have Veronica Cruz Pena plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Veronica Cruz Pena's sponsor-wide assets grew 52.2%, from $935K to $1M.
Where does Cruz Pena & Vazquez Bou Retirement Plan rank by assets among Form 5500 filers? ▼
Cruz Pena & Vazquez Bou 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 Cruz Pena & Vazquez Bou Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Three Kinds of News Inc Profit Sharing Plan in CA ($1M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Cruz Pena & Vazquez Bou Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 660827089.

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.