Profit Sharing · DOL Form 5500 · 2023

Victor M. Rodriguez Balasquide Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
30th
Percentile by assets National rank
$959,961
Avg per participant High balance/head
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Official DOL plan name: Victor M. Rodriguez Balasquide Retirement Plan · Sponsored by Victor M. Rodriguez Balasquide · Puerto Rico · Healthcare & Social Assistance

$2M in assets, 2 participants

Victor M. Rodriguez Balasquide's Victor M. Rodriguez Balasquide Retirement Plan reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,033 in Healthcare & Social Assistance (17,684 peers)

Victor M. Rodriguez Balasquide multi-year trail

Victor M. Rodriguez Balasquide's plans moved +66.7% in assets from 2022 to 2024; this filing shows Victor M. Rodriguez Balasquide Retirement Plan at $2M / 2 participants.

#5,033
in Healthcare & Social Assistance (17,684 peers)
+19.1%
assets growth YoY

Victor M. Rodriguez Balasquide Retirement Plan among the smaller filed plans by assets

Victor M. Rodriguez Balasquide Retirement Plan vs every filed plan by assets

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

$1,919,922 30th percentile higher than 30% 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

Victor M. Rodriguez Balasquide 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. Victor M. Rodriguez Balasquide Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Victor M. Rodriguez Balasquide Retirement Plan reported net income rose from -$208K in the plan year 2022 filing to $308K in the plan year 2023 filing.
  • Victor M. Rodriguez Balasquide Retirement Plan reported participants fell from 3 in the plan year 2022 filing to 2 in the plan year 2023 filing.
  • Victor M. Rodriguez Balasquide Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 660565494 · Victor M. Rodriguez Balasquide PY 2023 · Profit Sharing

Victor M. Rodriguez Balasquide Retirement Plan · $2M · 2 · 30th

  • RANK $2M
  • RANK 2
  • RANK 30th
  • RANK Profit Sharing
  • RANK near Tichlor Inc. Retirement Plan
  • RANK ind #5033

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 →

Victor M. Rodriguez Balasquide Retirement Plan in the asset neighbourhood

Victor M. Rodriguez Balasquide Retirement PlanVictor M. Rodriguez Balasqui…$2MTichlor Inc. Retirement Plan$2MC & C Oxygen Company Profit-Sharing PlanC & C Oxygen Company Profit-…$2MPatrick W. Madden, Profit Sharing PlanPatrick W. Madden, Profit Sh…$2MNolan Greak Profit Sharing PlanNolan Greak Profit Sharing P…$2M
End-of-year total assets ($M) among Victor M. Rodriguez Balasquide Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Victor M. Rodriguez Balasquide multi-year asset trail

Sponsor-wide plan assets over time

All Victor M. Rodriguez Balasquide plans reported in each filing year

Latest sponsor-wide plan assets
$3M 66.68996687318464% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.61M $2.69M ▲ +67.1%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 2 $2M
2024 1 2 $3M

Victor M. Rodriguez Balasquide filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$308K
Employer EIN660565494
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Victor M. Rodriguez Balasquide Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Victor M. Rodriguez Balasquide Retirement Plan, Total assets ($M): 1.919922 · Participants: 2Victor M. Rodriguez Balasquide 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
Victor M. Rodriguez Balasquide Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Victor M. Rodriguez Balasquide Retirement Plan side-by-side with 3 peers →

Victor M. Rodriguez Balasquide Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Tichlor Inc. Retirement Plan in GA ($2M); 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 ($2M 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.

Frequently Asked Questions

How did Victor M. Rodriguez Balasquide Retirement Plan assets move in 2023? ▼
Victor M. Rodriguez Balasquide Retirement Plan grew sharply - up 19.1% during 2023, from $2M to $2M. Reported net income was $308K.
How have Victor M. Rodriguez Balasquide plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Victor M. Rodriguez Balasquide's sponsor-wide assets grew 66.7%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Victor M. Rodriguez Balasquide Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Tichlor Inc. Retirement Plan in GA ($2M, 7 participants).
Which Profit Sharing plans cover a similar participant headcount to Victor M. Rodriguez Balasquide 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 660565494.

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.