Profit Sharing · DOL Form 5500 · 2023

Walter Feliciano Velez Profit Sharing Plan

Data updated 2026-08-25

$210K
Total assets Small plan by assets
3
Participants Small participant base
11th
Percentile by assets National rank
$69,990
Avg per participant Below avg balance/head
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Official DOL plan name: Walter Feliciano Velez Md Retirement Plan · Sponsored by Walter Feliciano Velez · Puerto Rico · Healthcare & Social Assistance

$210K in assets, 3 participants

Walter Feliciano Velez's Walter Feliciano Velez Md Retirement Plan reported $210K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 11th 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.

  • #1,366 in Healthcare & Social Assistance (17,684 peers)

Walter Feliciano Velez multi-year trail

Walter Feliciano Velez's plans moved +70.9% in assets from 2022 to 2024; this filing shows Walter Feliciano Velez Md Retirement Plan at $210K / 3 participants.

#1,366
in Healthcare & Social Assistance (17,684 peers)
+52.2%
assets growth YoY

Walter Feliciano Velez Md Retirement Plan among the smaller filed plans by assets

Walter Feliciano Velez Md Retirement Plan vs every filed plan by assets

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

$209,971 11th percentile higher than 11% 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

Walter Feliciano Velez Md 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. Walter Feliciano Velez Md Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Walter Feliciano Velez Md Retirement Plan reported net income rose from -$6K in the plan year 2022 filing to $84K in the plan year 2023 filing.
  • Walter Feliciano Velez Md Retirement Plan end-of-year assets rose from $138K in the plan year 2022 filing to $210K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 660758157 · Walter Feliciano Velez PY 2023 · Profit Sharing

Walter Feliciano Velez Md Retirement Plan · $210K · 3 · 11th

  • TYPE $210K
  • TYPE 3
  • TYPE 11th
  • TYPE Profit Sharing
  • TYPE near Here and Now Healthcare Incorporated Retirement Plan
  • TYPE ind #1366

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 →

Walter Feliciano Velez Md Retirement Plan in the asset neighbourhood

Walter Feliciano Velez Md Retirement PlanWalter Feliciano Velez Md Re…$210KHere and Now Healthcare Incorporated Retirement PlanHere and Now Healthcare Inco…$210KSweatt Equities Inc. Retirement PlanSweatt Equities Inc. Retirem…$210KHansco 307 Inc. Retirement PlanHansco 307 Inc. Retirement P…$210KBlue Jay Assets Inc. Retirement PlanBlue Jay Assets Inc. Retirem…$210K
End-of-year total assets ($M) among Walter Feliciano Velez Md Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Walter Feliciano Velez multi-year asset trail

Sponsor-wide plan assets over time

All Walter Feliciano Velez plans reported in each filing year

Latest sponsor-wide plan assets
$236K 70.88384570765662% vs 2022
2024 filing year
$0.1M$0.15M$0.2M$0.25M 202220232024 $0.14M $0.24M ▲ +71.4%
Year Plans Participants Total Assets
2022 1 3 $138K
2023 1 3 $210K
2024 1 3 $236K

Walter Feliciano Velez filing trail (2023)

Total Assets (Beginning of Year)$138K
Net Assets (End of Year)$210K
Net Income$84K
Employer EIN660758157
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Walter Feliciano Velez Md Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Walter Feliciano Velez Md Retirement Plan, Total assets ($M): 0.209971 · Participants: 3Walter Feliciano Velez Md 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
Walter Feliciano Velez Md Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Walter Feliciano Velez Md Retirement Plan side-by-side with 3 peers →

Walter Feliciano Velez Md Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Here and Now Healthcare Incorporated Retirement Plan in CO ($210K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($210K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Walter Feliciano Velez Md Retirement Plan assets move in 2023? ▼
Walter Feliciano Velez Md Retirement Plan surged - up 52.2% during 2023, from $138K to $210K. Reported net income was $84K.
How have Walter Feliciano Velez plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Walter Feliciano Velez's sponsor-wide assets grew 70.9%, from $138K to $236K.
Where does Walter Feliciano Velez Md Retirement Plan rank by assets among Form 5500 filers? ▼
Walter Feliciano Velez Md Retirement Plan ranks in the 11th 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 Walter Feliciano Velez Md Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Here and Now Healthcare Incorporated Retirement Plan in CO ($210K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Walter Feliciano Velez Md Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 660758157.

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.