Profit Sharing · DOL Form 5500 · 2023
Victor L. Negron Sotomayor Profit Sharing Plan
Data updated 2026-08-25
- $878K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $219,382
- Avg per participant Above avg balance/head
Official DOL plan name: Victor L. Negron Sotomayor Retirement Plan · Sponsored by Victor L. Negron Sotomayor · Puerto Rico · Other Services
$878K in assets, 4 participants
Victor L. Negron Sotomayor's Victor L. Negron Sotomayor Retirement Plan reported $878K in total assets and 4 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.
- #3,644 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, Victor L. Negron Sotomayor Retirement Plan ranks #3,644 of 7,857 2023 filers by assets (2287% of the sector average)-$878K for 4 participants.
- #3,644
- in Other Services (7,857 peers)
- +24.9%
- assets growth YoY
Victor L. Negron Sotomayor Retirement Plan among the smaller filed plans by assets
Victor L. Negron Sotomayor Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$877,528 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
Victor L. Negron Sotomayor 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 L. Negron Sotomayor Retirement Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Victor L. Negron Sotomayor Retirement Plan reported net income rose from -$37K in the plan year 2022 filing to $175K in the plan year 2023 filing.
- Victor L. Negron Sotomayor Retirement Plan end-of-year assets rose from $703K in the plan year 2022 filing to $878K in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 660534416 · Victor L. Negron Sotomayor PY 2023 · Profit Sharing
Victor L. Negron Sotomayor Retirement Plan · $878K · 4 · 23rd
- ASSETS $878K
- PCT 4
- EIN 23rd
- RANK Profit Sharing
- PHOTO near Coleman Financial Consulting Profit Sharing Plan
- IND ind #3644
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 Other Services retirement plans → · Plans in Puerto Rico →
Victor L. Negron Sotomayor Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $703K |
|---|---|
| Net Assets (End of Year) | $878K |
| Net Income | $175K |
| Employer EIN | 660534416 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Victor L. Negron Sotomayor)
Sponsor-wide plan assets over time
All Victor L. Negron Sotomayor plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 58.67461205068882% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $703K |
| 2023 | 1 | 4 | $878K |
| 2024 | 1 | 4 | $1M |
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
Victor L. Negron Sotomayor Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Coleman Financial Consulting Profit Sharing Plan in CA ($878K); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($878K here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Sj Grillo Profit Sharing Plan (NY) 4 · 0 off
- Atraz Johnson Profit Sharing Plan (OR) 4 · 0 off
- Nomax Inc. Retirement Plan (LA) 4 · 0 off
- Unit Design Inc Ps (LA) 4 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.