Profit Sharing · DOL Form 5500 · 2023
Pablo Baez Chao Profit Sharing Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $1.4M
- Avg per participant High balance/head
Official DOL plan name: Alicea Valentin - Baez Chao Retirement Plan · Sponsored by Pablo Baez Chao · Puerto Rico · Other Services
$6M in assets, 4 participants
Pablo Baez Chao's Alicea Valentin - Baez Chao Retirement Plan reported $6M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.
- #5,297 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, Alicea Valentin - Baez Chao Retirement Plan ranks #5,297 of 7,857 2023 filers by assets (357% of the sector average)-$6M for 4 participants.
- #5,297
- in Other Services (7,857 peers)
- +18.9%
- assets growth YoY
Alicea Valentin - Baez Chao Retirement Plan's mid-pack asset rank among Other Services and all filers
Alicea Valentin - Baez Chao Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,628,643 47th percentile higher than 47% 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
Alicea Valentin - Baez Chao 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. Alicea Valentin - Baez Chao Retirement Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Alicea Valentin - Baez Chao Retirement Plan reported net income rose from -$774K in the plan year 2022 filing to $814K in the plan year 2023 filing.
- Alicea Valentin - Baez Chao Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 061403712 · Pablo Baez Chao PY 2023 · Profit Sharing
Alicea Valentin - Baez Chao Retirement Plan · $6M · 4 · 47th
- PHOTO $6M
- IND 4
- EOY 47th
- 5500 Profit Sharing
- ASSETS near Hcj Investments Inc. Retirement Plan
- PCT ind #5297
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 →
Alicea Valentin - Baez Chao Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $814K |
| Employer EIN | 061403712 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pablo Baez Chao)
Sponsor-wide plan assets over time
All Pablo Baez Chao plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 28.796823227057907% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $5M |
| 2023 | 1 | 4 | $6M |
| 2024 | 1 | 4 | $6M |
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
Alicea Valentin - Baez Chao Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Hcj Investments Inc. Retirement Plan in GA ($6M); 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 ($6M 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.