Profit Sharing · DOL Form 5500 · 2023

James F. Vilaro Nelms Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
27th
Percentile by assets National rank
$704,643
Avg per participant High balance/head
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Official DOL plan name: James F. Vilaro Nelms Retirement Plan · Sponsored by James F. Vilaro Nelms · Puerto Rico · Healthcare & Social Assistance

$1M in assets, 2 participants

James F. Vilaro Nelms's James F. Vilaro Nelms Retirement Plan reported $1M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,146 in Healthcare & Social Assistance (17,684 peers)

James F. Vilaro Nelms multi-year trail

James F. Vilaro Nelms's plans moved +44.0% in assets from 2022 to 2024; this filing shows James F. Vilaro Nelms Retirement Plan at $1M / 2 participants.

#4,146
in Healthcare & Social Assistance (17,684 peers)
+22.4%
assets growth YoY

James F. Vilaro Nelms Retirement Plan among the smaller filed plans by assets

James F. Vilaro Nelms Retirement Plan vs every filed plan by assets

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

$1,409,285 27th percentile higher than 27% 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

James F. Vilaro Nelms 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. James F. Vilaro Nelms Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • James F. Vilaro Nelms Retirement Plan reported net income rose from -$277K in the plan year 2022 filing to $257K in the plan year 2023 filing.
  • James F. Vilaro Nelms Retirement Plan reported participants fell from 3 in the plan year 2022 filing to 2 in the plan year 2023 filing.
  • James F. Vilaro Nelms Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 660470143 · James F. Vilaro Nelms PY 2023 · Profit Sharing

James F. Vilaro Nelms Retirement Plan · $1M · 2 · 27th

  • PART $1M
  • PART 2
  • PART 27th
  • PART Profit Sharing
  • PART near Downstown Airport, Inc. Profit Sharing Plan
  • PART ind #4146

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 →

James F. Vilaro Nelms Retirement Plan in the asset neighbourhood

James F. Vilaro Nelms Retirement PlanJames F. Vilaro Nelms Retire…$1MDownstown Airport, Inc. Profit Sharing PlanDownstown Airport, Inc. Prof…$1MJoseph R. Pozzuolo Associates, PC Profit Sharing PlanJoseph R. Pozzuolo Associate…$1MSharontom Batteries, Inc. Profit Sharing PlanSharontom Batteries, Inc. Pr…$1MKathy Newman Inc Psp$1M
End-of-year total assets ($M) among James F. Vilaro Nelms Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

James F. Vilaro Nelms multi-year asset trail

Sponsor-wide plan assets over time

All James F. Vilaro Nelms plans reported in each filing year

Latest sponsor-wide plan assets
$2M 43.980288518305% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.15M $1.66M ▲ +44.3%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 2 $1M
2024 1 2 $2M

James F. Vilaro Nelms filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$257K
Employer EIN660470143
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

James F. Vilaro Nelms Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants James F. Vilaro Nelms Retirement Plan, Total assets ($M): 1.409285 · Participants: 2James F. Vilaro Nelms 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
James F. Vilaro Nelms Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare James F. Vilaro Nelms Retirement Plan side-by-side with 3 peers →

James F. Vilaro Nelms Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Downstown Airport, Inc. Profit Sharing Plan in NJ ($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 James F. Vilaro Nelms Retirement Plan assets move in 2023? ▼
James F. Vilaro Nelms Retirement Plan grew sharply - up 22.4% during 2023, from $1M to $1M. Reported net income was $257K.
How have James F. Vilaro Nelms plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James F. Vilaro Nelms's sponsor-wide assets grew 44.0%, from $1M to $2M.
Which Profit Sharing plans are similar in size to James F. Vilaro Nelms Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Downstown Airport, Inc. Profit Sharing Plan in NJ ($1M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to James F. Vilaro Nelms 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 660470143.

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.