Profit Sharing · DOL Form 5500 · 2023

V. Suarez & Co. Inc. Profit Sharing Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
529
Participants Below avg headcount
84th
Percentile by assets National rank
$84,239
Avg per participant Below avg balance/head
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Official DOL plan name: V. Suarez & Co., Inc. Retirement Plan · Sponsored by V. Suarez & Co. Inc. · Puerto Rico · Wholesale Trade

$45M in assets, 529 participants

V. Suarez & Co. Inc.'s V. Suarez & Co., Inc. Retirement Plan reported $45M in total assets and 529 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #5,379 in Wholesale Trade (6,309 peers)

Coverage in Puerto Rico

V. Suarez & Co., Inc. Retirement Plan covers 529 participants in Puerto Rico, 5.9x the typical Puerto Rico plan (state average ~89 per filing). Assets: $45M.

#5,379
in Wholesale Trade (6,309 peers)
+18.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

V. Suarez & Co., Inc. Retirement Plan's outsized position by total assets

V. Suarez & Co., Inc. Retirement Plan vs every filed plan by assets

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

$44,562,694 Top 16% higher than 84% 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

V. Suarez & Co., Inc. Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. V. Suarez & Co., Inc. Retirement Plan sits mid-pack in the medium band (529 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • V. Suarez & Co., Inc. Retirement Plan reported net income rose from -$9M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • V. Suarez & Co., Inc. Retirement Plan end-of-year assets rose from $38M in the plan year 2022 filing to $45M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 660178790 · V. Suarez & Co. Inc. PY 2023 · Profit Sharing

V. Suarez & Co., Inc. Retirement Plan · $45M · 529 · 84th

  • EBSA $45M
  • EBSA 529
  • EBSA 84th
  • EBSA Profit Sharing
  • EBSA near The Health Care Authority for Baptist Health Matching Dollar Plan
  • EBSA ind #5379

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 Wholesale Trade retirement plans → · Plans in Puerto Rico →

V. Suarez & Co., Inc. Retirement Plan in the asset neighbourhood

Empire State Highway Contractors Association, Inc. Retirement Plan for the Employees of Lancaster Development, Inc.Empire State Highway Contrac…$45MV. Suarez & Co., Inc. Retirement PlanV. Suarez & Co., Inc. Retire…$45MThe Health Care Authority for Baptist Health Matching Dollar PlanThe Health Care Authority fo…$45MCommunication Workers of America, AFL-CIO Local 1170 Retirement PlanCommunication Workers of Ame…$44MMiller Electric Company Employees Profit Sharing PlanMiller Electric Company Empl…$44M
End-of-year total assets ($M) among V. Suarez & Co., Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$45M
Net Income$7M
Employer EIN660178790
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (V. Suarez & Co. Inc.)

Sponsor-wide plan assets over time

All V. Suarez & Co. Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$52M 37.55001982480496% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $37.6M $51.8M ▲ +37.6%
Year Plans Participants Total Assets
2022 1 531 $38M
2023 1 529 $45M
2024 1 545 $52M

Nearby Profit Sharing Plans in Puerto Rico

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

V. Suarez & Co., Inc. Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 0200400600800 Total assets ($M) Participants V. Suarez & Co., Inc. Retirement Plan, Total assets ($M): 44.562694 · Participants: 529V. Suarez & Co., Inc. 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
V. Suarez & Co., Inc. Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare V. Suarez & Co., Inc. Retirement Plan side-by-side with 3 peers →

V. Suarez & Co., Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is The Health Care Authority for Baptist Health Matching Dollar Plan in AL ($45M); by covered participants it is Collegiate Academies 403(b) Plan in LA (529 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (529 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 V. Suarez & Co., Inc. Retirement Plan assets move in 2023? ▼
V. Suarez & Co., Inc. Retirement Plan grew sharply - up 18.4% during 2023, from $38M to $45M. Reported net income was $7M.
How have V. Suarez & Co. Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), V. Suarez & Co. Inc.'s sponsor-wide assets grew 37.6%, from $38M to $52M.
Where does V. Suarez & Co., Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
V. Suarez & Co., Inc. Retirement Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to V. Suarez & Co., Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is The Health Care Authority for Baptist Health Matching Dollar Plan in AL ($45M, 2,207 participants).
Which Profit Sharing plans cover a similar participant headcount to V. Suarez & Co., Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Collegiate Academies 403(b) Plan in LA (529 participants, $11M 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 660178790.

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.