Profit Sharing · DOL Form 5500 · 2023

V. Suarez & Co. Inc. Profit Sharing Plan

Data updated 2026-08-11

$45M
Total assets: 529
Participants: 84th
Percentile by assets: $84,239
Avg per participant

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.

84th percentile by assets (of 127,072 plans)
#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.

$45M
total plan assets (2023 EOY): 529
covered participants: 84th
percentile by assets (of 127,072 plans): $84,239
avg assets per participant

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 →

State

Puerto Rico

Industry

Wholesale Trade

Participants vs Puerto Rico filers

In Puerto Rico, the average filing covers about 89 participants across 1,924 plans. V. Suarez & Co., Inc. Retirement Plan reports 529 participants - 5.9x that state average ($45M EOY assets).

Puerto Rico filing particulars

Total Assets (Beginning of Year)	$38M
Net Assets (End of Year)	$45M
Net Income	$7M
Employer EIN	660178790
Plan Effective Date	1994-01-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all V. Suarez & Co. Inc. plans on file

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

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

Compare V. Suarez & Co., Inc. Retirement Plan side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to V. Suarez & Co., Inc. Retirement Plan by total assets, not by location.

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).

Next read for V. Suarez & Co., Inc. Retirement Plan

Filing takeaways

Ways to act on V. Suarez & Co., Inc. Retirement Plan's numbers.

By total assets, V. Suarez & Co., Inc. Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Puerto Rico. Compare plans
V. Suarez & Co. Inc.'s sponsor-wide assets have grown 37.6% since 2022 across 3 plan years on file. More Wholesale Trade plans

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.