401(k) · DOL Form 5500 · 2023

Julio J. Valdes, M.D., P.a. 401(k) Plan

Data updated 2026-08-25

$362K
Total assets Small plan by assets
10
Participants Small participant base
15th
Percentile by assets National rank
$36,245
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Julio J. Valdes, M.D., P.a. 401(k) Profit Sharing Plan · Sponsored by Julio J. Valdes, M.D., P.a. · Florida · Healthcare & Social Assistance

$362K in assets, 10 participants

Julio J. Valdes, M.D., P.a.'s Julio J. Valdes, M.D., P.a. 401(k) Profit Sharing Plan reported $362K in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

  • #1,904 in Healthcare & Social Assistance (17,684 peers)

Julio J. Valdes, M.D., P.a. multi-year trail

Julio J. Valdes, M.D., P.a.'s plans moved +41.3% in assets from 2022 to 2024; this filing shows Julio J. Valdes, M.D., P.a. 401(k) Profit Sharing Plan at $362K / 10 participants.

#1,904
in Healthcare & Social Assistance (17,684 peers)
+27.8%
assets growth YoY

Julio J. Valdes, M.D., P.a. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Julio J. Valdes, M.D., P.a. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$362,452 15th percentile higher than 15% 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

Julio J. Valdes, M.D., P.a. 401(k) Profit Sharing 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. Julio J. Valdes, M.D., P.a. 401(k) Profit Sharing Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Julio J. Valdes, M.D., P.a. 401(k) Profit Sharing Plan reported net income rose from -$572K in the plan year 2022 filing to $79K in the plan year 2023 filing.
  • Julio J. Valdes, M.D., P.a. 401(k) Profit Sharing Plan end-of-year assets rose from $284K in the plan year 2022 filing to $362K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 591880269 · Julio J. Valdes, M.D., P.a. PY 2023 · 401(k)

Julio J. Valdes, M.D., P.a. 401(k) Profit Sharing Plan · $362K · 10 · 15th

  • PCT $362K
  • EIN 10
  • RANK 15th
  • PHOTO 401(k)
  • IND near The Sgs Companies, Inc. 401(k) Profit Sharing Plan
  • EOY ind #1904

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 Florida →

Julio J. Valdes, M.D., P.a. 401(k) Profit Sharing Plan in the asset neighbourhood

Julio J. Valdes, M.D., P.a. 401(k) Profit Sharing PlanJulio J. Valdes, M.D., P.a. …$362KThe Sgs Companies, Inc. 401(k) Profit Sharing PlanThe Sgs Companies, Inc. 401(…$362KJohn Jeffery Carter Law Office, a Sole Proprietorship 401(k) Profit Sharing PlanJohn Jeffery Carter Law Offi…$362KNext Level Corporation 401(k) PlanNext Level Corporation 401(k…$362KBay State Suites, Inc. Retirement PlanBay State Suites, Inc. Retir…$362K
End-of-year total assets ($M) among Julio J. Valdes, M.D., P.a. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Julio J. Valdes, M.D., P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Julio J. Valdes, M.D., P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$401K 41.26183121041569% vs 2022
2024 filing year
$0.25M$0.3M$0.35M$0.4M$0.45M 202220232024 $0.28M $0.4M ▲ +42.9%
Year Plans Participants Total Assets
2022 1 10 $284K
2023 1 10 $362K
2024 1 10 $401K

Julio J. Valdes, M.D., P.a. filing trail (2023)

Total Assets (Beginning of Year)$284K
Net Assets (End of Year)$362K
Net Income$79K
Employer EIN591880269
Plan Effective Date1979-06-30
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Julio J. Valdes, M.D., P.a. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Julio J. Valdes, M.D., P.a. 401(k) Profit Sharing Plan, Total assets ($B): 0.000362452 · Participants: 10Julio J. Valdes, M.D., P.a. 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Julio J. Valdes, M.D., P.a. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Julio J. Valdes, M.D., P.a. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Julio J. Valdes, M.D., P.a. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is The Sgs Companies, Inc. 401(k) Profit Sharing Plan in AZ ($362K); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Julio J. Valdes, M.D., P.a. 401(k) Profit Sharing Plan assets move in 2023? ▼
Julio J. Valdes, M.D., P.a. 401(k) Profit Sharing Plan grew sharply - up 27.8% during 2023, from $284K to $362K. Reported net income was $79K.
How have Julio J. Valdes, M.D., P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Julio J. Valdes, M.D., P.a.'s sponsor-wide assets grew 41.3%, from $284K to $401K.
Where does Julio J. Valdes, M.D., P.a. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Julio J. Valdes, M.D., P.a. 401(k) Profit Sharing Plan ranks in the 15th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Julio J. Valdes, M.D., P.a. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Sgs Companies, Inc. 401(k) Profit Sharing Plan in AZ ($362K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Julio J. Valdes, M.D., P.a. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $1M 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 591880269.

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.