Profit Sharing · DOL Form 5500 · 2023

Jorge Alberto Irizarry Vega Profit Sharing Plan

Data updated 2026-08-25

$926K
Total assets Small plan by assets
4
Participants Small participant base
23rd
Percentile by assets National rank
$231,557
Avg per participant Above avg balance/head
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Official DOL plan name: Jorge Alberto Irizarry Vega, Md Retirement Plan Trust · Sponsored by Jorge Alberto Irizarry Vega · Puerto Rico · Healthcare & Social Assistance

$926K in assets, 4 participants

Jorge Alberto Irizarry Vega's Jorge Alberto Irizarry Vega, Md Retirement Plan Trust reported $926K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,300 in Healthcare & Social Assistance (17,684 peers)

Jorge Alberto Irizarry Vega multi-year trail

Jorge Alberto Irizarry Vega's plans moved +24.2% in assets from 2022 to 2024; this filing shows Jorge Alberto Irizarry Vega, Md Retirement Plan Trust at $926K / 4 participants.

#3,300
in Healthcare & Social Assistance (17,684 peers)
+14.5%
assets growth YoY

Jorge Alberto Irizarry Vega, Md Retirement Plan Trust among the smaller filed plans by assets

Jorge Alberto Irizarry Vega, Md Retirement Plan Trust vs every filed plan by assets

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

$926,226 23rd percentile higher than 23% 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

Jorge Alberto Irizarry Vega, Md Retirement Plan Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jorge Alberto Irizarry Vega, Md Retirement Plan Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jorge Alberto Irizarry Vega, Md Retirement Plan Trust reported net income rose from $25K in the plan year 2022 filing to $76K in the plan year 2023 filing.
  • Jorge Alberto Irizarry Vega, Md Retirement Plan Trust end-of-year assets rose from $809K in the plan year 2022 filing to $926K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 660493265 · Jorge Alberto Irizarry Vega PY 2023 · Profit Sharing

Jorge Alberto Irizarry Vega, Md Retirement Plan Trust · $926K · 4 · 23rd

  • PCT $926K
  • PCT 4
  • PCT 23rd
  • PCT Profit Sharing
  • PCT near Mayer & Steinberg, Inc. Profit Sharing Plan and Trust
  • PCT ind #3300

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 →

Jorge Alberto Irizarry Vega, Md Retirement Plan Trust in the asset neighbourhood

Jorge Alberto Irizarry Vega, Md Retirement Plan TrustJorge Alberto Irizarry Vega,…$926KMayer & Steinberg, Inc. Profit Sharing Plan and TrustMayer & Steinberg, Inc. Prof…$926KC. Neil Kay Orthodontics, P.C. Profit Sharing PlanC. Neil Kay Orthodontics, P.…$926KYamamoto & Nishimura, D.D.S., Inc. Retirement PlanYamamoto & Nishimura, D.D.S.…$926KEleos Inc. Retirement Plan$926K
End-of-year total assets ($M) among Jorge Alberto Irizarry Vega, Md Retirement Plan Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Jorge Alberto Irizarry Vega multi-year asset trail

Sponsor-wide plan assets over time

All Jorge Alberto Irizarry Vega plans reported in each filing year

Latest sponsor-wide plan assets
$1M 24.24589061085581% vs 2022
2024 filing year
$0.7M$0.8M$0.9M$1M$1.1M 202220232024 $0.81M $1M ▲ +23.5%
Year Plans Participants Total Assets
2022 1 4 $809K
2023 1 4 $926K
2024 1 4 $1M

Jorge Alberto Irizarry Vega filing trail (2023)

Total Assets (Beginning of Year)$809K
Net Assets (End of Year)$863K
Net Income$76K
Employer EIN660493265
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Jorge Alberto Irizarry Vega, Md Retirement Plan Trust vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Jorge Alberto Irizarry Vega, Md Retirement Plan Trust, Total assets ($M): 0.926226 · Participants: 4Jorge Alberto Irizarry Vega, Md Retirement Plan TrustThe 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
Jorge Alberto Irizarry Vega, Md Retirement Plan Trust vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Jorge Alberto Irizarry Vega, Md Retirement Plan Trust side-by-side with 3 peers →

Jorge Alberto Irizarry Vega, Md Retirement Plan Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Mayer & Steinberg, Inc. Profit Sharing Plan and Trust in MD ($926K); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Jorge Alberto Irizarry Vega, Md Retirement Plan Trust assets move in 2023? ▼
Jorge Alberto Irizarry Vega, Md Retirement Plan Trust grew at a solid clip - up 14.5% during 2023, from $809K to $926K. Reported net income was $76K.
How have Jorge Alberto Irizarry Vega plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jorge Alberto Irizarry Vega's sponsor-wide assets grew 24.2%, from $809K to $1M.
Where does Jorge Alberto Irizarry Vega, Md Retirement Plan Trust rank by assets among Form 5500 filers? ▼
Jorge Alberto Irizarry Vega, Md Retirement Plan Trust ranks in the 23rd 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 Profit Sharing plans are similar in size to Jorge Alberto Irizarry Vega, Md Retirement Plan Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Mayer & Steinberg, Inc. Profit Sharing Plan and Trust in MD ($926K, 11 participants).
Which Profit Sharing plans cover a similar participant headcount to Jorge Alberto Irizarry Vega, Md Retirement Plan Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 participants, N/A 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 660493265.

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.