Profit Sharing · DOL Form 5500 · 2023

Robert Castro Velazquez Profit Sharing Plan

Data updated 2026-08-25

$877K
Total assets Small plan by assets
4
Participants Small participant base
23rd
Percentile by assets National rank
$219,337
Avg per participant Above avg balance/head
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Official DOL plan name: Robert Castro Velazquez Retirement Plan · Sponsored by Robert Castro Velazquez · Puerto Rico · Healthcare & Social Assistance

$877K in assets, 4 participants

Robert Castro Velazquez's Robert Castro Velazquez Retirement Plan reported $877K 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.

  • #3,209 in Healthcare & Social Assistance (17,684 peers)

Robert Castro Velazquez multi-year trail

Robert Castro Velazquez's plans moved +48.2% in assets from 2022 to 2024; this filing shows Robert Castro Velazquez Retirement Plan at $877K / 4 participants.

#3,209
in Healthcare & Social Assistance (17,684 peers)
+24.2%
assets growth YoY

Robert Castro Velazquez Retirement Plan among the smaller filed plans by assets

Robert Castro Velazquez Retirement Plan vs every filed plan by assets

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

$877,348 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

Robert Castro Velazquez 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. Robert Castro Velazquez Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Robert Castro Velazquez Retirement Plan reported net income rose from -$87K in the plan year 2022 filing to $171K in the plan year 2023 filing.
  • Robert Castro Velazquez Retirement Plan end-of-year assets rose from $706K in the plan year 2022 filing to $877K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 660736237 · Robert Castro Velazquez PY 2023 · Profit Sharing

Robert Castro Velazquez Retirement Plan · $877K · 4 · 23rd

  • EOY $877K
  • EOY 4
  • EOY 23rd
  • EOY Profit Sharing
  • EOY near Coleman Financial Consulting Profit Sharing Plan
  • EOY ind #3209

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 →

Robert Castro Velazquez Retirement Plan in the asset neighbourhood

Robert Castro Velazquez Retirement PlanRobert Castro Velazquez Reti…$877KColeman Financial Consulting Profit Sharing PlanColeman Financial Consulting…$878KParametrix, Inc. Profit Sharing PlanParametrix, Inc. Profit Shar…$877KPine Bluff Auditorium Complex Commission Profit Sharing PlanPine Bluff Auditorium Comple…$878KZ&a Brown Enterprises, Inc. Retirement PlanZ&a Brown Enterprises, Inc. …$878K
End-of-year total assets ($M) among Robert Castro Velazquez Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Robert Castro Velazquez multi-year asset trail

Sponsor-wide plan assets over time

All Robert Castro Velazquez plans reported in each filing year

Latest sponsor-wide plan assets
$1M 48.24791890820544% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M 202220232024 $0.71M $1.05M ▲ +47.9%
Year Plans Participants Total Assets
2022 1 4 $706K
2023 1 4 $877K
2024 1 4 $1M

Robert Castro Velazquez filing trail (2023)

Total Assets (Beginning of Year)$706K
Net Assets (End of Year)$854K
Net Income$171K
Employer EIN660736237
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Robert Castro Velazquez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Robert Castro Velazquez Retirement Plan, Total assets ($M): 0.877348 · Participants: 4Robert Castro Velazquez 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
Robert Castro Velazquez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Robert Castro Velazquez Retirement Plan side-by-side with 3 peers →

Robert Castro Velazquez Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Coleman Financial Consulting Profit Sharing Plan in CA ($878K); 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 Robert Castro Velazquez Retirement Plan assets move in 2023? ▼
Robert Castro Velazquez Retirement Plan grew sharply - up 24.2% during 2023, from $706K to $877K. Reported net income was $171K.
How have Robert Castro Velazquez plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert Castro Velazquez's sponsor-wide assets grew 48.2%, from $706K to $1M.
Where does Robert Castro Velazquez Retirement Plan rank by assets among Form 5500 filers? ▼
Robert Castro Velazquez Retirement Plan 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 Robert Castro Velazquez Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Coleman Financial Consulting Profit Sharing Plan in CA ($878K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Robert Castro Velazquez Retirement Plan? ▼
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 660736237.

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.