Defined Benefit (Pension) · DOL Form 5500 · 2023

Hector N. Vega Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
27th
Percentile by assets National rank
$718,296
Avg per participant High balance/head
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Official DOL plan name: H. Vega Vega Defined Benefit Plan · Sponsored by Hector N. Vega · Puerto Rico · Healthcare & Social Assistance

$1M in assets, 2 participants

Hector N. Vega's H. Vega Vega Defined Benefit Plan reported $1M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,190 in Healthcare & Social Assistance (17,684 peers)

Hector N. Vega multi-year trail

Hector N. Vega's plans moved -53.6% in assets from 2022 to 2024; this filing shows H. Vega Vega Defined Benefit Plan at $1M / 2 participants.

#4,190
in Healthcare & Social Assistance (17,684 peers)
+12.2%
assets growth YoY

H. Vega Vega Defined Benefit Plan among the smaller filed plans by assets

H. Vega Vega Defined Benefit Plan vs every filed plan by assets

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

$1,436,592 27th percentile higher than 27% 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

H. Vega Vega Defined Benefit 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. H. Vega Vega Defined Benefit Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • H. Vega Vega Defined Benefit Plan reported net income rose from -$112K in the plan year 2022 filing to $156K in the plan year 2023 filing.
  • H. Vega Vega Defined Benefit Plan reported participants fell from 3 in the plan year 2022 filing to 2 in the plan year 2023 filing.
  • H. Vega Vega Defined Benefit Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 660517659 · Hector N. Vega PY 2023 · Defined Benefit (Pension)

H. Vega Vega Defined Benefit Plan · $1M · 2 · 27th

  • EIN $1M
  • EIN 2
  • EIN 27th
  • EIN Defined Benefit (Pension)
  • EIN near James R. Ziegenbein M.D.,Inc. Defined Benefit Pension Plan
  • EIN ind #4190

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 →

H. Vega Vega Defined Benefit Plan in the asset neighbourhood

H. Vega Vega Defined Benefit PlanH. Vega Vega Defined Benefit…$1MJames R. Ziegenbein M.D.,Inc. Defined Benefit Pension PlanJames R. Ziegenbein M.D.,Inc…$1MVictor Valley Primary Care Inc. DB PlanVictor Valley Primary Care I…$1MAvenida Investments 1, LLC Defined Benefit PlanAvenida Investments 1, LLC D…$1MFarbman Pension Plan$1M
End-of-year total assets ($M) among H. Vega Vega Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Hector N. Vega multi-year asset trail

Sponsor-wide plan assets over time

All Hector N. Vega plans reported in each filing year

Latest sponsor-wide plan assets
$594K 53.58657797168414% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $1.28M $0.59M ▼ -53.9%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 2 $1M
2024 1 2 $594K

Hector N. Vega filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$156K
Employer EIN660517659
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Puerto Rico

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

H. Vega Vega Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -20002004006008001000 Total assets ($M) Participants H. Vega Vega Defined Benefit Plan, Total assets ($M): 1.436592 · Participants: 2H. Vega Vega Defined Benefit PlanPuerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees, Total assets ($M): 800.425311 · Participants: 1638Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly EmployeesBanco Popular De Puerto Rico Retirement Plan, Total assets ($M): 632.455069 · Participants: 1952Banco Popular De Puerto Rico Retirement PlanMsd Puerto Rico Pension Plan, Total assets ($M): 416.908543 · Participants: 507Msd Puerto Rico Pension PlanThe Retirement Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 335.326883 · Participants: 1144The Retirement Plan for Lilly Affiliate Employees in Puerto RicoComponents Pension Plan for Puerto Rico, Total assets ($M): 177.084845 · Participants: 93Components Pension Plan for Puerto Rico
H. Vega Vega Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Puerto Rico, assets vs. participants
Compare H. Vega Vega Defined Benefit Plan side-by-side with 3 peers →

H. Vega Vega Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Puerto Rico, the nearest Defined Benefit (Pension) by assets is James R. Ziegenbein M.D.,Inc. Defined Benefit Pension Plan in CA ($1M); by covered participants it is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 H. Vega Vega Defined Benefit Plan assets move in 2023? ▼
H. Vega Vega Defined Benefit Plan grew at a solid clip - up 12.2% during 2023, from $1M to $1M. Reported net income was $156K.
How have Hector N. Vega plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hector N. Vega's sponsor-wide assets declined 53.6%, from $1M to $594K.
Which Defined Benefit (Pension) plans are similar in size to H. Vega Vega Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is James R. Ziegenbein M.D.,Inc. Defined Benefit Pension Plan in CA ($1M, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to H. Vega Vega Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants, $7K 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 660517659.

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.