Profit Sharing · DOL Form 5500 · 2023

Pedro Ellin Lugo Profit Sharing Plan

Data updated 2026-08-25

$124K
Total assets Small plan by assets
3
Participants Small participant base
8th
Percentile by assets National rank
$41,384
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: American Vision Express Profit Sharing Retirement Plan · Sponsored by Pedro Ellin Lugo · Puerto Rico · Other Services

$124K in assets, 3 participants

Pedro Ellin Lugo's American Vision Express Profit Sharing Retirement Plan reported $124K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 8th 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.

  • #1,258 in Other Services (7,857 peers)

Pedro Ellin Lugo multi-year trail

Pedro Ellin Lugo's plans moved +42.0% in assets from 2022 to 2024; this filing shows American Vision Express Profit Sharing Retirement Plan at $124K / 3 participants.

#1,258
in Other Services (7,857 peers)
+32.0%
assets growth YoY

American Vision Express Profit Sharing Retirement Plan among the smaller filed plans by assets

American Vision Express Profit Sharing Retirement Plan vs every filed plan by assets

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

$124,151 8th percentile higher than 8% 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

American Vision Express Profit Sharing 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. American Vision Express Profit Sharing Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • American Vision Express Profit Sharing Retirement Plan reported net income rose from $8K in the plan year 2022 filing to $30K in the plan year 2023 filing.
  • American Vision Express Profit Sharing Retirement Plan end-of-year assets rose from $94K in the plan year 2022 filing to $124K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 666046349 · Pedro Ellin Lugo PY 2023 · Profit Sharing

American Vision Express Profit Sharing Retirement Plan · $124K · 3 · 8th

  • IND $124K
  • IND 3
  • IND 8th
  • IND Profit Sharing
  • IND near Jc & Jg Corporation Profit Sharing Plan
  • IND ind #1258

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 Other Services retirement plans → · Plans in Puerto Rico →

American Vision Express Profit Sharing Retirement Plan in the asset neighbourhood

American Vision Express Profit Sharing Retirement PlanAmerican Vision Express Prof…$124KJc & Jg Corporation Profit Sharing PlanJc & Jg Corporation Profit S…$124KAnam Cara Corp. Retirement PlanAnam Cara Corp. Retirement P…$124KCak Industries Inc. Retirement PlanCak Industries Inc. Retireme…$124KBravo Kilo Holdings Inc. Retirement PlanBravo Kilo Holdings Inc. Ret…$124K
End-of-year total assets ($M) among American Vision Express Profit Sharing Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Pedro Ellin Lugo multi-year asset trail

Sponsor-wide plan assets over time

All Pedro Ellin Lugo plans reported in each filing year

Latest sponsor-wide plan assets
$134K 42.023809523809526% vs 2022
2024 filing year
$0.08M$0.1M$0.12M$0.14M 202220232024 $0.09M $0.13M ▲ +44.4%
Year Plans Participants Total Assets
2022 1 3 $94K
2023 1 3 $124K
2024 1 3 $134K

Pedro Ellin Lugo filing trail (2023)

Total Assets (Beginning of Year)$94K
Net Assets (End of Year)$124K
Net Income$30K
Employer EIN666046349
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

American Vision Express Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants American Vision Express Profit Sharing Retirement Plan, Total assets ($M): 0.124151 · Participants: 3American Vision Express Profit Sharing 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
American Vision Express Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare American Vision Express Profit Sharing Retirement Plan side-by-side with 3 peers →

American Vision Express Profit Sharing Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Jc & Jg Corporation Profit Sharing Plan in CA ($124K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($124K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 American Vision Express Profit Sharing Retirement Plan assets move in 2023? ▼
American Vision Express Profit Sharing Retirement Plan surged - up 32.0% during 2023, from $94K to $124K. Reported net income was $30K.
How have Pedro Ellin Lugo plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pedro Ellin Lugo's sponsor-wide assets grew 42.0%, from $94K to $134K.
Where does American Vision Express Profit Sharing Retirement Plan rank by assets among Form 5500 filers? ▼
American Vision Express Profit Sharing Retirement Plan ranks in the 8th 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 American Vision Express Profit Sharing Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Jc & Jg Corporation Profit Sharing Plan in CA ($124K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to American Vision Express Profit Sharing Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 666046349.

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.