Profit Sharing · DOL Form 5500 · 2024

Wanda M. Davila Martinez Profit Sharing Plan

Data updated 2026-08-25

$328K
Total assets Small plan by assets
1
Participants Small participant base
14th
Percentile by assets National rank
$327,615
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: W. Davila Martinez Retirement Plan · Sponsored by Wanda M. Davila Martinez · Puerto Rico · Finance & Insurance

$328K in assets, 1 participants

Wanda M. Davila Martinez's W. Davila Martinez Retirement Plan reported $328K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 14th 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.

  • #619 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

W. Davila Martinez Retirement Plan holds $328K for 1 participant - about $327,615 per participant, among the smaller plans by assets on file.

#619
in Finance & Insurance (8,549 peers)
+2.0%
assets growth YoY

W. Davila Martinez Retirement Plan among the smaller filed plans by assets

W. Davila Martinez Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$327,615 14th percentile higher than 14% of 123,620 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 2024

W. Davila Martinez Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. W. Davila Martinez Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • W. Davila Martinez Retirement Plan reported net income fell from $18K in the plan year 2023 filing to $6K in the plan year 2024 filing.
  • W. Davila Martinez Retirement Plan end-of-year assets rose from $321K in the plan year 2023 filing to $328K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 666045596 · Wanda M. Davila Martinez PY 2024 · Profit Sharing

W. Davila Martinez Retirement Plan · $328K · 1 · 14th

  • BOY $328K
  • SCH 1
  • EBSA 14th
  • PART Profit Sharing
  • TYPE near Copeland Business Group Inc. Retirement Plan
  • NET ind #619

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 Finance & Insurance retirement plans → · Plans in Puerto Rico →

W. Davila Martinez Retirement Plan in the asset neighbourhood

W. Davila Martinez Retirement PlanW. Davila Martinez Retiremen…$328KCopeland Business Group Inc. Retirement PlanCopeland Business Group Inc.…$328KZenovia, Inc. Profit Sharing PlanZenovia, Inc. Profit Sharing…$328KJitendra Baruah M.D. Profit Sharing PlanJitendra Baruah M.D. Profit …$327KAbilene Films Inc-Profit Sharing PlanAbilene Films Inc-Profit Sha…$327K
End-of-year total assets ($M) among W. Davila Martinez Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$321K
Net Assets (End of Year)$328K
Net Income$6K
Employer EIN666045596
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wanda M. Davila Martinez)

Sponsor-wide plan assets over time

All Wanda M. Davila Martinez plans reported in each filing year

Latest sponsor-wide plan assets
$328K 2.0003736106354495% vs 2023
2024 filing year
$0.32M$0.32M$0.33M$0.33M$0.34M 20232024 $0.32M $0.33M ▲ +3.1%
Year Plans Participants Total Assets
2023 1 1 $321K
2024 1 1 $328K

Nearby Profit Sharing Plans in Puerto Rico

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

W. Davila Martinez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants W. Davila Martinez Retirement Plan, Total assets ($M): 0.327615 · Participants: 1W. Davila Martinez Retirement PlanPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 818.605332 · Participants: 8332Popular, Inc. Pr Savings and Investment PlanThe Retirement and Savings Plan for Amgen Manufacturing Limited LLC, Total assets ($M): 779.532675 · Participants: 2608The Retirement and Savings Plan for Amgen Manufacturing Limited LLCAbbvie Puerto Rico Savings Plan, Total assets ($M): 560.135241 · Participants: 1349Abbvie Puerto Rico Savings PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 519.253084 · Participants: 1140The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 228.453278 · Participants: 758Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan
W. Davila Martinez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare W. Davila Martinez Retirement Plan side-by-side with 3 peers →

W. Davila Martinez Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Copeland Business Group Inc. Retirement Plan in NC ($328K); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($328K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did W. Davila Martinez Retirement Plan assets move in 2024? ▼
W. Davila Martinez Retirement Plan edged up modestly - up 2.0% during 2024, from $321K to $328K. Reported net income was $6K.
How have Wanda M. Davila Martinez plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Wanda M. Davila Martinez's sponsor-wide assets grew 2.0%, from $321K to $328K.
Where does W. Davila Martinez Retirement Plan rank by assets among Form 5500 filers? ▼
W. Davila Martinez Retirement Plan ranks in the 14th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to W. Davila Martinez Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Copeland Business Group Inc. Retirement Plan in NC ($328K, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to W. Davila Martinez Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 666045596.

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.