Profit Sharing · DOL Form 5500 · 2024
Jose a. Hernandez Velez Profit Sharing Plan
Data updated 2026-08-25
- $284K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 13th
- Percentile by assets National rank
- $141,956
- Avg per participant Near avg balance/head
Official DOL plan name: Hernandez Retirement Plan · Sponsored by Jose a. Hernandez Velez · Texas · Healthcare & Social Assistance
$284K in assets, 2 participants
Jose a. Hernandez Velez's Hernandez Retirement Plan reported $284K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 13th 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.
- #1,535 in Healthcare & Social Assistance (16,916 peers)
Jose a. Hernandez Velez multi-year trail
Jose a. Hernandez Velez's plans moved +21.4% in assets from 2022 to 2024; this filing shows Hernandez Retirement Plan at $284K / 2 participants.
- #1,535
- in Healthcare & Social Assistance (16,916 peers)
- +9.9%
- assets growth YoY
Hernandez Retirement Plan among the smaller filed plans by assets
Hernandez Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$283,912 13th percentile higher than 13% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Hernandez 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. Hernandez Retirement Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hernandez Retirement Plan reported net income fell from $32K in the plan year 2023 filing to $26K in the plan year 2024 filing.
- Hernandez Retirement Plan end-of-year assets rose from $258K in the plan year 2023 filing to $284K in the plan year 2024 filing.
DOL schedule card
Filing strip 660446507 · Jose a. Hernandez Velez PY 2024 · Profit Sharing
Hernandez Retirement Plan · $284K · 2 · 13th
- BOY $284K
- SCH 2
- EBSA 13th
- PART Profit Sharing
- TYPE near Donald M. Dill, M.D., Apc Profit Sharing Plan
- NET ind #1535
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 Texas →
Hernandez Retirement Plan in the asset neighbourhood
Jose a. Hernandez Velez multi-year asset trail
Sponsor-wide plan assets over time
All Jose a. Hernandez Velez plans reported in each filing year
- Latest sponsor-wide plan assets
- $284K 21.448768239003126% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $234K |
| 2023 | 1 | 2 | $258K |
| 2024 | 1 | 2 | $284K |
Jose a. Hernandez Velez filing trail (2024)
| Total Assets (Beginning of Year) | $258K |
|---|---|
| Net Assets (End of Year) | $284K |
| Net Income | $26K |
| Employer EIN | 660446507 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Baylor College of Medicine Retirement Plan $2.0B · 10,721
- H-E-B Partner Stock Plan $1.6B · 103,962
- The Defined Contribution Plan of the Methodist Hospital $1.1B · 31,848
- American Heart Association, Inc. Qualified Retirement Plan $514M · 3,779
- Haynes and Boone Investment Directed Profit Sharing Plan $310M · 1,069
Hernandez Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Donald M. Dill, M.D., Apc Profit Sharing Plan in CA ($284K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($284K here).
- Donald M. Dill, M.D., Apc Profit Sharing Plan (CA) $284K · 2
- 3 Redheads Inc. Retirement Plan (KY) $284K · 7
- Pg Dragonfly Incorporated Retirement Plan (MI) $284K · 2
- M-B Projects Retirement Plan (PR) $284K · 2
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); 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.