Profit Sharing · DOL Form 5500 · 2024
Dr. Jose W. Valle Oliveras Profit Sharing Plan
Data updated 2026-08-25
- $687K
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $98,132
- Avg per participant Below avg balance/head
Official DOL plan name: Dr. Jose W. Valle Oliveras Retirement Plan Series 96-1187 · Sponsored by Dr. Jose W. Valle Oliveras · Puerto Rico · Healthcare & Social Assistance
$687K in assets, 7 participants
Dr. Jose W. Valle Oliveras's Dr. Jose W. Valle Oliveras Retirement Plan Series 96-1187 reported $687K in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.
- #2,652 in Healthcare & Social Assistance (16,916 peers)
What the 2024 filing shows
Dr. Jose W. Valle Oliveras Retirement Plan Series 96-1187 holds $687K for 7 participants - about $98,132 per participant, among the smaller plans by assets on file.
- #2,652
- in Healthcare & Social Assistance (16,916 peers)
- +4.4%
- assets growth YoY
Dr. Jose W. Valle Oliveras Retirement Plan Series 96-1187 among the smaller filed plans by assets
Dr. Jose W. Valle Oliveras Retirement Plan Series 96-1187 vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$686,926 20th percentile higher than 20% 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
Dr. Jose W. Valle Oliveras Retirement Plan Series 96-1187 among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dr. Jose W. Valle Oliveras Retirement Plan Series 96-1187 is a micro filing (7 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Dr. Jose W. Valle Oliveras Retirement Plan Series 96-1187 reported net income rose from -$2K in the plan year 2023 filing to $29K in the plan year 2024 filing.
- Dr. Jose W. Valle Oliveras Retirement Plan Series 96-1187 reported participants rose from 6 in the plan year 2023 filing to 7 in the plan year 2024 filing.
- Dr. Jose W. Valle Oliveras Retirement Plan Series 96-1187 end-of-year assets rose from $658K in the plan year 2023 filing to $687K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 660589827 · Dr. Jose W. Valle Oliveras PY 2024 · Profit Sharing
Dr. Jose W. Valle Oliveras Retirement Plan Series 96-1187 · $687K · 7 · 20th
- TYPE $687K
- NET 7
- BOOK 20th
- VS-ST Profit Sharing
- BOY near Inspiring Insights, Inc. Retirement Plan
- SCH ind #2652
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 →
Dr. Jose W. Valle Oliveras Retirement Plan Series 96-1187 in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $658K |
|---|---|
| Net Assets (End of Year) | $687K |
| Net Income | $29K |
| Employer EIN | 660589827 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Dr. Jose W. Valle Oliveras)
Sponsor-wide plan assets over time
All Dr. Jose W. Valle Oliveras plans reported in each filing year
- Latest sponsor-wide plan assets
- $687K 4.018389161539638% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $660K |
| 2023 | 1 | 6 | $658K |
| 2024 | 1 | 7 | $687K |
Nearby Profit Sharing Plans in Puerto Rico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Popular, Inc. Pr Savings and Investment Plan $819M · 8,332
- The Retirement and Savings Plan for Amgen Manufacturing Limited LLC $780M · 2,608
- Abbvie Puerto Rico Savings Plan $560M · 1,349
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico $519M · 1,140
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $228M · 758
Dr. Jose W. Valle Oliveras Retirement Plan Series 96-1187's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Inspiring Insights, Inc. Retirement Plan in CA ($687K); by covered participants it is A&a Outdoors Inc. Retirement Plan in TN (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($687K here).
Similar participant headcount
Nearest other-state filings by covered participants (7 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.