Profit Sharing · DOL Form 5500 · 2024

Axel a. Baez Torres Profit Sharing Plan

Data updated 2026-08-25

$747K
Total assets Small plan by assets
1
Participants Small participant base
21st
Percentile by assets National rank
$747,397
Avg per participant High balance/head
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Official DOL plan name: Axel a. Baez Torres Retirement Plan · Sponsored by Axel a. Baez Torres · Puerto Rico · Healthcare & Social Assistance

$747K in assets, 1 participants

Axel a. Baez Torres's Axel a. Baez Torres Retirement Plan reported $747K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 21st 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.

  • #2,767 in Healthcare & Social Assistance (16,916 peers)

Axel a. Baez Torres multi-year trail

Axel a. Baez Torres's plans moved +34.0% in assets from 2022 to 2024; this filing shows Axel a. Baez Torres Retirement Plan at $747K / 1 participant.

#2,767
in Healthcare & Social Assistance (16,916 peers)
+13.8%
assets growth YoY

Axel a. Baez Torres Retirement Plan among the smaller filed plans by assets

Axel a. Baez Torres Retirement Plan vs every filed plan by assets

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

$747,397 21st percentile higher than 21% 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

Axel a. Baez Torres 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. Axel a. Baez Torres Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Axel a. Baez Torres Retirement Plan end-of-year assets rose from $657K in the plan year 2023 filing to $747K in the plan year 2024 filing.
  • Axel a. Baez Torres Retirement Plan reported net income fell from $99K in the plan year 2023 filing to $90K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 660662108 · Axel a. Baez Torres PY 2024 · Profit Sharing

Axel a. Baez Torres Retirement Plan · $747K · 1 · 21st

  • EIN $747K
  • RANK 1
  • PHOTO 21st
  • IND Profit Sharing
  • EOY near Cammax Corp Retirement Plan
  • 5500 ind #2767

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 →

Axel a. Baez Torres Retirement Plan in the asset neighbourhood

Axel a. Baez Torres Retirement PlanAxel a. Baez Torres Retireme…$747KCammax Corp Retirement Plan$747KFrontline Businesses, Inc. Profit Sharing PlanFrontline Businesses, Inc. P…$748KJackson Parish Bank Profit Sharing Plan and TrustJackson Parish Bank Profit S…$748KChilds Gallery Limited Profit Sharing TrustChilds Gallery Limited Profi…$748K
End-of-year total assets ($M) among Axel a. Baez Torres Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Axel a. Baez Torres multi-year asset trail

Sponsor-wide plan assets over time

All Axel a. Baez Torres plans reported in each filing year

Latest sponsor-wide plan assets
$747K 33.998788017871355% vs 2022
2024 filing year
$0.5M$0.6M$0.7M$0.8M 202220232024 $0.56M $0.75M ▲ +33.9%
Year Plans Participants Total Assets
2022 1 1 $558K
2023 1 1 $657K
2024 1 1 $747K

Axel a. Baez Torres filing trail (2024)

Total Assets (Beginning of Year)$657K
Net Assets (End of Year)$747K
Net Income$90K
Employer EIN660662108
Plan Effective Date2010-09-13
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Axel a. Baez Torres Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Axel a. Baez Torres Retirement Plan, Total assets ($M): 0.747397 · Participants: 1Axel a. Baez Torres 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
Axel a. Baez Torres Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Axel a. Baez Torres Retirement Plan side-by-side with 3 peers →

Axel a. Baez Torres Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Cammax Corp Retirement Plan in NH ($747K); 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.

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 Axel a. Baez Torres Retirement Plan assets move in 2024? ▼
Axel a. Baez Torres Retirement Plan grew at a solid clip - up 13.8% during 2024, from $657K to $747K. Reported net income was $90K.
How have Axel a. Baez Torres plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Axel a. Baez Torres's sponsor-wide assets grew 34.0%, from $558K to $747K.
Where does Axel a. Baez Torres Retirement Plan rank by assets among Form 5500 filers? ▼
Axel a. Baez Torres Retirement Plan ranks in the 21st 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 Axel a. Baez Torres Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Cammax Corp Retirement Plan in NH ($747K, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Axel a. Baez Torres 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 660662108.

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.