Profit Sharing · DOL Form 5500 · 2024

Victor J. Cardona Munoz Profit Sharing Plan

Data updated 2026-08-25

$593K
Total assets Small plan by assets
3
Participants Small participant base
19th
Percentile by assets National rank
$197,517
Avg per participant Above avg balance/head
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Official DOL plan name: Victor J. Cardona Munoz Retirement Plan · Sponsored by Victor J. Cardona Munoz · Puerto Rico · Healthcare & Social Assistance

$593K in assets, 3 participants

Victor J. Cardona Munoz's Victor J. Cardona Munoz Retirement Plan reported $593K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.

  • #2,441 in Healthcare & Social Assistance (16,916 peers)

Victor J. Cardona Munoz multi-year trail

Victor J. Cardona Munoz's plans moved +26.3% in assets from 2022 to 2024; this filing shows Victor J. Cardona Munoz Retirement Plan at $593K / 3 participants.

#2,441
in Healthcare & Social Assistance (16,916 peers)
+11.7%
assets growth YoY

Victor J. Cardona Munoz Retirement Plan among the smaller filed plans by assets

Victor J. Cardona Munoz Retirement Plan vs every filed plan by assets

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

$592,552 19th percentile higher than 19% 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

Victor J. Cardona Munoz 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. Victor J. Cardona Munoz Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Victor J. Cardona Munoz Retirement Plan reported participants rose from 2 in the plan year 2023 filing to 3 in the plan year 2024 filing.
  • Victor J. Cardona Munoz Retirement Plan end-of-year assets rose from $531K in the plan year 2023 filing to $593K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 901032252 · Victor J. Cardona Munoz PY 2024 · Profit Sharing

Victor J. Cardona Munoz Retirement Plan · $593K · 3 · 19th

  • VS-ST $593K
  • BOY 3
  • SCH 19th
  • EBSA Profit Sharing
  • PART near H&b Home, Inc. Profit Sharing Plan
  • TYPE ind #2441

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 →

Victor J. Cardona Munoz Retirement Plan in the asset neighbourhood

Victor J. Cardona Munoz Retirement PlanVictor J. Cardona Munoz Reti…$593KH&b Home, Inc. Profit Sharing PlanH&b Home, Inc. Profit Sharin…$593KFox Grape Family Dentistry 401(k) Profit Sharing PlanFox Grape Family Dentistry 4…$593KMallet Manufacturing Inc. Retirement PlanMallet Manufacturing Inc. Re…$592KUpdog Enterprises Inc. Retirement PlanUpdog Enterprises Inc. Retir…$593K
End-of-year total assets ($M) among Victor J. Cardona Munoz Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Victor J. Cardona Munoz multi-year asset trail

Sponsor-wide plan assets over time

All Victor J. Cardona Munoz plans reported in each filing year

Latest sponsor-wide plan assets
$593K 26.3396693069518% vs 2022
2024 filing year
$0.45M$0.5M$0.55M$0.6M$0.65M 202220232024 $0.47M $0.59M ▲ +25.5%
Year Plans Participants Total Assets
2022 1 3 $469K
2023 1 2 $531K
2024 1 3 $593K

Victor J. Cardona Munoz filing trail (2024)

Total Assets (Beginning of Year)$531K
Net Assets (End of Year)$593K
Net Income$62K
Employer EIN901032252
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Victor J. Cardona Munoz Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Victor J. Cardona Munoz Retirement Plan, Total assets ($M): 0.592552 · Participants: 3Victor J. Cardona Munoz 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
Victor J. Cardona Munoz Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Victor J. Cardona Munoz Retirement Plan side-by-side with 3 peers →

Victor J. Cardona Munoz Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is H&b Home, Inc. Profit Sharing Plan in IN ($593K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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.

Frequently Asked Questions

How did Victor J. Cardona Munoz Retirement Plan assets move in 2024? ▼
Victor J. Cardona Munoz Retirement Plan grew at a solid clip - up 11.7% during 2024, from $531K to $593K. Reported net income was $62K.
How have Victor J. Cardona Munoz plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Victor J. Cardona Munoz's sponsor-wide assets grew 26.3%, from $469K to $593K.
Where does Victor J. Cardona Munoz Retirement Plan rank by assets among Form 5500 filers? ▼
Victor J. Cardona Munoz Retirement Plan ranks in the 19th 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 Victor J. Cardona Munoz Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is H&b Home, Inc. Profit Sharing Plan in IN ($593K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Victor J. Cardona Munoz 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, $796K 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 901032252.

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.