Profit Sharing · DOL Form 5500 · 2024

Axel Wilberto Velez Santiago Csp Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
4
Participants Small participant base
26th
Percentile by assets National rank
$342,126
Avg per participant High balance/head
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Official DOL plan name: Axel Wilberto Velez Santiago Csp Retirement Plan · Sponsored by Axel Wilberto Velez Santiago Csp · Puerto Rico · Healthcare & Social Assistance

$1M in assets, 4 participants

Axel Wilberto Velez Santiago Csp's Axel Wilberto Velez Santiago Csp Retirement Plan reported $1M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #3,773 in Healthcare & Social Assistance (16,916 peers)

Axel Wilberto Velez Santiago Csp multi-year trail

Axel Wilberto Velez Santiago Csp's plans moved +68.8% in assets from 2022 to 2024; this filing shows Axel Wilberto Velez Santiago Csp Retirement Plan at $1M / 4 participants.

#3,773
in Healthcare & Social Assistance (16,916 peers)
+29.1%
assets growth YoY

Axel Wilberto Velez Santiago Csp Retirement Plan among the smaller filed plans by assets

Axel Wilberto Velez Santiago Csp Retirement Plan vs every filed plan by assets

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

$1,368,504 26th percentile higher than 26% 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 Wilberto Velez Santiago Csp 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 Wilberto Velez Santiago Csp Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Axel Wilberto Velez Santiago Csp Retirement Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Axel Wilberto Velez Santiago Csp Retirement Plan reported net income rose from $249K in the plan year 2023 filing to $309K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 660539886 · Axel Wilberto Velez Santiago Csp PY 2024 · Profit Sharing

Axel Wilberto Velez Santiago Csp Retirement Plan · $1M · 4 · 26th

  • TYPE $1M
  • NET 4
  • BOOK 26th
  • VS-ST Profit Sharing
  • BOY near Diversified Forest Services, Inc. Profit Sharing Plan
  • SCH ind #3773

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 Wilberto Velez Santiago Csp Retirement Plan in the asset neighbourhood

Axel Wilberto Velez Santiago Csp Retirement PlanAxel Wilberto Velez Santiago…$1MDiversified Forest Services, Inc. Profit Sharing PlanDiversified Forest Services,…$1MMomentum Fleet Services Inc. Retirement PlanMomentum Fleet Services Inc.…$1MBaronick Funeral Home & Crematorium PspBaronick Funeral Home & Crem…$1MMorning Glory Solutions, Inc. Profit Sharing PlanMorning Glory Solutions, Inc…$1M
End-of-year total assets ($M) among Axel Wilberto Velez Santiago Csp Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Axel Wilberto Velez Santiago Csp multi-year asset trail

Sponsor-wide plan assets over time

All Axel Wilberto Velez Santiago Csp plans reported in each filing year

Latest sponsor-wide plan assets
$1M 68.78316144675792% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.81M $1.37M ▲ +69.1%
Year Plans Participants Total Assets
2022 1 4 $811K
2023 1 4 $1M
2024 1 4 $1M

Axel Wilberto Velez Santiago Csp filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$309K
Employer EIN660539886
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Axel Wilberto Velez Santiago Csp Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Axel Wilberto Velez Santiago Csp Retirement Plan, Total assets ($M): 1.368504 · Participants: 4Axel Wilberto Velez Santiago Csp 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 Wilberto Velez Santiago Csp Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Axel Wilberto Velez Santiago Csp Retirement Plan side-by-side with 3 peers →

Axel Wilberto Velez Santiago Csp Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Diversified Forest Services, Inc. Profit Sharing Plan in GA ($1M); by covered participants it is Thrive Holdings Inc. Retirement Plan in OH (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Axel Wilberto Velez Santiago Csp Retirement Plan assets move in 2024? ▼
Axel Wilberto Velez Santiago Csp Retirement Plan grew sharply - up 29.1% during 2024, from $1M to $1M. Reported net income was $309K.
How have Axel Wilberto Velez Santiago Csp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Axel Wilberto Velez Santiago Csp's sponsor-wide assets grew 68.8%, from $811K to $1M.
Which Profit Sharing plans are similar in size to Axel Wilberto Velez Santiago Csp Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Diversified Forest Services, Inc. Profit Sharing Plan in GA ($1M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Axel Wilberto Velez Santiago Csp Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Thrive Holdings Inc. Retirement Plan in OH (4 participants, $533K 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 660539886.

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.