Profit Sharing · DOL Form 5500 · 2024
Osvaldo R. Gonzalez Aviles Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $1.2M
- Avg per participant High balance/head
Official DOL plan name: Osvaldo R. Gonzalez Aviles Retirement Plan · Sponsored by Osvaldo R. Gonzalez Aviles · Puerto Rico · Professional & Technical Services
$1M in assets, 1 participants
Osvaldo R. Gonzalez Aviles's Osvaldo R. Gonzalez Aviles Retirement Plan reported $1M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 25th 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.
- #3,975 in Professional & Technical Services (20,173 peers)
What the 2024 filing shows
Osvaldo R. Gonzalez Aviles Retirement Plan holds $1M for 1 participant - about $1.2M per participant, in the lower half of filed plans by assets.
- #3,975
- in Professional & Technical Services (20,173 peers)
- +4.0%
- assets growth YoY
Osvaldo R. Gonzalez Aviles Retirement Plan among the smaller filed plans by assets
Osvaldo R. Gonzalez Aviles Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,190,647 25th percentile higher than 25% 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
Osvaldo R. Gonzalez Aviles 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. Osvaldo R. Gonzalez Aviles Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Osvaldo R. Gonzalez Aviles Retirement Plan reported net income fell from $74K in the plan year 2023 filing to $45K in the plan year 2024 filing.
- Osvaldo R. Gonzalez Aviles Retirement Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 660655965 · Osvaldo R. Gonzalez Aviles PY 2024 · Profit Sharing
Osvaldo R. Gonzalez Aviles Retirement Plan · $1M · 1 · 25th
- EOY $1M
- EOY 1
- EOY 25th
- EOY Profit Sharing
- EOY near Michael H. Sakai Aal Basic
- EOY ind #3975
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 Professional & Technical Services retirement plans → · Plans in Puerto Rico →
Osvaldo R. Gonzalez Aviles Retirement Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $45K |
| Employer EIN | 660655965 |
| Plan Effective Date | 2012-08-02 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Osvaldo R. Gonzalez Aviles)
Sponsor-wide plan assets over time
All Osvaldo R. Gonzalez Aviles plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 3.954770197083689% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 1 | $1M |
| 2024 | 1 | 1 | $1M |
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
Osvaldo R. Gonzalez Aviles Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Michael H. Sakai Aal Basic in HI ($1M); 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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
- Michael H. Sakai Aal Basic (HI) $1M · 2
- Jump-Greenville, Inc. Retirement Plan (SC) $1M · 8
- Summit Trust (OK) $1M · 1
- Rachlan26, Inc. Retirement Plan (MI) $1M · 3
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.