Profit Sharing · DOL Form 5500 · 2024

Dr. Wallace Belmont Rodriguez Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
27th
Percentile by assets National rank
$775,562
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wallace Belmont Rodriguez Retirement Plan · Sponsored by Dr. Wallace Belmont Rodriguez · Puerto Rico · Healthcare & Social Assistance

$2M in assets, 2 participants

Dr. Wallace Belmont Rodriguez's Wallace Belmont Rodriguez Retirement Plan reported $2M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,031 in Healthcare & Social Assistance (16,916 peers)

Dr. Wallace Belmont Rodriguez multi-year trail

Dr. Wallace Belmont Rodriguez's plans moved +34.6% in assets from 2022 to 2024; this filing shows Wallace Belmont Rodriguez Retirement Plan at $2M / 2 participants.

#4,031
in Healthcare & Social Assistance (16,916 peers)
+10.7%
assets growth YoY

Wallace Belmont Rodriguez Retirement Plan among the smaller filed plans by assets

Wallace Belmont Rodriguez Retirement Plan vs every filed plan by assets

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

$1,551,123 27th percentile higher than 27% 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

Wallace Belmont Rodriguez 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. Wallace Belmont Rodriguez Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wallace Belmont Rodriguez Retirement Plan reported net income fell from $249K in the plan year 2023 filing to $149K in the plan year 2024 filing.
  • Wallace Belmont Rodriguez Retirement Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 660477005 · Dr. Wallace Belmont Rodriguez PY 2024 · Profit Sharing

Wallace Belmont Rodriguez Retirement Plan · $2M · 2 · 27th

  • BOY $2M
  • BOY 2
  • BOY 27th
  • BOY Profit Sharing
  • BOY near Kevin R. Frawley, D.D.S. Profit Sharing Keogh Plan
  • BOY ind #4031

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 →

Wallace Belmont Rodriguez Retirement Plan in the asset neighbourhood

Wallace Belmont Rodriguez Retirement PlanWallace Belmont Rodriguez Re…$2MKevin R. Frawley, D.D.S. Profit Sharing Keogh PlanKevin R. Frawley, D.D.S. Pro…$2MGulch Ventures Inc. Retirement PlanGulch Ventures Inc. Retireme…$2MVolker Ventures Inc. Retirement PlanVolker Ventures Inc. Retirem…$2MRand Wade Oil Company, Inc. Profit Sharing PlanRand Wade Oil Company, Inc. …$2M
End-of-year total assets ($M) among Wallace Belmont Rodriguez Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Dr. Wallace Belmont Rodriguez multi-year asset trail

Sponsor-wide plan assets over time

All Dr. Wallace Belmont Rodriguez plans reported in each filing year

Latest sponsor-wide plan assets
$2M 34.5737837047628% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M 202220232024 $1.15M $1.55M ▲ +34.8%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 2 $1M
2024 1 2 $2M

Dr. Wallace Belmont Rodriguez filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$149K
Employer EIN660477005
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Wallace Belmont Rodriguez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Wallace Belmont Rodriguez Retirement Plan, Total assets ($M): 1.551123 · Participants: 2Wallace Belmont Rodriguez 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
Wallace Belmont Rodriguez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

Wallace Belmont Rodriguez Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Kevin R. Frawley, D.D.S. Profit Sharing Keogh Plan in CA ($2M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Wallace Belmont Rodriguez Retirement Plan assets move in 2024?
Wallace Belmont Rodriguez Retirement Plan grew at a solid clip - up 10.7% during 2024, from $1M to $2M. Reported net income was $149K.
How have Dr. Wallace Belmont Rodriguez plan assets changed over time?
Across 3 plan years on file (2022-2024), Dr. Wallace Belmont Rodriguez's sponsor-wide assets grew 34.6%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Wallace Belmont Rodriguez Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Kevin R. Frawley, D.D.S. Profit Sharing Keogh Plan in CA ($2M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Wallace Belmont Rodriguez Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M in assets).