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
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
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.
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
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
| 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 EIN | 660477005 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
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
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
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.