Profit Sharing · DOL Form 5500 · 2024
Lourdes M. Vazquez Otero Profit Sharing Plan
Data updated 2026-08-25
- $333K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 14th
- Percentile by assets National rank
- $166,391
- Avg per participant Above avg balance/head
Official DOL plan name: Loumeva Profit Sharing Retirement Plan · Sponsored by Lourdes M. Vazquez Otero · Puerto Rico · Other Services
$333K in assets, 2 participants
Lourdes M. Vazquez Otero's Loumeva Profit Sharing Retirement Plan reported $333K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 14th 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.
- #2,382 in Other Services (7,719 peers)
Lourdes M. Vazquez Otero multi-year trail
Lourdes M. Vazquez Otero's plans moved +60.4% in assets from 2022 to 2024; this filing shows Loumeva Profit Sharing Retirement Plan at $333K / 2 participants.
- #2,382
- in Other Services (7,719 peers)
- +23.3%
- assets growth YoY
Loumeva Profit Sharing Retirement Plan among the smaller filed plans by assets
Loumeva Profit Sharing Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$332,782 14th percentile higher than 14% 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
Loumeva Profit Sharing 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. Loumeva Profit Sharing Retirement Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Loumeva Profit Sharing Retirement Plan end-of-year assets rose from $270K in the plan year 2023 filing to $333K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 666044578 · Lourdes M. Vazquez Otero PY 2024 · Profit Sharing
Loumeva Profit Sharing Retirement Plan · $333K · 2 · 14th
- BOY $333K
- BOY 2
- BOY 14th
- BOY Profit Sharing
- BOY near Flach Development & Realty, Inc. Profit Sharing Plan
- BOY ind #2382
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 Other Services retirement plans → · Plans in Puerto Rico →
Loumeva Profit Sharing Retirement Plan in the asset neighbourhood
Lourdes M. Vazquez Otero multi-year asset trail
Sponsor-wide plan assets over time
All Lourdes M. Vazquez Otero plans reported in each filing year
- Latest sponsor-wide plan assets
- $333K 60.35291113134905% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $208K |
| 2023 | 1 | 2 | $270K |
| 2024 | 1 | 2 | $333K |
Lourdes M. Vazquez Otero filing trail (2024)
| Total Assets (Beginning of Year) | $270K |
|---|---|
| Net Assets (End of Year) | $333K |
| Net Income | $63K |
| Employer EIN | 666044578 |
| Plan Effective Date | 2018-01-01 |
| 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
Loumeva Profit Sharing Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Flach Development & Realty, Inc. Profit Sharing Plan in NY ($333K); 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 ($333K 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.