Profit Sharing · DOL Form 5500 · 2024

Ricardo Feliciano Valera Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
30th
Percentile by assets National rank
$2.2M
Avg per participant High balance/head
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Official DOL plan name: R. Feliciano Valera Retirement Plan · Sponsored by Ricardo Feliciano Valera · Puerto Rico · Healthcare & Social Assistance

$2M in assets, 1 participants

Ricardo Feliciano Valera's R. Feliciano Valera Retirement Plan reported $2M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #4,851 in Healthcare & Social Assistance (16,916 peers)

Ricardo Feliciano Valera multi-year trail

Ricardo Feliciano Valera's plans moved +13.4% in assets from 2022 to 2024; this filing shows R. Feliciano Valera Retirement Plan at $2M / 1 participant.

#4,851
in Healthcare & Social Assistance (16,916 peers)
+8.7%
assets growth YoY

R. Feliciano Valera Retirement Plan among the smaller filed plans by assets

R. Feliciano Valera Retirement Plan vs every filed plan by assets

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

$2,162,670 30th percentile higher than 30% 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

R. Feliciano Valera 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. R. Feliciano Valera Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • R. Feliciano Valera Retirement Plan reported net income rose from $83K in the plan year 2023 filing to $173K in the plan year 2024 filing.
  • R. Feliciano Valera Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 666046217 · Ricardo Feliciano Valera PY 2024 · Profit Sharing

R. Feliciano Valera Retirement Plan · $2M · 1 · 30th

  • 5500 $2M
  • ASSETS 1
  • PCT 30th
  • EIN Profit Sharing
  • RANK near Darlyn, Inc. Retirement Plan
  • PHOTO ind #4851

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 →

R. Feliciano Valera Retirement Plan in the asset neighbourhood

R. Feliciano Valera Retirement PlanR. Feliciano Valera Retireme…$2MDarlyn, Inc. Retirement Plan$2MFinnerty Enterprises, Inc. Retirement PlanFinnerty Enterprises, Inc. R…$2MSteven D Reddick Dmd PA Profit Sharing Plan and TrustSteven D Reddick Dmd PA Prof…$2MMar-Del, Inc. Profit Sharing PlanMar-Del, Inc. Profit Sharing…$2M
End-of-year total assets ($M) among R. Feliciano Valera Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Ricardo Feliciano Valera multi-year asset trail

Sponsor-wide plan assets over time

All Ricardo Feliciano Valera plans reported in each filing year

Latest sponsor-wide plan assets
$2M 13.435890549920195% vs 2022
2024 filing year
$1.8M$1.9M$2M$2.1M$2.2M 202220232024 $1.91M $2.16M ▲ +13.1%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $2M
2024 1 1 $2M

Ricardo Feliciano Valera filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$173K
Employer EIN666046217
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

R. Feliciano Valera Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants R. Feliciano Valera Retirement Plan, Total assets ($M): 2.16267 · Participants: 1R. Feliciano Valera 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
R. Feliciano Valera Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare R. Feliciano Valera Retirement Plan side-by-side with 3 peers →

R. Feliciano Valera Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Darlyn, Inc. Retirement Plan in VT ($2M); 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.

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.

Frequently Asked Questions

How did R. Feliciano Valera Retirement Plan assets move in 2024? ▼
R. Feliciano Valera Retirement Plan grew at a solid clip - up 8.7% during 2024, from $2M to $2M. Reported net income was $173K.
How have Ricardo Feliciano Valera plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ricardo Feliciano Valera's sponsor-wide assets grew 13.4%, from $2M to $2M.
Which Profit Sharing plans are similar in size to R. Feliciano Valera Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Darlyn, Inc. Retirement Plan in VT ($2M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to R. Feliciano Valera Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, N/A 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 666046217.

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.