Profit Sharing · DOL Form 5500 · 2024
V. Suarez & Co. Inc. Profit Sharing Plan
Data updated 2026-08-25
- $52M
- Total assets Below avg plan size
- 545
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $94,959
- Avg per participant Below avg balance/head
Official DOL plan name: V. Suarez & Co., Inc. Retirement Plan · Sponsored by V. Suarez & Co. Inc. · Puerto Rico · Wholesale Trade
$52M in assets, 545 participants
V. Suarez & Co. Inc.'s V. Suarez & Co., Inc. Retirement Plan reported $52M in total assets and 545 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- #5,207 in Wholesale Trade (6,080 peers)
Coverage in Puerto Rico
V. Suarez & Co., Inc. Retirement Plan covers 545 participants in Puerto Rico, 6.1x the typical Puerto Rico plan (state average ~89 per filing). Assets: $52M.
- #5,207
- in Wholesale Trade (6,080 peers)
- +16.1%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
V. Suarez & Co., Inc. Retirement Plan's outsized position by total assets
V. Suarez & Co., Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$51,752,620 Top 15% higher than 85% 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
V. Suarez & Co., Inc. Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. V. Suarez & Co., Inc. Retirement Plan sits mid-pack in the medium band (545 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- V. Suarez & Co., Inc. Retirement Plan end-of-year assets rose from $45M in the plan year 2023 filing to $52M in the plan year 2024 filing.
- V. Suarez & Co., Inc. Retirement Plan reported net income rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- V. Suarez & Co., Inc. Retirement Plan reported participants rose from 529 in the plan year 2023 filing to 545 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 660178790 · V. Suarez & Co. Inc. PY 2024 · Profit Sharing
V. Suarez & Co., Inc. Retirement Plan · $52M · 545 · 85th
- PCT $52M
- PCT 545
- PCT 85th
- PCT Profit Sharing
- PCT near Lake Charles Memorial Health System Retirement Plan
- PCT ind #5207
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 Wholesale Trade retirement plans → · Plans in Puerto Rico →
V. Suarez & Co., Inc. Retirement Plan in the asset neighbourhood
Puerto Rico filing particulars
| Total Assets (Beginning of Year) | $45M |
|---|---|
| Net Assets (End of Year) | $52M |
| Net Income | $7M |
| Employer EIN | 660178790 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (V. Suarez & Co. Inc.)
Sponsor-wide plan assets over time
All V. Suarez & Co. Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $52M 37.55001982480496% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 531 | $38M |
| 2023 | 1 | 529 | $45M |
| 2024 | 1 | 545 | $52M |
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
V. Suarez & Co., Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Lake Charles Memorial Health System Retirement Plan in LA ($52M); by covered participants it is Cement Masons and Plasterers Joint Pension Plan in NV (545 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($52M here).
- Lake Charles Memorial Health System Retirement Plan (LA) $52M · 2,026
- Defined Contribution Plan for Non-Secretarial Staff of Patterson Belknap Webb & Tyler LLP (NY) $52M · 163
- Marlborough Hospital Defined Contribution Plan (MA) $52M · 724
- Usc School of Medicine Educational Trust Retirement Plan (SC) $52M · 191
Similar participant headcount
Nearest other-state filings by covered participants (545 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.