Profit Sharing · DOL Form 5500 · 2024
Jorge Alberto Irizarry Vega Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $251,174
- Avg per participant Above avg balance/head
Official DOL plan name: Jorge Alberto Irizarry Vega, Md Retirement Plan Trust · Sponsored by Jorge Alberto Irizarry Vega · Puerto Rico · Healthcare & Social Assistance
$1M in assets, 4 participants
Jorge Alberto Irizarry Vega's Jorge Alberto Irizarry Vega, Md Retirement Plan Trust reported $1M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.
- #3,224 in Healthcare & Social Assistance (16,916 peers)
Jorge Alberto Irizarry Vega multi-year trail
Jorge Alberto Irizarry Vega's plans moved +24.2% in assets from 2022 to 2024; this filing shows Jorge Alberto Irizarry Vega, Md Retirement Plan Trust at $1M / 4 participants.
- #3,224
- in Healthcare & Social Assistance (16,916 peers)
- +8.5%
- assets growth YoY
Jorge Alberto Irizarry Vega, Md Retirement Plan Trust among the smaller filed plans by assets
Jorge Alberto Irizarry Vega, Md Retirement Plan Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,004,697 23rd percentile higher than 23% 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
Jorge Alberto Irizarry Vega, Md Retirement Plan Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jorge Alberto Irizarry Vega, Md Retirement Plan Trust is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jorge Alberto Irizarry Vega, Md Retirement Plan Trust reported net income rose from $76K in the plan year 2023 filing to $108K in the plan year 2024 filing.
- Jorge Alberto Irizarry Vega, Md Retirement Plan Trust end-of-year assets rose from $926K in the plan year 2023 filing to $1M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 660493265 · Jorge Alberto Irizarry Vega PY 2024 · Profit Sharing
Jorge Alberto Irizarry Vega, Md Retirement Plan Trust · $1M · 4 · 23rd
- RANK $1M
- PHOTO 4
- IND 23rd
- EOY Profit Sharing
- 5500 near Gresham & Beggs Architects, PA 401(k) Plan
- ASSETS ind #3224
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 →
Jorge Alberto Irizarry Vega, Md Retirement Plan Trust in the asset neighbourhood
Jorge Alberto Irizarry Vega multi-year asset trail
Sponsor-wide plan assets over time
All Jorge Alberto Irizarry Vega plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 24.24589061085581% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $809K |
| 2023 | 1 | 4 | $926K |
| 2024 | 1 | 4 | $1M |
Jorge Alberto Irizarry Vega filing trail (2024)
| Total Assets (Beginning of Year) | $926K |
|---|---|
| Net Assets (End of Year) | $972K |
| Net Income | $108K |
| Employer EIN | 660493265 |
| Plan Effective Date | 2000-01-01 |
| 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
Jorge Alberto Irizarry Vega, Md Retirement Plan Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Gresham & Beggs Architects, PA 401(k) Plan in AR ($1M); by covered participants it is Thrive Holdings Inc. Retirement Plan in OH (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Thrive Holdings Inc. Retirement Plan (OH) 4 · 0 off
- Apg Enterprises Inc. Retirement Plan (NC) 4 · 0 off
- Megesh, Inc. Retirement Plan (NJ) 4 · 0 off
- Doug's Filter Service, Inc. Profit Sharing Plan (CA) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.