Profit Sharing · DOL Form 5500 · 2024

Victor M. Rodriguez Balasquide Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2
Participants Small participant base
33rd
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Victor M. Rodriguez Balasquide Retirement Plan · Sponsored by Victor M. Rodriguez Balasquide · Puerto Rico · Healthcare & Social Assistance

$3M in assets, 2 participants

Victor M. Rodriguez Balasquide's Victor M. Rodriguez Balasquide Retirement Plan reported $3M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,468 in Healthcare & Social Assistance (16,916 peers)

Victor M. Rodriguez Balasquide multi-year trail

Victor M. Rodriguez Balasquide's plans moved +66.7% in assets from 2022 to 2024; this filing shows Victor M. Rodriguez Balasquide Retirement Plan at $3M / 2 participants.

#5,468
in Healthcare & Social Assistance (16,916 peers)
+40.0%
assets growth YoY

Victor M. Rodriguez Balasquide Retirement Plan among the smaller filed plans by assets

Victor M. Rodriguez Balasquide Retirement Plan vs every filed plan by assets

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

$2,687,524 33rd percentile higher than 33% 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

Victor M. Rodriguez Balasquide 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. Victor M. Rodriguez Balasquide Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Victor M. Rodriguez Balasquide Retirement Plan reported net income rose from $308K in the plan year 2023 filing to $732K in the plan year 2024 filing.
  • Victor M. Rodriguez Balasquide Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 660565494 · Victor M. Rodriguez Balasquide PY 2024 · Profit Sharing

Victor M. Rodriguez Balasquide Retirement Plan · $3M · 2 · 33rd

  • SCH $3M
  • EBSA 2
  • PART 33rd
  • TYPE Profit Sharing
  • NET near Eve Sales Corporation Profit Sharing Plan
  • BOOK ind #5468

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 →

Victor M. Rodriguez Balasquide Retirement Plan in the asset neighbourhood

Victor M. Rodriguez Balasquide Retirement PlanVictor M. Rodriguez Balasqui…$3MEve Sales Corporation Profit Sharing PlanEve Sales Corporation Profit…$3M403(b) Thrift Plan for Lund Family Center, Inc.403(b) Thrift Plan for Lund …$3MNevcam Works Corporation Retirement PlanNevcam Works Corporation Ret…$3MSutter Vna and Hospice Retirement PlanSutter Vna and Hospice Retir…$3M
End-of-year total assets ($M) among Victor M. Rodriguez Balasquide Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Victor M. Rodriguez Balasquide multi-year asset trail

Sponsor-wide plan assets over time

All Victor M. Rodriguez Balasquide plans reported in each filing year

Latest sponsor-wide plan assets
$3M 66.68996687318464% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.61M $2.69M ▲ +67.1%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 2 $2M
2024 1 2 $3M

Victor M. Rodriguez Balasquide filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$732K
Employer EIN660565494
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Victor M. Rodriguez Balasquide Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Victor M. Rodriguez Balasquide Retirement Plan, Total assets ($M): 2.687524 · Participants: 2Victor M. Rodriguez Balasquide 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
Victor M. Rodriguez Balasquide Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Victor M. Rodriguez Balasquide Retirement Plan side-by-side with 3 peers →

Victor M. Rodriguez Balasquide Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Eve Sales Corporation Profit Sharing Plan in NY ($3M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did Victor M. Rodriguez Balasquide Retirement Plan assets move in 2024? ▼
Victor M. Rodriguez Balasquide Retirement Plan surged - up 40.0% during 2024, from $2M to $3M. Reported net income was $732K.
How have Victor M. Rodriguez Balasquide plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Victor M. Rodriguez Balasquide's sponsor-wide assets grew 66.7%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Victor M. Rodriguez Balasquide Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Eve Sales Corporation Profit Sharing Plan in NY ($3M, 9 participants).
Which Profit Sharing plans cover a similar participant headcount to Victor M. Rodriguez Balasquide Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 660565494.

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.