Profit Sharing · DOL Form 5500 · 2022

Jorge L. Rosado Rivera Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
27th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: J. Rosado Rivera Retirement Plan · Sponsored by Jorge L. Rosado Rivera · Puerto Rico · Other Services

$1M in assets, 1 participants

Jorge L. Rosado Rivera's J. Rosado Rivera Retirement Plan reported $1M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,219 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, J. Rosado Rivera Retirement Plan ranks #4,219 of 8,398 2022 filers by assets (1723% of the sector average)-$1M for 1 participant.

#4,219
in Other Services (8,398 peers)
-13.1%
assets change YoY

The plan reported a net loss of $175K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

J. Rosado Rivera Retirement Plan among the smaller filed plans by assets

J. Rosado Rivera Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,164,670 27th percentile higher than 27% of 139,123 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 2022

J. Rosado Rivera Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J. Rosado Rivera Retirement Plan is a micro filing (1 participant), the leftmost band.

DOL schedule card

Filing strip 666046060 · Jorge L. Rosado Rivera PY 2022 · Profit Sharing

J. Rosado Rivera Retirement Plan · $1M · 1 · 27th

  • BOY $1M
  • SCH 1
  • EBSA 27th
  • PART Profit Sharing
  • TYPE near Fallen Angels Productions Inc Profit Sharing Plan
  • NET ind #4219

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 →

J. Rosado Rivera Retirement Plan in the asset neighbourhood

Valley Nephrology Medical Group Profit Sharing PlanValley Nephrology Medical Gr…$1MJ. Rosado Rivera Retirement PlanJ. Rosado Rivera Retirement …$1MFallen Angels Productions Inc Profit Sharing PlanFallen Angels Productions In…$1MAim Independent Living Center 403(b) PlanAim Independent Living Cente…$1MCostanzo & Lazzaro Vip Profit Sharing PlanCostanzo & Lazzaro Vip Profi…$1M
End-of-year total assets ($M) among J. Rosado Rivera Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$175K
Employer EIN666046060
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jorge L. Rosado Rivera)

Sponsor-wide plan assets over time

All Jorge L. Rosado Rivera plans reported in each filing year

Latest sponsor-wide plan assets
$1M 12.595585015497951% vs 2022
2024 filing year
$1.1M$1.15M$1.2M$1.25M$1.3M$1.35M 202220232024 $1.16M $1.31M ▲ +12.9%
Year Plans Participants Total Assets
2022 1 1 $1M
2023 1 1 $1M
2024 1 1 $1M

Nearby Profit Sharing Plans in Puerto Rico

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

J. Rosado Rivera Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants J. Rosado Rivera Retirement Plan, Total assets ($M): 1.16467 · Participants: 1J. Rosado Rivera Retirement PlanThe Retirement and Savings Plan for Amgen Manufacturing, Limited, Total assets ($M): 610.714871 · Participants: 2614The Retirement and Savings Plan for Amgen Manufacturing, LimitedPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 560.659802 · Participants: 7773Popular, Inc. Pr Savings and Investment PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 335.866134 · Participants: 1038The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 157.996201 · Participants: 743Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation PlanThe Oriental Bank Coda Profit Sharing Plan, Total assets ($M): 110.491013 · Participants: 2082The Oriental Bank Coda Profit Sharing Plan
J. Rosado Rivera Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

J. Rosado Rivera Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Fallen Angels Productions Inc Profit Sharing Plan in CA ($1M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (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 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did J. Rosado Rivera Retirement Plan assets move in 2022?
J. Rosado Rivera Retirement Plan pulled back noticeably - down 13.1% during 2022, from $1M to $1M. Reported net income was -$175K.
How have Jorge L. Rosado Rivera plan assets changed over time?
Across 3 plan years on file (2022-2024), Jorge L. Rosado Rivera's sponsor-wide assets grew 12.6%, from $1M to $1M.
Which Profit Sharing plans are similar in size to J. Rosado Rivera Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Fallen Angels Productions Inc Profit Sharing Plan in CA ($1M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to J. Rosado Rivera Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $272K in assets).