Other · DOL Form 5500 · 2022

Lourdes Kutbi Rivera Retirement Plan

Data updated 2026-08-25

$327K
Total assets Small plan by assets
3
Participants Small participant base
14th
Percentile by assets National rank
$108,867
Avg per participant Below avg balance/head
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Official DOL plan name: Lourdes Kutbi Rivera Retirement Plan · Sponsored by Lourdes Kutbi Rivera · Puerto Rico · Healthcare & Social Assistance

$327K in assets, 3 participants

Lourdes Kutbi Rivera's Lourdes Kutbi Rivera Retirement Plan reported $327K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 14th 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.

  • #2,106 in Healthcare & Social Assistance (20,060 peers)

What the 2022 filing shows

Lourdes Kutbi Rivera Retirement Plan holds $327K for 3 participants - about $108,867 per participant, among the smaller plans by assets on file.

#2,106
in Healthcare & Social Assistance (20,060 peers)
-4.2%
assets change YoY

The plan reported a net loss of $14K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lourdes Kutbi Rivera Retirement Plan among the smaller filed plans by assets

Lourdes Kutbi Rivera Retirement Plan vs every filed plan by assets

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

$326,600 14th percentile higher than 14% 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

Lourdes Kutbi 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. Lourdes Kutbi Rivera Retirement Plan is a micro filing (3 participants), the leftmost band.

DOL schedule card

Filing strip 900221776 · Lourdes Kutbi Rivera PY 2022 · Other

Lourdes Kutbi Rivera Retirement Plan · $327K · 3 · 14th

  • TYPE $327K
  • TYPE 3
  • TYPE 14th
  • TYPE Other
  • TYPE near Arkansas State Golf Association 403 (B) Plan
  • TYPE ind #2106

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 →

Lourdes Kutbi Rivera Retirement Plan in the asset neighbourhood

Lourdes Kutbi Rivera Retirement PlanLourdes Kutbi Rivera Retirem…$327KEugene J Stagnaro Co Lpa$332KArkansas State Golf Association 403 (B) PlanArkansas State Golf Associat…$324KUniversity of Northwestern Ohio 401(a) Tda PlanUniversity of Northwestern O…$324KTax Deferred Annuity Plan of Plymouth Community United WayTax Deferred Annuity Plan of…$323K
End-of-year total assets ($M) among Lourdes Kutbi Rivera Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$341K
Net Assets (End of Year)$327K
Net Income-$14K
Employer EIN900221776
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lourdes Kutbi Rivera)

Sponsor-wide plan assets over time

All Lourdes Kutbi Rivera plans reported in each filing year

Latest sponsor-wide plan assets
$301K 7.8790569503980405% vs 2022
2024 filing year
$0.28M$0.3M$0.32M$0.34M$0.36M 202220232024 $0.33M $0.3M ▼ -9.1%
Year Plans Participants Total Assets
2022 1 3 $327K
2023 1 2 $349K
2024 1 1 $301K

Nearby Other Plans in Puerto Rico

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

Lourdes Kutbi Rivera Retirement Plan vs. nearby Other plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -500050010001500 -20020406080100 Total assets ($M) Participants Lourdes Kutbi Rivera Retirement Plan, Total assets ($M): 0.3266 · Participants: 3Lourdes Kutbi Rivera Retirement PlanEvertec Group, LLC Savings & Investment Plan Savings and Investment Plan, Total assets ($M): 84.797751 · Participants: 1287Evertec Group, LLC Savings & Investment Plan Savings and Investment PlanBd Savings Plan for Puerto Rico Employees, Total assets ($M): 58.71303 · Participants: 692Bd Savings Plan for Puerto Rico EmployeesThe Eaton Puerto Rico Retirement Savings Plan, Total assets ($M): 54.286487 · Participants: 1415The Eaton Puerto Rico Retirement Savings PlanUnion De Tronquistas De Puerto Rico Local 901 of Crowley Liner Services Puerto Rico Inc Defined Contribution Retirement Plan, Total assets ($M): 21.354388 · Participants: 209Union De Tronquistas De Puerto Rico Local 901 of Crowley Liner Services Puerto Rico Inc Defined Contribution Retirement PlanRetirement Plan of Henkel Puerto Rico, Inc., Total assets ($M): 16.251075 · Participants: 196Retirement Plan of Henkel Puerto Rico, Inc.
Lourdes Kutbi Rivera Retirement Plan vs. nearby Other plans in Puerto Rico, assets vs. participants
Compare Lourdes Kutbi Rivera Retirement Plan side-by-side with 3 peers →

Lourdes Kutbi Rivera Retirement Plan's out-of-state Other peers by assets and headcount

Outside Puerto Rico, the nearest Other by assets is Arkansas State Golf Association 403 (B) Plan in AR ($324K); by covered participants it is Juile a Staggers Profit Sharing Plan in VA (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); 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 Lourdes Kutbi Rivera Retirement Plan assets move in 2022? ▼
Lourdes Kutbi Rivera Retirement Plan edged down modestly - down 4.2% during 2022, from $341K to $327K. Reported net income was -$14K.
How have Lourdes Kutbi Rivera plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lourdes Kutbi Rivera's sponsor-wide assets declined 7.9%, from $327K to $301K.
Where does Lourdes Kutbi Rivera Retirement Plan rank by assets among Form 5500 filers? ▼
Lourdes Kutbi Rivera Retirement Plan ranks in the 14th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Other plans are similar in size to Lourdes Kutbi Rivera Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Arkansas State Golf Association 403 (B) Plan in AR ($324K, 5 participants).
Which Other plans cover a similar participant headcount to Lourdes Kutbi Rivera Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Juile a Staggers Profit Sharing Plan in VA (3 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 900221776.

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.