Profit Sharing · DOL Form 5500 · 2022

Dr. Javier Ortiz Cervera Profit Sharing Plan

Data updated 2026-08-25

$461K
Total assets Small plan by assets
2
Participants Small participant base
18th
Percentile by assets National rank
$230,290
Avg per participant Above avg balance/head
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Official DOL plan name: Javier Ortiz Cervera Profit Sharing Retirement Plan · Sponsored by Dr. Javier Ortiz Cervera · Puerto Rico · Healthcare & Social Assistance

$461K in assets, 2 participants

Dr. Javier Ortiz Cervera's Javier Ortiz Cervera Profit Sharing Retirement Plan reported $461K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 18th 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.

  • #2,709 in Healthcare & Social Assistance (20,060 peers)

Dr. Javier Ortiz Cervera multi-year trail

Dr. Javier Ortiz Cervera's plans moved +13.3% in assets from 2022 to 2024; this filing shows Javier Ortiz Cervera Profit Sharing Retirement Plan at $461K / 2 participants.

#2,709
in Healthcare & Social Assistance (20,060 peers)
-20.3%
assets change YoY

The plan reported a net loss of $117K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Javier Ortiz Cervera Profit Sharing Retirement Plan among the smaller filed plans by assets

Javier Ortiz Cervera Profit Sharing Retirement Plan vs every filed plan by assets

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

$460,579 18th percentile higher than 18% 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

Javier Ortiz Cervera Profit Sharing 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. Javier Ortiz Cervera Profit Sharing Retirement Plan is a micro filing (2 participants), the leftmost band.

DOL schedule card

Filing strip 061431774 · Dr. Javier Ortiz Cervera PY 2022 · Profit Sharing

Javier Ortiz Cervera Profit Sharing Retirement Plan · $461K · 2 · 18th

  • 5500 $461K
  • 5500 2
  • 5500 18th
  • 5500 Profit Sharing
  • 5500 near Telios Group Incorporated Retirement Plan
  • 5500 ind #2709

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 →

Javier Ortiz Cervera Profit Sharing Retirement Plan in the asset neighbourhood

Javier Ortiz Cervera Profit Sharing Retirement PlanJavier Ortiz Cervera Profit …$461KTelios Group Incorporated Retirement PlanTelios Group Incorporated Re…$461KFair Andreen, Incorporated Retirement PlanFair Andreen, Incorporated R…$461KBig Fella Inc. Retirement PlanBig Fella Inc. Retirement Pl…$460KStarboard Management Group, Inc. Retirement PlanStarboard Management Group, …$460K
End-of-year total assets ($M) among Javier Ortiz Cervera Profit Sharing Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Dr. Javier Ortiz Cervera multi-year asset trail

Sponsor-wide plan assets over time

All Dr. Javier Ortiz Cervera plans reported in each filing year

Latest sponsor-wide plan assets
$522K 13.347113090262475% vs 2022
2024 filing year
$0.44M$0.46M$0.48M$0.5M$0.52M$0.54M 202220232024 $0.46M $0.52M ▲ +13.0%
Year Plans Participants Total Assets
2022 1 2 $461K
2023 1 2 $471K
2024 1 1 $522K

Dr. Javier Ortiz Cervera filing trail (2022)

Total Assets (Beginning of Year)$578K
Net Assets (End of Year)$423K
Net Income-$117K
Employer EIN061431774
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Javier Ortiz Cervera Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Javier Ortiz Cervera Profit Sharing Retirement Plan, Total assets ($M): 0.460579 · Participants: 2Javier Ortiz Cervera Profit Sharing 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
Javier Ortiz Cervera Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Javier Ortiz Cervera Profit Sharing Retirement Plan side-by-side with 3 peers →

Javier Ortiz Cervera Profit Sharing Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Telios Group Incorporated Retirement Plan in MN ($461K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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 Javier Ortiz Cervera Profit Sharing Retirement Plan assets move in 2022? ▼
Javier Ortiz Cervera Profit Sharing Retirement Plan declined sharply - down 20.3% during 2022, from $578K to $461K. Reported net income was -$117K.
How have Dr. Javier Ortiz Cervera plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dr. Javier Ortiz Cervera's sponsor-wide assets grew 13.3%, from $461K to $522K.
Where does Javier Ortiz Cervera Profit Sharing Retirement Plan rank by assets among Form 5500 filers? ▼
Javier Ortiz Cervera Profit Sharing Retirement Plan ranks in the 18th 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 Profit Sharing plans are similar in size to Javier Ortiz Cervera Profit Sharing Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Telios Group Incorporated Retirement Plan in MN ($461K, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Javier Ortiz Cervera Profit Sharing 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, $4M 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 061431774.

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.