Profit Sharing · DOL Form 5500 · 2022

Dr. Nicolas Betancourt Fernandez Dra. Vanessa Olivo Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
32nd
Percentile by assets National rank
$866,725
Avg per participant High balance/head
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Official DOL plan name: Betancourt & Olivo Retirement Plan · Sponsored by Dr. Nicolas Betancourt Fernandez Dra. Vanessa Olivo · Puerto Rico · Healthcare & Social Assistance

$2M in assets, 2 participants

Dr. Nicolas Betancourt Fernandez Dra. Vanessa Olivo's Betancourt & Olivo Retirement Plan reported $2M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #6,378 in Healthcare & Social Assistance (20,060 peers)

2022 asset change

Betancourt & Olivo Retirement Plan pulled back noticeably 10.9% in 2022 ($2M → $2M) for 2 participants.

#6,378
in Healthcare & Social Assistance (20,060 peers)
-10.9%
assets change YoY

The plan reported a net loss of $213K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Betancourt & Olivo Retirement Plan among the smaller filed plans by assets

Betancourt & Olivo Retirement Plan vs every filed plan by assets

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

$1,733,449 32nd percentile higher than 32% 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

Betancourt & Olivo 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. Betancourt & Olivo Retirement Plan is a micro filing (2 participants), the leftmost band.

Published 5500 schedule card

Filing strip 660486341 · Dr. Nicolas Betancourt Fernandez Dra. Vanessa Olivo PY 2022 · Profit Sharing

Betancourt & Olivo Retirement Plan · $2M · 2 · 32nd

  • RANK $2M
  • PHOTO 2
  • IND 32nd
  • EOY Profit Sharing
  • 5500 near Warren, Kerr, Walston, Taylor & Smith LLP Retirement Plan
  • ASSETS ind #6378

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 →

Betancourt & Olivo Retirement Plan in the asset neighbourhood

Betancourt & Olivo Retirement PlanBetancourt & Olivo Retiremen…$2MWarren, Kerr, Walston, Taylor & Smith LLP Retirement PlanWarren, Kerr, Walston, Taylo…$2MNeurosurgeons, Ltd. Profit Sharing PlanNeurosurgeons, Ltd. Profit S…$2MMagnolia Home Solutions, Inc. Retirement PlanMagnolia Home Solutions, Inc…$2MNewman Holdings, Inc. Profit Sharing PlanNewman Holdings, Inc. Profit…$2M
End-of-year total assets ($M) among Betancourt & Olivo Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Dr. Nicolas Betancourt Fernandez Dra. Vanessa Olivo years around the 2022 move

Sponsor-wide plan assets over time

All Dr. Nicolas Betancourt Fernandez Dra. Vanessa Olivo plans reported in each filing year

Latest sponsor-wide plan assets
$2M 9.644010293928462% vs 2022
2024 filing year
$1.7M$1.8M$1.9M$2M 202220232024 $1.73M $1.9M ▲ +9.8%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $2M

2022 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$213K
Employer EIN660486341
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Betancourt & Olivo Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Betancourt & Olivo Retirement Plan, Total assets ($M): 1.733449 · Participants: 2Betancourt & Olivo 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
Betancourt & Olivo Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Betancourt & Olivo Retirement Plan side-by-side with 3 peers →

Betancourt & Olivo Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Warren, Kerr, Walston, Taylor & Smith LLP Retirement Plan in NC ($2M); 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 Betancourt & Olivo Retirement Plan assets move in 2022? ▼
Betancourt & Olivo Retirement Plan pulled back noticeably - down 10.9% during 2022, from $2M to $2M. Reported net income was -$213K.
How have Dr. Nicolas Betancourt Fernandez Dra. Vanessa Olivo plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dr. Nicolas Betancourt Fernandez Dra. Vanessa Olivo's sponsor-wide assets grew 9.6%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Betancourt & Olivo Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Warren, Kerr, Walston, Taylor & Smith LLP Retirement Plan in NC ($2M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Betancourt & Olivo 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 660486341.

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.