Profit Sharing · DOL Form 5500 · 2022
Victor M. Rivera Jimenez 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
Official DOL plan name: Balblair Retirement Plan · Sponsored by Victor M. Rivera Jimenez · Puerto Rico · Healthcare & Social Assistance
$1M in assets, 1 participants
Victor M. Rivera Jimenez's Balblair 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.
- #5,067 in Healthcare & Social Assistance (20,060 peers)
Victor M. Rivera Jimenez multi-year trail
Victor M. Rivera Jimenez's plans moved +19.9% in assets from 2022 to 2023; this filing shows Balblair Retirement Plan at $1M / 1 participant.
- #5,067
- in Healthcare & Social Assistance (20,060 peers)
- +0.9%
- assets growth YoY
Balblair Retirement Plan among the smaller filed plans by assets
Balblair Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,229,838 27th percentile higher than 27% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Balblair 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. Balblair Retirement Plan is a micro filing (1 participant), the leftmost band.
Published 5500 schedule card
Filing strip 584789570 · Victor M. Rivera Jimenez PY 2022 · Profit Sharing
Balblair Retirement Plan · $1M · 1 · 27th
- PART $1M
- PART 1
- PART 27th
- PART Profit Sharing
- PART near Atlantic Adjusting Co., Inc Profit Sharing Plan
- PART ind #5067
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 →
Balblair Retirement Plan in the asset neighbourhood
Victor M. Rivera Jimenez multi-year asset trail
Sponsor-wide plan assets over time
All Victor M. Rivera Jimenez plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 19.920184609680298% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $1M |
| 2023 | 1 | 1 | $1M |
Victor M. Rivera Jimenez filing trail (2022)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $11K |
| Employer EIN | 584789570 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Puerto Rico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Retirement and Savings Plan for Amgen Manufacturing, Limited $611M · 2,614
- Popular, Inc. Pr Savings and Investment Plan $561M · 7,773
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico $336M · 1,038
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $158M · 743
- The Oriental Bank Coda Profit Sharing Plan $110M · 2,082
Balblair Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Atlantic Adjusting Co., Inc Profit Sharing Plan in NJ ($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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
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.