Profit Sharing · DOL Form 5500 · 2022

Roberto Bengoa Cavallieri Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
1
Participants Small participant base
51st
Percentile by assets National rank
$5.0M
Avg per participant High balance/head
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Official DOL plan name: Rc Retirement Plan · Sponsored by Roberto Bengoa Cavallieri · Puerto Rico · Other Services

$5M in assets, 1 participants

Roberto Bengoa Cavallieri's Rc Retirement Plan reported $5M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 51st 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.

  • #5,840 in Other Services (8,398 peers)

Roberto Bengoa Cavallieri multi-year trail

Roberto Bengoa Cavallieri's plans moved +28.3% in assets from 2022 to 2024; this filing shows Rc Retirement Plan at $5M / 1 participant.

#5,840
in Other Services (8,398 peers)
+5.8%
assets growth YoY

Rc Retirement Plan's mid-pack asset rank among Other Services and all filers

Rc Retirement Plan vs every filed plan by assets

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

$5,021,479 Top 49% higher than 51% 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

Rc 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. Rc Retirement Plan is a micro filing (1 participant), the leftmost band.

EBSA filing schedule strip

Filing strip 581887072 · Roberto Bengoa Cavallieri PY 2022 · Profit Sharing

Rc Retirement Plan · $5M · 1 · 51st

  • PHOTO $5M
  • PHOTO 1
  • PHOTO 51st
  • PHOTO Profit Sharing
  • PHOTO near Inmon Corp Profit Sharing Plan Participant Qrp
  • PHOTO ind #5840

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 →

Rc Retirement Plan in the asset neighbourhood

Inmon Corp Profit Sharing Plan Participant QrpInmon Corp Profit Sharing Pl…$5MKen Jones Construction, Inc Profit Sharing PlanKen Jones Construction, Inc …$5MSchuylkill Health System Defined Contribution PlanSchuylkill Health System Def…$5MPpsftc 403(b) Plan$5MRc Retirement Plan$5M
End-of-year total assets ($M) among Rc Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Roberto Bengoa Cavallieri multi-year asset trail

Sponsor-wide plan assets over time

All Roberto Bengoa Cavallieri plans reported in each filing year

Latest sponsor-wide plan assets
$6M 28.33961866613402% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $5.02M $6.44M ▲ +28.3%
Year Plans Participants Total Assets
2022 1 1 $5M
2023 1 1 $7M
2024 1 1 $6M

Roberto Bengoa Cavallieri filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$275K
Employer EIN581887072
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Rc Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Rc Retirement Plan, Total assets ($M): 5.021479 · Participants: 1Rc 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
Rc Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

Rc Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Inmon Corp Profit Sharing Plan Participant Qrp in CA ($5M); 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 Rc Retirement Plan assets move in 2022?
Rc Retirement Plan grew at a solid clip - up 5.8% during 2022, from $5M to $5M. Reported net income was $275K.
How have Roberto Bengoa Cavallieri plan assets changed over time?
Across 3 plan years on file (2022-2024), Roberto Bengoa Cavallieri's sponsor-wide assets grew 28.3%, from $5M to $6M.
Which Profit Sharing plans are similar in size to Rc Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Inmon Corp Profit Sharing Plan Participant Qrp in CA ($5M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Rc 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).