Profit Sharing · DOL Form 5500 · 2022

Ruben L. Bravo Valverde Profit Sharing Plan

Data updated 2026-08-25

$397K
Total assets Small plan by assets
1
Participants Small participant base
16th
Percentile by assets National rank
$396,919
Avg per participant High balance/head
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Official DOL plan name: R. Bravo Valverde Retirement Plan · Sponsored by Ruben L. Bravo Valverde · Puerto Rico · Healthcare & Social Assistance

$397K in assets, 1 participants

Ruben L. Bravo Valverde's R. Bravo Valverde Retirement Plan reported $397K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,429 in Healthcare & Social Assistance (20,060 peers)

Ruben L. Bravo Valverde multi-year trail

Ruben L. Bravo Valverde's plans moved +24.2% in assets from 2022 to 2024; this filing shows R. Bravo Valverde Retirement Plan at $397K / 1 participant.

#2,429
in Healthcare & Social Assistance (20,060 peers)
-30.3%
assets change YoY

The plan reported a net loss of $173K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

R. Bravo Valverde Retirement Plan among the smaller filed plans by assets

R. Bravo Valverde Retirement Plan vs every filed plan by assets

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

$396,919 16th percentile higher than 16% 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

R. Bravo Valverde 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. R. Bravo Valverde Retirement Plan is a micro filing (1 participant), the leftmost band.

EBSA filing schedule strip

Filing strip 055483915 · Ruben L. Bravo Valverde PY 2022 · Profit Sharing

R. Bravo Valverde Retirement Plan · $397K · 1 · 16th

  • EBSA $397K
  • EBSA 1
  • EBSA 16th
  • EBSA Profit Sharing
  • EBSA near Joie De Vivre Inc. Retirement Plan
  • EBSA ind #2429

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 →

R. Bravo Valverde Retirement Plan in the asset neighbourhood

R. Bravo Valverde Retirement PlanR. Bravo Valverde Retirement…$397KJoie De Vivre Inc. Retirement PlanJoie De Vivre Inc. Retiremen…$397KRichard M. Chasin Md Profit Sharing Plan & TrustRichard M. Chasin Md Profit …$397KPay Dealer Cost, Inc. Pension Transfer Trust PlanPay Dealer Cost, Inc. Pensio…$397KD & B Grocery, Inc. Profit Sharing PlanD & B Grocery, Inc. Profit S…$397K
End-of-year total assets ($M) among R. Bravo Valverde Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Ruben L. Bravo Valverde multi-year asset trail

Sponsor-wide plan assets over time

All Ruben L. Bravo Valverde plans reported in each filing year

Latest sponsor-wide plan assets
$493K 24.19334927277354% vs 2022
2024 filing year
$0.35M$0.4M$0.45M$0.5M 202220232024 $0.4M $0.49M ▲ +22.5%
Year Plans Participants Total Assets
2022 1 1 $397K
2023 1 1 $442K
2024 2 2 $493K

Ruben L. Bravo Valverde filing trail (2022)

Total Assets (Beginning of Year)$570K
Net Assets (End of Year)$397K
Net Income-$173K
Employer EIN055483915
Plan Effective Date2019-03-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

R. Bravo Valverde Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants R. Bravo Valverde Retirement Plan, Total assets ($M): 0.396919 · Participants: 1R. Bravo Valverde 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
R. Bravo Valverde Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare R. Bravo Valverde Retirement Plan side-by-side with 3 peers →

R. Bravo Valverde Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Joie De Vivre Inc. Retirement Plan in CT ($397K); 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 R. Bravo Valverde Retirement Plan assets move in 2022? ▼
R. Bravo Valverde Retirement Plan contracted severely - down 30.3% during 2022, from $570K to $397K. Reported net income was -$173K.
How have Ruben L. Bravo Valverde plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ruben L. Bravo Valverde's sponsor-wide assets grew 24.2%, from $397K to $493K.
Where does R. Bravo Valverde Retirement Plan rank by assets among Form 5500 filers? ▼
R. Bravo Valverde Retirement Plan ranks in the 16th 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 R. Bravo Valverde Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Joie De Vivre Inc. Retirement Plan in CT ($397K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to R. Bravo Valverde 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).

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 055483915.

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.