Profit Sharing · DOL Form 5500 · 2022

Benito Morales Rivera Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
32nd
Percentile by assets National rank
$1.8M
Avg per participant High balance/head
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Official DOL plan name: Benito Morales Rivera Retirement Plan · Sponsored by Benito Morales Rivera · Puerto Rico · Professional & Technical Services

$2M in assets, 1 participants

Benito Morales Rivera's Benito Morales Rivera Retirement Plan reported $2M in total assets and 1 participant 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.

  • #6,225 in Professional & Technical Services (21,562 peers)

Benito Morales Rivera multi-year trail

Benito Morales Rivera's plans moved +27.4% in assets from 2022 to 2024; this filing shows Benito Morales Rivera Retirement Plan at $2M / 1 participant.

#6,225
in Professional & Technical Services (21,562 peers)
-15.2%
assets change YoY

The plan reported a net loss of $326K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Benito Morales Rivera Retirement Plan among the smaller filed plans by assets

Benito Morales Rivera Retirement Plan vs every filed plan by assets

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

$1,813,225 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

Benito Morales Rivera 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. Benito Morales Rivera Retirement Plan is a micro filing (1 participant), the leftmost band.

Plan-year Form 5500 strip

Filing strip 581080740 · Benito Morales Rivera PY 2022 · Profit Sharing

Benito Morales Rivera Retirement Plan · $2M · 1 · 32nd

  • PHOTO $2M
  • IND 1
  • EOY 32nd
  • 5500 Profit Sharing
  • ASSETS near Wfm Acquisition Group, Inc. Retirement Plan
  • PCT ind #6225

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 Professional & Technical Services retirement plans → · Plans in Puerto Rico →

Benito Morales Rivera Retirement Plan in the asset neighbourhood

Benito Morales Rivera Retirement PlanBenito Morales Rivera Retire…$2MWfm Acquisition Group, Inc. Retirement PlanWfm Acquisition Group, Inc. …$2MRussell, Inc. Retirement Plan$2MStay and Play Enterprises Inc. Retirement PlanStay and Play Enterprises In…$2MWendell Sawyer Furniture Co., Inc. Profit Sharing PlanWendell Sawyer Furniture Co.…$2M
End-of-year total assets ($M) among Benito Morales Rivera Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Benito Morales Rivera multi-year asset trail

Sponsor-wide plan assets over time

All Benito Morales Rivera plans reported in each filing year

Latest sponsor-wide plan assets
$103M 27.362675132006874% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $81.2M $103M ▲ +27.4%
Year Plans Participants Total Assets
2022 3 942 $81M
2023 3 868 $94M
2024 2 933 $103M

Benito Morales Rivera filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$326K
Employer EIN581080740
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Benito Morales Rivera Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Benito Morales Rivera Retirement Plan, Total assets ($M): 1.813225 · Participants: 1Benito Morales Rivera 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
Benito Morales Rivera Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

Benito Morales Rivera Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Wfm Acquisition Group, Inc. Retirement Plan in AZ ($2M); 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 Benito Morales Rivera Retirement Plan assets move in 2022?
Benito Morales Rivera Retirement Plan declined sharply - down 15.2% during 2022, from $2M to $2M. Reported net income was -$326K.
How have Benito Morales Rivera plan assets changed over time?
Across 3 plan years on file (2022-2024), Benito Morales Rivera's sponsor-wide assets grew 27.4%, from $81M to $103M.
Which Profit Sharing plans are similar in size to Benito Morales Rivera Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Wfm Acquisition Group, Inc. Retirement Plan in AZ ($2M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Benito Morales Rivera 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).