Profit Sharing · DOL Form 5500 · 2022

Jose H. Valentin Sivico Profit Sharing Plan

Data updated 2026-08-25

$150K
Total assets Small plan by assets
7
Participants Small participant base
8th
Percentile by assets National rank
$21,439
Avg per participant Low balance/head
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Official DOL plan name: Jose H. Valentin Sivico Dmd Retirement Plan · Sponsored by Jose H. Valentin Sivico · Puerto Rico · Healthcare & Social Assistance

$150K in assets, 7 participants

Jose H. Valentin Sivico's Jose H. Valentin Sivico Dmd Retirement Plan reported $150K in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 8th 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.

  • #1,177 in Healthcare & Social Assistance (20,060 peers)

2022 asset change

Jose H. Valentin Sivico Dmd Retirement Plan grew sharply 20.0% in 2022 ($125K → $150K) for 7 participants.

#1,177
in Healthcare & Social Assistance (20,060 peers)
+20.0%
assets growth YoY

Jose H. Valentin Sivico Dmd Retirement Plan among the smaller filed plans by assets

Jose H. Valentin Sivico Dmd Retirement Plan vs every filed plan by assets

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

$150,073 8th percentile higher than 8% 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

Jose H. Valentin Sivico Dmd 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. Jose H. Valentin Sivico Dmd Retirement Plan is a micro filing (7 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 660722394 · Jose H. Valentin Sivico PY 2022 · Profit Sharing

Jose H. Valentin Sivico Dmd Retirement Plan · $150K · 7 · 8th

  • EIN $150K
  • EIN 7
  • EIN 8th
  • EIN Profit Sharing
  • EIN near American Sky Holdings, Inc. Retirement Plan
  • EIN ind #1177

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 →

Jose H. Valentin Sivico Dmd Retirement Plan in the asset neighbourhood

Jose H. Valentin Sivico Dmd Retirement PlanJose H. Valentin Sivico Dmd …$150KAmerican Sky Holdings, Inc. Retirement PlanAmerican Sky Holdings, Inc. …$150KColonial Container Co. Retirement PlanColonial Container Co. Retir…$150KNe Ga Biohazard Inc. Retirement PlanNe Ga Biohazard Inc. Retirem…$150KKeystone Jtb Incorporated Retirement PlanKeystone Jtb Incorporated Re…$150K
End-of-year total assets ($M) among Jose H. Valentin Sivico Dmd Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Jose H. Valentin Sivico years around the 2022 move

Sponsor-wide plan assets over time

All Jose H. Valentin Sivico plans reported in each filing year

Latest sponsor-wide plan assets
$154K 2.873934685119908% vs 2022
2024 filing year
$0.15M 202220232024 $0.15M $0.15M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 7 $150K
2023 1 10 $154K
2024 1 10 $154K

2022 asset-move particulars

Total Assets (Beginning of Year)$125K
Net Assets (End of Year)$150K
Net Income$25K
Employer EIN660722394
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Jose H. Valentin Sivico Dmd Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Jose H. Valentin Sivico Dmd Retirement Plan, Total assets ($M): 0.150073 · Participants: 7Jose H. Valentin Sivico Dmd 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
Jose H. Valentin Sivico Dmd Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Jose H. Valentin Sivico Dmd Retirement Plan side-by-side with 3 peers →

Jose H. Valentin Sivico Dmd Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is American Sky Holdings, Inc. Retirement Plan in WI ($150K); by covered participants it is Central Home Health Care Inc. Profit Sharing Plan in MI (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($150K here).

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); 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 Jose H. Valentin Sivico Dmd Retirement Plan assets move in 2022? ▼
Jose H. Valentin Sivico Dmd Retirement Plan grew sharply - up 20.0% during 2022, from $125K to $150K. Reported net income was $25K.
How have Jose H. Valentin Sivico plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jose H. Valentin Sivico's sponsor-wide assets grew 2.9%, from $150K to $154K.
Where does Jose H. Valentin Sivico Dmd Retirement Plan rank by assets among Form 5500 filers? ▼
Jose H. Valentin Sivico Dmd Retirement Plan ranks in the 8th 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 Jose H. Valentin Sivico Dmd Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is American Sky Holdings, Inc. Retirement Plan in WI ($150K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Jose H. Valentin Sivico Dmd Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Central Home Health Care Inc. Profit Sharing Plan in MI (7 participants, $393K 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 660722394.

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.