Profit Sharing · DOL Form 5500 · 2022
Josefina Ortiz Rivera Profit Sharing Plan
Data updated 2026-08-25
- $655K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $130,978
- Avg per participant Near avg balance/head
Official DOL plan name: Oficina Medica Josefina Ortiz LLC Retirement Plan · Sponsored by Josefina Ortiz Rivera · Puerto Rico · Healthcare & Social Assistance
$655K in assets, 5 participants
Josefina Ortiz Rivera's Oficina Medica Josefina Ortiz LLC Retirement Plan reported $655K in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 21st 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.
- #3,422 in Healthcare & Social Assistance (20,060 peers)
Josefina Ortiz Rivera multi-year trail
Josefina Ortiz Rivera's plans moved +30.6% in assets from 2022 to 2024; this filing shows Oficina Medica Josefina Ortiz LLC Retirement Plan at $655K / 5 participants.
- #3,422
- in Healthcare & Social Assistance (20,060 peers)
- -5.4%
- assets change YoY
The plan reported a net loss of $41K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Oficina Medica Josefina Ortiz LLC Retirement Plan among the smaller filed plans by assets
Oficina Medica Josefina Ortiz LLC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$654,892 21st percentile higher than 21% 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
Oficina Medica Josefina Ortiz LLC 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. Oficina Medica Josefina Ortiz LLC Retirement Plan is a micro filing (5 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 660909940 · Josefina Ortiz Rivera PY 2022 · Profit Sharing
Oficina Medica Josefina Ortiz LLC Retirement Plan · $655K · 5 · 21st
- BOOK $655K
- BOOK 5
- BOOK 21st
- BOOK Profit Sharing
- BOOK near Bridge Harbour Marina Services, Inc. Retirement Plan
- BOOK ind #3422
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 →
Oficina Medica Josefina Ortiz LLC Retirement Plan in the asset neighbourhood
Josefina Ortiz Rivera multi-year asset trail
Sponsor-wide plan assets over time
All Josefina Ortiz Rivera plans reported in each filing year
- Latest sponsor-wide plan assets
- $855K 30.577102789467574% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $655K |
| 2023 | 1 | 5 | $763K |
| 2024 | 1 | 7 | $855K |
Josefina Ortiz Rivera filing trail (2022)
| Total Assets (Beginning of Year) | $692K |
|---|---|
| Net Assets (End of Year) | $637K |
| Net Income | -$41K |
| Employer EIN | 660909940 |
| Plan Effective Date | 2012-01-01 |
| 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
Oficina Medica Josefina Ortiz LLC Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Bridge Harbour Marina Services, Inc. Retirement Plan in KY ($655K); by covered participants it is Summit Equity Group Lashes, Inc. Retirement Plan in FL (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($655K here).
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Summit Equity Group Lashes, Inc. Retirement Plan (FL) 5 · 0 off
- Unit Design Inc Ps (LA) 5 · 0 off
- Kull N Claude Fleet Services, Inc. Profit Sharing Plan (MN) 5 · 0 off
- Nomax Inc. Retirement Plan (LA) 5 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.