Profit Sharing · DOL Form 5500 · 2023

Ramon a. Montalvo Alvarez Profit Sharing Plan

Data updated 2026-08-25

$461K
Total assets Small plan by assets
1
Participants Small participant base
17th
Percentile by assets National rank
$460,922
Avg per participant High balance/head
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Official DOL plan name: Ramon a. Montalvo Alvarez Retirement Plan · Sponsored by Ramon a. Montalvo Alvarez · Puerto Rico · Healthcare & Social Assistance

$461K in assets, 1 participants

Ramon a. Montalvo Alvarez's Ramon a. Montalvo Alvarez Retirement Plan reported $461K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

  • #2,207 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Ramon a. Montalvo Alvarez Retirement Plan holds $461K for 1 participant - about $460,922 per participant, among the smaller plans by assets on file.

#2,207
in Healthcare & Social Assistance (17,684 peers)
+4.7%
assets growth YoY

Ramon a. Montalvo Alvarez Retirement Plan among the smaller filed plans by assets

Ramon a. Montalvo Alvarez Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$460,922 17th percentile higher than 17% of 127,068 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 2023

Ramon a. Montalvo Alvarez Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ramon a. Montalvo Alvarez Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ramon a. Montalvo Alvarez Retirement Plan reported net income rose from -$52K in the plan year 2022 filing to $21K in the plan year 2023 filing.
  • Ramon a. Montalvo Alvarez Retirement Plan end-of-year assets rose from $440K in the plan year 2022 filing to $461K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 660378848 · Ramon a. Montalvo Alvarez PY 2023 · Profit Sharing

Ramon a. Montalvo Alvarez Retirement Plan · $461K · 1 · 17th

  • VS-ST $461K
  • BOY 1
  • SCH 17th
  • EBSA Profit Sharing
  • PART near Dknj Enterprises Inc Profit Sharing Plan
  • TYPE ind #2207

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 →

Ramon a. Montalvo Alvarez Retirement Plan in the asset neighbourhood

Ramon a. Montalvo Alvarez Retirement PlanRamon a. Montalvo Alvarez Re…$461KDknj Enterprises Inc Profit Sharing PlanDknj Enterprises Inc Profit …$461KFranklin Insurance & Financial Services, Inc. Profit Sharing PlanFranklin Insurance & Financi…$461KDosus Inc. Retirement Plan$461KSdja Inc. Retirement Plan$461K
End-of-year total assets ($M) among Ramon a. Montalvo Alvarez Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$440K
Net Assets (End of Year)$461K
Net Income$21K
Employer EIN660378848
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ramon a. Montalvo Alvarez)

Sponsor-wide plan assets over time

All Ramon a. Montalvo Alvarez plans reported in each filing year

Latest sponsor-wide plan assets
$463K 5.321670518668003% vs 2022
2024 filing year
$0.43M$0.44M$0.45M$0.46M$0.47M 202220232024 $0.44M $0.46M ▲ +4.5%
Year Plans Participants Total Assets
2022 1 1 $440K
2023 1 1 $461K
2024 1 1 $463K

Nearby Profit Sharing Plans in Puerto Rico

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

Ramon a. Montalvo Alvarez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Ramon a. Montalvo Alvarez Retirement Plan, Total assets ($M): 0.460922 · Participants: 1Ramon a. Montalvo Alvarez Retirement PlanThe Retirement and Savings Plan for Amgen Manufacturing Limited LLC, Total assets ($M): 719.343985 · Participants: 2713The Retirement and Savings Plan for Amgen Manufacturing Limited LLCPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 700.721578 · Participants: 8134Popular, Inc. Pr Savings and Investment PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 441.870695 · Participants: 1114The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 195.772357 · Participants: 751Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation PlanThe Oriental Bank Coda Profit Sharing Plan, Total assets ($M): 134.602051 · Participants: 2096The Oriental Bank Coda Profit Sharing Plan
Ramon a. Montalvo Alvarez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Ramon a. Montalvo Alvarez Retirement Plan side-by-side with 3 peers →

Ramon a. Montalvo Alvarez Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Dknj Enterprises Inc Profit Sharing Plan in NJ ($461K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($461K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ramon a. Montalvo Alvarez Retirement Plan assets move in 2023? ▼
Ramon a. Montalvo Alvarez Retirement Plan edged up modestly - up 4.7% during 2023, from $440K to $461K. Reported net income was $21K.
How have Ramon a. Montalvo Alvarez plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ramon a. Montalvo Alvarez's sponsor-wide assets grew 5.3%, from $440K to $463K.
Where does Ramon a. Montalvo Alvarez Retirement Plan rank by assets among Form 5500 filers? ▼
Ramon a. Montalvo Alvarez Retirement Plan ranks in the 17th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Ramon a. Montalvo Alvarez Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Dknj Enterprises Inc Profit Sharing Plan in NJ ($461K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Ramon a. Montalvo Alvarez 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, $418K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 660378848.

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.