Profit Sharing · DOL Form 5500 · 2023

Benito Morales Rivera Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
30th
Percentile by assets National rank
$1.9M
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 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,286 in Professional & Technical Services (20,321 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.

#5,286
in Professional & Technical Services (20,321 peers)
+7.5%
assets growth YoY

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 2023 · DOL Form 5500

$1,948,466 30th percentile higher than 30% 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

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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Benito Morales Rivera Retirement Plan reported net income rose from -$326K in the plan year 2022 filing to $135K in the plan year 2023 filing.
  • Benito Morales Rivera Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 581080740 · Benito Morales Rivera PY 2023 · Profit Sharing

Benito Morales Rivera Retirement Plan · $2M · 1 · 30th

  • NET $2M
  • BOOK 1
  • VS-ST 30th
  • BOY Profit Sharing
  • SCH near Stowers Manufacturing Co., Inc. Profit-Sharing Plan and Trust
  • EBSA ind #5286

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…$2MStowers Manufacturing Co., Inc. Profit-Sharing Plan and TrustStowers Manufacturing Co., I…$2MDon Lucas, Fine Silver Jewelry, Inc. Profit Sharing PlanDon Lucas, Fine Silver Jewel…$2MStorage First Inc. Retirement PlanStorage First Inc. Retiremen…$2MN8871rcf LLC I401k Plan$2M
End-of-year total assets ($M) among Benito Morales Rivera Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$135K
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): 1.948466 · Participants: 1Benito Morales Rivera 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
Benito Morales Rivera Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Benito Morales Rivera Retirement Plan side-by-side with 3 peers →

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 Stowers Manufacturing Co., Inc. Profit-Sharing Plan and Trust in AL ($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 2023. 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 2023? ▼
Benito Morales Rivera Retirement Plan grew at a solid clip - up 7.5% during 2023, from $2M to $2M. Reported net income was $135K.
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 Stowers Manufacturing Co., Inc. Profit-Sharing Plan and Trust in AL ($2M, 4 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, $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 581080740.

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.