Profit Sharing · DOL Form 5500 · 2023

Juan a. Nevarez Profit Sharing Plan

Data updated 2026-08-11

$8M
Total assets
3
Participants
53rd
Percentile by assets
$2.6M
Avg per participant
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Official DOL plan name: Juan a. Nevarez Pension Plan Profit Sharing Plan · Sponsored by Juan a. Nevarez · Puerto Rico · Healthcare & Social Assistance

$8M in assets, 3 participants

Juan a. Nevarez's Juan a. Nevarez Pension Plan Profit Sharing Plan reported $8M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • 53rd percentile by assets (of 127,072 plans)
  • #10,382 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Juan a. Nevarez Pension Plan Profit Sharing Plan holds $8M for 3 participants - about $2.6M per participant, above the median plan by assets.

$8M
total plan assets (2023 EOY)
3
covered participants
53rd
percentile by assets (of 127,072 plans)
$2.6M
avg assets per participant

Where Juan a. Nevarez Pension Plan Profit Sharing Plan sits by total assets

Juan a. Nevarez Pension Plan Profit Sharing Plan vs every filed plan by assets

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

$7,779,805 Top 47% higher than 53% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Juan a. Nevarez Pension Plan Profit Sharing Plan reported net income rose from -$457K in the plan year 2022 filing to $502K in the plan year 2023 filing.
  • Juan a. Nevarez Pension Plan Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Puerto Rico
Industry
Healthcare & Social Assistance

Profit Sharing filing for Juan a. Nevarez Pension Plan Profit Sharing Plan

Profit Sharing filing for plan year 2023: EIN 223058139 ; effective since 1998-01-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.

Filing particulars (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$502K
Employer EIN223058139
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Juan a. Nevarez)

$7.2M$7.4M$7.6M$7.8M$8M 202220232024 $7.28M $7.84M ▲ +7.7%
Total plan assets by year, all Juan a. Nevarez plans on file
Year Plans Participants Total Assets
2022 1 3 $7M
2023 1 3 $8M
2024 1 3 $8M

Nearby Profit Sharing Plans in Puerto Rico

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

Juan a. Nevarez Pension Plan Profit Sharing Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Juan a. Nevarez Pens…, Total assets ($M): 7.779805 · Participants: 3Juan a. Nevarez Pens…The Retirement and S…, Total assets ($M): 719.343985 · Participants: 2713The Retirement and S…Popular, Inc. Pr Sav…, Total assets ($M): 700.721578 · Participants: 8134Popular, Inc. Pr Sav…The Savings Plan for…, Total assets ($M): 441.870695 · Participants: 1114The Savings Plan for…Hewlett Packard Ente…, Total assets ($M): 195.772357 · Participants: 751Hewlett Packard Ente…The Oriental Bank Co…, Total assets ($M): 134.602051 · Participants: 2096The Oriental Bank Co…
Juan a. Nevarez Pension Plan Profit Sharing Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Juan a. Nevarez Pension Plan Profit Shar… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Juan a. Nevarez Pension Plan Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Juan a. Nevarez Pension Plan Profit Sharing Plan assets move in 2023? ▼
Juan a. Nevarez Pension Plan Profit Sharing Plan grew at a solid clip - up 6.9% during 2023, from $7M to $8M. Reported net income was $502K.
How have Juan a. Nevarez plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Juan a. Nevarez's sponsor-wide assets grew 7.8%, from $7M to $8M.
Which Profit Sharing plans are similar in size to Juan a. Nevarez Pension Plan Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Looking Upwards, Inc. 401 (K) Retirement Plan in RI ($8M, 403 participants).

Next read for Juan a. Nevarez Pension Plan Profit Shar…

Filing takeaways

Ways to act on Juan a. Nevarez Pension Plan Profit Sharing Plan's numbers.

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 223058139.

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.