Profit Sharing · DOL Form 5500 · 2023

Juan a. Nevarez Profit Sharing Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
3
Participants Small participant base
53rd
Percentile by assets National rank
$2.6M
Avg per participant High balance/head
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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.

  • #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.

#10,382
in Healthcare & Social Assistance (17,684 peers)
+6.9%
assets growth YoY

Juan a. Nevarez Pension Plan Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

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 $2,050,000,000 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

Juan a. Nevarez Pension Plan Profit Sharing 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. Juan a. Nevarez Pension Plan Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

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 →

Published 5500 schedule card

Filing strip 223058139 · Juan a. Nevarez PY 2023 · Profit Sharing

Juan a. Nevarez Pension Plan Profit Sharing Plan · $8M · 3 · 53rd

  • VS-ST $8M
  • BOY 3
  • SCH 53rd
  • EBSA Profit Sharing
  • PART near Looking Upwards, Inc. 401 (K) Retirement Plan
  • TYPE ind #10382

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 →

Juan a. Nevarez Pension Plan Profit Sharing Plan in the asset neighbourhood

Mautner-Glick Profit Sharing PlanMautner-Glick Profit Sharing…$8MCatch, Inc. 403(b) Retirement PlanCatch, Inc. 403(b) Retiremen…$8MJuan a. Nevarez Pension Plan Profit Sharing PlanJuan a. Nevarez Pension Plan…$8MLooking Upwards, Inc. 401 (K) Retirement PlanLooking Upwards, Inc. 401 (K…$8MDresser Argus Retirement Plan$8M
End-of-year total assets ($M) among Juan a. Nevarez Pension Plan Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Juan a. Nevarez plans reported in each filing year

Latest sponsor-wide plan assets
$8M 7.772397616754005% vs 2022
2024 filing year
$7.2M$7.4M$7.6M$7.8M$8M 202220232024 $7.28M $7.84M ▲ +7.7%
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 ($M) Participants Juan a. Nevarez Pension Plan Profit Sharing Plan, Total assets ($M): 7.779805 · Participants: 3Juan a. Nevarez Pension Plan Profit Sharing 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
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 Sharing Plan side-by-side with 3 peers →

Juan a. Nevarez Pension Plan Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Looking Upwards, Inc. 401 (K) Retirement Plan in RI ($8M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); 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 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).
Which Profit Sharing plans cover a similar participant headcount to Juan a. Nevarez Pension Plan Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 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.