Profit Sharing · DOL Form 5500 · 2023

Edgardo Rivera Melendez Profit Sharing Plan

Data updated 2026-08-25

$718K
Total assets Small plan by assets
1
Participants Small participant base
21st
Percentile by assets National rank
$717,984
Avg per participant High balance/head
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Official DOL plan name: E. Rivera Melendez Retirement Plan · Sponsored by Edgardo Rivera Melendez · Puerto Rico · Professional & Technical Services

$718K in assets, 1 participants

Edgardo Rivera Melendez's E. Rivera Melendez Retirement Plan reported $718K in total assets and 1 participant in its 2023 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.

  • #3,242 in Professional & Technical Services (20,321 peers)

Edgardo Rivera Melendez multi-year trail

Edgardo Rivera Melendez's plans moved +17.3% in assets from 2022 to 2023; this filing shows E. Rivera Melendez Retirement Plan at $718K / 1 participant.

#3,242
in Professional & Technical Services (20,321 peers)
+17.3%
assets growth YoY

E. Rivera Melendez Retirement Plan among the smaller filed plans by assets

E. Rivera Melendez Retirement Plan vs every filed plan by assets

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

$717,984 21st percentile higher than 21% 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

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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • E. Rivera Melendez Retirement Plan reported net income rose from -$128K in the plan year 2022 filing to $106K in the plan year 2023 filing.
  • E. Rivera Melendez Retirement Plan end-of-year assets rose from $612K in the plan year 2022 filing to $718K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 583525319 · Edgardo Rivera Melendez PY 2023 · Profit Sharing

E. Rivera Melendez Retirement Plan · $718K · 1 · 21st

  • SCH $718K
  • EBSA 1
  • PART 21st
  • TYPE Profit Sharing
  • NET near Mike Combs Inc. Retirement Plan
  • BOOK ind #3242

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 →

E. Rivera Melendez Retirement Plan in the asset neighbourhood

E. Rivera Melendez Retirement PlanE. Rivera Melendez Retiremen…$718KMike Combs Inc. Retirement PlanMike Combs Inc. Retirement P…$718KBarger Holdings, Inc. Retirement PlanBarger Holdings, Inc. Retire…$718KMlc Lodging, Inc. Retirement PlanMlc Lodging, Inc. Retirement…$718KD&m Murray Inc. Profit Sharing PlanD&m Murray Inc. Profit Shari…$718K
End-of-year total assets ($M) among E. Rivera Melendez Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Edgardo Rivera Melendez multi-year asset trail

Sponsor-wide plan assets over time

All Edgardo Rivera Melendez plans reported in each filing year

Latest sponsor-wide plan assets
$718K 17.31227983033456% vs 2022
2023 filing year
$0.55M$0.6M$0.65M$0.7M$0.75M 20222023 $0.61M $0.72M ▲ +18.0%
Year Plans Participants Total Assets
2022 1 1 $612K
2023 1 1 $718K

Edgardo Rivera Melendez filing trail (2023)

Total Assets (Beginning of Year)$612K
Net Assets (End of Year)$718K
Net Income$106K
Employer EIN583525319
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

E. Rivera Melendez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants E. Rivera Melendez Retirement Plan, Total assets ($M): 0.717984 · Participants: 1E. Rivera Melendez 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
E. Rivera Melendez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

E. Rivera Melendez Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Mike Combs Inc. Retirement Plan in KY ($718K); 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 ($718K 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 E. Rivera Melendez Retirement Plan assets move in 2023?
E. Rivera Melendez Retirement Plan grew sharply - up 17.3% during 2023, from $612K to $718K. Reported net income was $106K.
How have Edgardo Rivera Melendez plan assets changed over time?
Across 2 plan years on file (2022-2023), Edgardo Rivera Melendez's sponsor-wide assets grew 17.3%, from $612K to $718K.
Where does E. Rivera Melendez Retirement Plan rank by assets among Form 5500 filers?
E. Rivera Melendez Retirement Plan ranks in the 21st 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 E. Rivera Melendez Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Mike Combs Inc. Retirement Plan in KY ($718K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to E. Rivera Melendez 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).