Profit Sharing · DOL Form 5500 · 2023
Julian Rivera Aspinall Profit Sharing Plan
Data updated 2026-08-25
- $246K
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 12th
- Percentile by assets National rank
- $27,375
- Avg per participant Low balance/head
Official DOL plan name: Rgf Law Firm Retiremen Plan · Sponsored by Julian Rivera Aspinall · Puerto Rico · Professional & Technical Services
$246K in assets, 9 participants
Julian Rivera Aspinall's Rgf Law Firm Retiremen Plan reported $246K in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 12th 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.
- #1,920 in Professional & Technical Services (20,321 peers)
Julian Rivera Aspinall multi-year trail
Julian Rivera Aspinall's plans moved -12.9% in assets from 2022 to 2024; this filing shows Rgf Law Firm Retiremen Plan at $246K / 9 participants.
- #1,920
- in Professional & Technical Services (20,321 peers)
- +4.5%
- assets growth YoY
Rgf Law Firm Retiremen Plan among the smaller filed plans by assets
Rgf Law Firm Retiremen Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$246,373 12th percentile higher than 12% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Rgf Law Firm Retiremen 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. Rgf Law Firm Retiremen Plan is a micro filing (9 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Rgf Law Firm Retiremen Plan reported net income rose from -$47K in the plan year 2022 filing to $11K in the plan year 2023 filing.
- Rgf Law Firm Retiremen Plan end-of-year assets rose from $236K in the plan year 2022 filing to $246K in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 666046672 · Julian Rivera Aspinall PY 2023 · Profit Sharing
Rgf Law Firm Retiremen Plan · $246K · 9 · 12th
- PHOTO $246K
- PHOTO 9
- PHOTO 12th
- PHOTO Profit Sharing
- PHOTO near Bk Labs Inc. Profit Sharing Plan
- PHOTO ind #1920
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 →
Rgf Law Firm Retiremen Plan in the asset neighbourhood
Julian Rivera Aspinall multi-year asset trail
Sponsor-wide plan assets over time
All Julian Rivera Aspinall plans reported in each filing year
- Latest sponsor-wide plan assets
- $205K 12.8985617855568% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9 | $236K |
| 2023 | 1 | 9 | $246K |
| 2024 | 1 | 9 | $205K |
Julian Rivera Aspinall filing trail (2023)
| Total Assets (Beginning of Year) | $236K |
|---|---|
| Net Assets (End of Year) | $246K |
| Net Income | $11K |
| Employer EIN | 666046672 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Puerto Rico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Retirement and Savings Plan for Amgen Manufacturing Limited LLC $719M · 2,713
- Popular, Inc. Pr Savings and Investment Plan $701M · 8,134
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico $442M · 1,114
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $196M · 751
- The Oriental Bank Coda Profit Sharing Plan $135M · 2,096
Rgf Law Firm Retiremen Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Bk Labs Inc. Profit Sharing Plan in NM ($246K); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($246K here).
- Bk Labs Inc. Profit Sharing Plan (NM) $246K · 3
- Poly Asphalt, Inc. Employees Profit Sharing Plan (FL) $247K · 2
- Best Neon Sign Profit Sharing Plan (IL) $246K · 3
- Duncancomp Corp. Retirement Plan (TN) $246K · 1
Similar participant headcount
Nearest other-state filings by covered participants (9 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.