Other · DOL Form 5500 · 2023

Lourdes Kutbi Rivera Retirement Plan

Data updated 2026-08-25

$349K
Total assets Small plan by assets
2
Participants Small participant base
15th
Percentile by assets National rank
$174,550
Avg per participant Above avg balance/head
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Official DOL plan name: Lourdes Kutbi Rivera Retirement Plan · Sponsored by Lourdes Kutbi Rivera · Puerto Rico · Healthcare & Social Assistance

$349K in assets, 2 participants

Lourdes Kutbi Rivera's Lourdes Kutbi Rivera Retirement Plan reported $349K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

  • #1,868 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Lourdes Kutbi Rivera Retirement Plan holds $349K for 2 participants - about $174,550 per participant, among the smaller plans by assets on file.

#1,868
in Healthcare & Social Assistance (17,684 peers)
+6.9%
assets growth YoY

Lourdes Kutbi Rivera Retirement Plan among the smaller filed plans by assets

Lourdes Kutbi Rivera Retirement Plan vs every filed plan by assets

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

$349,100 15th percentile higher than 15% 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

Lourdes Kutbi 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. Lourdes Kutbi Rivera Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lourdes Kutbi Rivera Retirement Plan reported net income rose from -$14K in the plan year 2022 filing to $23K in the plan year 2023 filing.
  • Lourdes Kutbi Rivera Retirement Plan reported participants fell from 3 in the plan year 2022 filing to 2 in the plan year 2023 filing.
  • Lourdes Kutbi Rivera Retirement Plan end-of-year assets rose from $327K in the plan year 2022 filing to $349K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 900221776 · Lourdes Kutbi Rivera PY 2023 · Other

Lourdes Kutbi Rivera Retirement Plan · $349K · 2 · 15th

  • RANK $349K
  • PHOTO 2
  • IND 15th
  • EOY Other
  • 5500 near Hop Cycle Brewing Company Retirement Plan
  • ASSETS ind #1868

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 →

Lourdes Kutbi Rivera Retirement Plan in the asset neighbourhood

Lourdes Kutbi Rivera Retirement PlanLourdes Kutbi Rivera Retirem…$349KHop Cycle Brewing Company Retirement PlanHop Cycle Brewing Company Re…$350KSbk Timbers Two Retirement PlanSbk Timbers Two Retirement P…$351KA Step Up Academy 403(b) Plan$352KSyd's Outpost & Supply Savings and Retirement Plan TrustSyd's Outpost & Supply Savin…$354K
End-of-year total assets ($M) among Lourdes Kutbi Rivera Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$327K
Net Assets (End of Year)$349K
Net Income$23K
Employer EIN900221776
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lourdes Kutbi Rivera)

Sponsor-wide plan assets over time

All Lourdes Kutbi Rivera plans reported in each filing year

Latest sponsor-wide plan assets
$301K 7.8790569503980405% vs 2022
2024 filing year
$0.28M$0.3M$0.32M$0.34M$0.36M 202220232024 $0.33M $0.3M ▼ -9.1%
Year Plans Participants Total Assets
2022 1 3 $327K
2023 1 2 $349K
2024 1 1 $301K

Nearby Other Plans in Puerto Rico

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

Lourdes Kutbi Rivera Retirement Plan vs. nearby Other plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -50050100150 Total assets ($M) Participants Lourdes Kutbi Rivera Retirement Plan, Total assets ($M): 0.3491 · Participants: 2Lourdes Kutbi Rivera Retirement PlanEvertec Group, LLC Savings & Investment Plan Savings and Investment Plan, Total assets ($M): 101.79785 · Participants: 1314Evertec Group, LLC Savings & Investment Plan Savings and Investment PlanBd Savings Plan for Puerto Rico Employees, Total assets ($M): 70.223915 · Participants: 1390Bd Savings Plan for Puerto Rico EmployeesUnion De Tronquistas De Puerto Rico Local 901 of Crowley Liner Services Puerto Rico Inc Defined Contribution Retirement Plan, Total assets ($M): 24.584273 · Participants: 208Union De Tronquistas De Puerto Rico Local 901 of Crowley Liner Services Puerto Rico Inc Defined Contribution Retirement PlanSarco Employees Retirement Plan, Total assets ($M): 22.842442 · Participants: 3515Sarco Employees Retirement PlanRetirement Plan of Henkel Puerto Rico, Inc., Total assets ($M): 18.174946 · Participants: 232Retirement Plan of Henkel Puerto Rico, Inc.
Lourdes Kutbi Rivera Retirement Plan vs. nearby Other plans in Puerto Rico, assets vs. participants
Compare Lourdes Kutbi Rivera Retirement Plan side-by-side with 3 peers →

Lourdes Kutbi Rivera Retirement Plan's out-of-state Other peers by assets and headcount

Outside Puerto Rico, the nearest Other by assets is Hop Cycle Brewing Company Retirement Plan in OR ($350K); by covered participants it is Tadalyssa, Inc. Retirement Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($349K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Lourdes Kutbi Rivera Retirement Plan assets move in 2023? ▼
Lourdes Kutbi Rivera Retirement Plan grew at a solid clip - up 6.9% during 2023, from $327K to $349K. Reported net income was $23K.
How have Lourdes Kutbi Rivera plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lourdes Kutbi Rivera's sponsor-wide assets declined 7.9%, from $327K to $301K.
Where does Lourdes Kutbi Rivera Retirement Plan rank by assets among Form 5500 filers? ▼
Lourdes Kutbi Rivera Retirement Plan ranks in the 15th 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 Other plans are similar in size to Lourdes Kutbi Rivera Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Hop Cycle Brewing Company Retirement Plan in OR ($350K, 1 participant).
Which Other plans cover a similar participant headcount to Lourdes Kutbi Rivera Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Tadalyssa, Inc. Retirement Plan in TX (2 participants, $464K 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 900221776.

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.