Profit Sharing · DOL Form 5500 · 2023

Carlos J. Vives Alvarado Profit Sharing Plan

Data updated 2026-08-25

$252K
Total assets Small plan by assets
1
Participants Small participant base
12th
Percentile by assets National rank
$251,531
Avg per participant Above avg balance/head
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Official DOL plan name: C. Vives-Alvarado Retirement Plan · Sponsored by Carlos J. Vives Alvarado · Puerto Rico · Healthcare & Social Assistance

$252K in assets, 1 participants

Carlos J. Vives Alvarado's C. Vives-Alvarado Retirement Plan reported $252K in total assets and 1 participant 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.

  • #1,528 in Healthcare & Social Assistance (17,684 peers)

Carlos J. Vives Alvarado multi-year trail

Carlos J. Vives Alvarado's plans moved +106.4% in assets from 2023 to 2024; this filing shows C. Vives-Alvarado Retirement Plan at $252K / 1 participant.

#1,528
in Healthcare & Social Assistance (17,684 peers)
+402.9%
assets growth YoY

C. Vives-Alvarado Retirement Plan among the smaller filed plans by assets

C. Vives-Alvarado Retirement Plan vs every filed plan by assets

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

$251,531 12th percentile higher than 12% 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

C. Vives-Alvarado 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. C. Vives-Alvarado Retirement Plan is a micro filing (1 participant), the leftmost band.

Form 5500 schedule snapshot

Filing strip 666049878 · Carlos J. Vives Alvarado PY 2023 · Profit Sharing

C. Vives-Alvarado Retirement Plan · $252K · 1 · 12th

  • EIN $252K
  • EIN 1
  • EIN 12th
  • EIN Profit Sharing
  • EIN near John J Cravatta
  • EIN ind #1528

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 →

C. Vives-Alvarado Retirement Plan in the asset neighbourhood

C. Vives-Alvarado Retirement PlanC. Vives-Alvarado Retirement…$252KJohn J Cravatta$251KSnl Corporation Profit Sharing Plan and TrustSnl Corporation Profit Shari…$251KAll Dry Company Retirement PlanAll Dry Company Retirement P…$251KBcz Management Corp. Retirement PlanBcz Management Corp. Retirem…$251K
End-of-year total assets ($M) among C. Vives-Alvarado Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Carlos J. Vives Alvarado multi-year asset trail

Sponsor-wide plan assets over time

All Carlos J. Vives Alvarado plans reported in each filing year

Latest sponsor-wide plan assets
$519K 106.41431871220645% vs 2023
2024 filing year
$0.2M$0.3M$0.4M$0.5M$0.6M 20232024 $0.25M $0.52M ▲ +108.0%
Year Plans Participants Total Assets
2023 1 1 $252K
2024 1 1 $519K

Carlos J. Vives Alvarado filing trail (2023)

Total Assets (Beginning of Year)$50K
Net Assets (End of Year)$252K
Net Income$202K
Employer EIN666049878
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

C. Vives-Alvarado Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants C. Vives-Alvarado Retirement Plan, Total assets ($M): 0.251531 · Participants: 1C. Vives-Alvarado 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
C. Vives-Alvarado Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare C. Vives-Alvarado Retirement Plan side-by-side with 3 peers →

C. Vives-Alvarado Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is John J Cravatta in IL ($251K); 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 ($252K 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 C. Vives-Alvarado Retirement Plan assets move in 2023? ▼
C. Vives-Alvarado Retirement Plan surged - up 402.9% during 2023, from $50K to $252K. Reported net income was $202K.
How have Carlos J. Vives Alvarado plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Carlos J. Vives Alvarado's sponsor-wide assets grew 106.4%, from $252K to $519K.
Where does C. Vives-Alvarado Retirement Plan rank by assets among Form 5500 filers? ▼
C. Vives-Alvarado Retirement Plan ranks in the 12th 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 C. Vives-Alvarado Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is John J Cravatta in IL ($251K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to C. Vives-Alvarado 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).

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 666049878.

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.