Profit Sharing · DOL Form 5500 · 2023

Nivia E. Cruz Ortiz Profit Sharing Plan

Data updated 2026-08-25

$861K
Total assets Small plan by assets
1
Participants Small participant base
22nd
Percentile by assets National rank
$860,941
Avg per participant High balance/head
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Official DOL plan name: Nivia E. Cruz Ortiz Profit Sharing Plan · Sponsored by Nivia E. Cruz Ortiz · Puerto Rico · Healthcare & Social Assistance

$861K in assets, 1 participants

Nivia E. Cruz Ortiz's Nivia E. Cruz Ortiz Profit Sharing Plan reported $861K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,179 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Nivia E. Cruz Ortiz Profit Sharing Plan holds $861K for 1 participant - about $860,941 per participant, among the smaller plans by assets on file.

#3,179
in Healthcare & Social Assistance (17,684 peers)
-2.3%
assets change YoY

The plan reported a net loss of $20K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Nivia E. Cruz Ortiz Profit Sharing Plan among the smaller filed plans by assets

Nivia E. Cruz Ortiz Profit Sharing Plan vs every filed plan by assets

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

$860,941 22nd percentile higher than 22% 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

Nivia E. Cruz Ortiz 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. Nivia E. Cruz Ortiz Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nivia E. Cruz Ortiz Profit Sharing Plan reported net income rose from -$60K in the plan year 2022 filing to -$20K in the plan year 2023 filing.
  • Nivia E. Cruz Ortiz Profit Sharing Plan end-of-year assets fell from $881K in the plan year 2022 filing to $861K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 621707669 · Nivia E. Cruz Ortiz PY 2023 · Profit Sharing

Nivia E. Cruz Ortiz Profit Sharing Plan · $861K · 1 · 22nd

  • RANK $861K
  • PHOTO 1
  • IND 22nd
  • EOY Profit Sharing
  • 5500 near Quality Produce Shippers, Inc Profit Sharing Plan and Trust
  • ASSETS ind #3179

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 →

Nivia E. Cruz Ortiz Profit Sharing Plan in the asset neighbourhood

Nivia E. Cruz Ortiz Profit Sharing PlanNivia E. Cruz Ortiz Profit S…$861KQuality Produce Shippers, Inc Profit Sharing Plan and TrustQuality Produce Shippers, In…$860KLighting Technologies, Inc. Retirement PlanLighting Technologies, Inc. …$862KR Doggies, Inc. Retirement PlanR Doggies, Inc. Retirement P…$860KCarrollton Manor, Inc. Profit Sharing PlanCarrollton Manor, Inc. Profi…$862K
End-of-year total assets ($M) among Nivia E. Cruz Ortiz Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$881K
Net Assets (End of Year)$861K
Net Income-$20K
Employer EIN621707669
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nivia E. Cruz Ortiz)

Sponsor-wide plan assets over time

All Nivia E. Cruz Ortiz plans reported in each filing year

Latest sponsor-wide plan assets
$886K 0.6411035109130645% vs 2022
2024 filing year
$0.85M$0.86M$0.87M$0.88M$0.89M$0.9M 202220232024 $0.88M $0.89M ▲ +1.1%
Year Plans Participants Total Assets
2022 1 1 $881K
2023 1 1 $861K
2024 1 1 $886K

Nearby Profit Sharing Plans in Puerto Rico

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

Nivia E. Cruz Ortiz Profit Sharing Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Nivia E. Cruz Ortiz Profit Sharing Plan, Total assets ($M): 0.860941 · Participants: 1Nivia E. Cruz Ortiz 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
Nivia E. Cruz Ortiz Profit Sharing Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Nivia E. Cruz Ortiz Profit Sharing Plan side-by-side with 3 peers →

Nivia E. Cruz Ortiz Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Quality Produce Shippers, Inc Profit Sharing Plan and Trust in IL ($860K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

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 Nivia E. Cruz Ortiz Profit Sharing Plan assets move in 2023? ▼
Nivia E. Cruz Ortiz Profit Sharing Plan edged down modestly - down 2.3% during 2023, from $881K to $861K. Reported net income was -$20K.
How have Nivia E. Cruz Ortiz plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nivia E. Cruz Ortiz's sponsor-wide assets grew 0.6%, from $881K to $886K.
Where does Nivia E. Cruz Ortiz Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Nivia E. Cruz Ortiz Profit Sharing Plan ranks in the 22nd 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 Nivia E. Cruz Ortiz Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Quality Produce Shippers, Inc Profit Sharing Plan and Trust in IL ($860K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Nivia E. Cruz Ortiz Profit Sharing 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 621707669.

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.