Profit Sharing · DOL Form 5500 · 2023

Samuel River Natal Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
32nd
Percentile by assets National rank
$2.2M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Samuel Rivera Natal Retirement Plan Series 92-643 · Sponsored by Samuel River Natal · Puerto Rico · Healthcare & Social Assistance

$2M in assets, 1 participants

Samuel River Natal's Samuel Rivera Natal Retirement Plan Series 92-643 reported $2M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,482 in Healthcare & Social Assistance (17,684 peers)

Samuel River Natal multi-year trail

Samuel River Natal's plans moved +22.6% in assets from 2022 to 2024; this filing shows Samuel Rivera Natal Retirement Plan Series 92-643 at $2M / 1 participant.

#5,482
in Healthcare & Social Assistance (17,684 peers)
+7.5%
assets growth YoY

Samuel Rivera Natal Retirement Plan Series 92-643 among the smaller filed plans by assets

Samuel Rivera Natal Retirement Plan Series 92-643 vs every filed plan by assets

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

$2,239,816 32nd percentile higher than 32% 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

Samuel Rivera Natal Retirement Plan Series 92-643 among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Samuel Rivera Natal Retirement Plan Series 92-643 is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Samuel Rivera Natal Retirement Plan Series 92-643 reported net income rose from -$185K in the plan year 2022 filing to $157K in the plan year 2023 filing.
  • Samuel Rivera Natal Retirement Plan Series 92-643 end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 660428126 · Samuel River Natal PY 2023 · Profit Sharing

Samuel Rivera Natal Retirement Plan Series 92-643 · $2M · 1 · 32nd

  • BOOK $2M
  • BOOK 1
  • BOOK 32nd
  • BOOK Profit Sharing
  • BOOK near Cathy E Bennett & Assoc., Inc. Profit Sharing Plan & Trust
  • BOOK ind #5482

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 →

Samuel Rivera Natal Retirement Plan Series 92-643 in the asset neighbourhood

Samuel Rivera Natal Retirement Plan Series 92-643Samuel Rivera Natal Retireme…$2MCathy E Bennett & Assoc., Inc. Profit Sharing Plan & TrustCathy E Bennett & Assoc., In…$2MCalvin Y. Louie, Cpa Profit Sharing PlanCalvin Y. Louie, Cpa Profit …$2MInterventional Pain Solutions PC Profit Sharing PlanInterventional Pain Solution…$2MStart Inc. Retirement Plan$2M
End-of-year total assets ($M) among Samuel Rivera Natal Retirement Plan Series 92-643 and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Samuel River Natal multi-year asset trail

Sponsor-wide plan assets over time

All Samuel River Natal plans reported in each filing year

Latest sponsor-wide plan assets
$3M 22.58147846007067% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M 202220232024 $2.08M $2.55M ▲ +22.6%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $2M
2024 1 1 $3M

Samuel River Natal filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$157K
Employer EIN660428126
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Samuel Rivera Natal Retirement Plan Series 92-643 vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Samuel Rivera Natal Retirement Plan Series 92-643, Total assets ($M): 2.239816 · Participants: 1Samuel Rivera Natal Retirement Plan Series 92-643The 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
Samuel Rivera Natal Retirement Plan Series 92-643 vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Samuel Rivera Natal Retirement Plan Series 92-643 side-by-side with 3 peers →

Samuel Rivera Natal Retirement Plan Series 92-643's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Cathy E Bennett & Assoc., Inc. Profit Sharing Plan & Trust in TX ($2M); 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 Samuel Rivera Natal Retirement Plan Series 92-643 assets move in 2023? ▼
Samuel Rivera Natal Retirement Plan Series 92-643 grew at a solid clip - up 7.5% during 2023, from $2M to $2M. Reported net income was $157K.
How have Samuel River Natal plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Samuel River Natal's sponsor-wide assets grew 22.6%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Samuel Rivera Natal Retirement Plan Series 92-643? ▼
Among Profit Sharing plans in other states, the closest by assets is Cathy E Bennett & Assoc., Inc. Profit Sharing Plan & Trust in TX ($2M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Samuel Rivera Natal Retirement Plan Series 92-643? ▼
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 660428126.

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.