Profit Sharing · DOL Form 5500 · 2023

Roberto Bengoa Cavallieri Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets: 1
Participants Small participant base: 50th
Percentile by assets National rank: $6.8M
Avg per participant High balance/head

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Official DOL plan name: Rc Retirement Plan · Sponsored by Roberto Bengoa Cavallieri · Puerto Rico · Other Services

$7M in assets, 1 participants

Roberto Bengoa Cavallieri's Rc Retirement Plan reported $7M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

#5,546 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Rc Retirement Plan ranks #5,546 of 7,857 2023 filers by assets (296% of the sector average)-$7M for 1 participant.

#5,546
in Other Services (7,857 peers): +35.0%
assets growth YoY

Rc Retirement Plan's mid-pack asset rank among Other Services and all filers

Rc Retirement Plan vs every filed plan by assets

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

$6,777,619 Top 50% higher than 50% 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

Rc 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. Rc Retirement Plan is a micro filing (1 participant), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Rc Retirement Plan reported net income rose from $275K in the plan year 2022 filing to $2M in the plan year 2023 filing.
Rc Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 581887072 · Roberto Bengoa Cavallieri PY 2023 · Profit Sharing

Rc Retirement Plan · $7M · 1 · 50th

SCH $7M
EBSA 1
PART 50th
TYPE Profit Sharing
NET near Asps Defined Contribution Plan
BOOK ind #5546

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 Other Services retirement plans → · Plans in Puerto Rico →

End-of-year total assets ($M) among Rc Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$7M
Net Income	$2M
Employer EIN	581887072
Plan Effective Date	2021-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Roberto Bengoa Cavallieri)

Latest sponsor-wide plan assets: $6M 28.33961866613402% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	1	$5M
2023	1	1	$7M
2024	1	1	$6M

Nearby Profit Sharing Plans in Puerto Rico

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

Rc Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

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

Compare Rc Retirement Plan side-by-side with 3 peers →

Rc Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Asps Defined Contribution Plan in IL ($7M); 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 ($7M here).

Asps Defined Contribution Plan (IL) $7M · 88
Stephen D. Taylor, D.M.D. 401(k) Profit Sharing Plan (CA) $7M · 2
Addgene 403(b) Savings and Retirement Plan (MA) $7M · 113
Contractor's Supplies Inc Psp (TX) $7M · 88

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

Luke Krumnow, Inc. Employees Profit Sharing Plan (TX) 1 · 0 off
Jdb Associates of the Triad, Inc. Retirement Plan (NC) 1 · 0 off
Coaching Ventures, Inc. Profit Sharing Plan (SC) 1 · 0 off
Titan Ten Inc. Retirement Plan (TN) 1 · 0 off

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 Rc Retirement Plan assets move in 2023? ▼

Rc Retirement Plan surged - up 35.0% during 2023, from $5M to $7M. Reported net income was $2M.

How have Roberto Bengoa Cavallieri plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Roberto Bengoa Cavallieri's sponsor-wide assets grew 28.3%, from $5M to $6M.

Which Profit Sharing plans are similar in size to Rc Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Asps Defined Contribution Plan in IL ($7M, 88 participants).

Which Profit Sharing plans cover a similar participant headcount to Rc 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 581887072.