Profit Sharing · DOL Form 5500 · 2023

Victor M. Rivera Jimenez Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
27th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Balblair Retirement Plan · Sponsored by Victor M. Rivera Jimenez · Puerto Rico · Healthcare & Social Assistance

$1M in assets, 1 participants

Victor M. Rivera Jimenez's Balblair Retirement Plan reported $1M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,261 in Healthcare & Social Assistance (17,684 peers)

Victor M. Rivera Jimenez multi-year trail

Victor M. Rivera Jimenez's plans moved +19.9% in assets from 2022 to 2023; this filing shows Balblair Retirement Plan at $1M / 1 participant.

#4,261
in Healthcare & Social Assistance (17,684 peers)
+19.9%
assets growth YoY

Balblair Retirement Plan among the smaller filed plans by assets

Balblair Retirement Plan vs every filed plan by assets

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

$1,474,824 27th percentile higher than 27% 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

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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Balblair Retirement Plan reported net income rose from $11K in the plan year 2022 filing to $245K in the plan year 2023 filing.
  • Balblair Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 584789570 · Victor M. Rivera Jimenez PY 2023 · Profit Sharing

Balblair Retirement Plan · $1M · 1 · 27th

  • NET $1M
  • NET 1
  • NET 27th
  • NET Profit Sharing
  • NET near Family Tire & Auto Inc. Retirement Plan
  • NET ind #4261

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 →

Balblair Retirement Plan in the asset neighbourhood

The Mister Shops Employees Retirement Plan & TrustThe Mister Shops Employees R…$1MFrazer Inc Profit Sharing$1MBalblair Retirement Plan$1MFamily Tire & Auto Inc. Retirement PlanFamily Tire & Auto Inc. Reti…$1MRinis Travel Service Profit Sharing PlanRinis Travel Service Profit …$1M
End-of-year total assets ($M) among Balblair Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Victor M. Rivera Jimenez multi-year asset trail

Sponsor-wide plan assets over time

All Victor M. Rivera Jimenez plans reported in each filing year

Latest sponsor-wide plan assets
$1M 19.920184609680298% vs 2022
2023 filing year
$1.2M$1.3M$1.4M$1.5M 20222023 $1.23M $1.47M ▲ +19.5%
Year Plans Participants Total Assets
2022 1 1 $1M
2023 1 1 $1M

Victor M. Rivera Jimenez filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$245K
Employer EIN584789570
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Balblair Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Balblair Retirement Plan, Total assets ($M): 1.474824 · Participants: 1Balblair 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
Balblair Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Balblair Retirement Plan side-by-side with 3 peers →

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

Outside Puerto Rico, the nearest Profit Sharing by assets is Family Tire & Auto Inc. Retirement Plan in TX ($1M); 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 Balblair Retirement Plan assets move in 2023? ▼
Balblair Retirement Plan grew sharply - up 19.9% during 2023, from $1M to $1M. Reported net income was $245K.
How have Victor M. Rivera Jimenez plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Victor M. Rivera Jimenez's sponsor-wide assets grew 19.9%, from $1M to $1M.
Which Profit Sharing plans are similar in size to Balblair Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Family Tire & Auto Inc. Retirement Plan in TX ($1M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Balblair 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 584789570.

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.