Profit Sharing · DOL Form 5500 · 2023
Jose F. Rovira Diaz Profit Sharing Plan
Data updated 2026-08-25
- $498K
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $82,998
- Avg per participant Below avg balance/head
Official DOL plan name: Jose F. Rovira Diaz Profit Sharing Retirement Plan · Sponsored by Jose F. Rovira Diaz · Puerto Rico · Healthcare & Social Assistance
$498K in assets, 6 participants
Jose F. Rovira Diaz's Jose F. Rovira Diaz Profit Sharing Retirement Plan reported $498K in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.
- #2,320 in Healthcare & Social Assistance (17,684 peers)
Jose F. Rovira Diaz multi-year trail
Jose F. Rovira Diaz's plans moved +32.7% in assets from 2022 to 2024; this filing shows Jose F. Rovira Diaz Profit Sharing Retirement Plan at $498K / 6 participants.
- #2,320
- in Healthcare & Social Assistance (17,684 peers)
- +12.6%
- assets growth YoY
Jose F. Rovira Diaz Profit Sharing Retirement Plan among the smaller filed plans by assets
Jose F. Rovira Diaz Profit Sharing Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$497,989 18th percentile higher than 18% 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
Jose F. Rovira Diaz Profit Sharing 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. Jose F. Rovira Diaz Profit Sharing Retirement Plan is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Jose F. Rovira Diaz Profit Sharing Retirement Plan reported net income rose from -$47K in the plan year 2022 filing to $56K in the plan year 2023 filing.
- Jose F. Rovira Diaz Profit Sharing Retirement Plan reported participants rose from 5 in the plan year 2022 filing to 6 in the plan year 2023 filing.
- Jose F. Rovira Diaz Profit Sharing Retirement Plan end-of-year assets rose from $442K in the plan year 2022 filing to $498K in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 621789385 · Jose F. Rovira Diaz PY 2023 · Profit Sharing
Jose F. Rovira Diaz Profit Sharing Retirement Plan · $498K · 6 · 18th
- ASSETS $498K
- ASSETS 6
- ASSETS 18th
- ASSETS Profit Sharing
- ASSETS near Solomon a. Weisgal Ltd. Money Purchase Pension Plan & Trust
- ASSETS ind #2320
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 →
Jose F. Rovira Diaz Profit Sharing Retirement Plan in the asset neighbourhood
Jose F. Rovira Diaz multi-year asset trail
Sponsor-wide plan assets over time
All Jose F. Rovira Diaz plans reported in each filing year
- Latest sponsor-wide plan assets
- $587K 32.73294257053178% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $442K |
| 2023 | 1 | 6 | $498K |
| 2024 | 1 | 6 | $587K |
Jose F. Rovira Diaz filing trail (2023)
| Total Assets (Beginning of Year) | $442K |
|---|---|
| Net Assets (End of Year) | $498K |
| Net Income | $56K |
| Employer EIN | 621789385 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Puerto Rico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- 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
Jose F. Rovira Diaz Profit Sharing Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Solomon a. Weisgal Ltd. Money Purchase Pension Plan & Trust in IL ($498K); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($498K here).
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); 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.