Profit Sharing · DOL Form 5500 · 2023

Jose a Maymi Rivera Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
4
Participants Small participant base
27th
Percentile by assets National rank
$355,767
Avg per participant High balance/head
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Official DOL plan name: Jose a. Maymi Rivera Retirement Plan Series 95-1140 · Sponsored by Jose a Maymi Rivera · Puerto Rico · Healthcare & Social Assistance

$1M in assets, 4 participants

Jose a Maymi Rivera's Jose a. Maymi Rivera Retirement Plan Series 95-1140 reported $1M in total assets and 4 participants 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.

  • #4,166 in Healthcare & Social Assistance (17,684 peers)

Jose a Maymi Rivera multi-year trail

Jose a Maymi Rivera's plans moved +31.6% in assets from 2022 to 2024; this filing shows Jose a. Maymi Rivera Retirement Plan Series 95-1140 at $1M / 4 participants.

#4,166
in Healthcare & Social Assistance (17,684 peers)
+17.1%
assets growth YoY

Jose a. Maymi Rivera Retirement Plan Series 95-1140 among the smaller filed plans by assets

Jose a. Maymi Rivera Retirement Plan Series 95-1140 vs every filed plan by assets

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

$1,423,069 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

Jose a. Maymi Rivera Retirement Plan Series 95-1140 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 a. Maymi Rivera Retirement Plan Series 95-1140 is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jose a. Maymi Rivera Retirement Plan Series 95-1140 reported net income rose from -$281K in the plan year 2022 filing to $208K in the plan year 2023 filing.
  • Jose a. Maymi Rivera Retirement Plan Series 95-1140 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 660497325 · Jose a Maymi Rivera PY 2023 · Profit Sharing

Jose a. Maymi Rivera Retirement Plan Series 95-1140 · $1M · 4 · 27th

  • TYPE $1M
  • NET 4
  • BOOK 27th
  • VS-ST Profit Sharing
  • BOY near John P Holland Md PC - Profit Sharing Plan
  • SCH ind #4166

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 a. Maymi Rivera Retirement Plan Series 95-1140 in the asset neighbourhood

Jose a. Maymi Rivera Retirement Plan Series 95-1140Jose a. Maymi Rivera Retirem…$1MJohn P Holland Md PC - Profit Sharing PlanJohn P Holland Md PC - Profi…$1MTreasured Cakes, Inc. Retirement PlanTreasured Cakes, Inc. Retire…$1MPowell Realty Inc Employee Profit Sharing TrustPowell Realty Inc Employee P…$1MTroth Inc. Retirement Plan$1M
End-of-year total assets ($M) among Jose a. Maymi Rivera Retirement Plan Series 95-1140 and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Jose a Maymi Rivera multi-year asset trail

Sponsor-wide plan assets over time

All Jose a Maymi Rivera plans reported in each filing year

Latest sponsor-wide plan assets
$2M 31.60779401828765% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.22M $1.6M ▲ +31.1%
Year Plans Participants Total Assets
2022 1 4 $1M
2023 1 4 $1M
2024 1 4 $2M

Jose a Maymi Rivera filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$208K
Employer EIN660497325
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Jose a. Maymi Rivera Retirement Plan Series 95-1140 vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Jose a. Maymi Rivera Retirement Plan Series 95-1140, Total assets ($M): 1.423069 · Participants: 4Jose a. Maymi Rivera Retirement Plan Series 95-1140The 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
Jose a. Maymi Rivera Retirement Plan Series 95-1140 vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Jose a. Maymi Rivera Retirement Plan Series 95-1140 side-by-side with 3 peers →

Jose a. Maymi Rivera Retirement Plan Series 95-1140's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is John P Holland Md PC - Profit Sharing Plan in WA ($1M); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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.

Frequently Asked Questions

How did Jose a. Maymi Rivera Retirement Plan Series 95-1140 assets move in 2023? ▼
Jose a. Maymi Rivera Retirement Plan Series 95-1140 grew sharply - up 17.1% during 2023, from $1M to $1M. Reported net income was $208K.
How have Jose a Maymi Rivera plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jose a Maymi Rivera's sponsor-wide assets grew 31.6%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Jose a. Maymi Rivera Retirement Plan Series 95-1140? ▼
Among Profit Sharing plans in other states, the closest by assets is John P Holland Md PC - Profit Sharing Plan in WA ($1M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Jose a. Maymi Rivera Retirement Plan Series 95-1140? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 participants, N/A 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 660497325.

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.