Profit Sharing · DOL Form 5500 · 2023
Dr. Javier Ortiz Cervera Profit Sharing Plan
Data updated 2026-08-25
- $471K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 17th
- Percentile by assets National rank
- $235,718
- Avg per participant Above avg balance/head
Official DOL plan name: Javier Ortiz Cervera Profit Sharing Retirement Plan · Sponsored by Dr. Javier Ortiz Cervera · Puerto Rico · Healthcare & Social Assistance
$471K in assets, 2 participants
Dr. Javier Ortiz Cervera's Javier Ortiz Cervera Profit Sharing Retirement Plan reported $471K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.
- #2,241 in Healthcare & Social Assistance (17,684 peers)
Dr. Javier Ortiz Cervera multi-year trail
Dr. Javier Ortiz Cervera's plans moved +13.3% in assets from 2022 to 2024; this filing shows Javier Ortiz Cervera Profit Sharing Retirement Plan at $471K / 2 participants.
- #2,241
- in Healthcare & Social Assistance (17,684 peers)
- +2.4%
- assets growth YoY
Javier Ortiz Cervera Profit Sharing Retirement Plan among the smaller filed plans by assets
Javier Ortiz Cervera Profit Sharing Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$471,436 17th percentile higher than 17% 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
Javier Ortiz Cervera 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. Javier Ortiz Cervera Profit Sharing Retirement Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Javier Ortiz Cervera Profit Sharing Retirement Plan reported net income rose from -$117K in the plan year 2022 filing to $11K in the plan year 2023 filing.
- Javier Ortiz Cervera Profit Sharing Retirement Plan end-of-year assets rose from $461K in the plan year 2022 filing to $471K in the plan year 2023 filing.
DOL schedule card
Filing strip 061431774 · Dr. Javier Ortiz Cervera PY 2023 · Profit Sharing
Javier Ortiz Cervera Profit Sharing Retirement Plan · $471K · 2 · 17th
- EBSA $471K
- EBSA 2
- EBSA 17th
- EBSA Profit Sharing
- EBSA near Crossroads Chiropractic Profit Sharing Plan
- EBSA ind #2241
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 →
Javier Ortiz Cervera Profit Sharing Retirement Plan in the asset neighbourhood
Dr. Javier Ortiz Cervera multi-year asset trail
Sponsor-wide plan assets over time
All Dr. Javier Ortiz Cervera plans reported in each filing year
- Latest sponsor-wide plan assets
- $522K 13.347113090262475% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $461K |
| 2023 | 1 | 2 | $471K |
| 2024 | 1 | 1 | $522K |
Dr. Javier Ortiz Cervera filing trail (2023)
| Total Assets (Beginning of Year) | $461K |
|---|---|
| Net Assets (End of Year) | $434K |
| Net Income | $11K |
| Employer EIN | 061431774 |
| 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
Javier Ortiz Cervera 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 Crossroads Chiropractic Profit Sharing Plan in CA ($471K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($471K here).
- Crossroads Chiropractic Profit Sharing Plan (CA) $471K · 2
- Qca, Inc. Profit Sharing Plan (TX) $472K · 2
- Rd & Vkdavis, Inc. Retirement Plan (KS) $471K · 12
- Sbw Freight Inc. Retirement Plan (TN) $472K · 1
Similar participant headcount
Nearest other-state filings by covered participants (2 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.