Profit Sharing · DOL Form 5500 · 2023

Dr. Beatriz Bartolomei Profit Sharing Plan

Data updated 2026-08-25

$130K
Total assets Small plan by assets
2
Participants Small participant base
8th
Percentile by assets National rank
$64,778
Avg per participant Low balance/head
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Official DOL plan name: Beatriz Bartolomei Profit Sharing Retirement Plan · Sponsored by Dr. Beatriz Bartolomei · Puerto Rico · Healthcare & Social Assistance

$130K in assets, 2 participants

Dr. Beatriz Bartolomei's Beatriz Bartolomei Profit Sharing Retirement Plan reported $130K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 8th 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.

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

Dr. Beatriz Bartolomei multi-year trail

Dr. Beatriz Bartolomei's plans moved +22.1% in assets from 2022 to 2024; this filing shows Beatriz Bartolomei Profit Sharing Retirement Plan at $130K / 2 participants.

#953
in Healthcare & Social Assistance (17,684 peers)
+13.2%
assets growth YoY

Beatriz Bartolomei Profit Sharing Retirement Plan among the smaller filed plans by assets

Beatriz Bartolomei Profit Sharing Retirement Plan vs every filed plan by assets

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

$129,555 8th percentile higher than 8% 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

Beatriz Bartolomei 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. Beatriz Bartolomei 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

  • Beatriz Bartolomei Profit Sharing Retirement Plan reported net income rose from -$15K in the plan year 2022 filing to $15K in the plan year 2023 filing.
  • Beatriz Bartolomei Profit Sharing Retirement Plan end-of-year assets rose from $114K in the plan year 2022 filing to $130K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 660429544 · Dr. Beatriz Bartolomei PY 2023 · Profit Sharing

Beatriz Bartolomei Profit Sharing Retirement Plan · $130K · 2 · 8th

  • BOOK $130K
  • VS-ST 2
  • BOY 8th
  • SCH Profit Sharing
  • EBSA near Tayken Inc. Retirement Plan
  • PART ind #953

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 →

Beatriz Bartolomei Profit Sharing Retirement Plan in the asset neighbourhood

Beatriz Bartolomei Profit Sharing Retirement PlanBeatriz Bartolomei Profit Sh…$130KTayken Inc. Retirement Plan$130KElizabeth J. Quigley, Atty Profit-Sharing PlanElizabeth J. Quigley, Atty P…$130K2bestmates Enterprise, Inc. Retirement Plan2bestmates Enterprise, Inc. …$130KSouth Fork Capital Endeavors Inc. Retirement PlanSouth Fork Capital Endeavors…$130K
End-of-year total assets ($M) among Beatriz Bartolomei Profit Sharing Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Dr. Beatriz Bartolomei multi-year asset trail

Sponsor-wide plan assets over time

All Dr. Beatriz Bartolomei plans reported in each filing year

Latest sponsor-wide plan assets
$140K 22.132343306398777% vs 2022
2024 filing year
$0.1M$0.11M$0.12M$0.13M$0.14M$0.15M 202220232024 $0.11M $0.14M ▲ +27.3%
Year Plans Participants Total Assets
2022 1 2 $114K
2023 1 2 $130K
2024 1 1 $140K

Dr. Beatriz Bartolomei filing trail (2023)

Total Assets (Beginning of Year)$114K
Net Assets (End of Year)$130K
Net Income$15K
Employer EIN660429544
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Beatriz Bartolomei Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Beatriz Bartolomei Profit Sharing Retirement Plan, Total assets ($M): 0.129555 · Participants: 2Beatriz Bartolomei Profit Sharing 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
Beatriz Bartolomei Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Beatriz Bartolomei Profit Sharing Retirement Plan side-by-side with 3 peers →

Beatriz Bartolomei 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 Tayken Inc. Retirement Plan in NV ($130K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did Beatriz Bartolomei Profit Sharing Retirement Plan assets move in 2023? ▼
Beatriz Bartolomei Profit Sharing Retirement Plan grew at a solid clip - up 13.2% during 2023, from $114K to $130K. Reported net income was $15K.
How have Dr. Beatriz Bartolomei plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dr. Beatriz Bartolomei's sponsor-wide assets grew 22.1%, from $114K to $140K.
Where does Beatriz Bartolomei Profit Sharing Retirement Plan rank by assets among Form 5500 filers? ▼
Beatriz Bartolomei Profit Sharing Retirement Plan ranks in the 8th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Beatriz Bartolomei Profit Sharing Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Tayken Inc. Retirement Plan in NV ($130K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Beatriz Bartolomei Profit Sharing Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 660429544.

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.