Profit Sharing · DOL Form 5500 · 2023

Ruth Rivera Melendez Profit Sharing Plan

Data updated 2026-08-25

$507K
Total assets Small plan by assets
2
Participants Small participant base
18th
Percentile by assets National rank
$253,380
Avg per participant Above avg balance/head
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Official DOL plan name: Ruth Rivera Melendez Retirement Plan · Sponsored by Ruth Rivera Melendez · Puerto Rico · Healthcare & Social Assistance

$507K in assets, 2 participants

Ruth Rivera Melendez's Ruth Rivera Melendez Retirement Plan reported $507K in total assets and 2 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.

  • #2,351 in Healthcare & Social Assistance (17,684 peers)

Ruth Rivera Melendez multi-year trail

Ruth Rivera Melendez's plans moved +16.4% in assets from 2022 to 2023; this filing shows Ruth Rivera Melendez Retirement Plan at $507K / 2 participants.

#2,351
in Healthcare & Social Assistance (17,684 peers)
+16.4%
assets growth YoY

Ruth Rivera Melendez Retirement Plan among the smaller filed plans by assets

Ruth Rivera Melendez Retirement Plan vs every filed plan by assets

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

$506,760 18th percentile higher than 18% 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

Ruth Rivera Melendez 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. Ruth Rivera Melendez Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ruth Rivera Melendez Retirement Plan reported net income rose from -$93K in the plan year 2022 filing to $71K in the plan year 2023 filing.
  • Ruth Rivera Melendez Retirement Plan end-of-year assets rose from $436K in the plan year 2022 filing to $507K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 660590294 · Ruth Rivera Melendez PY 2023 · Profit Sharing

Ruth Rivera Melendez Retirement Plan · $507K · 2 · 18th

  • EOY $507K
  • EOY 2
  • EOY 18th
  • EOY Profit Sharing
  • EOY near M. Chalom and Son, Inc. Profit Sharing Plan and Trust
  • EOY ind #2351

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 →

Ruth Rivera Melendez Retirement Plan in the asset neighbourhood

Ruth Rivera Melendez Retirement PlanRuth Rivera Melendez Retirem…$507KM. Chalom and Son, Inc. Profit Sharing Plan and TrustM. Chalom and Son, Inc. Prof…$507KTeks Enterprises Inc. Profit Sharing PlanTeks Enterprises Inc. Profit…$506KHmbp Investments, Inc. Retirement PlanHmbp Investments, Inc. Retir…$506KKapko, Inc. Retirement Plan$506K
End-of-year total assets ($M) among Ruth Rivera Melendez Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Ruth Rivera Melendez multi-year asset trail

Sponsor-wide plan assets over time

All Ruth Rivera Melendez plans reported in each filing year

Latest sponsor-wide plan assets
$507K 16.350778909182747% vs 2022
2023 filing year
$0.4M$0.45M$0.5M$0.55M 20222023 $0.44M $0.51M ▲ +15.9%
Year Plans Participants Total Assets
2022 1 2 $436K
2023 1 2 $507K

Ruth Rivera Melendez filing trail (2023)

Total Assets (Beginning of Year)$436K
Net Assets (End of Year)$503K
Net Income$71K
Employer EIN660590294
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Ruth Rivera Melendez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Ruth Rivera Melendez Retirement Plan, Total assets ($M): 0.50676 · Participants: 2Ruth Rivera Melendez 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
Ruth Rivera Melendez Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Ruth Rivera Melendez Retirement Plan side-by-side with 3 peers →

Ruth Rivera Melendez Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is M. Chalom and Son, Inc. Profit Sharing Plan and Trust in NY ($507K); 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 ($507K here).

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 Ruth Rivera Melendez Retirement Plan assets move in 2023? ▼
Ruth Rivera Melendez Retirement Plan grew sharply - up 16.4% during 2023, from $436K to $507K. Reported net income was $71K.
How have Ruth Rivera Melendez plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Ruth Rivera Melendez's sponsor-wide assets grew 16.4%, from $436K to $507K.
Where does Ruth Rivera Melendez Retirement Plan rank by assets among Form 5500 filers? ▼
Ruth Rivera Melendez Retirement Plan ranks in the 18th 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 Ruth Rivera Melendez Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is M. Chalom and Son, Inc. Profit Sharing Plan and Trust in NY ($507K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Ruth Rivera Melendez 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 660590294.

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.