Profit Sharing · DOL Form 5500 · 2023

Claudio P. Bernaschina Lillian V. Rivera Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 6
Participants Small participant base: 44th
Percentile by assets National rank: $839,427
Avg per participant High balance/head

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Official DOL plan name: C. Bernaschina & L. Rivera Profit Sharing Retirement Plan · Sponsored by Claudio P. Bernaschina Lillian V. Rivera · Puerto Rico · Healthcare & Social Assistance

$5M in assets, 6 participants

Claudio P. Bernaschina Lillian V. Rivera's C. Bernaschina & L. Rivera Profit Sharing Retirement Plan reported $5M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

#8,575 in Healthcare & Social Assistance (17,684 peers)

Claudio P. Bernaschina Lillian V. Rivera multi-year trail

Claudio P. Bernaschina Lillian V. Rivera's plans moved +34.3% in assets from 2022 to 2024; this filing shows C. Bernaschina & L. Rivera Profit Sharing Retirement Plan at $5M / 6 participants.

#8,575
in Healthcare & Social Assistance (17,684 peers): +19.8%
assets growth YoY

C. Bernaschina & L. Rivera Profit Sharing Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

C. Bernaschina & L. Rivera Profit Sharing Retirement Plan vs every filed plan by assets

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

$5,036,560 44th percentile higher than 44% 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

C. Bernaschina & L. Rivera 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. C. Bernaschina & L. Rivera Profit Sharing Retirement Plan is a micro filing (6 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

C. Bernaschina & L. Rivera Profit Sharing Retirement Plan reported net income rose from -$722K in the plan year 2022 filing to $834K in the plan year 2023 filing.
C. Bernaschina & L. Rivera Profit Sharing Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 660535658 · Claudio P. Bernaschina Lillian V. Rivera PY 2023 · Profit Sharing

C. Bernaschina & L. Rivera Profit Sharing Retirement Plan · $5M · 6 · 44th

VS-ST $5M
VS-ST 6
VS-ST 44th
VS-ST Profit Sharing
VS-ST near Joseph C.Lin, M.D. L.L.C. Profit Sharing Plan
VS-ST ind #8575

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 →

End-of-year total assets ($M) among C. Bernaschina & L. Rivera Profit Sharing Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Claudio P. Bernaschina Lillian V. Rivera multi-year asset trail

Latest sponsor-wide plan assets: $6M 34.28741717127256% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	6	$4M
2023	1	6	$5M
2024	1	4	$6M

Claudio P. Bernaschina Lillian V. Rivera filing trail (2023)

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$5M
Net Income	$834K
Employer EIN	660535658
Plan Effective Date	1995-01-01
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

C. Bernaschina & L. Rivera Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

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

Compare C. Bernaschina & L. Rivera Profit Sharing Retirement Plan side-by-side with 3 peers →

C. Bernaschina & L. Rivera 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 Joseph C.Lin, M.D. L.L.C. Profit Sharing Plan in MD ($5M); 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 ($5M here).

Joseph C.Lin, M.D. L.L.C. Profit Sharing Plan (MD) $5M · 1
Bank of Lafayette Profit-Sharing Trust (GA) $5M · 46
Milestone Retirement Communities 401(k) Plan (WA) $5M · 980
Halvoron Productions K Plan (CA) $5M · 3

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

Watering Lane Ventures, Inc. Profit Sharing Plan (NH) 6 · 0 off
Ellison & Ellison Company, Inc. Profit Sharing Plan & Trust (GA) 6 · 0 off
Ralph C. Mehler Agency, Inc Profit Sharing Plan & Trust (PA) 6 · 0 off
Felson Enterprises, Corp. Retirement Plan (IL) 6 · 0 off

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 C. Bernaschina & L. Rivera Profit Sharing Retirement Plan assets move in 2023? ▼

C. Bernaschina & L. Rivera Profit Sharing Retirement Plan grew sharply - up 19.8% during 2023, from $4M to $5M. Reported net income was $834K.

How have Claudio P. Bernaschina Lillian V. Rivera plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Claudio P. Bernaschina Lillian V. Rivera's sponsor-wide assets grew 34.3%, from $4M to $6M.

Which Profit Sharing plans are similar in size to C. Bernaschina & L. Rivera Profit Sharing Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Joseph C.Lin, M.D. L.L.C. Profit Sharing Plan in MD ($5M, 1 participant).

Which Profit Sharing plans cover a similar participant headcount to C. Bernaschina & L. Rivera Profit Sharing Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants, $231K 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 660535658.