Profit Sharing · DOL Form 5500 · 2023

Dr. Nicolas Betancourt Fernandez Dra. Vanessa Olivo Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
30th
Percentile by assets National rank
$955,807
Avg per participant High balance/head
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Official DOL plan name: Betancourt & Olivo Retirement Plan · Sponsored by Dr. Nicolas Betancourt Fernandez Dra. Vanessa Olivo · Puerto Rico · Healthcare & Social Assistance

$2M in assets, 2 participants

Dr. Nicolas Betancourt Fernandez Dra. Vanessa Olivo's Betancourt & Olivo Retirement Plan reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,026 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Betancourt & Olivo Retirement Plan grew at a solid clip 10.3% in 2023 ($2M → $2M) for 2 participants.

#5,026
in Healthcare & Social Assistance (17,684 peers)
+10.3%
assets growth YoY

Betancourt & Olivo Retirement Plan among the smaller filed plans by assets

Betancourt & Olivo Retirement Plan vs every filed plan by assets

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

$1,911,614 30th percentile higher than 30% 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

Betancourt & Olivo 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. Betancourt & Olivo Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Betancourt & Olivo Retirement Plan reported net income rose from -$213K in the plan year 2022 filing to $178K in the plan year 2023 filing.
  • Betancourt & Olivo Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 660486341 · Dr. Nicolas Betancourt Fernandez Dra. Vanessa Olivo PY 2023 · Profit Sharing

Betancourt & Olivo Retirement Plan · $2M · 2 · 30th

  • PHOTO $2M
  • PHOTO 2
  • PHOTO 30th
  • PHOTO Profit Sharing
  • PHOTO near Profit Sharing Plan Qrp Keogh
  • PHOTO ind #5026

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 →

Betancourt & Olivo Retirement Plan in the asset neighbourhood

Betancourt & Olivo Retirement PlanBetancourt & Olivo Retiremen…$2MProfit Sharing Plan Qrp Keogh$2MRosenfeld & Bueno an Acctcy Corp Prof Shar PlanRosenfeld & Bueno an Acctcy …$2MIndustrial Steel Inc Profit Sharing Plan and TrustIndustrial Steel Inc Profit …$2MMann & Wooldridge, P.C. Profit Sharing PlanMann & Wooldridge, P.C. Prof…$2M
End-of-year total assets ($M) among Betancourt & Olivo Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Dr. Nicolas Betancourt Fernandez Dra. Vanessa Olivo years around the 2023 move

Sponsor-wide plan assets over time

All Dr. Nicolas Betancourt Fernandez Dra. Vanessa Olivo plans reported in each filing year

Latest sponsor-wide plan assets
$2M 9.644010293928462% vs 2022
2024 filing year
$1.7M$1.8M$1.9M$2M 202220232024 $1.73M $1.9M ▲ +9.8%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $2M

2023 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$178K
Employer EIN660486341
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Betancourt & Olivo Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Betancourt & Olivo Retirement Plan, Total assets ($M): 1.911614 · Participants: 2Betancourt & Olivo 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
Betancourt & Olivo Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Betancourt & Olivo Retirement Plan side-by-side with 3 peers →

Betancourt & Olivo Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Profit Sharing Plan Qrp Keogh in NM ($2M); 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 Betancourt & Olivo Retirement Plan assets move in 2023? ▼
Betancourt & Olivo Retirement Plan grew at a solid clip - up 10.3% during 2023, from $2M to $2M. Reported net income was $178K.
How have Dr. Nicolas Betancourt Fernandez Dra. Vanessa Olivo plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dr. Nicolas Betancourt Fernandez Dra. Vanessa Olivo's sponsor-wide assets grew 9.6%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Betancourt & Olivo Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Profit Sharing Plan Qrp Keogh in NM ($2M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Betancourt & Olivo 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 660486341.

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.