Profit Sharing · DOL Form 5500 · 2023

Josefina Ortiz Rivera Profit Sharing Plan

Data updated 2026-08-25

$763K
Total assets Small plan by assets
5
Participants Small participant base
21st
Percentile by assets National rank
$152,509
Avg per participant Above avg balance/head
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Official DOL plan name: Oficina Medica Josefina Ortiz LLC Retirement Plan · Sponsored by Josefina Ortiz Rivera · Puerto Rico · Healthcare & Social Assistance

$763K in assets, 5 participants

Josefina Ortiz Rivera's Oficina Medica Josefina Ortiz LLC Retirement Plan reported $763K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #2,984 in Healthcare & Social Assistance (17,684 peers)

Josefina Ortiz Rivera multi-year trail

Josefina Ortiz Rivera's plans moved +30.6% in assets from 2022 to 2024; this filing shows Oficina Medica Josefina Ortiz LLC Retirement Plan at $763K / 5 participants.

#2,984
in Healthcare & Social Assistance (17,684 peers)
+16.4%
assets growth YoY

Oficina Medica Josefina Ortiz LLC Retirement Plan among the smaller filed plans by assets

Oficina Medica Josefina Ortiz LLC Retirement Plan vs every filed plan by assets

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

$762,546 21st percentile higher than 21% 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

Oficina Medica Josefina Ortiz LLC 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. Oficina Medica Josefina Ortiz LLC Retirement Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oficina Medica Josefina Ortiz LLC Retirement Plan reported net income rose from -$41K in the plan year 2022 filing to $103K in the plan year 2023 filing.
  • Oficina Medica Josefina Ortiz LLC Retirement Plan end-of-year assets rose from $655K in the plan year 2022 filing to $763K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 660909940 · Josefina Ortiz Rivera PY 2023 · Profit Sharing

Oficina Medica Josefina Ortiz LLC Retirement Plan · $763K · 5 · 21st

  • PCT $763K
  • PCT 5
  • PCT 21st
  • PCT Profit Sharing
  • PCT near Andy Caglia Realty, Inc. Profit Sharing Plan
  • PCT ind #2984

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 →

Oficina Medica Josefina Ortiz LLC Retirement Plan in the asset neighbourhood

Oficina Medica Josefina Ortiz LLC Retirement PlanOficina Medica Josefina Orti…$763KAndy Caglia Realty, Inc. Profit Sharing PlanAndy Caglia Realty, Inc. Pro…$762KCalderone Abbott PC Profit Sharing PlanCalderone Abbott PC Profit S…$762KThe Dural Corp. Retirement PlanThe Dural Corp. Retirement P…$763KPermanent Claims Service, Inc. Profit Sharing PlanPermanent Claims Service, In…$763K
End-of-year total assets ($M) among Oficina Medica Josefina Ortiz LLC Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Josefina Ortiz Rivera multi-year asset trail

Sponsor-wide plan assets over time

All Josefina Ortiz Rivera plans reported in each filing year

Latest sponsor-wide plan assets
$855K 30.577102789467574% vs 2022
2024 filing year
$0.6M$0.7M$0.8M$0.9M 202220232024 $0.65M $0.86M ▲ +32.3%
Year Plans Participants Total Assets
2022 1 5 $655K
2023 1 5 $763K
2024 1 7 $855K

Josefina Ortiz Rivera filing trail (2023)

Total Assets (Beginning of Year)$655K
Net Assets (End of Year)$740K
Net Income$103K
Employer EIN660909940
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Oficina Medica Josefina Ortiz LLC Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Oficina Medica Josefina Ortiz LLC Retirement Plan, Total assets ($M): 0.762546 · Participants: 5Oficina Medica Josefina Ortiz LLC 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
Oficina Medica Josefina Ortiz LLC Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Oficina Medica Josefina Ortiz LLC Retirement Plan side-by-side with 3 peers →

Oficina Medica Josefina Ortiz LLC Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Andy Caglia Realty, Inc. Profit Sharing Plan in CA ($762K); by covered participants it is Salon Passion Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Oficina Medica Josefina Ortiz LLC Retirement Plan assets move in 2023? ▼
Oficina Medica Josefina Ortiz LLC Retirement Plan grew sharply - up 16.4% during 2023, from $655K to $763K. Reported net income was $103K.
How have Josefina Ortiz Rivera plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Josefina Ortiz Rivera's sponsor-wide assets grew 30.6%, from $655K to $855K.
Where does Oficina Medica Josefina Ortiz LLC Retirement Plan rank by assets among Form 5500 filers? ▼
Oficina Medica Josefina Ortiz LLC Retirement Plan ranks in the 21st 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 Oficina Medica Josefina Ortiz LLC Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Andy Caglia Realty, Inc. Profit Sharing Plan in CA ($762K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Oficina Medica Josefina Ortiz LLC Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Salon Passion Inc. Retirement Plan in GA (5 participants, N/A 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 660909940.

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.