Profit Sharing · DOL Form 5500 · 2023

Alejandro Acosta Rivera Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
2
Participants Small participant base
39th
Percentile by assets National rank
$1.8M
Avg per participant High balance/head
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Official DOL plan name: Alejandro Acosta Profit Sharing Retirement Plan · Sponsored by Alejandro Acosta Rivera · Puerto Rico · Healthcare & Social Assistance

$4M in assets, 2 participants

Alejandro Acosta Rivera's Alejandro Acosta Profit Sharing Retirement Plan reported $4M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,217 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Alejandro Acosta Profit Sharing Retirement Plan holds $4M for 2 participants - about $1.8M per participant, in the lower half of filed plans by assets.

#7,217
in Healthcare & Social Assistance (17,684 peers)
+6.2%
assets growth YoY

Alejandro Acosta Profit Sharing Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Alejandro Acosta Profit Sharing Retirement Plan vs every filed plan by assets

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

$3,655,378 39th percentile higher than 39% 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

Alejandro Acosta 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. Alejandro Acosta 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

  • Alejandro Acosta Profit Sharing Retirement Plan reported net income rose from -$948K in the plan year 2022 filing to $212K in the plan year 2023 filing.
  • Alejandro Acosta Profit Sharing Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 660446542 · Alejandro Acosta Rivera PY 2023 · Profit Sharing

Alejandro Acosta Profit Sharing Retirement Plan · $4M · 2 · 39th

  • NET $4M
  • NET 2
  • NET 39th
  • NET Profit Sharing
  • NET near Joseph a. Walheim & Associates Profit Sharing & Retirement Plan
  • NET ind #7217

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 →

Alejandro Acosta Profit Sharing Retirement Plan in the asset neighbourhood

Alejandro Acosta Profit Sharing Retirement PlanAlejandro Acosta Profit Shar…$4MEstex Manufacturing Company Inc. Profit Sharing PlanEstex Manufacturing Company …$4MJurgens & with, P.a. Profit Sharing PlanJurgens & with, P.a. Profit …$4MJoseph a. Walheim & Associates Profit Sharing & Retirement PlanJoseph a. Walheim & Associat…$4MKinnamon & Associates Ltd Profit Sharing PlanKinnamon & Associates Ltd Pr…$4M
End-of-year total assets ($M) among Alejandro Acosta Profit Sharing Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$212K
Employer EIN660446542
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alejandro Acosta Rivera)

Sponsor-wide plan assets over time

All Alejandro Acosta Rivera plans reported in each filing year

Latest sponsor-wide plan assets
$4M 3.5745653270009594% vs 2022
2024 filing year
$3.4M$3.5M$3.6M$3.7M 202220232024 $3.44M $3.57M ▲ +3.8%
Year Plans Participants Total Assets
2022 1 2 $3M
2023 1 2 $4M
2024 1 3 $4M

Nearby Profit Sharing Plans in Puerto Rico

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

Alejandro Acosta 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 ($M) Participants Alejandro Acosta Profit Sharing Retirement Plan, Total assets ($M): 3.655378 · Participants: 2Alejandro Acosta 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
Alejandro Acosta Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Alejandro Acosta Profit Sharing Retirement Plan side-by-side with 3 peers →

Alejandro Acosta 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 a. Walheim & Associates Profit Sharing & Retirement Plan in PA ($4M); 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 Alejandro Acosta Profit Sharing Retirement Plan assets move in 2023? ▼
Alejandro Acosta Profit Sharing Retirement Plan grew at a solid clip - up 6.2% during 2023, from $3M to $4M. Reported net income was $212K.
How have Alejandro Acosta Rivera plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alejandro Acosta Rivera's sponsor-wide assets grew 3.6%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Alejandro Acosta Profit Sharing Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Joseph a. Walheim & Associates Profit Sharing & Retirement Plan in PA ($4M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Alejandro Acosta 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 660446542.

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.