Profit Sharing · DOL Form 5500 · 2023
Rafael Seneriz Ortiz Profit Sharing Plan
Data updated 2026-08-25
- $825K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $206,281
- Avg per participant Above avg balance/head
Official DOL plan name: Dr. Rafael Seneriz Ortiz Retirement Plan · Sponsored by Rafael Seneriz Ortiz · Puerto Rico · Healthcare & Social Assistance
$825K in assets, 4 participants
Rafael Seneriz Ortiz's Dr. Rafael Seneriz Ortiz Retirement Plan reported $825K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.
- #3,107 in Healthcare & Social Assistance (17,684 peers)
What the 2023 filing shows
Dr. Rafael Seneriz Ortiz Retirement Plan holds $825K for 4 participants - about $206,281 per participant, among the smaller plans by assets on file.
- #3,107
- in Healthcare & Social Assistance (17,684 peers)
- -1.0%
- assets change YoY
The plan reported a net loss of $8K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Dr. Rafael Seneriz Ortiz Retirement Plan among the smaller filed plans by assets
Dr. Rafael Seneriz Ortiz Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$825,124 22nd percentile higher than 22% 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
Dr. Rafael Seneriz Ortiz 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. Dr. Rafael Seneriz Ortiz Retirement Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Dr. Rafael Seneriz Ortiz Retirement Plan reported net income rose from -$153K in the plan year 2022 filing to -$8K in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 660614028 · Rafael Seneriz Ortiz PY 2023 · Profit Sharing
Dr. Rafael Seneriz Ortiz Retirement Plan · $825K · 4 · 22nd
- ASSETS $825K
- ASSETS 4
- ASSETS 22nd
- ASSETS Profit Sharing
- ASSETS near Traxi LLC Profit Sharing Plan
- ASSETS ind #3107
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 →
Dr. Rafael Seneriz Ortiz Retirement Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $833K |
|---|---|
| Net Assets (End of Year) | $814K |
| Net Income | -$8K |
| Employer EIN | 660614028 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rafael Seneriz Ortiz)
Sponsor-wide plan assets over time
All Rafael Seneriz Ortiz plans reported in each filing year
- Latest sponsor-wide plan assets
- $889K 6.732425163606165% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $833K |
| 2023 | 1 | 4 | $825K |
| 2024 | 1 | 4 | $889K |
Nearby Profit Sharing Plans in Puerto Rico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- 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
Dr. Rafael Seneriz Ortiz Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Traxi LLC Profit Sharing Plan in NJ ($825K); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($825K here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Sj Grillo Profit Sharing Plan (NY) 4 · 0 off
- Atraz Johnson Profit Sharing Plan (OR) 4 · 0 off
- Nomax Inc. Retirement Plan (LA) 4 · 0 off
- Unit Design Inc Ps (LA) 4 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.