Profit Sharing · DOL Form 5500 · 2023
Jorge Rivera Torres Profit Sharing Plan
Data updated 2026-08-25
- $383K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 16th
- Percentile by assets National rank
- $127,544
- Avg per participant Near avg balance/head
Official DOL plan name: Jorge Rivera Torres Retirement Plan · Sponsored by Jorge Rivera Torres · Puerto Rico · Other Services
$383K in assets, 3 participants
Jorge Rivera Torres's Jorge Rivera Torres Retirement Plan reported $383K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.
- #2,681 in Other Services (7,857 peers)
What the 2023 filing shows
Jorge Rivera Torres Retirement Plan holds $383K for 3 participants - about $127,544 per participant, among the smaller plans by assets on file.
- #2,681
- in Other Services (7,857 peers)
- +4.2%
- assets growth YoY
Jorge Rivera Torres Retirement Plan among the smaller filed plans by assets
Jorge Rivera Torres Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$382,631 16th percentile higher than 16% 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
Jorge Rivera Torres 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. Jorge Rivera Torres Retirement Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Jorge Rivera Torres Retirement Plan reported net income rose from -$29K in the plan year 2022 filing to $15K in the plan year 2023 filing.
- Jorge Rivera Torres Retirement Plan end-of-year assets rose from $367K in the plan year 2022 filing to $383K in the plan year 2023 filing.
DOL schedule card
Filing strip 660532434 · Jorge Rivera Torres PY 2023 · Profit Sharing
Jorge Rivera Torres Retirement Plan · $383K · 3 · 16th
- VS-ST $383K
- BOY 3
- SCH 16th
- EBSA Profit Sharing
- PART near Nevada City Engineering Inc Profit Sharing Plan
- TYPE ind #2681
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 Other Services retirement plans → · Plans in Puerto Rico →
Jorge Rivera Torres Retirement Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $367K |
|---|---|
| Net Assets (End of Year) | $365K |
| Net Income | $15K |
| Employer EIN | 660532434 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jorge Rivera Torres)
Sponsor-wide plan assets over time
All Jorge Rivera Torres plans reported in each filing year
- Latest sponsor-wide plan assets
- $363K 1.0929660894680535% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $367K |
| 2023 | 1 | 3 | $383K |
| 2024 | 1 | 3 | $363K |
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
Jorge Rivera Torres Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Nevada City Engineering Inc Profit Sharing Plan in CA ($382K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($383K here).
- Nevada City Engineering Inc Profit Sharing Plan (CA) $382K · 7
- Game Rules, LLC Profit Sharing Plan (NV) $383K · 3
- Game Rules, LLC Profit Sharing Plan (NV) $383K · 3
- Volkers, Inc. Retirement Plan (MN) $382K · 10
Similar participant headcount
Nearest other-state filings by covered participants (3 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.