Profit Sharing · DOL Form 5500 · 2024

Lillian E. Cruz Rivera Retirement Profit Sharing Plan

Data updated 2026-08-25

$43K
Total assets Small plan by assets
1
Participants Small participant base
3rd
Percentile by assets National rank
$43,297
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lillian E. Cruz Rivera Retirement Plan · Sponsored by Lillian E. Cruz Rivera Retirement · Puerto Rico · Professional & Technical Services

$43K in assets, 1 participants

Lillian E. Cruz Rivera Retirement's Lillian E. Cruz Rivera Retirement Plan reported $43K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 3rd 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.

  • #604 in Professional & Technical Services (20,173 peers)

Lillian E. Cruz Rivera Retirement multi-year trail

Lillian E. Cruz Rivera Retirement's plans moved +10.8% in assets from 2022 to 2024; this filing shows Lillian E. Cruz Rivera Retirement Plan at $43K / 1 participant.

#604
in Professional & Technical Services (20,173 peers)
+14.8%
assets growth YoY

Lillian E. Cruz Rivera Retirement Plan among the smaller filed plans by assets

Lillian E. Cruz Rivera Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$43,297 3rd percentile higher than 3% of 123,620 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 2024

Lillian E. Cruz Rivera Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lillian E. Cruz Rivera Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lillian E. Cruz Rivera Retirement Plan reported net income rose from -$1K in the plan year 2023 filing to $6K in the plan year 2024 filing.
  • Lillian E. Cruz Rivera Retirement Plan end-of-year assets rose from $38K in the plan year 2023 filing to $43K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 660716286 · Lillian E. Cruz Rivera Retirement PY 2024 · Profit Sharing

Lillian E. Cruz Rivera Retirement Plan · $43K · 1 · 3rd

  • EBSA $43K
  • PART 1
  • TYPE 3rd
  • NET Profit Sharing
  • BOOK near Terjeson Ranches Profit Sharing Plan & Trust
  • VS-ST ind #604

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 Professional & Technical Services retirement plans → · Plans in Puerto Rico →

Lillian E. Cruz Rivera Retirement Plan in the asset neighbourhood

Lillian E. Cruz Rivera Retirement PlanLillian E. Cruz Rivera Retir…$43KTerjeson Ranches Profit Sharing Plan & TrustTerjeson Ranches Profit Shar…$43KMountain Star Consulting, Inc. Retirement PlanMountain Star Consulting, In…$44KKing's Home Inspection, Inc. Retirement PlanKing's Home Inspection, Inc.…$43KWatermarke Hospitality Recruiting Inc. Retirement PlanWatermarke Hospitality Recru…$43K
End-of-year total assets ($M) among Lillian E. Cruz Rivera Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Lillian E. Cruz Rivera Retirement multi-year asset trail

Sponsor-wide plan assets over time

All Lillian E. Cruz Rivera Retirement plans reported in each filing year

Latest sponsor-wide plan assets
$43K 10.782181511142952% vs 2022
2024 filing year
$0.04M 202220232024 $0.04M $0.04M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 1 $39K
2023 1 1 $38K
2024 1 1 $43K

Lillian E. Cruz Rivera Retirement filing trail (2024)

Total Assets (Beginning of Year)$38K
Net Assets (End of Year)$43K
Net Income$6K
Employer EIN660716286
Plan Effective Date2008-07-31
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Lillian E. Cruz Rivera Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Lillian E. Cruz Rivera Retirement Plan, Total assets ($M): 0.043297 · Participants: 1Lillian E. Cruz Rivera Retirement PlanPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 818.605332 · Participants: 8332Popular, Inc. Pr Savings and Investment PlanThe Retirement and Savings Plan for Amgen Manufacturing Limited LLC, Total assets ($M): 779.532675 · Participants: 2608The Retirement and Savings Plan for Amgen Manufacturing Limited LLCAbbvie Puerto Rico Savings Plan, Total assets ($M): 560.135241 · Participants: 1349Abbvie Puerto Rico Savings PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 519.253084 · Participants: 1140The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 228.453278 · Participants: 758Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan
Lillian E. Cruz Rivera Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Lillian E. Cruz Rivera Retirement Plan side-by-side with 3 peers →

Lillian E. Cruz Rivera Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Terjeson Ranches Profit Sharing Plan & Trust in OR ($43K); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lillian E. Cruz Rivera Retirement Plan assets move in 2024? ▼
Lillian E. Cruz Rivera Retirement Plan grew at a solid clip - up 14.8% during 2024, from $38K to $43K. Reported net income was $6K.
How have Lillian E. Cruz Rivera Retirement plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lillian E. Cruz Rivera Retirement's sponsor-wide assets grew 10.8%, from $39K to $43K.
Where does Lillian E. Cruz Rivera Retirement Plan rank by assets among Form 5500 filers? ▼
Lillian E. Cruz Rivera Retirement Plan ranks in the 3rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Lillian E. Cruz Rivera Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Terjeson Ranches Profit Sharing Plan & Trust in OR ($43K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Lillian E. Cruz Rivera Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 660716286.

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.