Profit Sharing · DOL Form 5500 · 2024

Roberto L. Nevares Font Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
2
Participants Small participant base
40th
Percentile by assets National rank
$2.2M
Avg per participant High balance/head
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Official DOL plan name: Roberto L. Nevares Font Retirement Plan · Sponsored by Roberto L. Nevares Font · Puerto Rico · Other Services

$4M in assets, 2 participants

Roberto L. Nevares Font's Roberto L. Nevares Font Retirement Plan reported $4M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #4,821 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Roberto L. Nevares Font Retirement Plan ranks #4,821 of 7,719 2024 filers by assets (457% of the sector average)-$4M for 2 participants.

#4,821
in Other Services (7,719 peers)
+16.4%
assets growth YoY

Roberto L. Nevares Font Retirement Plan's mid-pack asset rank among Other Services and all filers

Roberto L. Nevares Font Retirement Plan vs every filed plan by assets

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

$4,391,089 40th percentile higher than 40% 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

Roberto L. Nevares Font 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. Roberto L. Nevares Font Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Roberto L. Nevares Font Retirement Plan reported net income fell from $750K in the plan year 2023 filing to $618K in the plan year 2024 filing.
  • Roberto L. Nevares Font Retirement Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 660436862 · Roberto L. Nevares Font PY 2024 · Profit Sharing

Roberto L. Nevares Font Retirement Plan · $4M · 2 · 40th

  • EOY $4M
  • EOY 2
  • EOY 40th
  • EOY Profit Sharing
  • EOY near Broco Matco Holdings Inc. Retirement Plan
  • EOY ind #4821

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 →

Roberto L. Nevares Font Retirement Plan in the asset neighbourhood

The Contractors Retirement PlanThe Contractors Retirement P…$4MOctave Bioscience 401(k) Plan$4MRoberto L. Nevares Font Retirement PlanRoberto L. Nevares Font Reti…$4MBroco Matco Holdings Inc. Retirement PlanBroco Matco Holdings Inc. Re…$4MDavid a. Bell, D.M.D., P.C. Profit Sharing PlanDavid a. Bell, D.M.D., P.C. …$4M
End-of-year total assets ($M) among Roberto L. Nevares Font Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$618K
Employer EIN660436862
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roberto L. Nevares Font)

Sponsor-wide plan assets over time

All Roberto L. Nevares Font plans reported in each filing year

Latest sponsor-wide plan assets
$4M 45.26662385837668% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M$5M 202220232024 $3.02M $4.39M ▲ +45.4%
Year Plans Participants Total Assets
2022 1 2 $3M
2023 1 2 $4M
2024 1 2 $4M

Nearby Profit Sharing Plans in Puerto Rico

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

Roberto L. Nevares Font Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Roberto L. Nevares Font Retirement Plan, Total assets ($M): 4.391089 · Participants: 2Roberto L. Nevares Font 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
Roberto L. Nevares Font Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Roberto L. Nevares Font Retirement Plan side-by-side with 3 peers →

Roberto L. Nevares Font Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Broco Matco Holdings Inc. Retirement Plan in TX ($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 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Roberto L. Nevares Font Retirement Plan assets move in 2024? ▼
Roberto L. Nevares Font Retirement Plan grew sharply - up 16.4% during 2024, from $4M to $4M. Reported net income was $618K.
How have Roberto L. Nevares Font plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roberto L. Nevares Font's sponsor-wide assets grew 45.3%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Roberto L. Nevares Font Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Broco Matco Holdings Inc. Retirement Plan in TX ($4M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Roberto L. Nevares Font 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 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 660436862.

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.