Profit Sharing · DOL Form 5500 · 2024
Beverley Oliveras Alvarez Profit Sharing Plan
Data updated 2026-08-25
- $874K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $874,013
- Avg per participant High balance/head
Official DOL plan name: Boa Retirement Plan · Sponsored by Beverley Oliveras Alvarez · Puerto Rico · Other Services
$874K in assets, 1 participants
Beverley Oliveras Alvarez's Boa Retirement Plan reported $874K in total assets and 1 participant in its 2024 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.
- #3,494 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Boa Retirement Plan ranks #3,494 of 7,719 2024 filers by assets (2296% of the sector average)-$874K for 1 participant.
- #3,494
- in Other Services (7,719 peers)
- +8.1%
- assets growth YoY
Boa Retirement Plan among the smaller filed plans by assets
Boa Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$874,013 22nd percentile higher than 22% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Boa 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. Boa Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Boa Retirement Plan end-of-year assets rose from $808K in the plan year 2023 filing to $874K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 666042055 · Beverley Oliveras Alvarez PY 2024 · Profit Sharing
Boa Retirement Plan · $874K · 1 · 22nd
- VS-ST $874K
- BOY 1
- SCH 22nd
- EBSA Profit Sharing
- PART near Bruce R Nelson Profit Sharing Plan
- TYPE ind #3494
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 →
Boa Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $808K |
|---|---|
| Net Assets (End of Year) | $874K |
| Net Income | $66K |
| Employer EIN | 666042055 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Beverley Oliveras Alvarez)
Sponsor-wide plan assets over time
All Beverley Oliveras Alvarez plans reported in each filing year
- Latest sponsor-wide plan assets
- $874K 17.69491078077427% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $743K |
| 2023 | 1 | 1 | $808K |
| 2024 | 1 | 1 | $874K |
Nearby Profit Sharing Plans in Puerto Rico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Popular, Inc. Pr Savings and Investment Plan $819M · 8,332
- The Retirement and Savings Plan for Amgen Manufacturing Limited LLC $780M · 2,608
- Abbvie Puerto Rico Savings Plan $560M · 1,349
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico $519M · 1,140
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $228M · 758
Boa Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Bruce R Nelson Profit Sharing Plan in IL ($873K); 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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($874K here).
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.