Profit Sharing · DOL Form 5500 · 2024

Mildred Alfonso Rivera Profit Sharing Plan

Data updated 2026-08-25

$853K
Total assets Small plan by assets
1
Participants Small participant base
22nd
Percentile by assets National rank
$852,736
Avg per participant High balance/head
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Official DOL plan name: Mildred Alfonso Rivera Retirement Plan · Sponsored by Mildred Alfonso Rivera · Puerto Rico · Finance & Insurance

$853K in assets, 1 participants

Mildred Alfonso Rivera's Mildred Alfonso Rivera Retirement Plan reported $853K 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.

  • #1,044 in Finance & Insurance (8,549 peers)

Mildred Alfonso Rivera multi-year trail

Mildred Alfonso Rivera's plans moved +15.2% in assets from 2022 to 2024; this filing shows Mildred Alfonso Rivera Retirement Plan at $853K / 1 participant.

#1,044
in Finance & Insurance (8,549 peers)
+5.4%
assets growth YoY

Mildred Alfonso Rivera Retirement Plan among the smaller filed plans by assets

Mildred Alfonso Rivera Retirement Plan vs every filed plan by assets

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

$852,736 22nd percentile higher than 22% 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

Mildred Alfonso 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. Mildred Alfonso 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

  • Mildred Alfonso Rivera Retirement Plan reported net income fell from $68K in the plan year 2023 filing to $44K in the plan year 2024 filing.
  • Mildred Alfonso Rivera Retirement Plan end-of-year assets rose from $809K in the plan year 2023 filing to $853K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 584284272 · Mildred Alfonso Rivera PY 2024 · Profit Sharing

Mildred Alfonso Rivera Retirement Plan · $853K · 1 · 22nd

  • BOY $853K
  • BOY 1
  • BOY 22nd
  • BOY Profit Sharing
  • BOY near Caring 4 Family, Inc. , Profit Sharing Plan
  • BOY ind #1044

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 Finance & Insurance retirement plans → · Plans in Puerto Rico →

Mildred Alfonso Rivera Retirement Plan in the asset neighbourhood

Mildred Alfonso Rivera Retirement PlanMildred Alfonso Rivera Retir…$853KCaring 4 Family, Inc. , Profit Sharing PlanCaring 4 Family, Inc. , Prof…$853KJrs Ventures Inc. Retirement PlanJrs Ventures Inc. Retirement…$853KAurora Pediatric Clinic, S.C. Restated Profit Sharing Plan & TrustAurora Pediatric Clinic, S.C…$852KCowell & Lapointe PC Employees Profit Sharing PlanCowell & Lapointe PC Employe…$853K
End-of-year total assets ($M) among Mildred Alfonso Rivera Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Mildred Alfonso Rivera multi-year asset trail

Sponsor-wide plan assets over time

All Mildred Alfonso Rivera plans reported in each filing year

Latest sponsor-wide plan assets
$853K 15.153364788622081% vs 2022
2024 filing year
$0.7M$0.75M$0.8M$0.85M$0.9M 202220232024 $0.74M $0.85M ▲ +14.9%
Year Plans Participants Total Assets
2022 1 1 $741K
2023 1 1 $809K
2024 1 1 $853K

Mildred Alfonso Rivera filing trail (2024)

Total Assets (Beginning of Year)$809K
Net Assets (End of Year)$853K
Net Income$44K
Employer EIN584284272
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Mildred Alfonso Rivera Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Mildred Alfonso Rivera Retirement Plan, Total assets ($M): 0.852736 · Participants: 1Mildred Alfonso 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
Mildred Alfonso Rivera Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Mildred Alfonso Rivera Retirement Plan side-by-side with 3 peers →

Mildred Alfonso Rivera Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Caring 4 Family, Inc. , Profit Sharing Plan in MO ($853K); 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 Mildred Alfonso Rivera Retirement Plan assets move in 2024? ▼
Mildred Alfonso Rivera Retirement Plan grew at a solid clip - up 5.4% during 2024, from $809K to $853K. Reported net income was $44K.
How have Mildred Alfonso Rivera plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mildred Alfonso Rivera's sponsor-wide assets grew 15.2%, from $741K to $853K.
Where does Mildred Alfonso Rivera Retirement Plan rank by assets among Form 5500 filers? ▼
Mildred Alfonso Rivera Retirement Plan ranks in the 22nd 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 Mildred Alfonso Rivera Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Caring 4 Family, Inc. , Profit Sharing Plan in MO ($853K, 37 participants).
Which Profit Sharing plans cover a similar participant headcount to Mildred Alfonso 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 584284272.

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.