Profit Sharing · DOL Form 5500 · 2024

Ruben L. Bravo Valverde Profit Sharing Plan

Data updated 2026-08-25

$493K
Total assets Small plan by assets
1
Participants Small participant base
18th
Percentile by assets National rank
$492,947
Avg per participant High balance/head
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Official DOL plan name: R. Bravo Valverde Retirement Plan · Sponsored by Ruben L. Bravo Valverde · Puerto Rico · Healthcare & Social Assistance

$493K in assets, 1 participants

Ruben L. Bravo Valverde's R. Bravo Valverde Retirement Plan reported $493K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 18th 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.

  • #2,185 in Healthcare & Social Assistance (16,916 peers)

Ruben L. Bravo Valverde multi-year trail

Ruben L. Bravo Valverde's plans moved +24.2% in assets from 2022 to 2024; this filing shows R. Bravo Valverde Retirement Plan at $493K / 1 participant.

#2,185
in Healthcare & Social Assistance (16,916 peers)
+11.4%
assets growth YoY

R. Bravo Valverde Retirement Plan among the smaller filed plans by assets

R. Bravo Valverde Retirement Plan vs every filed plan by assets

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

$492,947 18th percentile higher than 18% 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

R. Bravo Valverde 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. R. Bravo Valverde Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • R. Bravo Valverde Retirement Plan end-of-year assets rose from $442K in the plan year 2023 filing to $493K in the plan year 2024 filing.
  • R. Bravo Valverde Retirement Plan reported net income rose from $45K in the plan year 2023 filing to $51K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 055483915 · Ruben L. Bravo Valverde PY 2024 · Profit Sharing

R. Bravo Valverde Retirement Plan · $493K · 1 · 18th

  • EOY $493K
  • 5500 1
  • ASSETS 18th
  • PCT Profit Sharing
  • EIN near Beezworx Inc Retirement Plan
  • RANK ind #2185

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 Healthcare & Social Assistance retirement plans → · Plans in Puerto Rico →

R. Bravo Valverde Retirement Plan in the asset neighbourhood

R. Bravo Valverde Retirement PlanR. Bravo Valverde Retirement…$493KBeezworx Inc Retirement Plan$493KDosus Inc. Retirement Plan$493KTosamillers, Inc. Retirement PlanTosamillers, Inc. Retirement…$493KPrecise Transportation, Inc. Retirement PlanPrecise Transportation, Inc.…$493K
End-of-year total assets ($M) among R. Bravo Valverde Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Ruben L. Bravo Valverde multi-year asset trail

Sponsor-wide plan assets over time

All Ruben L. Bravo Valverde plans reported in each filing year

Latest sponsor-wide plan assets
$493K 24.19334927277354% vs 2022
2024 filing year
$0.35M$0.4M$0.45M$0.5M 202220232024 $0.4M $0.49M ▲ +22.5%
Year Plans Participants Total Assets
2022 1 1 $397K
2023 1 1 $442K
2024 2 2 $493K

Ruben L. Bravo Valverde filing trail (2024)

Total Assets (Beginning of Year)$442K
Net Assets (End of Year)$493K
Net Income$51K
Employer EIN055483915
Plan Effective Date2019-03-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

R. Bravo Valverde Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants R. Bravo Valverde Retirement Plan, Total assets ($M): 0.492947 · Participants: 1R. Bravo Valverde 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
R. Bravo Valverde Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

R. Bravo Valverde Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Beezworx Inc Retirement Plan in TX ($493K); 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 ($493K 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.

Frequently Asked Questions

How did R. Bravo Valverde Retirement Plan assets move in 2024?
R. Bravo Valverde Retirement Plan grew at a solid clip - up 11.4% during 2024, from $442K to $493K. Reported net income was $51K.
How have Ruben L. Bravo Valverde plan assets changed over time?
Across 3 plan years on file (2022-2024), Ruben L. Bravo Valverde's sponsor-wide assets grew 24.2%, from $397K to $493K.
Where does R. Bravo Valverde Retirement Plan rank by assets among Form 5500 filers?
R. Bravo Valverde Retirement Plan ranks in the 18th 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 R. Bravo Valverde Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Beezworx Inc Retirement Plan in TX ($493K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to R. Bravo Valverde 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).