Profit Sharing · DOL Form 5500 · 2024
Nivia E. Cruz Ortiz Profit Sharing Plan
Data updated 2026-08-25
- $886K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $886,472
- Avg per participant High balance/head
Official DOL plan name: Nivia E. Cruz Ortiz Profit Sharing Plan · Sponsored by Nivia E. Cruz Ortiz · Puerto Rico · Healthcare & Social Assistance
$886K in assets, 1 participants
Nivia E. Cruz Ortiz's Nivia E. Cruz Ortiz Profit Sharing Plan reported $886K 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.
- #3,020 in Healthcare & Social Assistance (16,916 peers)
What the 2024 filing shows
Nivia E. Cruz Ortiz Profit Sharing Plan holds $886K for 1 participant - about $886,472 per participant, among the smaller plans by assets on file.
- #3,020
- in Healthcare & Social Assistance (16,916 peers)
- +3.0%
- assets growth YoY
Nivia E. Cruz Ortiz Profit Sharing Plan among the smaller filed plans by assets
Nivia E. Cruz Ortiz Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$886,472 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
Nivia E. Cruz Ortiz Profit Sharing 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. Nivia E. Cruz Ortiz Profit Sharing Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Nivia E. Cruz Ortiz Profit Sharing Plan reported net income rose from -$20K in the plan year 2023 filing to $26K in the plan year 2024 filing.
- Nivia E. Cruz Ortiz Profit Sharing Plan end-of-year assets rose from $861K in the plan year 2023 filing to $886K in the plan year 2024 filing.
DOL schedule card
Filing strip 621707669 · Nivia E. Cruz Ortiz PY 2024 · Profit Sharing
Nivia E. Cruz Ortiz Profit Sharing Plan · $886K · 1 · 22nd
- IND $886K
- IND 1
- IND 22nd
- IND Profit Sharing
- IND near B-Cubed Holdings Inc. Retirement Plan
- IND ind #3020
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 →
Nivia E. Cruz Ortiz Profit Sharing Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $861K |
|---|---|
| Net Assets (End of Year) | $886K |
| Net Income | $26K |
| Employer EIN | 621707669 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Nivia E. Cruz Ortiz)
Sponsor-wide plan assets over time
All Nivia E. Cruz Ortiz plans reported in each filing year
- Latest sponsor-wide plan assets
- $886K 0.6411035109130645% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $881K |
| 2023 | 1 | 1 | $861K |
| 2024 | 1 | 1 | $886K |
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
Nivia E. Cruz Ortiz Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is B-Cubed Holdings Inc. Retirement Plan in NJ ($886K); 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 ($886K 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.