Other · DOL Form 5500 · 2024
Lourdes Kutbi Rivera Retirement Plan
Data updated 2026-08-25
- $301K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 14th
- Percentile by assets National rank
- $300,867
- Avg per participant High balance/head
Official DOL plan name: Lourdes Kutbi Rivera Retirement Plan · Sponsored by Lourdes Kutbi Rivera · Puerto Rico · Healthcare & Social Assistance
$301K in assets, 1 participants
Lourdes Kutbi Rivera's Lourdes Kutbi Rivera Retirement Plan reported $301K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 14th 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.
- #1,606 in Healthcare & Social Assistance (16,916 peers)
2024 asset change
Lourdes Kutbi Rivera Retirement Plan pulled back noticeably 13.8% in 2024 ($349K → $301K) for 1 participant.
- #1,606
- in Healthcare & Social Assistance (16,916 peers)
- -13.8%
- assets change YoY
The plan reported a net loss of $48K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lourdes Kutbi Rivera Retirement Plan among the smaller filed plans by assets
Lourdes Kutbi Rivera Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$300,867 14th percentile higher than 14% 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
Lourdes Kutbi 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. Lourdes Kutbi 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
- Lourdes Kutbi Rivera Retirement Plan reported net income fell from $23K in the plan year 2023 filing to -$48K in the plan year 2024 filing.
- Lourdes Kutbi Rivera Retirement Plan reported participants fell from 2 in the plan year 2023 filing to 1 in the plan year 2024 filing.
- Lourdes Kutbi Rivera Retirement Plan end-of-year assets fell from $349K in the plan year 2023 filing to $301K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 900221776 · Lourdes Kutbi Rivera PY 2024 · Other
Lourdes Kutbi Rivera Retirement Plan · $301K · 1 · 14th
- BOY $301K
- BOY 1
- BOY 14th
- BOY Other
- BOY near Colorado Medical Center PC Profit Plan
- BOY ind #1606
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 →
Lourdes Kutbi Rivera Retirement Plan in the asset neighbourhood
Lourdes Kutbi Rivera years around the 2024 move
Sponsor-wide plan assets over time
All Lourdes Kutbi Rivera plans reported in each filing year
- Latest sponsor-wide plan assets
- $301K 7.8790569503980405% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $327K |
| 2023 | 1 | 2 | $349K |
| 2024 | 1 | 1 | $301K |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $349K |
|---|---|
| Net Assets (End of Year) | $301K |
| Net Income | -$48K |
| Employer EIN | 900221776 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Puerto Rico
Peer Other plans, same state, same plan type, ranked by total assets.
- Evertec Group, LLC Savings & Investment Plan $118M · 1,289
- Bd Savings Plan for Puerto Rico Employees $90M · 1,353
- Sarco Employees Retirement Plan $25M · 2,696
- Union De Tronquistas De Puerto Rico of Crowley Liner Services Puerto Rico, Inc. Defined Contribution Retirement Plan $24M · 207
- Toyota De Puerto Rico Corp. Savings and Investment Plan $21M · 133
Lourdes Kutbi Rivera Retirement Plan's out-of-state Other peers by assets and headcount
Outside Puerto Rico, the nearest Other by assets is Colorado Medical Center PC Profit Plan in CO ($300K); by covered participants it is Mishas Holdings 401(k) in FL (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($301K here).
- Colorado Medical Center PC Profit Plan (CO) $300K · 5
- Cablz, Inc. 401(k) Plan (AL) $303K · 6
- Symbral Retirement Plan (MD) $298K · 4
- Baker Funeral Homes Inc. Profit Sharing Plan (OH) $307K · 2
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Mishas Holdings 401(k) (FL) 1 · 0 off
- Gramly & Associates Inc Retirement Plan (WI) 1 · 0 off
- Shebesta Group Savings Plan (OH) 1 · 0 off
- Van Herweg Electric Money Purchase Plan (MI) 1 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.