Profit Sharing · DOL Form 5500 · 2024

Carlos Bartolomei Ortiz Profit Sharing Plan

Data updated 2026-08-25

$275K
Total assets Small plan by assets
1
Participants Small participant base
13th
Percentile by assets National rank
$275,000
Avg per participant High balance/head
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Official DOL plan name: Carlos Bartolomei Ortiz Retirement Plan · Sponsored by Carlos Bartolomei Ortiz · Puerto Rico · Healthcare & Social Assistance

$275K in assets, 1 participants

Carlos Bartolomei Ortiz's Carlos Bartolomei Ortiz Retirement Plan reported $275K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 13th 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.

  • #1,512 in Healthcare & Social Assistance (16,916 peers)

Carlos Bartolomei Ortiz multi-year trail

Carlos Bartolomei Ortiz's plans moved +20.0% in assets from 2022 to 2024; this filing shows Carlos Bartolomei Ortiz Retirement Plan at $275K / 1 participant.

#1,512
in Healthcare & Social Assistance (16,916 peers)
+8.9%
assets growth YoY

Carlos Bartolomei Ortiz Retirement Plan among the smaller filed plans by assets

Carlos Bartolomei Ortiz Retirement Plan vs every filed plan by assets

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

$275,000 13th percentile higher than 13% 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

Carlos Bartolomei Ortiz 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. Carlos Bartolomei Ortiz Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carlos Bartolomei Ortiz Retirement Plan end-of-year assets rose from $253K in the plan year 2023 filing to $275K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 661000409 · Carlos Bartolomei Ortiz PY 2024 · Profit Sharing

Carlos Bartolomei Ortiz Retirement Plan · $275K · 1 · 13th

  • IND $275K
  • EOY 1
  • 5500 13th
  • ASSETS Profit Sharing
  • PCT near Henry Fate Corporation Retirement Plan
  • EIN ind #1512

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 →

Carlos Bartolomei Ortiz Retirement Plan in the asset neighbourhood

Carlos Bartolomei Ortiz Retirement PlanCarlos Bartolomei Ortiz Reti…$275KHenry Fate Corporation Retirement PlanHenry Fate Corporation Retir…$275KExcellence in Management, Inc. Retirement PlanExcellence in Management, In…$275KNelumbium Capital Inc. Retirement PlanNelumbium Capital Inc. Retir…$275KMae Gregory Inc. Retirement PlanMae Gregory Inc. Retirement …$275K
End-of-year total assets ($M) among Carlos Bartolomei Ortiz Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Carlos Bartolomei Ortiz multi-year asset trail

Sponsor-wide plan assets over time

All Carlos Bartolomei Ortiz plans reported in each filing year

Latest sponsor-wide plan assets
$275K 20.031251773188945% vs 2022
2024 filing year
$0.22M$0.24M$0.26M$0.28M$0.3M 202220232024 $0.23M $0.28M ▲ +21.7%
Year Plans Participants Total Assets
2022 1 1 $229K
2023 1 1 $253K
2024 1 1 $275K

Carlos Bartolomei Ortiz filing trail (2024)

Total Assets (Beginning of Year)$253K
Net Assets (End of Year)$275K
Net Income$22K
Employer EIN661000409
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Carlos Bartolomei Ortiz Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Carlos Bartolomei Ortiz Retirement Plan, Total assets ($M): 0.275 · Participants: 1Carlos Bartolomei Ortiz 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
Carlos Bartolomei Ortiz Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Carlos Bartolomei Ortiz Retirement Plan side-by-side with 3 peers →

Carlos Bartolomei Ortiz Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Henry Fate Corporation Retirement Plan in FL ($275K); 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 ($275K 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 Carlos Bartolomei Ortiz Retirement Plan assets move in 2024? ▼
Carlos Bartolomei Ortiz Retirement Plan grew at a solid clip - up 8.9% during 2024, from $253K to $275K. Reported net income was $22K.
How have Carlos Bartolomei Ortiz plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carlos Bartolomei Ortiz's sponsor-wide assets grew 20.0%, from $229K to $275K.
Where does Carlos Bartolomei Ortiz Retirement Plan rank by assets among Form 5500 filers? ▼
Carlos Bartolomei Ortiz Retirement Plan ranks in the 13th 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 Carlos Bartolomei Ortiz Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Henry Fate Corporation Retirement Plan in FL ($275K, 22 participants).
Which Profit Sharing plans cover a similar participant headcount to Carlos Bartolomei Ortiz 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 661000409.

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.