Profit Sharing · DOL Form 5500 · 2024
Wilberto Rivera Lanzo Profit Sharing Plan
Data updated 2026-08-25
- $159K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 9th
- Percentile by assets National rank
- $53,077
- Avg per participant Low balance/head
Official DOL plan name: Wilberto Rivera Lanzo Retirement Plan · Sponsored by Wilberto Rivera Lanzo · Puerto Rico · Healthcare & Social Assistance
$159K in assets, 3 participants
Wilberto Rivera Lanzo's Wilberto Rivera Lanzo Retirement Plan reported $159K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 9th 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.
- #1,043 in Healthcare & Social Assistance (16,916 peers)
Wilberto Rivera Lanzo multi-year trail
Wilberto Rivera Lanzo's plans moved +163.8% in assets from 2022 to 2024; this filing shows Wilberto Rivera Lanzo Retirement Plan at $159K / 3 participants.
- #1,043
- in Healthcare & Social Assistance (16,916 peers)
- +55.3%
- assets growth YoY
Wilberto Rivera Lanzo Retirement Plan among the smaller filed plans by assets
Wilberto Rivera Lanzo Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$159,231 9th percentile higher than 9% 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
Wilberto Rivera Lanzo 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. Wilberto Rivera Lanzo Retirement Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wilberto Rivera Lanzo Retirement Plan end-of-year assets rose from $103K in the plan year 2023 filing to $159K in the plan year 2024 filing.
- Wilberto Rivera Lanzo Retirement Plan reported net income rose from $42K in the plan year 2023 filing to $57K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 660937071 · Wilberto Rivera Lanzo PY 2024 · Profit Sharing
Wilberto Rivera Lanzo Retirement Plan · $159K · 3 · 9th
- PCT $159K
- PCT 3
- PCT 9th
- PCT Profit Sharing
- PCT near Kaizen Global Endeavors Inc. Retirement Plan
- PCT ind #1043
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 →
Wilberto Rivera Lanzo Retirement Plan in the asset neighbourhood
Wilberto Rivera Lanzo multi-year asset trail
Sponsor-wide plan assets over time
All Wilberto Rivera Lanzo plans reported in each filing year
- Latest sponsor-wide plan assets
- $159K 163.83278378870975% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $60K |
| 2023 | 1 | 3 | $103K |
| 2024 | 1 | 3 | $159K |
Wilberto Rivera Lanzo filing trail (2024)
| Total Assets (Beginning of Year) | $103K |
|---|---|
| Net Assets (End of Year) | $159K |
| Net Income | $57K |
| Employer EIN | 660937071 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
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
Wilberto Rivera Lanzo Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Kaizen Global Endeavors Inc. Retirement Plan in FL ($159K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($159K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); 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.