Profit Sharing · DOL Form 5500 · 2024

Lizvette Ortiz Toro Profit Sharing Plan

Data updated 2026-08-25

$613K
Total assets Small plan by assets
7
Participants Small participant base
19th
Percentile by assets National rank
$87,638
Avg per participant Below avg balance/head
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Official DOL plan name: Lizvette Ortiz Toro Employee Pension Plan · Sponsored by Lizvette Ortiz Toro · Puerto Rico · Healthcare & Social Assistance

$613K in assets, 7 participants

Lizvette Ortiz Toro's Lizvette Ortiz Toro Employee Pension Plan reported $613K in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.

  • #2,489 in Healthcare & Social Assistance (16,916 peers)

Lizvette Ortiz Toro multi-year trail

Lizvette Ortiz Toro's plans moved +59.7% in assets from 2022 to 2024; this filing shows Lizvette Ortiz Toro Employee Pension Plan at $613K / 7 participants.

#2,489
in Healthcare & Social Assistance (16,916 peers)
+16.5%
assets growth YoY

Lizvette Ortiz Toro Employee Pension Plan among the smaller filed plans by assets

Lizvette Ortiz Toro Employee Pension Plan vs every filed plan by assets

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

$613,465 19th percentile higher than 19% 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

Lizvette Ortiz Toro Employee Pension 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. Lizvette Ortiz Toro Employee Pension Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lizvette Ortiz Toro Employee Pension Plan reported net income fell from $144K in the plan year 2023 filing to $87K in the plan year 2024 filing.
  • Lizvette Ortiz Toro Employee Pension Plan end-of-year assets rose from $526K in the plan year 2023 filing to $613K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 660571109 · Lizvette Ortiz Toro PY 2024 · Profit Sharing

Lizvette Ortiz Toro Employee Pension Plan · $613K · 7 · 19th

  • RANK $613K
  • RANK 7
  • RANK 19th
  • RANK Profit Sharing
  • RANK near Clearwater Car Wash Inc. Retirement Plan
  • RANK ind #2489

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 →

Lizvette Ortiz Toro Employee Pension Plan in the asset neighbourhood

Lizvette Ortiz Toro Employee Pension PlanLizvette Ortiz Toro Employee…$613KClearwater Car Wash Inc. Retirement PlanClearwater Car Wash Inc. Ret…$614KSpruce Music Inc. Retirement PlanSpruce Music Inc. Retirement…$614KTakin Logistics Inc. Retirement PlanTakin Logistics Inc. Retirem…$614KYour Pet Space, Inc. Retirement PlanYour Pet Space, Inc. Retirem…$614K
End-of-year total assets ($M) among Lizvette Ortiz Toro Employee Pension Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Lizvette Ortiz Toro multi-year asset trail

Sponsor-wide plan assets over time

All Lizvette Ortiz Toro plans reported in each filing year

Latest sponsor-wide plan assets
$613K 59.69911854593922% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M$0.7M 202220232024 $0.38M $0.61M ▲ +60.5%
Year Plans Participants Total Assets
2022 1 7 $384K
2023 1 7 $526K
2024 1 7 $613K

Lizvette Ortiz Toro filing trail (2024)

Total Assets (Beginning of Year)$526K
Net Assets (End of Year)$613K
Net Income$87K
Employer EIN660571109
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Lizvette Ortiz Toro Employee Pension Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Lizvette Ortiz Toro Employee Pension Plan, Total assets ($M): 0.613465 · Participants: 7Lizvette Ortiz Toro Employee Pension 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
Lizvette Ortiz Toro Employee Pension Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Lizvette Ortiz Toro Employee Pension Plan side-by-side with 3 peers →

Lizvette Ortiz Toro Employee Pension Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Clearwater Car Wash Inc. Retirement Plan in NH ($614K); by covered participants it is A&a Outdoors Inc. Retirement Plan in TN (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($613K here).

Similar participant headcount

Nearest other-state filings by covered participants (7 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.

Frequently Asked Questions

How did Lizvette Ortiz Toro Employee Pension Plan assets move in 2024? ▼
Lizvette Ortiz Toro Employee Pension Plan grew sharply - up 16.5% during 2024, from $526K to $613K. Reported net income was $87K.
How have Lizvette Ortiz Toro plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lizvette Ortiz Toro's sponsor-wide assets grew 59.7%, from $384K to $613K.
Where does Lizvette Ortiz Toro Employee Pension Plan rank by assets among Form 5500 filers? ▼
Lizvette Ortiz Toro Employee Pension Plan ranks in the 19th 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 Lizvette Ortiz Toro Employee Pension Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Clearwater Car Wash Inc. Retirement Plan in NH ($614K, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Lizvette Ortiz Toro Employee Pension Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is A&a Outdoors Inc. Retirement Plan in TN (7 participants, $199K 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 660571109.

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.