Profit Sharing · DOL Form 5500 · 2024

Dr. Nicolas Betancourt Fernandez Dra. Vanessa Olivo Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
29th
Percentile by assets National rank
$950,312
Avg per participant High balance/head
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Official DOL plan name: Betancourt & Olivo Retirement Plan · Sponsored by Dr. Nicolas Betancourt Fernandez Dra. Vanessa Olivo · Puerto Rico · Healthcare & Social Assistance

$2M in assets, 2 participants

Dr. Nicolas Betancourt Fernandez Dra. Vanessa Olivo's Betancourt & Olivo Retirement Plan reported $2M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,538 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

Betancourt & Olivo Retirement Plan holds $2M for 2 participants - about $950,312 per participant, in the lower half of filed plans by assets.

#4,538
in Healthcare & Social Assistance (16,916 peers)
-0.6%
assets change YoY

The plan reported a net loss of $11K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Betancourt & Olivo Retirement Plan among the smaller filed plans by assets

Betancourt & Olivo Retirement Plan vs every filed plan by assets

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

$1,900,623 29th percentile higher than 29% 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

Betancourt & Olivo 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. Betancourt & Olivo Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Betancourt & Olivo Retirement Plan reported net income fell from $178K in the plan year 2023 filing to -$11K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 660486341 · Dr. Nicolas Betancourt Fernandez Dra. Vanessa Olivo PY 2024 · Profit Sharing

Betancourt & Olivo Retirement Plan · $2M · 2 · 29th

  • EIN $2M
  • EIN 2
  • EIN 29th
  • EIN Profit Sharing
  • EIN near Arise Academy, Inc. 403(b) Plan
  • EIN ind #4538

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 →

Betancourt & Olivo Retirement Plan in the asset neighbourhood

Betancourt & Olivo Retirement PlanBetancourt & Olivo Retiremen…$2MArise Academy, Inc. 403(b) PlanArise Academy, Inc. 403(b) P…$2MPacific Commercial Equipment, Inc. Profit Sharing PlanPacific Commercial Equipment…$2MStorage First Inc. Retirement PlanStorage First Inc. Retiremen…$2MBingenheimer Holdings Inc. Retirement PlanBingenheimer Holdings Inc. R…$2M
End-of-year total assets ($M) among Betancourt & Olivo Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$11K
Employer EIN660486341
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dr. Nicolas Betancourt Fernandez Dra. Vanessa Olivo)

Sponsor-wide plan assets over time

All Dr. Nicolas Betancourt Fernandez Dra. Vanessa Olivo plans reported in each filing year

Latest sponsor-wide plan assets
$2M 9.644010293928462% vs 2022
2024 filing year
$1.7M$1.8M$1.9M$2M 202220232024 $1.73M $1.9M ▲ +9.8%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $2M

Nearby Profit Sharing Plans in Puerto Rico

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

Betancourt & Olivo Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Betancourt & Olivo Retirement Plan, Total assets ($M): 1.900623 · Participants: 2Betancourt & Olivo 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
Betancourt & Olivo Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Betancourt & Olivo Retirement Plan side-by-side with 3 peers →

Betancourt & Olivo Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Arise Academy, Inc. 403(b) Plan in LA ($2M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Betancourt & Olivo Retirement Plan assets move in 2024? ▼
Betancourt & Olivo Retirement Plan held essentially flat - down 0.6% during 2024, from $2M to $2M. Reported net income was -$11K.
How have Dr. Nicolas Betancourt Fernandez Dra. Vanessa Olivo plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dr. Nicolas Betancourt Fernandez Dra. Vanessa Olivo's sponsor-wide assets grew 9.6%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Betancourt & Olivo Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Arise Academy, Inc. 403(b) Plan in LA ($2M, 131 participants).
Which Profit Sharing plans cover a similar participant headcount to Betancourt & Olivo Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 660486341.

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.