Profit Sharing · DOL Form 5500 · 2024
Victor M. Rivera Jimenez Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $1.2M
- Avg per participant High balance/head
Official DOL plan name: Balblair Retirement Plan · Sponsored by Victor M. Rivera Jimenez · Puerto Rico · Healthcare & Social Assistance
$1M in assets, 1 participants
Victor M. Rivera Jimenez's Balblair Retirement Plan reported $1M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 24th 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.
- #3,494 in Healthcare & Social Assistance (16,916 peers)
2024 asset change
Balblair Retirement Plan declined sharply 20.1% in 2024 ($1M → $1M) for 1 participant.
- #3,494
- in Healthcare & Social Assistance (16,916 peers)
- -20.1%
- assets change YoY
The plan reported a net loss of $296K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Balblair Retirement Plan among the smaller filed plans by assets
Balblair Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,178,691 24th percentile higher than 24% 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
Balblair 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. Balblair Retirement Plan is a micro filing (1 participant), the leftmost band.
DOL schedule card
Filing strip 666046780 · Victor M. Rivera Jimenez PY 2024 · Profit Sharing
Balblair Retirement Plan · $1M · 1 · 24th
- PHOTO $1M
- IND 1
- EOY 24th
- 5500 Profit Sharing
- ASSETS near Emba Inc. Profit Sharing Plan
- PCT ind #3494
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 →
Balblair Retirement Plan in the asset neighbourhood
2024 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$296K |
| Employer EIN | 666046780 |
| Plan Effective Date | 2020-01-01 |
| 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
Balblair Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Emba Inc. Profit Sharing Plan in CT ($1M); 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 ($1M 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.