Profit Sharing · DOL Form 5500 · 2024
Roberto Bengoa Cavallieri Profit Sharing Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $6.4M
- Avg per participant High balance/head
Official DOL plan name: Rc Retirement Plan · Sponsored by Roberto Bengoa Cavallieri · Puerto Rico · Other Services
$6M in assets, 1 participants
Roberto Bengoa Cavallieri's Rc Retirement Plan reported $6M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 47th 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.
- #5,227 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Rc Retirement Plan ranks #5,227 of 7,719 2024 filers by assets (311% of the sector average)-$6M for 1 participant.
- #5,227
- in Other Services (7,719 peers)
- -4.9%
- assets change YoY
The plan reported a net loss of $333K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Rc Retirement Plan's mid-pack asset rank among Other Services and all filers
Rc Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,444,547 47th percentile higher than 47% 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
Rc 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. Rc Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Rc Retirement Plan reported net income fell from $2M in the plan year 2023 filing to -$333K in the plan year 2024 filing.
- Rc Retirement Plan end-of-year assets fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 581887072 · Roberto Bengoa Cavallieri PY 2024 · Profit Sharing
Rc Retirement Plan · $6M · 1 · 47th
- BOY $6M
- BOY 1
- BOY 47th
- BOY Profit Sharing
- BOY near Eye Clinic of Bellevue Profit Sharing Plan
- BOY ind #5227
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 Other Services retirement plans → · Plans in Puerto Rico →
Rc Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$333K |
| Employer EIN | 581887072 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Roberto Bengoa Cavallieri)
Sponsor-wide plan assets over time
All Roberto Bengoa Cavallieri plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 28.33961866613402% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $5M |
| 2023 | 1 | 1 | $7M |
| 2024 | 1 | 1 | $6M |
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
Rc Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Eye Clinic of Bellevue Profit Sharing Plan in WA ($6M); 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 ($6M 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.