Profit Sharing · DOL Form 5500 · 2024

Jose a. Rivera Santiago Profit Sharing Plan

Data updated 2026-08-25

$973K
Total assets Small plan by assets
4
Participants Small participant base
23rd
Percentile by assets National rank
$243,359
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jose a. Rivera Santiago Retirement Plan · Sponsored by Jose a. Rivera Santiago · Puerto Rico · Healthcare & Social Assistance

$973K in assets, 4 participants

Jose a. Rivera Santiago's Jose a. Rivera Santiago Retirement Plan reported $973K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,179 in Healthcare & Social Assistance (16,916 peers)

Jose a. Rivera Santiago multi-year trail

Jose a. Rivera Santiago's plans moved +36.2% in assets from 2022 to 2024; this filing shows Jose a. Rivera Santiago Retirement Plan at $973K / 4 participants.

#3,179
in Healthcare & Social Assistance (16,916 peers)
+15.4%
assets growth YoY

Jose a. Rivera Santiago Retirement Plan among the smaller filed plans by assets

Jose a. Rivera Santiago Retirement Plan vs every filed plan by assets

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

$973,437 23rd percentile higher than 23% 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

Jose a. Rivera Santiago 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. Jose a. Rivera Santiago Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jose a. Rivera Santiago Retirement Plan reported net income fell from $248K in the plan year 2023 filing to $130K in the plan year 2024 filing.
  • Jose a. Rivera Santiago Retirement Plan end-of-year assets rose from $844K in the plan year 2023 filing to $973K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 660628787 · Jose a. Rivera Santiago PY 2024 · Profit Sharing

Jose a. Rivera Santiago Retirement Plan · $973K · 4 · 23rd

  • PHOTO $973K
  • PHOTO 4
  • PHOTO 23rd
  • PHOTO Profit Sharing
  • PHOTO near Garnet Suites Inc. Retirement Plan
  • PHOTO ind #3179

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 →

Jose a. Rivera Santiago Retirement Plan in the asset neighbourhood

Jose a. Rivera Santiago Retirement PlanJose a. Rivera Santiago Reti…$973KGarnet Suites Inc. Retirement PlanGarnet Suites Inc. Retiremen…$974KMusic Media & Management Profit Sharing PlanMusic Media & Management Pro…$974KKejem Inc. Retirement Plan$974KTexas Cryoworks and Wellness Inc. Retirement PlanTexas Cryoworks and Wellness…$973K
End-of-year total assets ($M) among Jose a. Rivera Santiago Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Jose a. Rivera Santiago multi-year asset trail

Sponsor-wide plan assets over time

All Jose a. Rivera Santiago plans reported in each filing year

Latest sponsor-wide plan assets
$973K 36.24259609678539% vs 2022
2024 filing year
$0.6M$0.7M$0.8M$0.9M$1M 202220232024 $0.71M $0.97M ▲ +36.6%
Year Plans Participants Total Assets
2022 1 4 $714K
2023 1 4 $844K
2024 1 4 $973K

Jose a. Rivera Santiago filing trail (2024)

Total Assets (Beginning of Year)$844K
Net Assets (End of Year)$973K
Net Income$130K
Employer EIN660628787
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Jose a. Rivera Santiago Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Jose a. Rivera Santiago Retirement Plan, Total assets ($M): 0.973437 · Participants: 4Jose a. Rivera Santiago 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
Jose a. Rivera Santiago Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Jose a. Rivera Santiago Retirement Plan side-by-side with 3 peers →

Jose a. Rivera Santiago Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Garnet Suites Inc. Retirement Plan in PA ($974K); by covered participants it is Thrive Holdings Inc. Retirement Plan in OH (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($973K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Jose a. Rivera Santiago Retirement Plan assets move in 2024? ▼
Jose a. Rivera Santiago Retirement Plan grew sharply - up 15.4% during 2024, from $844K to $973K. Reported net income was $130K.
How have Jose a. Rivera Santiago plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jose a. Rivera Santiago's sponsor-wide assets grew 36.2%, from $714K to $973K.
Where does Jose a. Rivera Santiago Retirement Plan rank by assets among Form 5500 filers? ▼
Jose a. Rivera Santiago Retirement Plan ranks in the 23rd 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 Jose a. Rivera Santiago Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Garnet Suites Inc. Retirement Plan in PA ($974K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Jose a. Rivera Santiago Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Thrive Holdings Inc. Retirement Plan in OH (4 participants, $533K 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 660628787.

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.