Profit Sharing · DOL Form 5500 · 2024
Claudio P. Bernaschina Lillian V. Rivera Profit Sharing Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $1.4M
- Avg per participant High balance/head
Official DOL plan name: C. Bernaschina & L. Rivera Profit Sharing Retirement Plan · Sponsored by Claudio P. Bernaschina Lillian V. Rivera · Puerto Rico · Healthcare & Social Assistance
$6M in assets, 4 participants
Claudio P. Bernaschina Lillian V. Rivera's C. Bernaschina & L. Rivera Profit Sharing Retirement Plan reported $6M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.
- #8,060 in Healthcare & Social Assistance (16,916 peers)
Claudio P. Bernaschina Lillian V. Rivera multi-year trail
Claudio P. Bernaschina Lillian V. Rivera's plans moved +34.3% in assets from 2022 to 2024; this filing shows C. Bernaschina & L. Rivera Profit Sharing Retirement Plan at $6M / 4 participants.
- #8,060
- in Healthcare & Social Assistance (16,916 peers)
- +12.1%
- assets growth YoY
C. Bernaschina & L. Rivera Profit Sharing Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
C. Bernaschina & L. Rivera Profit Sharing Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,644,033 44th percentile higher than 44% 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
C. Bernaschina & L. Rivera Profit Sharing 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. C. Bernaschina & L. Rivera Profit Sharing Retirement Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- C. Bernaschina & L. Rivera Profit Sharing Retirement Plan reported participants fell from 6 in the plan year 2023 filing to 4 in the plan year 2024 filing.
- C. Bernaschina & L. Rivera Profit Sharing Retirement Plan reported net income fell from $834K in the plan year 2023 filing to $607K in the plan year 2024 filing.
- C. Bernaschina & L. Rivera Profit Sharing Retirement Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
DOL schedule card
Filing strip 660535658 · Claudio P. Bernaschina Lillian V. Rivera PY 2024 · Profit Sharing
C. Bernaschina & L. Rivera Profit Sharing Retirement Plan · $6M · 4 · 44th
- BOOK $6M
- VS-ST 4
- BOY 44th
- SCH Profit Sharing
- EBSA near Genevieve's Employees Retirement Plan
- PART ind #8060
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 →
C. Bernaschina & L. Rivera Profit Sharing Retirement Plan in the asset neighbourhood
Claudio P. Bernaschina Lillian V. Rivera multi-year asset trail
Sponsor-wide plan assets over time
All Claudio P. Bernaschina Lillian V. Rivera plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 34.28741717127256% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $4M |
| 2023 | 1 | 6 | $5M |
| 2024 | 1 | 4 | $6M |
Claudio P. Bernaschina Lillian V. Rivera filing trail (2024)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $607K |
| Employer EIN | 660535658 |
| Plan Effective Date | 1995-01-01 |
| 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
C. Bernaschina & L. Rivera Profit Sharing Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Genevieve's Employees Retirement Plan in NJ ($6M); 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 ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Thrive Holdings Inc. Retirement Plan (OH) 4 · 0 off
- Apg Enterprises Inc. Retirement Plan (NC) 4 · 0 off
- Megesh, Inc. Retirement Plan (NJ) 4 · 0 off
- Doug's Filter Service, Inc. Profit Sharing Plan (CA) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.