Profit Sharing · DOL Form 5500 · 2024

Alejandro Acosta Rivera Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
3
Participants Small participant base
36th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Alejandro Acosta Profit Sharing Retirement Plan · Sponsored by Alejandro Acosta Rivera · Puerto Rico · Healthcare & Social Assistance

$4M in assets, 3 participants

Alejandro Acosta Rivera's Alejandro Acosta Profit Sharing Retirement Plan reported $4M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,358 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

Alejandro Acosta Profit Sharing Retirement Plan holds $4M for 3 participants - about $1.2M per participant, in the lower half of filed plans by assets.

#6,358
in Healthcare & Social Assistance (16,916 peers)
-2.4%
assets change YoY

The plan reported a net loss of $89K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Alejandro Acosta Profit Sharing Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Alejandro Acosta Profit Sharing Retirement Plan vs every filed plan by assets

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

$3,566,122 36th percentile higher than 36% 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

Alejandro Acosta 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. Alejandro Acosta Profit Sharing Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Alejandro Acosta Profit Sharing Retirement Plan reported net income fell from $212K in the plan year 2023 filing to -$89K in the plan year 2024 filing.
  • Alejandro Acosta Profit Sharing Retirement Plan reported participants rose from 2 in the plan year 2023 filing to 3 in the plan year 2024 filing.
  • Alejandro Acosta Profit Sharing Retirement Plan end-of-year assets fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 660446542 · Alejandro Acosta Rivera PY 2024 · Profit Sharing

Alejandro Acosta Profit Sharing Retirement Plan · $4M · 3 · 36th

  • PCT $4M
  • PCT 3
  • PCT 36th
  • PCT Profit Sharing
  • PCT near Thompson Technology Enterprises, Inc. Profit Sharing Plan
  • PCT ind #6358

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 →

Alejandro Acosta Profit Sharing Retirement Plan in the asset neighbourhood

Alejandro Acosta Profit Sharing Retirement PlanAlejandro Acosta Profit Shar…$4MThompson Technology Enterprises, Inc. Profit Sharing PlanThompson Technology Enterpri…$4MKaufman Mcandrew, LLP$4MThe Kaufman Law Group Profit Sharing PlanThe Kaufman Law Group Profit…$4MOzark Interests Inc. Profit Sharing PlanOzark Interests Inc. Profit …$4M
End-of-year total assets ($M) among Alejandro Acosta Profit Sharing Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$89K
Employer EIN660446542
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alejandro Acosta Rivera)

Sponsor-wide plan assets over time

All Alejandro Acosta Rivera plans reported in each filing year

Latest sponsor-wide plan assets
$4M 3.5745653270009594% vs 2022
2024 filing year
$3.4M$3.5M$3.6M$3.7M 202220232024 $3.44M $3.57M ▲ +3.8%
Year Plans Participants Total Assets
2022 1 2 $3M
2023 1 2 $4M
2024 1 3 $4M

Nearby Profit Sharing Plans in Puerto Rico

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

Alejandro Acosta Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Alejandro Acosta Profit Sharing Retirement Plan, Total assets ($M): 3.566122 · Participants: 3Alejandro Acosta Profit Sharing 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
Alejandro Acosta Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Alejandro Acosta Profit Sharing Retirement Plan side-by-side with 3 peers →

Alejandro Acosta 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 Thompson Technology Enterprises, Inc. Profit Sharing Plan in CA ($4M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Alejandro Acosta Profit Sharing Retirement Plan assets move in 2024? ▼
Alejandro Acosta Profit Sharing Retirement Plan edged down modestly - down 2.4% during 2024, from $4M to $4M. Reported net income was -$89K.
How have Alejandro Acosta Rivera plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alejandro Acosta Rivera's sponsor-wide assets grew 3.6%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Alejandro Acosta Profit Sharing Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Thompson Technology Enterprises, Inc. Profit Sharing Plan in CA ($4M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Alejandro Acosta Profit Sharing Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $796K 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 660446542.

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.