Profit Sharing · DOL Form 5500 · 2024
Josefina Ortiz Rivera Profit Sharing Plan
Data updated 2026-08-25
- $855K
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $122,163
- Avg per participant Near avg balance/head
Official DOL plan name: Oficina Medica Josefina Ortiz LLC Retirement Plan · Sponsored by Josefina Ortiz Rivera · Puerto Rico · Healthcare & Social Assistance
$855K in assets, 7 participants
Josefina Ortiz Rivera's Oficina Medica Josefina Ortiz LLC Retirement Plan reported $855K in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.
- #2,967 in Healthcare & Social Assistance (16,916 peers)
Josefina Ortiz Rivera multi-year trail
Josefina Ortiz Rivera's plans moved +30.6% in assets from 2022 to 2024; this filing shows Oficina Medica Josefina Ortiz LLC Retirement Plan at $855K / 7 participants.
- #2,967
- in Healthcare & Social Assistance (16,916 peers)
- +12.1%
- assets growth YoY
Oficina Medica Josefina Ortiz LLC Retirement Plan among the smaller filed plans by assets
Oficina Medica Josefina Ortiz LLC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$855,139 22nd percentile higher than 22% 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
Oficina Medica Josefina Ortiz LLC 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. Oficina Medica Josefina Ortiz LLC Retirement Plan is a micro filing (7 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Oficina Medica Josefina Ortiz LLC Retirement Plan reported participants rose from 5 in the plan year 2023 filing to 7 in the plan year 2024 filing.
- Oficina Medica Josefina Ortiz LLC Retirement Plan end-of-year assets rose from $763K in the plan year 2023 filing to $855K in the plan year 2024 filing.
- Oficina Medica Josefina Ortiz LLC Retirement Plan reported net income rose from $103K in the plan year 2023 filing to $115K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 660909940 · Josefina Ortiz Rivera PY 2024 · Profit Sharing
Oficina Medica Josefina Ortiz LLC Retirement Plan · $855K · 7 · 22nd
- TYPE $855K
- NET 7
- BOOK 22nd
- VS-ST Profit Sharing
- BOY near Rj Chassis Dynamics Inc. Retirement Plan
- SCH ind #2967
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 →
Oficina Medica Josefina Ortiz LLC Retirement Plan in the asset neighbourhood
Josefina Ortiz Rivera multi-year asset trail
Sponsor-wide plan assets over time
All Josefina Ortiz Rivera plans reported in each filing year
- Latest sponsor-wide plan assets
- $855K 30.577102789467574% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $655K |
| 2023 | 1 | 5 | $763K |
| 2024 | 1 | 7 | $855K |
Josefina Ortiz Rivera filing trail (2024)
| Total Assets (Beginning of Year) | $763K |
|---|---|
| Net Assets (End of Year) | $855K |
| Net Income | $115K |
| Employer EIN | 660909940 |
| Plan Effective Date | 2012-01-01 |
| 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
Oficina Medica Josefina Ortiz LLC Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Rj Chassis Dynamics Inc. Retirement Plan in OR ($855K); by covered participants it is A&a Outdoors Inc. Retirement Plan in TN (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($855K here).
Similar participant headcount
Nearest other-state filings by covered participants (7 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.