Profit Sharing · DOL Form 5500 · 2024

Jose Gomez Rivera, Md Profit Sharing Plan

Data updated 2026-08-25

$943K
Total assets Small plan by assets
3
Participants Small participant base
23rd
Percentile by assets National rank
$314,328
Avg per participant High balance/head
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Official DOL plan name: Jose Gomez Rivera, Md Retirement Plan · Sponsored by Jose Gomez Rivera, Md · Puerto Rico · Healthcare & Social Assistance

$943K in assets, 3 participants

Jose Gomez Rivera, Md's Jose Gomez Rivera, Md Retirement Plan reported $943K in total assets and 3 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.

  • #3,119 in Healthcare & Social Assistance (16,916 peers)

Jose Gomez Rivera, Md multi-year trail

Jose Gomez Rivera, Md's plans moved -60.1% in assets from 2022 to 2024; this filing shows Jose Gomez Rivera, Md Retirement Plan at $943K / 3 participants.

#3,119
in Healthcare & Social Assistance (16,916 peers)
-2.8%
assets change YoY

Jose Gomez Rivera, Md Retirement Plan among the smaller filed plans by assets

Jose Gomez Rivera, Md Retirement Plan vs every filed plan by assets

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

$942,984 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 Gomez Rivera, Md 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 Gomez Rivera, Md Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • Jose Gomez Rivera, Md Retirement Plan end-of-year assets fell from $2M in the plan year 2022 filing to $943K in the plan year 2024 filing.

See the national 2022→2024 release diff →

Published 5500 schedule card

Filing strip 660523800 · Jose Gomez Rivera, Md PY 2024 · Profit Sharing

Jose Gomez Rivera, Md Retirement Plan · $943K · 3 · 23rd

  • PART $943K
  • TYPE 3
  • NET 23rd
  • BOOK Profit Sharing
  • VS-ST near Chartwell Seventeen Advisory Group Inc. Retirement Plan
  • BOY ind #3119

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 Gomez Rivera, Md Retirement Plan in the asset neighbourhood

Jose Gomez Rivera, Md Retirement PlanJose Gomez Rivera, Md Retire…$943KChartwell Seventeen Advisory Group Inc. Retirement PlanChartwell Seventeen Advisory…$943KR. Inter Chiropractic, LLC Profit Sharing PlanR. Inter Chiropractic, LLC P…$943KMilliken Research Associates,Inc. Profit Sharing PlanMilliken Research Associates…$942KNilo Co. Profit Sharing Plan$942K
End-of-year total assets ($M) among Jose Gomez Rivera, Md Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Jose Gomez Rivera, Md multi-year asset trail

Sponsor-wide plan assets over time

All Jose Gomez Rivera, Md plans reported in each filing year

Latest sponsor-wide plan assets
$943K 60.13597119595384% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M$3M 20222024 $2.37M $0.94M ▼ -60.3%
Year Plans Participants Total Assets
2022 1 3 $2M
2024 1 3 $943K

Jose Gomez Rivera, Md filing trail (2024)

Total Assets (Beginning of Year)$971K
Net Assets (End of Year)$943K
Employer EIN660523800
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 Gomez Rivera, Md Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Jose Gomez Rivera, Md Retirement Plan, Total assets ($M): 0.942984 · Participants: 3Jose Gomez Rivera, Md 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 Gomez Rivera, Md Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Jose Gomez Rivera, Md Retirement Plan side-by-side with 3 peers →

Jose Gomez Rivera, Md Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Chartwell Seventeen Advisory Group Inc. Retirement Plan in NY ($943K); 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 Jose Gomez Rivera, Md Retirement Plan assets move in 2024? ▼
Jose Gomez Rivera, Md Retirement Plan edged down modestly - down 2.8% during 2024, from $971K to $943K.
How have Jose Gomez Rivera, Md plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Jose Gomez Rivera, Md's sponsor-wide assets declined 60.1%, from $2M to $943K.
Where does Jose Gomez Rivera, Md Retirement Plan rank by assets among Form 5500 filers? ▼
Jose Gomez Rivera, Md 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 Gomez Rivera, Md Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Chartwell Seventeen Advisory Group Inc. Retirement Plan in NY ($943K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Jose Gomez Rivera, Md 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 660523800.

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.