Civic Intelligence

ORTIZ, RODRIGUEZ & RIVERA

Plan context: ORTIZ, RIVERA, RIVERA & CO., LLC RETIREMENT PLAN

EIN 66-0468103 • San Juan, PR • 20 filings • 6 plans

PO Box 70250, Suite 152San Juan, PR 00936
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$309,260

2025 Contributions

$15,744

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$309,260$154,630$0200620162025YearValue
$309,260Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1160200620162025YearValue
6Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202516$309,260$15,744$2,624iApproximate average salary by contribution assumption: employee only about $65,600 at 4% or $43,733 at 6%; with 50% employer match about $43,733 at 4% or $29,156 at 6%; with 100% employer match about $32,800 at 4% or $21,867 at 6%.
ORTIZ, RIVERA, RIVERA & CO., LLC RETIREMENT PLAN-6$309,260$15,744$2,624iApproximate average salary by contribution assumption: employee only about $65,600 at 4% or $43,733 at 6%; with 50% employer match about $43,733 at 4% or $29,156 at 6%; with 100% employer match about $32,800 at 4% or $21,867 at 6%.
202417$277,005$17,754$2,536iApproximate average salary by contribution assumption: employee only about $63,407 at 4% or $42,271 at 6%; with 50% employer match about $42,271 at 4% or $28,181 at 6%; with 100% employer match about $31,704 at 4% or $21,136 at 6%.
ORTIZ, RIVERA, RIVERA & CO., LLC RETIREMENT PLAN-7$277,005$17,754$2,536iApproximate average salary by contribution assumption: employee only about $63,407 at 4% or $42,271 at 6%; with 50% employer match about $42,271 at 4% or $28,181 at 6%; with 100% employer match about $31,704 at 4% or $21,136 at 6%.
202317$229,144$17,902$2,557iApproximate average salary by contribution assumption: employee only about $63,936 at 4% or $42,624 at 6%; with 50% employer match about $42,624 at 4% or $28,416 at 6%; with 100% employer match about $31,968 at 4% or $21,312 at 6%.
ORTIZ, RIVERA, RIVERA & CO., LLC ORTIZ, RIVERA, RIVERA & CO. RETIREMENT PLAN-7$229,144$17,902$2,557iApproximate average salary by contribution assumption: employee only about $63,936 at 4% or $42,624 at 6%; with 50% employer match about $42,624 at 4% or $28,416 at 6%; with 100% employer match about $31,968 at 4% or $21,312 at 6%.
202217$191,410$18,040$2,577iApproximate average salary by contribution assumption: employee only about $64,429 at 4% or $42,952 at 6%; with 50% employer match about $42,952 at 4% or $28,635 at 6%; with 100% employer match about $32,214 at 4% or $21,476 at 6%.
ORTIZ, RIVERA, RIVERA & CO., LLC RETIREMENT PLAN-7$191,410$18,040$2,577iApproximate average salary by contribution assumption: employee only about $64,429 at 4% or $42,952 at 6%; with 50% employer match about $42,952 at 4% or $28,635 at 6%; with 100% employer match about $32,214 at 4% or $21,476 at 6%.
202119$234,597$22,861$2,540iApproximate average salary by contribution assumption: employee only about $63,503 at 4% or $42,335 at 6%; with 50% employer match about $42,335 at 4% or $28,223 at 6%; with 100% employer match about $31,751 at 4% or $21,168 at 6%.
ORTIZ, RIVERA, RIVERA & CO., LLC RETIREMENT PLAN-9$234,597$22,861$2,540iApproximate average salary by contribution assumption: employee only about $63,503 at 4% or $42,335 at 6%; with 50% employer match about $42,335 at 4% or $28,223 at 6%; with 100% employer match about $31,751 at 4% or $21,168 at 6%.
202019$192,943$26,425$2,936iApproximate average salary by contribution assumption: employee only about $73,403 at 4% or $48,935 at 6%; with 50% employer match about $48,935 at 4% or $32,623 at 6%; with 100% employer match about $36,701 at 4% or $24,468 at 6%.
ORTIZ, RIVERA, RIVERA & CO., LLC RETIREMENT PLAN-9$192,943$26,425$2,936iApproximate average salary by contribution assumption: employee only about $73,403 at 4% or $48,935 at 6%; with 50% employer match about $48,935 at 4% or $32,623 at 6%; with 100% employer match about $36,701 at 4% or $24,468 at 6%.
2019110$149,237$28,180$2,818iApproximate average salary by contribution assumption: employee only about $70,450 at 4% or $46,967 at 6%; with 50% employer match about $46,967 at 4% or $31,311 at 6%; with 100% employer match about $35,225 at 4% or $23,483 at 6%.
ORTIZ, RIVERA, RIVERA & CO. RETIREMENT PLAN-10$149,237$28,180$2,818iApproximate average salary by contribution assumption: employee only about $70,450 at 4% or $46,967 at 6%; with 50% employer match about $46,967 at 4% or $31,311 at 6%; with 100% employer match about $35,225 at 4% or $23,483 at 6%.
201819$107,078$25,026$2,781iApproximate average salary by contribution assumption: employee only about $69,517 at 4% or $46,344 at 6%; with 50% employer match about $46,344 at 4% or $30,896 at 6%; with 100% employer match about $34,758 at 4% or $23,172 at 6%.
ORTIZ, RIVERA, RIVERA & CO. RETIREMENT PLAN-9$107,078$25,026$2,781iApproximate average salary by contribution assumption: employee only about $69,517 at 4% or $46,344 at 6%; with 50% employer match about $46,344 at 4% or $30,896 at 6%; with 100% employer match about $34,758 at 4% or $23,172 at 6%.
201717$123,199$13,324$1,903iApproximate average salary by contribution assumption: employee only about $47,586 at 4% or $31,724 at 6%; with 50% employer match about $31,724 at 4% or $21,149 at 6%; with 100% employer match about $23,793 at 4% or $15,862 at 6%.
ORTIZ, RIVERA, RIVERA & CO. RETIREMENT PLAN-7$123,199$13,324$1,903iApproximate average salary by contribution assumption: employee only about $47,586 at 4% or $31,724 at 6%; with 50% employer match about $31,724 at 4% or $21,149 at 6%; with 100% employer match about $23,793 at 4% or $15,862 at 6%.
201616$94,247$14,764$2,461iApproximate average salary by contribution assumption: employee only about $61,517 at 4% or $41,011 at 6%; with 50% employer match about $41,011 at 4% or $27,341 at 6%; with 100% employer match about $30,758 at 4% or $20,506 at 6%.
ORTIZ, RIVERA, RIVERA & CO. RETIREMENT PLAN-6$94,247$14,764$2,461iApproximate average salary by contribution assumption: employee only about $61,517 at 4% or $41,011 at 6%; with 50% employer match about $41,011 at 4% or $27,341 at 6%; with 100% employer match about $30,758 at 4% or $20,506 at 6%.
201518$129,928$14,412$1,802iApproximate average salary by contribution assumption: employee only about $45,038 at 4% or $30,025 at 6%; with 50% employer match about $30,025 at 4% or $20,017 at 6%; with 100% employer match about $22,519 at 4% or $15,013 at 6%.
ORTIZ, RIVERA, RIVERA & CO. RETIREMENT PLAN-8$129,928$14,412$1,802iApproximate average salary by contribution assumption: employee only about $45,038 at 4% or $30,025 at 6%; with 50% employer match about $30,025 at 4% or $20,017 at 6%; with 100% employer match about $22,519 at 4% or $15,013 at 6%.
201418$119,175$20,022$2,503iApproximate average salary by contribution assumption: employee only about $62,569 at 4% or $41,713 at 6%; with 50% employer match about $41,713 at 4% or $27,808 at 6%; with 100% employer match about $31,284 at 4% or $20,856 at 6%.
ORTIZ, RIVERA, RIVERA & CO. RETIREMENT PLAN-8$119,175$20,022$2,503iApproximate average salary by contribution assumption: employee only about $62,569 at 4% or $41,713 at 6%; with 50% employer match about $41,713 at 4% or $27,808 at 6%; with 100% employer match about $31,284 at 4% or $20,856 at 6%.
201319$110,242$17,359$1,929iApproximate average salary by contribution assumption: employee only about $48,219 at 4% or $32,146 at 6%; with 50% employer match about $32,146 at 4% or $21,431 at 6%; with 100% employer match about $24,110 at 4% or $16,073 at 6%.
ORTIZ, RIVERA, RIVERA & CO. RETIREMENT PLAN-9$110,242$17,359$1,929iApproximate average salary by contribution assumption: employee only about $48,219 at 4% or $32,146 at 6%; with 50% employer match about $32,146 at 4% or $21,431 at 6%; with 100% employer match about $24,110 at 4% or $16,073 at 6%.
201219$75,581$17,513$1,946iApproximate average salary by contribution assumption: employee only about $48,647 at 4% or $32,431 at 6%; with 50% employer match about $32,431 at 4% or $21,621 at 6%; with 100% employer match about $24,324 at 4% or $16,216 at 6%.
ORTIZ, RIVERA, RIVERA & CO. RETIREMENT PLAN-9$75,581$17,513$1,946iApproximate average salary by contribution assumption: employee only about $48,647 at 4% or $32,431 at 6%; with 50% employer match about $32,431 at 4% or $21,621 at 6%; with 100% employer match about $24,324 at 4% or $16,216 at 6%.
201119$52,673$18,340$2,038iApproximate average salary by contribution assumption: employee only about $50,944 at 4% or $33,963 at 6%; with 50% employer match about $33,963 at 4% or $22,642 at 6%; with 100% employer match about $25,472 at 4% or $16,981 at 6%.
ORTIZ, RIVERA, RIVERA & CO. RETIREMENT PLAN-9$52,673$18,340$2,038iApproximate average salary by contribution assumption: employee only about $50,944 at 4% or $33,963 at 6%; with 50% employer match about $33,963 at 4% or $22,642 at 6%; with 100% employer match about $25,472 at 4% or $16,981 at 6%.
2010110$37,137$19,417$1,942iApproximate average salary by contribution assumption: employee only about $48,543 at 4% or $32,362 at 6%; with 50% employer match about $32,362 at 4% or $21,574 at 6%; with 100% employer match about $24,271 at 4% or $16,181 at 6%.
ORTIZ, RIVERA, RIVERA & CO. RETIREMENT PLAN-10$37,137$19,417$1,942iApproximate average salary by contribution assumption: employee only about $48,543 at 4% or $32,362 at 6%; with 50% employer match about $32,362 at 4% or $21,574 at 6%; with 100% employer match about $24,271 at 4% or $16,181 at 6%.
2009111$15,487$7,233$658iApproximate average salary by contribution assumption: employee only about $16,439 at 4% or $10,959 at 6%; with 50% employer match about $10,959 at 4% or $7,306 at 6%; with 100% employer match about $8,219 at 4% or $5,480 at 6%.
ORTIZ, RIVERA, RIVERA & CO. RETIREMENT PLAN-11$15,487$7,233$658iApproximate average salary by contribution assumption: employee only about $16,439 at 4% or $10,959 at 6%; with 50% employer match about $10,959 at 4% or $7,306 at 6%; with 100% employer match about $8,219 at 4% or $5,480 at 6%.
200813$8,203$2,961$987iApproximate average salary by contribution assumption: employee only about $24,675 at 4% or $16,450 at 6%; with 50% employer match about $16,450 at 4% or $10,967 at 6%; with 100% employer match about $12,338 at 4% or $8,225 at 6%.
ORTIZ, RIVERA, RIVERA & CO. CASH OR DEFERRED INCOM E PLAN-3$8,203$2,961$987iApproximate average salary by contribution assumption: employee only about $24,675 at 4% or $16,450 at 6%; with 50% employer match about $16,450 at 4% or $10,967 at 6%; with 100% employer match about $12,338 at 4% or $8,225 at 6%.
200715$0$0-
ORTIZ, RIVERA, RIVERA & CO. CASH OR DEFERRED INCOME PLAN-5---
200615$1,694$1,693$339iApproximate average salary by contribution assumption: employee only about $8,465 at 4% or $5,643 at 6%; with 50% employer match about $5,643 at 4% or $3,762 at 6%; with 100% employer match about $4,233 at 4% or $2,822 at 6%.
ORTIZ, RODRIGUEZ & RIVERA RETIREMENT PLAN-5$1,694$1,693$339iApproximate average salary by contribution assumption: employee only about $8,465 at 4% or $5,643 at 6%; with 50% employer match about $5,643 at 4% or $3,762 at 6%; with 100% employer match about $4,233 at 4% or $2,822 at 6%.