Bayamon, PR Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Bayamon, PR has 83 loaded benefit plan(s) reported by 76 plan sponsor(s), with $134,850,031 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 83
- Plan sponsors
- 76
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $134,850,031
- Total reported liabilities (EOY)
- $32,565
- Total reported net assets (EOY)
- $134,817,466
Contributions & income
- Employer contributions
- $3,202,318
- Participant contributions
- $5,428,252
- Total income / additions
- $25,396,403
Expenses & distributions
- Benefits paid / distributions
- $4,630,289
- Total expenses
- $4,840,582
- Net increase / (decrease)
- $20,555,821
Coverage
- Total reported participants
- 7,144
- Plans with financial statements
- 71
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bayamon, PR plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Cc1 Limited Partnership Retirement & Savings Plan Partnership Retirement & Savings Plan | Cc1 Limited Partnership | $51,041,377 | 2023 |
| Plan De Retiro 1081.01(D) Para Empleados De Goya De Puerto Rico, Inc. | Goya De Puerto Rico, Inc. | $13,105,011 | 2023 |
| The Baldwin School Of P.R. Profit Sharing Plan | Baldwin School | $11,526,964 | 2023 |
| Rooms To Go Retirement Plan | Rooms To Go | $4,439,726 | 2023 |
| Fernando L. Longo Rodriguez Retirement Plan | Fernando L. Longo Rodriguez | $4,008,547 | 2023 |
| Dr. Jose R. Cumba Retirement Plan | Jose R. Cumba Quiles | $3,802,840 | 2023 |
| San Pablo Pathology Group, Inc. Retirement Plan Series 94-999 | San Pablo Pathology Group, Inc. | $3,337,396 | 2023 |
| Carlos A. Latimer Arsuaga Retirement Plan | Carlos A. Latimer Arsuaga | $2,646,008 | 2023 |
| Alivia Health Investment & Retirement Plan | Alivia Health Management, LLC | $2,547,071 | 2023 |
| Jose Antonio Ayala Berrios Retirement Plan | Dr. Jose A. Ayala Berrios | $2,103,982 | 2023 |
| Alejandro A. Medina Retirement Plan | Alejandro A. Medina Vilar | $2,098,133 | 2023 |
| C.T. Radiology Complex Retirement Plan | C.T. Radiology Complex | $1,935,752 | 2023 |
| Ana Rodriguez Quintana Retirement Plan | Ana R. Rodriguez Quintana | $1,771,205 | 2023 |
| Joham Senior Marino Retirement Plan | Joham Senior Marino | $1,587,577 | 2023 |
| Alberto Ortiz Carrasquillo Money Purchase | Alberto Ortiz Carrasquillo | $1,572,578 | 2023 |
| Alberto Ortiz Carrasquillo Money Purchase | Alberto Ortiz Carrasquillo | $1,572,578 | 2023 |
| Justino Betancourt Collazo Retirement Plan | Justino Betancourt Collazo | $1,503,273 | 2023 |
| Carlos J. Chiesa Cedo Profit Sharing Retirement Plan | Carlos J. Chiesa Cedo | $1,491,540 | 2023 |
| James F. Vilaro Nelms Retirement Plan | James F. Vilaro Nelms | $1,409,285 | 2023 |
| Charles E. Vilaro Nelms, Md Retirement Plan | Charles E. Vilaro Nelms, Md | $1,332,659 | 2023 |
| Dr. Leonardo I Valentin Gonzalez Retirement Plan | Leonardo I. Valentin Gonzalez | $1,187,292 | 2023 |
| Mcquay Caribe Retirement Plan | Mcquay Caribe , Inc | $1,055,613 | 2023 |
| J. Berrios-Lassus Retirement Plan | Juan Berrios Lassus | $1,021,119 | 2023 |
| Carlos J. Fraga Millan Retirement Plan | Carlos J. Fraga Millan | $968,877 | 2023 |
| Industrial Fire Products, Corp. Retirement Plan | Industrial Fire Products, Corp. | $863,543 | 2023 |
Largest plans in Bayamon → · Bayamon plans by participants → · Bayamon plans with financial data → · Bayamon plans with provider compensation → · $1B+ plans in Bayamon →
Related Form 5500 pages
- All PR Form 5500 filings
- Cc1 Limited Partnership Retirement & Savings Plan Partnership Retirement & Savings Plan (plan 001)
- Cc1 Limited Partnership — all reported plans
- Plan De Retiro 1081.01(D) Para Empleados De Goya De Puerto Rico, Inc. (plan 002)
- Goya De Puerto Rico, Inc. — all reported plans
- The Baldwin School Of P.R. Profit Sharing Plan (plan 001)
- Baldwin School — all reported plans
- Rooms To Go Retirement Plan (plan 001)
- Rooms To Go — all reported plans
- Fernando L. Longo Rodriguez Retirement Plan (plan 001)
- Fernando L. Longo Rodriguez — all reported plans
- Dr. Jose R. Cumba Retirement Plan (plan 001)
- Jose R. Cumba Quiles — all reported plans
- San Pablo Pathology Group, Inc. Retirement Plan Series 94-999 (plan 001)
- San Pablo Pathology Group, Inc. — all reported plans
- Carlos A. Latimer Arsuaga Retirement Plan (plan 001)
- Carlos A. Latimer Arsuaga — all reported plans
- Alivia Health Investment & Retirement Plan (plan 001)
- Alivia Health Management, LLC — all reported plans
- Jose Antonio Ayala Berrios Retirement Plan (plan 001)
- Dr. Jose A. Ayala Berrios — all reported plans
- Alejandro A. Medina Retirement Plan (plan 001)
- Alejandro A. Medina Vilar — all reported plans
- C.T. Radiology Complex Retirement Plan (plan 001)
- C.T. Radiology Complex — all reported plans
- Ana Rodriguez Quintana Retirement Plan (plan 001)
- Ana R. Rodriguez Quintana — all reported plans
- Joham Senior Marino Retirement Plan (plan 001)
- Joham Senior Marino — all reported plans
- Alberto Ortiz Carrasquillo Money Purchase (plan 001)
- Alberto Ortiz Carrasquillo — all reported plans
- Methodology
- Data sources