Plan5500

Cabo Rojo, 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, Cabo Rojo, PR has 11 loaded benefit plan(s) reported by 11 plan sponsor(s), with $11,532,132 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
11
Plan sponsors
11
Latest filing year
2023

What stands out in Cabo Rojo

  • 11 loaded plans hold $11.5M in reported assets across 11 sponsors.
  • The largest, Alejandro Acosta Profit Sharing Retirement Plan, holds 32% of reported Cabo Rojo plan assets.
  • Plans cover 117 participants — about 11 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11.4MSummed across loaded plans$11,429,592
Total reported assets$11.5M$11,532,132
Total reported participants117
Total reported liabilities$102.5K$102,540

Reported net position

Reported assets = net assets + liabilities (summed)$11.5M total assets
Net assets$11.4MLiabilities$102.5K
Contributions & income
Employer contributions$388.4K
Participant contributions$152.5K
Total income / additions$1.4M
Expenses & distributions
Benefits paid / distributions$78.8K
Total expenses$87.5K
Net increase / (decrease)$1.3M

Data coverage

Plans with financial statements11 / 11 (100%)
Plans with provider compensation0 / 11 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Cabo Rojo, 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.

Computed from loaded plans

Cabo Rojo market comparison

Largest plan share of assets32%Alejandro Acosta Profit Sharing Retirement Plan
Participants per plan11Average across loaded plans
Plan sponsors11
Ranked by reported assets

Largest loaded plans in Cabo Rojo

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Alejandro Acosta Profit Sharing Retirement Plan$3.7M
    Alejandro Acosta Rivera · 2023
  2. 2
    Cooperativa De Ahorro Y Credito De Cabo Rojo Retirement Plan Trust$2.7M
    Cooperativa De Ahorro Y Credito De Cabo Rojo · 2023
  3. 3
    Aponte - Ortiz Retirement Plan$2.1M
    Jaime R. Aponte Lopez Lynnette Ortiz Toro · 2023
  4. 4
    Jorge Alberto Irizarry Vega, Md Retirement Plan Trust$926.2K
    Jorge Alberto Irizarry Vega · 2023
  5. 5
    Jansen Colberg - Oftalmologo Csp Retirement Plan$564.3K
    Jansen Colberg - Oftalmologo Csp · 2023
  6. 6
    Lizvette Ortiz Toro Employee Pension Plan$526.4K
    Lizvette Ortiz Toro · 2023
  7. 7
    Maribel Luciano Perez Retirement Plan$391.8K
    Maribel Luciano Perez · 2023
  8. 8
    Ismael Velazquez Rosado, Md Profit Sharing Plan$342.9K
    Ismael Velazquez Rosado, Md · 2023
  9. 9
    West Medical Integrated Services Retirement Plan$185.4K
    West Medical Integrated Services Psc · 2023
  10. 10
    Gastro Services Retirement Plan$64.3K
    Gastro Services, P.S.C. · 2023
  11. 11
    S. Aguilar-Zapata Retirement Plan$55.1K
    Stephanie M. Aguilar Zapata · 2023

Largest plans in Cabo Rojo → · Cabo Rojo plans by participants → · Cabo Rojo plans with financial data → · Cabo Rojo plans with provider compensation → · $1B+ plans in Cabo Rojo →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Cabo Rojo, PR?
11 plan(s) reported by 11 sponsor(s) are loaded for Cabo Rojo, PR.

Related Form 5500 pages