Caguas, 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, Caguas, PR has 119 loaded benefit plan(s) reported by 110 plan sponsor(s), with $146,995,755 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 119
- Plan sponsors
- 110
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $146,995,755
- Total reported liabilities (EOY)
- $327,113
- Total reported net assets (EOY)
- $146,440,014
Contributions & income
- Employer contributions
- $2,466,504
- Participant contributions
- $7,238,649
- Total income / additions
- $28,881,973
Expenses & distributions
- Benefits paid / distributions
- $20,726,521
- Total expenses
- $21,364,970
- Net increase / (decrease)
- $7,517,003
Coverage
- Total reported participants
- 18,114
- Plans with financial statements
- 103
- Plans with provider compensation
- 9
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Caguas, 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 |
|---|---|---|---|
| Grupo Hima San Pablo, Inc. Affiliates Savings Retirement Plan | Grupo Hima San Pablo, Inc | $40,364,223 | 2023 |
| Auro Pr Inc. Profit Sharing Employee Savings Plan | Auro Pr Inc. | $20,644,187 | 2023 |
| Laboratorios Borinquen Employees Retirement Plan | Laboratorio Borinquen, Inc. | $8,850,141 | 2023 |
| Rr Group, Inc Employee'S Profit Sharing Plan | Rr Group Retirement Plan | $7,602,936 | 2023 |
| Mentor Technical Group Corp. Profit Sharing And Savings Plan | Mentor Technical Group Corp. | $5,294,114 | 2023 |
| Programa Head Start Municipio Autonomo De Caguas Money Purchase Plan | Programa Head Start Municipio Autonomo De Caguas | $5,206,592 | 2023 |
| Jose Kareh Cordero Profit Sharing Retirement Plan | Jose A. Kareh Cordero | $4,025,038 | 2023 |
| Double J Retirement Plan | Victor M. Rivera Jimenez | $3,931,719 | 2023 |
| Fdhp Retirement Plan | Fundacion Para El Desarrollo Del Hogar Propio | $2,580,232 | 2023 |
| Fj Torres Md, Psc Retirement Plan | Fj Torres Md, Psc | $2,057,772 | 2023 |
| Fernando Rojas Profit Sharing Retirement Plan | Fernando Rojas Diaz | $2,009,349 | 2023 |
| Jose Soto Lopez, Dds Retirement Plan | Jose Soto Lopez | $1,907,101 | 2023 |
| Cortelco Systems Puerto Rico, Inc. Profit Sharing Retirement Plan | Cortelco Systems Puerto Rico, Inc. | $1,763,558 | 2023 |
| Ultrasonido Diagnostico, Llp Profit Sharing Retirement Plan | Ultrasonido Diagnostico, Llp | $1,553,411 | 2023 |
| Juan H. Vazquez Retirement Plan | Juan H. Vazquez Santos | $1,487,744 | 2023 |
| Wallace Belmont Rodriguez Retirement Plan | Dr. Wallace Belmont Rodriguez | $1,401,816 | 2023 |
| Healthy Heart Cardiovascular Center, P.S.C. Retirement Plan | Healthy Heart Cardiovascular Center P.S.C. | $1,383,269 | 2023 |
| Luis Alfredo De Jesus Vargas, Md Retirement Plan | Luis Alfredo De Jesus Vargas, Md | $1,303,404 | 2023 |
| Luis J. Forastieri Maldonado Retirement Plan | Luis J. Forastieri Maldonado | $1,282,992 | 2023 |
| Ophthalmology Practice Profit Sharing Retirement Plan | Guillermo Torres Cabrera | $1,277,457 | 2023 |
| Jc Mercado Torres Retirement Plan | Juan C. Mercado Torres | $1,196,291 | 2023 |
| Hector Ramos Fuentes Retirement Plan | Hector Ramos Fuentes | $1,172,508 | 2023 |
| Dra. Doris Perez Ortiz Retirement Plan | Doris Perez Ortiz | $1,151,632 | 2023 |
| Medimax-Rsi Corp Employee Retirement Plan | Medimax-Rsi Corporation | $1,131,029 | 2023 |
| Ramon M Corcino Rodriguez Profit Sharing Plan | Ramon M Corcino Rodriguez | $1,021,409 | 2023 |
Largest plans in Caguas → · Caguas plans by participants → · Caguas plans with financial data → · Caguas plans with provider compensation → · $1B+ plans in Caguas →
Related Form 5500 pages
- All PR Form 5500 filings
- Grupo Hima San Pablo, Inc. Affiliates Savings Retirement Plan (plan 001)
- Grupo Hima San Pablo, Inc — all reported plans
- Auro Pr Inc. Profit Sharing Employee Savings Plan (plan 002)
- Auro Pr Inc. — all reported plans
- Laboratorios Borinquen Employees Retirement Plan (plan 001)
- Laboratorio Borinquen, Inc. — all reported plans
- Rr Group, Inc Employee'S Profit Sharing Plan (plan 001)
- Rr Group Retirement Plan — all reported plans
- Mentor Technical Group Corp. Profit Sharing And Savings Plan (plan 001)
- Mentor Technical Group Corp. — all reported plans
- Programa Head Start Municipio Autonomo De Caguas Money Purchase Plan (plan 001)
- Programa Head Start Municipio Autonomo De Caguas — all reported plans
- Jose Kareh Cordero Profit Sharing Retirement Plan (plan 001)
- Jose A. Kareh Cordero — all reported plans
- Double J Retirement Plan (plan 001)
- Victor M. Rivera Jimenez — all reported plans
- Fdhp Retirement Plan (plan 001)
- Fundacion Para El Desarrollo Del Hogar Propio — all reported plans
- Fj Torres Md, Psc Retirement Plan (plan 001)
- Fj Torres Md, Psc — all reported plans
- Fernando Rojas Profit Sharing Retirement Plan (plan 001)
- Fernando Rojas Diaz — all reported plans
- Jose Soto Lopez, Dds Retirement Plan (plan 001)
- Jose Soto Lopez — all reported plans
- Cortelco Systems Puerto Rico, Inc. Profit Sharing Retirement Plan (plan 001)
- Cortelco Systems Puerto Rico, Inc. — all reported plans
- Ultrasonido Diagnostico, Llp Profit Sharing Retirement Plan (plan 001)
- Ultrasonido Diagnostico, Llp — all reported plans
- Juan H. Vazquez Retirement Plan (plan 001)
- Juan H. Vazquez Santos — all reported plans
- Methodology
- Data sources