Plan5500

Coamo, 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, Coamo, PR has 7 loaded benefit plan(s) reported by 7 plan sponsor(s), with $3,564,214 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
7
Latest filing year
2023

What stands out in Coamo

  • 7 loaded plans hold $3.6M in reported assets across 7 sponsors.
  • The largest, Rodriguez Hidalgo Retirement Plan, holds 62% of reported Coamo plan assets.
  • Plans cover 132 participants — about 19 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$3.5MSummed across loaded plans$3,521,312
Total reported assets$3.6M$3,564,214
Total reported participants132
Total reported liabilities$42.9K$42,902

Reported net position

Reported assets = net assets + liabilities (summed)$3.6M total assets
Net assets$3.5MLiabilities$42.9K
Contributions & income
Employer contributions$209.2K
Participant contributions$127.8K
Total income / additions$959.3K
Expenses & distributions
Benefits paid / distributions$23.7K
Total expenses$32.4K
Net increase / (decrease)$926.8K

Data coverage

Plans with financial statements7 / 7 (100%)
Plans with provider compensation0 / 7 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Coamo, 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

Coamo market comparison

Largest plan share of assets62%Rodriguez Hidalgo Retirement Plan
Participants per plan19Average across loaded plans
Plan sponsors7
Ranked by reported assets

Largest loaded plans in Coamo

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

  1. 1
    Rodriguez Hidalgo Retirement Plan$2.2M
    Cooperativa De Ahorro Y Credito S Cristobal Rodriguez Hidalgo · 2023
  2. 2
    Chos Retirement Plan$777.3K
    Centro De Hematologia Y Oncologia Del Sur, Csp · 2023
  3. 3
    Las Flores Metalarte Retirement Plan$146.1K
    Las Flores Metalarte Inc · 2023
  4. 4
    Jaime R. Gierbolini Borelli Retirement Plan$144.7K
    Jaime Gierbolini Borelli · 2023
  5. 5
    Mm Trust$124K
    Master Motors, LLC · 2023
  6. 6
    Janivette Rivera Gonzalez Retirement Plan$101.3K
    Janivette Rivera Gonzalez · 2023
  7. 7
    I Burgos Retirement Plan$75.6K
    Isamar Burgos Lopez · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Coamo, PR?
7 plan(s) reported by 7 sponsor(s) are loaded for Coamo, PR.

Related Form 5500 pages