Plan5500

Guanica, 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, Guanica, PR has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $647,385 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Guanica

  • 2 loaded plans hold $647.4K in reported assets across 2 sponsors.
  • The largest, Jorge Rivera Torres Retirement Plan, holds 59% of reported Guanica plan assets.
  • Plans cover 4 participants — about 2 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$497.9KSummed across loaded plans$497,906
Total reported assets$647.4K$647,385
Total reported participants4
Total reported liabilities$149.5K$149,479

Reported net position

Reported assets = net assets + liabilities (summed)$647.4K total assets
Net assets$497.9KLiabilities$149.5K
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$36.4K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$10.8K
Net increase / (decrease)$25.6K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

Guanica market comparison

Largest plan share of assets59%Jorge Rivera Torres Retirement Plan
Participants per plan2Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Guanica

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

  1. 1
    Jorge Rivera Torres Retirement Plan$382.6K
    Jorge Rivera Torres · 2023
  2. 2
    Torres & Torres Cpas & Business Consultants Retirement Plan$264.8K
    Torres & Torres Certified Public Accts & Business Consultants, Psc · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Guanica, PR?
2 plan(s) reported by 2 sponsor(s) are loaded for Guanica, PR.

Related Form 5500 pages