How many Form 5500 benefit plans are loaded for Halto Rey, PR?

1 plan(s) reported by 1 sponsor(s) are loaded for Halto Rey, PR.

Halto Rey, 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, Halto Rey, PR has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $2,670,862 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans: 1
Plan sponsors: 1
Latest filing year: 2023

What stands out in Halto Rey

1 loaded plans hold $2.7M in reported assets across 1 sponsors.
The largest, R. R. Donnelley Pension Plan - Puerto Rico, holds 100% of reported Halto Rey plan assets.
Plans cover 63 participants — about 63 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$2.7MSummed across loaded plans$2,670,862

Total reported assets$2.7M$2,670,862

Total reported participants63

Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$2.7M total assets

Net assets$2.7MLiabilities—

Contributions & income

Total income / additions$314K

Expenses & distributions

Benefits paid / distributions$192.2K

Total expenses$221.4K

Net increase / (decrease)$92.6K

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation0 / 1 ()

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

Halto Rey market comparison

Largest plan share of assets100%R. R. Donnelley Pension Plan - Puerto Rico

Participants per plan63Average across loaded plans

Plan sponsors1

Ranked by reported assets

Largest loaded plans in Halto Rey

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

1
R. R. Donnelley Pension Plan - Puerto Rico$2.7M
R. R. Donnelley De Puerto Rico, Cor · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Halto Rey, PR?: 1 plan(s) reported by 1 sponsor(s) are loaded for Halto Rey, PR.