Plan5500

Hato 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, Hato Rey, PR has 8 loaded benefit plan(s) reported by 8 plan sponsor(s), with $13,568,420 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
8
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$13.6MSummed across loaded plans$13,568,420
Total reported assets$13.6M$13,568,420
Total reported participants2.3K2,348
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$13.6M total assets
Net assets$13.6MLiabilities$0
Contributions & income
Employer contributions$416.4K
Participant contributions$393.9K
Total income / additions$2.6M
Expenses & distributions
Benefits paid / distributions$634.9K
Total expenses$679.1K
Net increase / (decrease)$1.9M

Data coverage

Plans with financial statements6 / 8 (75%)
Plans with provider compensation1 / 8 (13%)

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

Hato Rey market comparison

Largest plan share of assets36%Caribe Federal Credit Union Employees Pension Plan
Participants per plan294Average across loaded plans
Plan sponsors8
Ranked by reported assets

Largest loaded plans in Hato Rey

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

  1. 1
    Caribe Federal Credit Union Employees Pension Plan$4.9M
    Caribe Federal Credit Union · 2023
  2. 2
    Cooperativa De Ahorro Y Credito De Los Maestros De Pr Employees' Retirement Plan$3.4M
    Cooperativa De Ahorro Y Credito De Los Maestros De Puerto Rico · 2023
  3. 3
    Banesco Usa Employees Savings And Investment Plan$2.3M
    Banesco Usa · 2023
  4. 4
    Jose A. Colon Marcano Profit Sharing Plan$2.2M
    Jose A. Colon Marcano · 2023
  5. 5
    Jose O. Colon Deglans Retirement Plan$386.3K
    Jose O. Colon Deglans · 2023
  6. 6
    Melvyn Miguel Acosta Febo Retirement Plan$367.8K
    Melvyn Miguel Acosta Febo, Md · 2023
  7. 7
    Mewa Ikonnot reported in the loaded dataset
    Mewa Ikon- Health · 2023
  8. 8
    Baristas Del Caribe LLC Dental Plannot reported in the loaded dataset
    Baristas Del Caribe LLC · 2023

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

Related Form 5500 pages