Plan5500

Lares, 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, Lares, PR has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $4,261,608 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Lares

  • 3 loaded plans hold $4.3M in reported assets across 3 sponsors.
  • The largest, Cooperativa De Ahorro Y Credito De Lares 1165(E) Salary Deferrral Retirement Plan, holds 89% of reported Lares plan assets.
  • Plans cover 83 participants — about 28 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$4.3MSummed across loaded plans$4,261,608
Total reported assets$4.3M$4,261,608
Total reported participants83
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$4.3M total assets
Net assets$4.3MLiabilities—
Contributions & income
Employer contributions$127.3K
Participant contributions$219.7K
Total income / additions$661.3K
Expenses & distributions
Benefits paid / distributions$323.6K
Total expenses$336.7K
Net increase / (decrease)$324.6K

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

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

Lares market comparison

Largest plan share of assets89%Cooperativa De Ahorro Y Credito De Lares 1165(E) Salary Deferrral Retirement Plan
Participants per plan28Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Lares

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

  1. 1
    Cooperativa De Ahorro Y Credito De Lares 1165(E) Salary Deferrral Retirement Plan$3.8M
    Cooperativa De Ahorro Y Credito De Lares · 2023
  2. 2
    Jose R. Gonzalez Velez Retirement Plan$414.3K
    Jose R. Gonzalez Velez · 2023
  3. 3
    Centro De Salud De Lares Retirement Plan$72.7K
    Centro De Salud De Lares, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Lares, PR?
3 plan(s) reported by 3 sponsor(s) are loaded for Lares, PR.

Related Form 5500 pages