Plan5500

Levittown, 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, Levittown, PR has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $1,206,754 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 Levittown

  • 2 loaded plans hold $1.2M in reported assets across 2 sponsors.
  • The largest, E. Stuart Vargas Retirement Plan, holds 55% of reported Levittown plan assets.
  • Plans cover 3 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$1.2MSummed across loaded plans$1,206,754
Total reported assets$1.2M$1,206,754
Total reported participants3
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.2M total assets
Net assets$1.2MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$66.1K
Expenses & distributions
Benefits paid / distributions$60K
Total expenses$60K
Net increase / (decrease)$6.1K

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 Levittown, 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

Levittown market comparison

Largest plan share of assets55%E. Stuart Vargas Retirement Plan
Participants per plan2Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Levittown

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

  1. 1
    E. Stuart Vargas Retirement Plan$659.4K
    Elizabeth Stuart Vargas · 2023
  2. 2
    M. Cortes & J. Encarnacion Retirement Plan$547.3K
    Milagros Cortes/ Jose M. Encarnacion · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages