Plan5500

Naranjito, 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, Naranjito, PR has 8 loaded benefit plan(s) reported by 6 plan sponsor(s), with $21,921,795 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
6
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$21.8MSummed across loaded plans$21,794,689
Total reported assets$21.9M$21,921,795
Total reported participants2.1K2,094
Total reported liabilities$127.1K$127,106

Reported net position

Reported assets = net assets + liabilities (summed)$21.9M total assets
Net assets$21.8MLiabilities$127.1K
Contributions & income
Employer contributions$4.1M
Participant contributions$1.1M
Total income / additions$7.3M
Expenses & distributions
Benefits paid / distributions$590.2K
Total expenses$648.5K
Net increase / (decrease)$6.7M

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 Naranjito, 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

Naranjito market comparison

Largest plan share of assets87%Plan De Retiro De Salud Integral En La Montana
Participants per plan262Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Naranjito

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

  1. 1
    Plan De Retiro De Salud Integral En La Montana$19.1M
    Salud Integral En La Montana · 2023
  2. 2
    Eugenio Rivera Rios Profit Sharing Plan$1.5M
    Eugenio Rivera Rios · 2023
  3. 3
    Jorge Morales Chevres Retirement Plan$499.7K
    Jorge Morales Chevres · 2023
  4. 4
    Rn Retirement Plan$417.6K
    In Air Condition, Inc. · 2023
  5. 5
    Dra. Lylka Rios Aviles Retirement Plan$312.2K
    Lylka Rios Aviles · 2023
  6. 6
    Ismael Rodriguez Morales Retirement Plan$63.8K
    Ismael Rodriguez Morales · 2023
  7. 7
    Salud Integral En La Montana Life Insurancenot reported in the loaded dataset
    Salud Integral En La Montana, Inc. · 2023
  8. 8
    Salud Inregral En La Montana Employee Assistance Programnot reported in the loaded dataset
    Salud Integral En La Montana, Inc. · 2023

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

Related Form 5500 pages