Ponce, 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, Ponce, PR has 97 loaded benefit plan(s) reported by 79 plan sponsor(s), with $128,048,694 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 97
- Plan sponsors
- 79
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $128,048,694
- Total reported liabilities (EOY)
- $594,075
- Total reported net assets (EOY)
- $127,454,619
Contributions & income
- Employer contributions
- $2,582,844
- Participant contributions
- $3,580,571
- Total income / additions
- $22,671,751
Expenses & distributions
- Benefits paid / distributions
- $7,361,778
- Total expenses
- $7,815,122
- Net increase / (decrease)
- $14,856,629
Coverage
- Total reported participants
- 14,366
- Plans with financial statements
- 78
- Plans with provider compensation
- 9
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Ponce, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Pontifical Catholic University Of Puerto Rico Pension Plan | Pontifical Catholic University Of Puerto Rico | $41,346,152 | 2023 |
| Plan De Beneficios De Retiro Para Empleados De La Pontificia Universidad Catolica De Pr | Pontificia Universidad Catolica De Pr | $14,213,559 | 2023 |
| Hospital Damas, Inc. Retirement Plan | Hospital Damas, Inc. | $7,361,975 | 2023 |
| Serralles Hotel, Inc Retirement Savings Plan | Serralles Hotel, Inc Dba Ponce Hilton & Casino | $5,849,417 | 2023 |
| Rovira Biscuit Corporation And Affliated Profit Sharing & 1165(E) Plan | Rovira Biscuit Corporation | $5,007,664 | 2023 |
| St Luke Home Care And Hospice Retirement Plan | Programa De Servicios De Salud En El Hogar Y Hospicio San Lucas | $4,777,775 | 2023 |
| Jose Luis Vera Miro Profit Sharing Retirement Plan | Jose Luis Vera Miro | $3,590,330 | 2023 |
| Roche Products, Inc. Defined Benefit Pension Plan | Roche Products, Inc. | $2,320,683 | 2023 |
| Grd Retirement Plan | Gilberto Ruiz Deya, Md | $2,287,827 | 2023 |
| Maralec, C.S.P. Profit Sharing Retirement Plan | Maralec, C.S.P. | $2,240,183 | 2023 |
| F. Melendez Quinones Retirement Plan | Francisco J. Melendez Quinones | $2,100,497 | 2023 |
| Individual Management Consultant Inc. Retirement Plan | Individual Management Consultant Inc. | $1,958,050 | 2023 |
| Collado Pacheco And Candelario Lopez Retirement Plan | Aurelio Miguel Collado Pacheco Suzette Candelario Lopez | $1,733,996 | 2023 |
| Serralles Hotel, Inc. Pension Plan | Serralles Hotel, Inc. | $1,582,954 | 2023 |
| Laboratorio Toledo And Laboratorios Ramirez Retirement Plan | Laboratorios Ramirez LLC | $1,411,738 | 2023 |
| Instituto Vascular Del Sur, Csp Retirement Plan Trust | Instituto Vascular Del Sur Csp | $1,382,233 | 2023 |
| Tiber Health Pbc Retirement Plan | Tiber Health Public Benefit Corporation | $1,299,039 | 2023 |
| Santiago Ramos Segarra Retirement Plan | Santiago Ramos Segarra | $1,233,071 | 2023 |
| Pedro J. Vendrell Benito, Md Retirement Plan | Pedro Vendrell Benito | $1,223,118 | 2023 |
| Francis M. Vazquez Roura, Md Retirement Plan | Francis Miguel Vazquez Roura, Md | $1,156,709 | 2023 |
| Ponce Pulmonary Group Psc Savings And Investment Plan | Ponce Pulmonary Group Psc | $1,120,370 | 2023 |
| Jorge Eusebio Ruiz Diaz Retirement Plan | Jorge E. Ruiz Diaz | $892,713 | 2023 |
| Farmacia El Apotecario Retirement Plan | Farmacia El Apotecario | $852,087 | 2023 |
| Jose M. Garcia Mateo, Md Retirement Plan | Jose M. Garcia Mateo | $827,437 | 2023 |
| Dr. Rafael Seneriz Ortiz Retirement Plan | Rafael Seneriz Ortiz | $825,124 | 2023 |
Largest plans in Ponce → · Ponce plans by participants → · Ponce plans with financial data → · Ponce plans with provider compensation → · $1B+ plans in Ponce →
Related Form 5500 pages
- All PR Form 5500 filings
- Pontifical Catholic University Of Puerto Rico Pension Plan (plan 001)
- Pontifical Catholic University Of Puerto Rico — all reported plans
- Plan De Beneficios De Retiro Para Empleados De La Pontificia Universidad Catolica De Pr (plan 002)
- Hospital Damas, Inc. Retirement Plan (plan 001)
- Hospital Damas, Inc. — all reported plans
- Serralles Hotel, Inc Retirement Savings Plan (plan 001)
- Serralles Hotel, Inc Dba Ponce Hilton & Casino — all reported plans
- Rovira Biscuit Corporation And Affliated Profit Sharing & 1165(E) Plan (plan 002)
- Rovira Biscuit Corporation — all reported plans
- St Luke Home Care And Hospice Retirement Plan (plan 002)
- Programa De Servicios De Salud En El Hogar Y Hospicio San Lucas — all reported plans
- Jose Luis Vera Miro Profit Sharing Retirement Plan (plan 001)
- Jose Luis Vera Miro — all reported plans
- Roche Products, Inc. Defined Benefit Pension Plan (plan 002)
- Roche Products, Inc. — all reported plans
- Grd Retirement Plan (plan 001)
- Gilberto Ruiz Deya, Md — all reported plans
- Maralec, C.S.P. Profit Sharing Retirement Plan (plan 002)
- Maralec, C.S.P. — all reported plans
- F. Melendez Quinones Retirement Plan (plan 001)
- Francisco J. Melendez Quinones — all reported plans
- Individual Management Consultant Inc. Retirement Plan (plan 001)
- Individual Management Consultant Inc. — all reported plans
- Collado Pacheco And Candelario Lopez Retirement Plan (plan 001)
- Aurelio Miguel Collado Pacheco Suzette Candelario Lopez — all reported plans
- Serralles Hotel, Inc. Pension Plan (plan 002)
- Laboratorio Toledo And Laboratorios Ramirez Retirement Plan (plan 001)
- Laboratorios Ramirez LLC — all reported plans
- Methodology
- Data sources