Plan5500

Sabana Grande, 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, Sabana Grande, PR has 9 loaded benefit plan(s) reported by 8 plan sponsor(s), with $42,588,160 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
8
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$42.6MSummed across loaded plans$42,575,212
Total reported assets$42.6M$42,588,160
Total reported participants819
Total reported liabilities$12.9K$12,948

Reported net position

Reported assets = net assets + liabilities (summed)$42.6M total assets
Net assets$42.6MLiabilities$12.9K
Contributions & income
Employer contributions$1.5M
Participant contributions$957.3K
Total income / additions$7.2M
Expenses & distributions
Benefits paid / distributions$2M
Total expenses$2.1M
Net increase / (decrease)$5M

Data coverage

Plans with financial statements9 / 9 (100%)
Plans with provider compensation3 / 9 (33%)

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

Sabana Grande market comparison

Largest plan share of assets43%Retirement Plan Of Henkel Puerto Rico, Inc.
Participants per plan91Average across loaded plans
Plan sponsors8
Ranked by reported assets

Largest loaded plans in Sabana Grande

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

  1. 1
    Retirement Plan Of Henkel Puerto Rico, Inc.$18.2M
    Henkel Puerto Rico, Inc. · 2023
  2. 2
    Henkel Puerto Rico, Inc. Savings Plan$15.2M
    Henkel Puerto Rico, Inc. · 2023
  3. 3
    Ccl Label De Puerto Rico, Inc. Retirement & Savings Plan$5.4M
    Ccl Puerto Rico, Inc. · 2023
  4. 4
    Dr. Luis J. Deliz Varela Target Benefit Pension Plan$2.3M
    Dr. Luis J. Deliz Varela · 2023
  5. 5
    Jose R. Alemar Ulloa Employee Pension Plan$583.9K
    Jose R. Alemar Ulloa · 2023
  6. 6
    Baez Orthopaedics And Joint Institute Retirement$350K
    Baez Ortho And Joint Inst Psc · 2023
  7. 7
    Dr. Manuel Rodriguez Rivera Retirement Plan$308K
    Manuel Rodriguez Rivera · 2023
  8. 8
    Amaury Rodriguez Ramirez Profit Sharing Retirement Plan$264.3K
    Amaury Rodriguez Ramirez · 2023
  9. 9
    Norberto Marchany Torres Retirement Plan$41.2K
    Norberto Marchany Torres · 2023

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

Related Form 5500 pages