Plan5500

San Antonio, 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, San Antonio, PR has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $1,845,123 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.8MSummed across loaded plans$1,845,123
Total reported assets$1.8M$1,845,123
Total reported participants679
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.8M total assets
Net assets$1.8MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$132.8K
Expenses & distributions
Benefits paid / distributions$15K
Total expenses$15K
Net increase / (decrease)$117.8K

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation0 / 4 ()

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

San Antonio market comparison

Largest plan share of assets61%E. Nin Pacheco Retirement Plan
Participants per plan170Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in San Antonio

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

  1. 1
    E. Nin Pacheco Retirement Plan$1.1M
    Eduardo A. Nin Pacheco · 2023
  2. 2
    Guevara-Abadia Retirement Plan Series 97-1541$716.4K
    Dr. Francisco Guevara & Sra Vivian Abadia · 2023
  3. 3
    Lufthansa Salud 2020not reported in the loaded dataset
    Lufthansa Technik Puerto Rico · 2023
  4. 4
    Lufthansa Basic And Addnot reported in the loaded dataset
    Lufthansa Technik Puerto Rico · 2023

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

Related Form 5500 pages