Plan5500

Toa Alta, 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, Toa Alta, PR has 11 loaded benefit plan(s) reported by 11 plan sponsor(s), with $5,436,910 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
11
Plan sponsors
11
Latest filing year
2023

What stands out in Toa Alta

  • 11 loaded plans hold $5.4M in reported assets across 11 sponsors.
  • The largest, Cm Gracia-Rosado Retirement Plan, holds 21% of reported Toa Alta plan assets.
  • Plans cover 28 participants — about 3 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$5.4MSummed across loaded plans$5,435,106
Total reported assets$5.4M$5,436,910
Total reported participants28
Total reported liabilities$1.8K$1,804

Reported net position

Reported assets = net assets + liabilities (summed)$5.4M total assets
Net assets$5.4MLiabilities$1.8K
Contributions & income
Employer contributions$180.4K
Participant contributions$0
Total income / additions$2.3M
Expenses & distributions
Benefits paid / distributions$83.2K
Total expenses$83.2K
Net increase / (decrease)$2.3M

Data coverage

Plans with financial statements11 / 11 (100%)
Plans with provider compensation0 / 11 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Toa Alta, 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

Toa Alta market comparison

Largest plan share of assets21%Cm Gracia-Rosado Retirement Plan
Participants per plan3Average across loaded plans
Plan sponsors11
Ranked by reported assets

Largest loaded plans in Toa Alta

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

  1. 1
    Cm Gracia-Rosado Retirement Plan$1.1M
    Carmen M. Gracia Rosado · 2023
  2. 2
    Cm Gracia-Rosado Retirement Plan$1.1M
    Carmen M. Gracia Rosado · 2023
  3. 3
    Javier E. Cordero Conde Retirement Plan$978.7K
    Javier E. Cordero Conde · 2023
  4. 4
    L. Moreno & Y. Davila Profit Sharing Retirement Plan$913.2K
    L. Moreno & Y. Davila · 2023
  5. 5
    Aida T. Cardona Retirement Plan$562.5K
    Aida T. Cardona · 2023
  6. 6
    Axel E. Medina Maldonado Retirement Plan$379.3K
    Axel E. Medina Maldonado · 2023
  7. 7
    N. Ocasio Salgado Retirement Plan$137.5K
    Neftali Ocasio Salgado · 2023
  8. 8
    J. Rivera-Colon Retirement Plan$85K
    Jesus A. Rivera Colon · 2023
  9. 9
    Nitido Post LLC Retirement Plan$65K
    Nitido Post LLC · 2023
  10. 10
    Laboratorio Clinico Galiza Inc. Profit Sharing Retirement Plan$26.5K
    Laboratorio Clinico Galiza Inc. · 2023
  11. 11
    Marily Ramos Ortiz Retirement Plan$23.6K
    Marily Ramos Ortiz · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Toa Alta, PR?
11 plan(s) reported by 11 sponsor(s) are loaded for Toa Alta, PR.

Related Form 5500 pages