Toa Baja, 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 Baja, PR has 34 loaded benefit plan(s) reported by 21 plan sponsor(s), with $55,993,720 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 34
- Plan sponsors
- 21
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $55,993,720
- Total reported liabilities (EOY)
- $40,909
- Total reported net assets (EOY)
- $55,952,811
Contributions & income
- Employer contributions
- $1,289,690
- Participant contributions
- $2,916,968
- Total income / additions
- $12,272,601
Expenses & distributions
- Benefits paid / distributions
- $3,675,260
- Total expenses
- $3,904,886
- Net increase / (decrease)
- $8,367,715
Coverage
- Total reported participants
- 15,671
- Plans with financial statements
- 18
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Toa Baja, 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 |
|---|---|---|---|
| Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc. | Holsum De Puerto Rico, Inc. | $20,018,317 | 2023 |
| Pepsi-Cola Puerto Rico Distributing LLC 1165(E) Savings Plan | Pepsi-Cola Puerto Rico Distributing LLC | $13,729,982 | 2023 |
| Holsum De Puerto Rico, Inc. Employees' Retirement Plan | Holsum De Puerto Rico, Inc. | $9,499,711 | 2023 |
| International Restaurant Services, Inc. Retirement Plan | International Restaurant Services, Inc. | $3,678,380 | 2023 |
| Flexitank Retirement Plan | Flexitank, Inc. | $2,097,066 | 2023 |
| Luz N. Marrero Maldonado Profit Sharing Retirement Plan | Luz N. Marrero Maldonado | $1,320,193 | 2023 |
| Plan De Retiro Ediciones Sm | Ediciones Sm, Inc. | $1,203,500 | 2023 |
| Jose R. Miranda Rivera Profit Sharing Retirement Plan | Jose R. Miranda Rivera | $928,184 | 2023 |
| Alproem Engineering Contractor Retirement Plan | Alproem Engineering Contractor, Corp. | $865,146 | 2023 |
| Fj Serra Cardona Retirement Plan | Frank Javier Serra Cardona | $652,904 | 2023 |
| Gipecd Medical Services, LLC Profit Sharing Retirement Plan | Gipecd Medical Services, LLC | $585,272 | 2023 |
| Industrial Fittings And Valves, Inc. Profit Sharing Plan | Industrial Fittings And Valves, Inc | $518,440 | 2023 |
| Empresas La Famosa Retirement Plan | Empresas La Famosa, Inc. | $256,767 | 2023 |
| Rossen Martinez Rodriguez Retirement Plan | Rossen Martinez Rodriguez | $171,698 | 2023 |
| B. Christenson Bravo Retirement Plan | Bernard Christenson Bravo | $149,069 | 2023 |
| Diaz & Associates Consulting Services Retirement Plan | Roberto Diaz Cruz Dba Diaz & Assoc. Consultuiing Services | $143,473 | 2023 |
| Yahaira Rodriguez Vazquez Retirement Plan | Yahaira Rodriguez Vazquez | $138,660 | 2023 |
| E. R. Contractor Corp. Retirement Plan | E.R. Contractor Corp. | $36,958 | 2023 |
| Holsum Bakers Employees' Welfare Benefit Plan | Holsum De Puerto Rico, Inc. | not reported in the loaded dataset | 2023 |
| Pepsi-Cola Pr Distributing LLC Medical Plan | Pepsi-Cola Pr Distributing LLC | not reported in the loaded dataset | 2023 |
| Pepsi-Cola Pr Distributing LLC Life Plan | Pepsi-Cola Pr Distributing LLC | not reported in the loaded dataset | 2023 |
| Pepsi-Cola Pr Distributing LLC Dental Plan | Pepsi-Cola Pr Distributing LLC | not reported in the loaded dataset | 2023 |
| Pepsi-Cola Pr Distributing LLC Ltd Plan | Pepsi Cola Pr Distributing LLC | not reported in the loaded dataset | 2023 |
| Pepsi-Cola Pr Dist Movimiento Solidario Sindical Health | Pepsi-Cola Pr Distributing LLC | not reported in the loaded dataset | 2023 |
| Coca Cola Puerto Rico Bottlers-Health 2022 | Coca Cola Puerto Rico Bottlers | not reported in the loaded dataset | 2023 |
Largest plans in Toa Baja → · Toa Baja plans by participants → · Toa Baja plans with financial data → · Toa Baja plans with provider compensation → · $1B+ plans in Toa Baja →
Related Form 5500 pages
- All PR Form 5500 filings
- Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc. (plan 001)
- Holsum De Puerto Rico, Inc. — all reported plans
- Pepsi-Cola Puerto Rico Distributing LLC 1165(E) Savings Plan (plan 003)
- Pepsi-Cola Puerto Rico Distributing LLC — all reported plans
- Holsum De Puerto Rico, Inc. Employees' Retirement Plan (plan 002)
- International Restaurant Services, Inc. Retirement Plan (plan 001)
- International Restaurant Services, Inc. — all reported plans
- Flexitank Retirement Plan (plan 001)
- Flexitank, Inc. — all reported plans
- Luz N. Marrero Maldonado Profit Sharing Retirement Plan (plan 001)
- Luz N. Marrero Maldonado — all reported plans
- Plan De Retiro Ediciones Sm (plan 001)
- Ediciones Sm, Inc. — all reported plans
- Jose R. Miranda Rivera Profit Sharing Retirement Plan (plan 001)
- Jose R. Miranda Rivera — all reported plans
- Alproem Engineering Contractor Retirement Plan (plan 001)
- Alproem Engineering Contractor, Corp. — all reported plans
- Fj Serra Cardona Retirement Plan (plan 001)
- Frank Javier Serra Cardona — all reported plans
- Gipecd Medical Services, LLC Profit Sharing Retirement Plan (plan 001)
- Gipecd Medical Services, LLC — all reported plans
- Industrial Fittings And Valves, Inc. Profit Sharing Plan (plan 001)
- Industrial Fittings And Valves, Inc — all reported plans
- Empresas La Famosa Retirement Plan (plan 001)
- Empresas La Famosa, Inc. — all reported plans
- Rossen Martinez Rodriguez Retirement Plan (plan 001)
- Rossen Martinez Rodriguez — all reported plans
- B. Christenson Bravo Retirement Plan (plan 001)
- Bernard Christenson Bravo — all reported plans
- Methodology
- Data sources