Plan5500

Villalba, 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, Villalba, PR has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $953,924 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
4
Latest filing year
2023

What stands out in Villalba

  • 4 loaded plans hold $953.9K in reported assets across 4 sponsors.
  • The largest, Centro Visual Dr. Kelvin Ortiz, Psc Retirement Plan, holds 88% of reported Villalba plan assets.
  • Plans cover 20 participants — about 5 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$950.5KSummed across loaded plans$950,532
Total reported assets$953.9K$953,924
Total reported participants20
Total reported liabilities$3.4K$3,392

Reported net position

Reported assets = net assets + liabilities (summed)$953.9K total assets
Net assets$950.5KLiabilities$3.4K
Contributions & income
Employer contributions$155K
Participant contributions$2.6K
Total income / additions$167.9K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)$167.9K

Data coverage

Plans with financial statements4 / 4 (100%)
Plans with provider compensation0 / 4 ()

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

Villalba market comparison

Largest plan share of assets88%Centro Visual Dr. Kelvin Ortiz, Psc Retirement Plan
Participants per plan5Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Villalba

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

  1. 1
    Centro Visual Dr. Kelvin Ortiz, Psc Retirement Plan$843.7K
    Centro Visual Dr. Kelvin Ortiz Rosario, Psc · 2023
  2. 2
    Dra. Carmen J. Laboy Torres, Psc Retirement Plan$57.8K
    Dra. Carmen J. Laboy Torres, Psc · 2023
  3. 3
    Laboratorio Clinico Tierra Santa, Inc. Profit Sharing Retirement Plan$48K
    Laboratorio Clinico Tierra Santa · 2023
  4. 4
    Laboratorio Sagrada Familia Corp. Retirement Plan$4.5K
    Laboratorio Sagrada Familia Corp · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Villalba, PR?
4 plan(s) reported by 4 sponsor(s) are loaded for Villalba, PR.

Related Form 5500 pages