Plan5500

Yabucoa, 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, Yabucoa, PR has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $5,253,970 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Yabucoa

  • 2 loaded plans hold $5.3M in reported assets across 2 sponsors.
  • The largest, Buckeye Caribbean Terminals Retirement Savings Plan, holds 99% of reported Yabucoa plan assets.
  • Plans cover 33 participants — about 17 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$5.3MSummed across loaded plans$5,253,970
Total reported assets$5.3M$5,253,970
Total reported participants33
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$5.3M total assets
Net assets$5.3MLiabilities$0
Contributions & income
Employer contributions$71K
Participant contributions$145.1K
Total income / additions$988.3K
Expenses & distributions
Benefits paid / distributions$154.4K
Total expenses$154.4K
Net increase / (decrease)$833.9K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

Yabucoa market comparison

Largest plan share of assets99%Buckeye Caribbean Terminals Retirement Savings Plan
Participants per plan17Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Yabucoa

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

  1. 1
    Buckeye Caribbean Terminals Retirement Savings Plan$5.2M
    Buckeye Caribbean Terminals, LLC · 2023
  2. 2
    Jg Pagan Fernandez Retirement Plan$32K
    Jose G Pagan Fernandez · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Yabucoa, PR?
2 plan(s) reported by 2 sponsor(s) are loaded for Yabucoa, PR.

Related Form 5500 pages