Yauco, 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, Yauco, PR has 12 loaded benefit plan(s) reported by 10 plan sponsor(s), with $15,049,325 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
12
Plan sponsors
10
Latest filing year
2023

What stands out in Yauco

  • 12 loaded plans hold $15M in reported assets across 10 sponsors.
  • The largest, Sartorius Stedim Filters, Inc. Employee Savings And Profit Sharing Plan, holds 63% of reported Yauco plan assets.
  • Plans cover 3,008 participants — about 251 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • 17% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$15MSummed across loaded plans$15,049,325
Total reported assets$15M$15,049,325
Total reported participants3K3,008
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$15M total assets
Net assets$15MLiabilities$0
Contributions & income
Employer contributions$1.9M
Participant contributions$1.7M
Total income / additions$5M
Expenses & distributions
Benefits paid / distributions$608.5K
Total expenses$630.5K
Net increase / (decrease)$4.3M

Data coverage

Plans with financial statements9 / 12 (75%)
Plans with provider compensation2 / 12 (17%)

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

Yauco market comparison

Largest plan share of assets63%Sartorius Stedim Filters, Inc. Employee Savings And Profit Sharing Plan
Participants per plan251Average across loaded plans
Plan sponsors10
Ranked by reported assets

Largest loaded plans in Yauco

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

  1. 1
  2. 2
    Yauco Health Care Corporation, Hospital Metropolitano Dr. Tito Mat · 2023
  3. 3
    Borinquen Biscuit Corporation · 2023
  4. 4
    Jose Antonio Ortiz Quinonez Dba Farmacia La Concepcion · 2023
  5. 5
    Prent Puerto Rico, LLC · 2023
  6. 6
    Julio E. Geraldino Muniz · 2023
  7. 7
    Zoraida Ivette Ortiz Giuliani · 2023
  8. 8
    Dr. Ramon Borrero Dental Office, Psc · 2023
  9. 9
    Pascual Muniz Ob Gyn Group, Csp · 2023
  10. 10
    Sartorius Stedium Filters, Inc.not reported in the loaded dataset
    Sartorius Stedim Filters, Inc. · 2023
  11. 11
    Stedmin Filters Life Benefitnot reported in the loaded dataset
    Sartorius Stedim Filters, Inc. · 2023
  12. 12
    Sartorius Stedim Filters, Inc. Welfare Plannot reported in the loaded dataset
    Sartorius Stedim Filters, Inc. · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Yauco, PR?
12 plan(s) reported by 10 sponsor(s) are loaded for Yauco, PR.

Related Form 5500 pages