Essilorluxottica Puerto Rico Retirement Savings Plan 3 — Form 5500 plan (Essilorluxottica Usa Inc)
Plain-English plan 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, Essilorluxottica Puerto Rico Retirement Savings Plan 3 is a benefit plan reported by Essilorluxottica Usa Inc under EIN 86-3625314 and plan number 003. The latest loaded filing year is 2023. The filing reports 263 participants and $5,909,764 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$5.9MPlan net assets, end of year$5,909,764
Participants263Covered participants reported
Assets / participant$22.5KComputed: assets ÷ participants$22,471 (computed)
Provider compensation$1.2K1 Schedule C provider row(s)$1,197
- Plan sponsor
- Essilorluxottica Usa Inc
- EIN
- 86-3625314
- Plan number
- 003
- Plan type
- 2
- Location
- Port Washington, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 263 | H, C | 20241014150012NAL0027637745003 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$5.9M total assets
Net assets$5.9MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $5,909,764
- Net assets (EOY)
- $5,909,764
- Net assets (BOY)
- $3,776,558
Income & contributions
- Employer contributions
- $180,932
- Participant contributions
- $253,245
- Total contributions
- $434,177
- Total income / additions
- $1,258,776
Expenses & distributions
- Benefits paid
- $46,382
- Administrative expenses
- $1,078
- Total expenses
- $47,460
- Net increase / (decrease)
- $1,211,316
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
42%58%
Employer 42%Participant 58%
Total expenses ÷ net assets1%Computed ratio
Benefits paid ÷ total income4%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $1,197 | $0 | 2023 |