Rio Piedras, 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, Rio Piedras, PR has 10 loaded benefit plan(s) reported by 10 plan sponsor(s), with $39,846,570 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 10
- Plan sponsors
- 10
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $39,846,570
- Total reported liabilities (EOY)
- $112,950
- Total reported net assets (EOY)
- $39,733,620
Contributions & income
- Employer contributions
- $533,777
- Participant contributions
- $1,234,999
- Total income / additions
- $7,655,594
Expenses & distributions
- Benefits paid / distributions
- $2,046,875
- Total expenses
- $2,066,096
- Net increase / (decrease)
- $5,589,498
Coverage
- Total reported participants
- 797
- Plans with financial statements
- 9
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Rio Piedras, 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 |
|---|---|---|---|
| Firstbank 401(K) Retirement Plan For Residents Of The U.S. Virgin Islands And The Usa | Firstbank Of Puerto Rico | $22,836,477 | 2023 |
| Alicea Valentin - Baez Chao Retirement Plan | Pablo Baez Chao | $5,628,643 | 2023 |
| Roberto Perez Gutierrez Retirement Plan | Roberto Perez Gutierrez | $5,402,786 | 2023 |
| Benito Morales Rivera Retirement Plan | Benito Morales Rivera | $1,948,466 | 2023 |
| Benito Morales Rivera Retirement Plan | Benito Morales Rivera | $1,948,466 | 2023 |
| Portela & Zubrzycki Retirement Plan | Rosaliz M. Portela Fernandez | $681,757 | 2023 |
| Jose M. Ducos Fernandez Profit Sharing Retirement Plan | Dr. Jose M. Ducos Fernandez | $646,889 | 2023 |
| Optim Group Retirement Plan | Optim Group, LLC | $629,963 | 2023 |
| Jose J. Iguina Goitia Retirement Plan | Jose J. Iguina Goitia | $123,123 | 2023 |
| Cooperativa De Seguros De Vida De Puerto Rico-Group Life Ad & D | Cooperativa De Seguros De Vida De Puerto Rico | not reported in the loaded dataset | 2023 |
Largest plans in Rio Piedras → · Rio Piedras plans by participants → · Rio Piedras plans with financial data → · Rio Piedras plans with provider compensation → · $1B+ plans in Rio Piedras →
Related Form 5500 pages
- All PR Form 5500 filings
- Firstbank 401(K) Retirement Plan For Residents Of The U.S. Virgin Islands And The Usa (plan 004)
- Firstbank Of Puerto Rico — all reported plans
- Alicea Valentin - Baez Chao Retirement Plan (plan 002)
- Pablo Baez Chao — all reported plans
- Roberto Perez Gutierrez Retirement Plan (plan 001)
- Roberto Perez Gutierrez — all reported plans
- Benito Morales Rivera Retirement Plan (plan 001)
- Benito Morales Rivera — all reported plans
- Benito Morales Rivera Retirement Plan (plan 001)
- Benito Morales Rivera — all reported plans
- Portela & Zubrzycki Retirement Plan (plan 001)
- Rosaliz M. Portela Fernandez — all reported plans
- Jose M. Ducos Fernandez Profit Sharing Retirement Plan (plan 001)
- Dr. Jose M. Ducos Fernandez — all reported plans
- Optim Group Retirement Plan (plan 001)
- Optim Group, LLC — all reported plans
- Jose J. Iguina Goitia Retirement Plan (plan 001)
- Jose J. Iguina Goitia — all reported plans
- Cooperativa De Seguros De Vida De Puerto Rico-Group Life Ad & D (plan 501)
- Cooperativa De Seguros De Vida De Puerto Rico — all reported plans
- Methodology
- Data sources