San Juan, 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, San Juan, PR has 947 loaded benefit plan(s) reported by 731 plan sponsor(s), with $9,154,436,464 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 947
- Plan sponsors
- 731
- Total reported assets (EOY)
- $9,154,436,464
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Pr Capital Preservation Fund | Bpas Trust Co Of Puerto Rico | $2,125,677,744 | 2023 |
| Puerto Rico Telephone Company Master Trust | Popular Fiduciary Services 725 | $875,541,582 | 2023 |
| Puerto Rico Telephone Company Consolidated Retirement Plan For Salaried And Hourly Employees | Puerto Rico Telephone Company | $800,425,311 | 2023 |
| Popular, Inc. Pr Savings And Investment Plan | Popular, Inc. | $700,721,578 | 2023 |
| Banco Popular De Puerto Rico Retirement Plan | Banco Popular De Puerto Rico | $632,455,069 | 2023 |
| Pfizer Savings Plan For Employees Resident In Puerto Rico | Pbg Puerto Rico LLC | $385,326,556 | 2023 |
| Inter American University Of Pr Defined Contribution Retirement Plan | Inter American University Of Pr | $187,642,756 | 2023 |
| Bristol-Myers Squibb Puerto Rico Inc, Retirement Income Plan | Bristol-Myers Squibb Puerto Rico | $156,449,090 | 2023 |
| Popular, Inc. Usa 401(K) Savings & Investment Plan | Popular, Inc. | $149,554,638 | 2023 |
| Firstbank 401(K) Retirement Plan For Residents Of Puerto Rico | Firstbank Of Puerto Rico | $142,903,396 | 2023 |
| The Oriental Bank Coda Profit Sharing Plan | Oriental Bank | $134,602,051 | 2023 |
| I.L.A. Prssa Pension Plan | I.L.A. Prssa Pension Plan | $108,533,948 | 2023 |
| Evertec Group, LLC Savings & Investment Plan Savings And Investment Plan | Evertec Group, LLC | $101,797,850 | 2023 |
| Puerto Rico Telephone Company Retirement Plan For Certain Former Employees | Puerto Rico Telephone Company | $76,557,490 | 2023 |
| Mmm Holdings LLC 1081.01 Retirement Plan And Trust | Mmm Holdings LLC | $74,126,392 | 2023 |
| Mcv Retirement Plan | Mcconnell Valdes LLC | $73,329,012 | 2023 |
| Medical Card System Savings Plan | Medical Card System, Inc. | $66,532,285 | 2023 |
| Triple-S Retirement & Savings Plan | Triple-S Management Corporation | $66,189,418 | 2023 |
| O'Neill & Borges Employees Pension Plan Employees' Pension Plan | O'Neill & Borges LLC | $65,344,158 | 2023 |
| Mapfre Praico Retirement And Savings Plan Retirement And Savings Plan | Mapfre Praico Corporation | $64,755,836 | 2023 |
| Plan De Pensiones Cooperativa De Seguros Multiples | Cooperativa De Seguros Multiples De Puerto Rico | $61,030,991 | 2023 |
| Retirement Plan For Employees Of Bacardi Corporation | Bacardi Corporation | $54,038,786 | 2023 |
| Luma Energy 401 (K) Pr Retirement Savings Plan | Luma Energy, LLC | $51,978,365 | 2023 |
| Plan Bienestar Utm Prssa | Pr Shipping Association | $50,890,506 | 2023 |
| Sistema Universitario Ana G Mendez Inc Pension Plan | Sistema Universitario Ana G Mendez | $49,535,291 | 2023 |
Largest plans in San Juan → · San Juan plans with financial data → · $1B+ plans in San Juan → · Providers by reported compensation →
Related Form 5500 pages
- All PR Form 5500 filings
- Pr Capital Preservation Fund (plan 213)
- Bpas Trust Co Of Puerto Rico — all reported plans
- Puerto Rico Telephone Company Master Trust (plan 001)
- Popular Fiduciary Services 725 — all reported plans
- Puerto Rico Telephone Company Consolidated Retirement Plan For Salaried And Hourly Employees (plan 008)
- Puerto Rico Telephone Company — all reported plans
- Popular, Inc. Pr Savings And Investment Plan (plan 006)
- Popular, Inc. — all reported plans
- Banco Popular De Puerto Rico Retirement Plan (plan 001)
- Banco Popular De Puerto Rico — all reported plans
- Pfizer Savings Plan For Employees Resident In Puerto Rico (plan 002)
- Pbg Puerto Rico LLC — all reported plans
- Inter American University Of Pr Defined Contribution Retirement Plan (plan 001)
- Inter American University Of Pr — all reported plans
- Bristol-Myers Squibb Puerto Rico Inc, Retirement Income Plan (plan 001)
- Bristol-Myers Squibb Puerto Rico — all reported plans
- Popular, Inc. Usa 401(K) Savings & Investment Plan (plan 053)
- Firstbank 401(K) Retirement Plan For Residents Of Puerto Rico (plan 002)
- Firstbank Of Puerto Rico — all reported plans
- The Oriental Bank Coda Profit Sharing Plan (plan 002)
- Oriental Bank — all reported plans
- I.L.A. Prssa Pension Plan (plan 001)
- I.L.A. Prssa Pension Plan — all reported plans
- Evertec Group, LLC Savings & Investment Plan Savings And Investment Plan (plan 001)
- Evertec Group, LLC — all reported plans
- Puerto Rico Telephone Company Retirement Plan For Certain Former Employees (plan 005)
- Mmm Holdings LLC 1081.01 Retirement Plan And Trust (plan 001)
- Mmm Holdings LLC — all reported plans
- Methodology
- Data sources