Vega Baja, 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, Vega Baja, PR has 10 loaded benefit plan(s) reported by 9 plan sponsor(s), with $10,893,892 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
9
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$10,893,892
Total reported liabilities (EOY)
$21,827
Total reported net assets (EOY)
$10,872,065

Contributions & income

Employer contributions
$146,724
Participant contributions
$552,658
Total income / additions
$2,015,062

Expenses & distributions

Benefits paid / distributions
$1,045,628
Total expenses
$1,120,969
Net increase / (decrease)
$894,093

Coverage

Total reported participants
706
Plans with financial statements
9
Plans with provider compensation
2

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

Largest loaded plans in Vega Baja, PR
PlanSponsorReported assets (EOY)Year
Matosantos Commercial Corp. Coda Profit Sharing Retirement PlanMatosantos Commercial Corp.$3,233,5382023
Viant Puerto Rico Inc. Employees Retirement PlanViant Puerto Rico Inc.$3,117,4402023
Edgardo Alegria Alicea Retirement PlanEdgardo Alegria Alicea$1,770,8902023
Southwestern Radiology Services P.S.C. Ret. PlanSouthwestern Radiology Services P.S.C.$1,199,7862023
Cooperativa De Ahorro Y Credito Vegabajena Employess' Pension PlanCooperativa De Ahorro Y Credito Vegabajena, Inc.$1,036,5522023
Aurea Pedraza Pena Retirement PlanAurea Pedraza Pena$259,0232023
Ariel Jusino Retirement PlanAriel Jusino$135,1572023
Modern Tech Agro Crl Retirement PlanModern Tech Agro Crl$130,3882023
Expo Kitchen Retirement PlanExpo Kitchen And More Distributors Inc.$11,1182023
Viant Puerto Rico Health & Welfare PlanViant Puerto Rico, Inc.not reported in the loaded dataset2023

Related Form 5500 pages