401(k) Monitor

Puerto Rico 401(k) plans with 1,000 to 4,999 participants

14 large 401(k) plans are sponsored from Puerto Rico and reported 1,000 to 4,999 participants on their latest Form 5500. All of them are listed here, ranked by active participants.

Active participants means people still building up a balance, which is the count Form 5500 reports separately from total participants. Every plan links to its own page, where the figures below come with the filing they were read from.

The plans

Ranked by active participants, the same order the site publishes plan pages in. Assets are Schedule H total assets at end of plan year, in USD. Cost per participant is plan-paid administrative expense, and a filing that itemized none says so instead of showing a zero.
#PlanCityActiveAssetsCost / participant
1Luma Energy 401 (K) Pr Retirement Savings PlanLuma Energy, LLCSan Juan3,715$75.7M$18.40
2RTX Puerto Rico Savings PlanRTX CorporationSanta Isabel2,806$126.6Mnot itemized
3Firstbank 401(k) Retirement Plan For Residents Of Puerto RicoFirstbank Of Puerto RicoSan Juan2,782$164.4M$27.85
4Manati Medical Center Retirement PlanDorado Health, Inc.Manati2,163$15.2M$36.66
5Marriott International, Inc. Puerto Rico Retirement PlanLuxury Hotels International Of Puerto Rico, Inc.Carolina2,061$25.2M$48.37
6Sociedad Espanola De Auxilio Mutuo Y Beneficiencia De Puerto Rico Retirement PlanHospital Espanol Auxilio Mutuo De Puerto Rico Inc.San Juan1,894$39.4M$130.11
7Inter American University Of Pr Defined Contribution Retirement PlanInter American University Of PrSan Juan1,525$199.1M$12.09
8Puerto Rico Waste Management Group Corp. 1165(E) PlanPuerto Rico Waste Management Group Corp.Gurabo1,239$7.4M$134.52
9Sistema Universitario Ana G Mendez Employees Savings Investment PlanSistema Universitario Ana G MendezSan Juan1,150$40.6M$89.00
10Universal Insurance Company Profit Sharing And Savings PlanUniversal GroupGuaynabo1,054$134.4M$301.76
11Popular, Inc. USA 401(k) Savings & Investment PlanPopular, Inc.San Juan970$170.4M$251.25
12B. Fernandez & Hnos., Inc. Retirement Savings PlanB. Fernandez & Hnos., Inc.San Juan950$28.0M$169.99
13Msd Puerto Rico Savings And Security PlanMsd International Gmbh (Puerto Rico Branch) LLCLas Piedras477$231.6M$4.55
14Pfizer Savings Plan For Employees Resident In Puerto RicoPbg Puerto Rico LLCSan Juan86$395.4M$68.35

Other plan sizes in Puerto Rico

Fees per participant fall as plans get bigger, so the useful comparison is inside a size band rather than across them.

100 to 499 participants (82)500 to 999 participants (22)

Back to Puerto Rico

Puerto Rico 401(k) plans has the median plan-paid fee against the national one, the largest plans, and the other size bands. The whole directory starts at states.