Puerto Rico 401(k) plans with 500 to 999 participants
22 large 401(k) plans are sponsored from Puerto Rico and reported 500 to 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
| # | Plan | City | Active | Assets | Cost / participant |
|---|---|---|---|---|---|
| 1 | Subs Island Development Inc. Retirement Savings PlanSubs Island Development Inc. | San Juan | 1,059 | $959,764 | not itemized |
| 2 | Plan De Retiro San LucasHospital Episcopal San Lucas Ponce | Ponce | 1,017 | $1.5M | $71.92 |
| 3 | Trane Technologies Retirement Savings Plan For Participating Affiliates In Puerto RicoThermo King Puerto Rico Manufactura, Inc. | Arecibo | 811 | $68.1M | not itemized |
| 4 | Plan De Retiro De Salud Integral En La MontanaSalud Integral En La Montana | Naranjito | 759 | $23.5M | $175.77 |
| 5 | Mueblerias Berrios Retirement PlanEmpresas Berrios, Inc. | Cidra | 696 | $9.0M | $108.19 |
| 6 | St Luke Home Care And Hospice Retirement PlanPrograma De Servicios De Salud En El Hogar Y Hospicio San Lucas | Ponce | 637 | $5.1M | $60.09 |
| 7 | El San Juan Resort & Casino 1081.01 Retirement Plan And TrustFhr Esj Operations LLC | Carolina | 623 | $1.6M | $38.50 |
| 8 | Migrant Health Center Western Region Inc. 1081.01 Retirement Plan And TrustMigrant Health Center Western Region Inc. | Mayaguez | 617 | $14.1M | $132.31 |
| 9 | Hospital Damas, Inc. Retirement PlanHospital Damas, Inc. | Ponce | 617 | $7.9M | $149.16 |
| 10 | Pepsi-Cola Puerto Rico Distributing LLC 1165(E) Savings PlanPepsi-Cola Puerto Rico Distributing LLC | Toa Baja | 551 | $15.8M | $94.19 |
| 11 | Plan De Ahorro Empleados Island FinanceIsland Finance, LLC | San Juan | 516 | $12.2M | $128.36 |
| 12 | Mentor Technical Group Corp. Profit Sharing And Savings PlanMentor Technical Group Corp. | Caguas | 482 | $6.3M | $46.36 |
| 13 | Individual Management Consultant Inc. Retirement PlanIndividual Management C Consultant Inc. | Ponce | 449 | $2.6M | $45.95 |
| 14 | Aps Healthcare Puerto Rico Retirement Savings PlanAps Healthcare Puerto Rico, Inc. | San Juan | 406 | $12.5M | $88.90 |
| 15 | Nypro Puerto Rico, Inc. 401(k) Retirement PlanNypro Puerto Rico, Inc. | Cayey | 397 | $12.0M | $86.31 |
| 16 | Programa Head Start Municipio Autonomo De Caguas Money Purchase PlanPrograma Head Start Municipio Autonomo De Caguas | Caguas | 397 | $6.1M | not itemized |
| 17 | Gfr Retirement Savings PlanGfr Services, LLC | San Juan | 370 | $55.3M | not itemized |
| 18 | Alight Solutions Caribe, Inc. Savings PlanAlight Solutions Caribe | San Juan | 366 | $8.5M | $44.75 |
| 19 | Firstbank 401(k) Retirement Plan For Residents Of The U.S. Virgin Islands And The USAFirstbank Of Puerto Rico | Rio Piedras | 329 | $26.1M | $15.58 |
| 20 | Plan De Participacion De Ganancias Para Los Empleados De Suiza Dairy Y Sus AfiliadasSuiza Dairy Corp. | San Juan | 284 | $18.0M | $82.66 |
| 21 | Edwards Lifesciences (Puerto Rico) Corporation Retirement Savings PlanEdwards Lifesciences (Puerto Rico) Corporation Retirement Savings Plan | Anasco | 30 | $31.4M | $167.52 |
| 22 | Edwards Lifesciences (Puerto Rico) Corporation Retirement Savings PlanEdwards Lifesciences (Puerto Rico) Corporation Retirement Savings Plan | Anasco | 30 | $31.4M | $167.52 |
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)1,000 to 4,999 participants (14)
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.