401(k) · DOL Form 5500 · 2022

Sojitz De Puerto Rico Corporation 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
66
Participants Small participant base
34th
Percentile by assets National rank
$30,582
Avg per participant Low balance/head
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Official DOL plan name: Sojitz De Puerto Rico Corporation 1165(e) Plan · Sponsored by Sojitz De Puerto Rico Corporation · Puerto Rico · Wholesale Trade

$2M in assets, 66 participants

Sojitz De Puerto Rico Corporation's Sojitz De Puerto Rico Corporation 1165(e) Plan reported $2M in total assets and 66 participants in its 2022 DOL Form 5500 filing, ranking in the 34th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #1,488 in Wholesale Trade (6,843 peers)

Sojitz De Puerto Rico Corporation multi-year trail

Sojitz De Puerto Rico Corporation's plans moved +55.5% in assets from 2022 to 2024; this filing shows Sojitz De Puerto Rico Corporation 1165(e) Plan at $2M / 66 participants.

#1,488
in Wholesale Trade (6,843 peers)
-1.7%
assets change YoY

The plan reported a net loss of $36K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sojitz De Puerto Rico Corporation 1165(e) Plan's mid-pack asset rank among Wholesale Trade and all filers

Sojitz De Puerto Rico Corporation 1165(e) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,018,406 34th percentile higher than 34% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Sojitz De Puerto Rico Corporation 1165(e) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sojitz De Puerto Rico Corporation 1165(e) Plan is a small filing (66 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 660719209 · Sojitz De Puerto Rico Corporation PY 2022 · 401(k)

Sojitz De Puerto Rico Corporation 1165(e) Plan · $2M · 66 · 34th

  • EIN $2M
  • EIN 66
  • EIN 34th
  • EIN 401(k)
  • EIN near 6k Systems 401(k) Plan
  • EIN ind #1488

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Wholesale Trade retirement plans → · Plans in Puerto Rico →

Sojitz De Puerto Rico Corporation 1165(e) Plan in the asset neighbourhood

Sojitz De Puerto Rico Corporation 1165(e) PlanSojitz De Puerto Rico Corpor…$2M6k Systems 401(k) Plan$2MRobertson Anschutz Vetters, LLC Retirement PlanRobertson Anschutz Vetters, …$2MMassachusetts Institute for a New Commonwealth 401(k) PlanMassachusetts Institute for …$2MGlobal Market Innovators Inc 401(k) Profit Sharing Plan & TrustGlobal Market Innovators Inc…$2M
End-of-year total assets ($M) among Sojitz De Puerto Rico Corporation 1165(e) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Sojitz De Puerto Rico Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Sojitz De Puerto Rico Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$3M 55.45831710765822% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $2.02M $3.14M ▲ +55.4%
Year Plans Participants Total Assets
2022 1 66 $2M
2023 1 78 $3M
2024 1 80 $3M

Sojitz De Puerto Rico Corporation filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$36K
Employer EIN660719209
Plan Effective Date2009-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Puerto Rico

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Sojitz De Puerto Rico Corporation 1165(e) Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -1000100200300400500 Total assets ($M) Participants Sojitz De Puerto Rico Corporation 1165(e) Plan, Total assets ($M): 2.018406 · Participants: 66Sojitz De Puerto Rico Corporation 1165(e) PlanPfizer Savings Plan for Employees Resident in Puerto Rico, Total assets ($M): 395.719328 · Participants: 99Pfizer Savings Plan for Employees Resident in Puerto RicoMsd Puerto Rico Savings and Security Plan, Total assets ($M): 199.441427 · Participants: 680Msd Puerto Rico Savings and Security PlanInter American University of Pr Defined Contribution Retirement Plan, Total assets ($M): 173.134958 · Participants: 1776Inter American University of Pr Defined Contribution Retirement PlanPopular, Inc. USA 401(k) Savings & Investment Plan, Total assets ($M): 126.787407 · Participants: 806Popular, Inc. USA 401(k) Savings & Investment PlanFirst Bank 401(k) Retirement Plan for Residents of Puerto Rico, Total assets ($M): 118.043413 · Participants: 2767First Bank 401(k) Retirement Plan for Residents of Puerto Rico
Sojitz De Puerto Rico Corporation 1165(e) Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants

Sojitz De Puerto Rico Corporation 1165(e) Plan's out-of-state 401(k) peers by assets and headcount

Outside Puerto Rico, the nearest 401(k) by assets is 6k Systems 401(k) Plan in VA ($2M); by covered participants it is Aptera Software Inc. 401(k) Plan in IN (66 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (66 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sojitz De Puerto Rico Corporation 1165(e) Plan assets move in 2022?
Sojitz De Puerto Rico Corporation 1165(e) Plan edged down modestly - down 1.7% during 2022, from $2M to $2M. Reported net income was -$36K.
How have Sojitz De Puerto Rico Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Sojitz De Puerto Rico Corporation's sponsor-wide assets grew 55.5%, from $2M to $3M.
Which 401(k) plans are similar in size to Sojitz De Puerto Rico Corporation 1165(e) Plan?
Among 401(k) plans in other states, the closest by assets is 6k Systems 401(k) Plan in VA ($2M, 159 participants).
Which 401(k) plans cover a similar participant headcount to Sojitz De Puerto Rico Corporation 1165(e) Plan?
Among 401(k) plans in other states, the closest by covered participants is Aptera Software Inc. 401(k) Plan in IN (66 participants, N/A in assets).