401(k) · DOL Form 5500 · 2022

Zaragoza & Alvarado, LLP 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
38
Participants Small participant base
38th
Percentile by assets National rank
$70,519
Avg per participant Below avg balance/head
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Official DOL plan name: Zaragoza & Alvarado Retirement Plan · Sponsored by Zaragoza & Alvarado, LLP · Puerto Rico · Professional & Technical Services

$3M in assets, 38 participants

Zaragoza & Alvarado, LLP's Zaragoza & Alvarado Retirement Plan reported $3M in total assets and 38 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.

  • #7,639 in Professional & Technical Services (21,562 peers)

Zaragoza & Alvarado, LLP multi-year trail

Zaragoza & Alvarado, LLP's plans moved +26.3% in assets from 2022 to 2024; this filing shows Zaragoza & Alvarado Retirement Plan at $3M / 38 participants.

#7,639
in Professional & Technical Services (21,562 peers)
-8.8%
assets change YoY

The plan reported a net loss of $258K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Zaragoza & Alvarado Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Zaragoza & Alvarado Retirement Plan vs every filed plan by assets

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

$2,679,727 38th percentile higher than 38% 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

Zaragoza & Alvarado Retirement 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. Zaragoza & Alvarado Retirement Plan is a small filing (38 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 660611885 · Zaragoza & Alvarado, LLP PY 2022 · 401(k)

Zaragoza & Alvarado Retirement Plan · $3M · 38 · 38th

  • NET $3M
  • BOOK 38
  • VS-ST 38th
  • BOY 401(k)
  • SCH near El Paso Trade School, Inc. Western Technical College 401(k) Plan
  • EBSA ind #7639

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 Professional & Technical Services retirement plans → · Plans in Puerto Rico →

Zaragoza & Alvarado Retirement Plan in the asset neighbourhood

Zaragoza & Alvarado Retirement PlanZaragoza & Alvarado Retireme…$3MEl Paso Trade School, Inc. Western Technical College 401(k) PlanEl Paso Trade School, Inc. W…$3MDella Femina Rothschild Jeary and Partners Employee's 401(k) PlanDella Femina Rothschild Jear…$3MJ.a. Croson, LLC 401(k) Profit Sharing PlanJ.a. Croson, LLC 401(k) Prof…$3MAble Ford of New Jersey Inc 401(k) Profit Sharing Plan & TrustAble Ford of New Jersey Inc …$3M
End-of-year total assets ($M) among Zaragoza & Alvarado Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Zaragoza & Alvarado, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Zaragoza & Alvarado, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$3M 26.311374255661118% vs 2022
2024 filing year
$2.5M$3M$3.5M 202220232024 $2.68M $3.38M ▲ +26.1%
Year Plans Participants Total Assets
2022 1 38 $3M
2023 1 32 $3M
2024 1 54 $3M

Zaragoza & Alvarado, LLP filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$258K
Employer EIN660611885
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Puerto Rico

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

Zaragoza & Alvarado Retirement Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -1000100200300400500 Total assets ($M) Participants Zaragoza & Alvarado Retirement Plan, Total assets ($M): 2.679727 · Participants: 38Zaragoza & Alvarado Retirement 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
Zaragoza & Alvarado Retirement Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants
Compare Zaragoza & Alvarado Retirement Plan side-by-side with 3 peers →

Zaragoza & Alvarado Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Puerto Rico, the nearest 401(k) by assets is El Paso Trade School, Inc. Western Technical College 401(k) Plan in TX ($3M); by covered participants it is Yarnell Electric 401(k) Plan in PA (38 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (38 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 Zaragoza & Alvarado Retirement Plan assets move in 2022? ▼
Zaragoza & Alvarado Retirement Plan pulled back noticeably - down 8.8% during 2022, from $3M to $3M. Reported net income was -$258K.
How have Zaragoza & Alvarado, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zaragoza & Alvarado, LLP's sponsor-wide assets grew 26.3%, from $3M to $3M.
Which 401(k) plans are similar in size to Zaragoza & Alvarado Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is El Paso Trade School, Inc. Western Technical College 401(k) Plan in TX ($3M, 202 participants).
Which 401(k) plans cover a similar participant headcount to Zaragoza & Alvarado Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Yarnell Electric 401(k) Plan in PA (38 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 660611885.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.