401(k) · DOL Form 5500 · 2022

Island Finance, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
410
Participants Below avg headcount
63rd
Percentile by assets National rank
$22,292
Avg per participant Low balance/head
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Official DOL plan name: Plan De Ahorro Empleados Island Finance · Sponsored by Island Finance, LLC · Puerto Rico · Finance & Insurance

$9M in assets, 410 participants

Island Finance, LLC's Plan De Ahorro Empleados Island Finance reported $9M in total assets and 410 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #4,304 in Finance & Insurance (9,261 peers)

Coverage in Puerto Rico

Plan De Ahorro Empleados Island Finance covers 410 participants in Puerto Rico, 4.6x the typical Puerto Rico plan (state average ~89 per filing). Assets: $9M.

#4,304
in Finance & Insurance (9,261 peers)
-16.4%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Plan De Ahorro Empleados Island Finance's mid-pack asset rank among Finance & Insurance and all filers

Plan De Ahorro Empleados Island Finance vs every filed plan by assets

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

$9,139,794 Top 37% higher than 63% 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

Plan De Ahorro Empleados Island Finance among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Plan De Ahorro Empleados Island Finance sits mid-pack in the medium band (410 participants).

Form 5500 schedule snapshot

Filing strip 660878299 · Island Finance, LLC PY 2022 · 401(k)

Plan De Ahorro Empleados Island Finance · $9M · 410 · 63rd

  • ASSETS $9M
  • PCT 410
  • EIN 63rd
  • RANK 401(k)
  • PHOTO near Aist Employee Retirement Savings Plan
  • IND ind #4304

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 Finance & Insurance retirement plans → · Plans in Puerto Rico →

Plan De Ahorro Empleados Island Finance in the asset neighbourhood

Plan De Ahorro Empleados Island FinancePlan De Ahorro Empleados Isl…$9MAist Employee Retirement Savings PlanAist Employee Retirement Sav…$9MAdvantage Mailing, LLC 401(k) Profit Sharing PlanAdvantage Mailing, LLC 401(k…$9MKish Rigging, Inc. 401(k) and Profit Sharing PlanKish Rigging, Inc. 401(k) an…$9MNickles Bakery 401(k) Plan for Bargaining EmployeesNickles Bakery 401(k) Plan f…$9M
End-of-year total assets ($M) among Plan De Ahorro Empleados Island Finance and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$9M
Net Income-$2M
Employer EIN660878299
Plan Effective Date2006-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Island Finance, LLC)

Sponsor-wide plan assets over time

All Island Finance, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 33.165780322838785% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $9.14M $12.2M ▲ +33.2%
Year Plans Participants Total Assets
2022 1 410 $9M
2023 1 407 $10M
2024 1 465 $12M

Nearby 401(k) Plans in Puerto Rico

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

Plan De Ahorro Empleados Island Finance vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -1000100200300400500 Total assets ($M) Participants Plan De Ahorro Empleados Island Finance, Total assets ($M): 9.139794 · Participants: 410Plan De Ahorro Empleados Island FinancePfizer 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
Plan De Ahorro Empleados Island Finance vs. nearby 401(k) plans in Puerto Rico, assets vs. participants
Compare Plan De Ahorro Empleados Island Finance side-by-side with 3 peers →

Plan De Ahorro Empleados Island Finance's out-of-state 401(k) peers by assets and headcount

Outside Puerto Rico, the nearest 401(k) by assets is Aist Employee Retirement Savings Plan in PA ($9M); by covered participants it is Nysut Staff 401(k) Plan in NY (410 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (410 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 Plan De Ahorro Empleados Island Finance assets move in 2022? ▼
Plan De Ahorro Empleados Island Finance declined sharply - down 16.4% during 2022, from $11M to $9M. Reported net income was -$2M.
How have Island Finance, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Island Finance, LLC's sponsor-wide assets grew 33.2%, from $9M to $12M.
Which 401(k) plans are similar in size to Plan De Ahorro Empleados Island Finance? ▼
Among 401(k) plans in other states, the closest by assets is Aist Employee Retirement Savings Plan in PA ($9M, 36 participants).
Which 401(k) plans cover a similar participant headcount to Plan De Ahorro Empleados Island Finance? ▼
Among 401(k) plans in other states, the closest by covered participants is Nysut Staff 401(k) Plan in NY (410 participants, $211M 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 660878299.

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.