401(k) · DOL Form 5500 · 2022
Sistema Universitario Ana G Mendez 401(k) Plan
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 1,483
- Participants Near avg headcount
- 83rd
- Percentile by assets National rank
- $21,271
- Avg per participant Low balance/head
Official DOL plan name: Sistema Universitario Ana G Mendez Employees Savings Investment Plan · Sponsored by Sistema Universitario Ana G Mendez · Puerto Rico · Professional & Technical Services
$32M in assets, 1,483 participants
Sistema Universitario Ana G Mendez's Sistema Universitario Ana G Mendez Employees Savings Investment Plan reported $32M in total assets and 1,483 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.
- #18,135 in Professional & Technical Services (21,562 peers)
Coverage in Puerto Rico
Sistema Universitario Ana G Mendez Employees Savings Investment Plan covers 1,483 participants in Puerto Rico, 17x the typical Puerto Rico plan (state average ~89 per filing). Assets: $32M.
- #18,135
- in Professional & Technical Services (21,562 peers)
- -21.7%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sistema Universitario Ana G Mendez Employees Savings Investment Plan's outsized position by total assets
Sistema Universitario Ana G Mendez Employees Savings Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$31,544,907 Top 17% higher than 83% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Sistema Universitario Ana G Mendez Employees Savings Investment Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sistema Universitario Ana G Mendez Employees Savings Investment Plan lands in the large band (1,483 participants).
EBSA filing schedule strip
Filing strip 660201206 · Sistema Universitario Ana G Mendez PY 2022 · 401(k)
Sistema Universitario Ana G Mendez Employees Savings Investment Plan · $32M · 1,483 · 83rd
- SCH $32M
- EBSA 1,483
- PART 83rd
- TYPE 401(k)
- NET near Volvo Sales and Service 401(k) Plan
- BOOK ind #18135
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 →
Sistema Universitario Ana G Mendez Employees Savings Investment Plan in the asset neighbourhood
Puerto Rico filing particulars
| Total Assets (Beginning of Year) | $40M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | -$9M |
| Employer EIN | 660201206 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sistema Universitario Ana G Mendez)
Sponsor-wide plan assets over time
All Sistema Universitario Ana G Mendez plans reported in each filing year
- Latest sponsor-wide plan assets
- $88M 5.606832996072876% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,526 | $83M |
| 2023 | 2 | 1,465 | $86M |
| 2024 | 2 | 1,398 | $88M |
Nearby 401(k) Plans in Puerto Rico
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Pfizer Savings Plan for Employees Resident in Puerto Rico $396M · 99
- Msd Puerto Rico Savings and Security Plan $199M · 680
- Inter American University of Pr Defined Contribution Retirement Plan $173M · 1,776
- Popular, Inc. USA 401(k) Savings & Investment Plan $127M · 806
- First Bank 401(k) Retirement Plan for Residents of Puerto Rico $118M · 2,767
Sistema Universitario Ana G Mendez Employees Savings Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Puerto Rico, the nearest 401(k) by assets is Volvo Sales and Service 401(k) Plan in IL ($32M); by covered participants it is Brighthouse Services, LLC Savings Plan and Trust in NC (1,483 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32M here).
- Volvo Sales and Service 401(k) Plan (IL) $32M · 358
- The Hogan Retirement Savings Plan (MO) $32M · 2,462
- Athens Insurance Service, Inc 401(k) Plan (CA) $32M · 390
- Staff-Line, Inc. 401(k) Retirement Savings Plan (NY) $32M · 622
Similar participant headcount
Nearest other-state filings by covered participants (1,483 participants); asset peers above are excluded.
- Brighthouse Services, LLC Savings Plan and Trust (NC) 1,483 · 0 off
- Abbott Laboratories Stock Retirement Plan (Puerto Rico) (IL) 1,482 · 1 off
- 1-800-Flowers Team Services, Inc. 40i(K) Plan (NY) 1,484 · 1 off
- Daiichi Sankyo, Inc. Savings and Retirement Plan (NJ) 1,484 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.