401(k) · DOL Form 5500 · 2022

Clear Blue Insurance Services Pr LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
28
Participants Small participant base
25th
Percentile by assets National rank
$37,254
Avg per participant Low balance/head
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Official DOL plan name: Clear Blue Employee Retirement Plan Pr · Sponsored by Clear Blue Insurance Services Pr LLC · Puerto Rico · Finance & Insurance

$1M in assets, 28 participants

Clear Blue Insurance Services Pr LLC's Clear Blue Employee Retirement Plan Pr reported $1M in total assets and 28 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.

  • #1,544 in Finance & Insurance (9,261 peers)

What the 2022 filing shows

Clear Blue Employee Retirement Plan Pr holds $1M for 28 participants - about $37,254 per participant, in the lower half of filed plans by assets.

#1,544
in Finance & Insurance (9,261 peers)
+4.2%
assets growth YoY

Clear Blue Employee Retirement Plan Pr among the smaller filed plans by assets

Clear Blue Employee Retirement Plan Pr vs every filed plan by assets

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

$1,043,104 25th percentile higher than 25% 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

Clear Blue Employee Retirement Plan Pr among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Clear Blue Employee Retirement Plan Pr is a small filing (28 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 660845501 · Clear Blue Insurance Services Pr LLC PY 2022 · 401(k)

Clear Blue Employee Retirement Plan Pr · $1M · 28 · 25th

  • PCT $1M
  • PCT 28
  • PCT 25th
  • PCT 401(k)
  • PCT near Mountain Waterworks, Inc. 401(k) Plan
  • PCT ind #1544

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 →

Clear Blue Employee Retirement Plan Pr in the asset neighbourhood

Clear Blue Employee Retirement Plan PrClear Blue Employee Retireme…$1MMountain Waterworks, Inc. 401(k) PlanMountain Waterworks, Inc. 40…$1MSouthwest Precision Ag Inc. 401(k) PlanSouthwest Precision Ag Inc. …$1MPerma Group, Inc. 401(k) Profit Sharing PlanPerma Group, Inc. 401(k) Pro…$1MCrossways Tax Preparation LLC 401(k) Profit Sharing Plan & TrustCrossways Tax Preparation LL…$1M
End-of-year total assets ($M) among Clear Blue Employee Retirement Plan Pr and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$42K
Employer EIN660845501
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Puerto Rico

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

Clear Blue Employee Retirement Plan Pr vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -1000100200300400500 Total assets ($M) Participants Clear Blue Employee Retirement Plan Pr, Total assets ($M): 1.043104 · Participants: 28Clear Blue Employee Retirement Plan PrPfizer 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
Clear Blue Employee Retirement Plan Pr vs. nearby 401(k) plans in Puerto Rico, assets vs. participants
Compare Clear Blue Employee Retirement Plan Pr side-by-side with 3 peers →

Clear Blue Employee Retirement Plan Pr's out-of-state 401(k) peers by assets and headcount

Outside Puerto Rico, the nearest 401(k) by assets is Mountain Waterworks, Inc. 401(k) Plan in ID ($1M); by covered participants it is Boatner & Pugh, LLC 401(k) and Profit Sharing Plan in AL (28 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28 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 Clear Blue Employee Retirement Plan Pr assets move in 2022? ▼
Clear Blue Employee Retirement Plan Pr edged up modestly - up 4.2% during 2022, from $1M to $1M. Reported net income was $42K.
Where does Clear Blue Employee Retirement Plan Pr rank by assets among Form 5500 filers? ▼
Clear Blue Employee Retirement Plan Pr ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Clear Blue Employee Retirement Plan Pr? ▼
Among 401(k) plans in other states, the closest by assets is Mountain Waterworks, Inc. 401(k) Plan in ID ($1M, 18 participants).
Which 401(k) plans cover a similar participant headcount to Clear Blue Employee Retirement Plan Pr? ▼
Among 401(k) plans in other states, the closest by covered participants is Boatner & Pugh, LLC 401(k) and Profit Sharing Plan in AL (28 participants, $3M 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 660845501.

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.