401(k) · DOL Form 5500 · 2022

Caribe Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
97
Participants Small participant base
47th
Percentile by assets National rank
$42,957
Avg per participant Low balance/head
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Official DOL plan name: Caribe Federal Credit Union Employees Pension Plan · Sponsored by Caribe Federal Credit Union · Puerto Rico · Finance & Insurance

$4M in assets, 97 participants

Caribe Federal Credit Union's Caribe Federal Credit Union Employees Pension Plan reported $4M in total assets and 97 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #2,999 in Finance & Insurance (9,261 peers)

Caribe Federal Credit Union multi-year trail

Caribe Federal Credit Union's plans moved +43.6% in assets from 2022 to 2024; this filing shows Caribe Federal Credit Union Employees Pension Plan at $4M / 97 participants.

#2,999
in Finance & Insurance (9,261 peers)
-17.9%
assets change YoY

The plan reported a net loss of $910K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Caribe Federal Credit Union Employees Pension Plan's mid-pack asset rank among Finance & Insurance and all filers

Caribe Federal Credit Union Employees Pension Plan vs every filed plan by assets

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

$4,166,822 47th percentile higher than 47% 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

Caribe Federal Credit Union Employees Pension 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. Caribe Federal Credit Union Employees Pension Plan is a small filing (97 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 660204432 · Caribe Federal Credit Union PY 2022 · 401(k)

Caribe Federal Credit Union Employees Pension Plan · $4M · 97 · 47th

  • PCT $4M
  • PCT 97
  • PCT 47th
  • PCT 401(k)
  • PCT near Medically Home Group Inc 401(k)
  • PCT ind #2999

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 →

Caribe Federal Credit Union Employees Pension Plan in the asset neighbourhood

Caribe Federal Credit Union Employees Pension PlanCaribe Federal Credit Union …$4MMedically Home Group Inc 401(k)Medically Home Group Inc 401…$4MRonald S. Lederman, M.D., P.L.L.C. 401(k) Profit Sharing PlanRonald S. Lederman, M.D., P.…$4MFrame La Brands 401(k) Retirement Savings PlanFrame La Brands 401(k) Retir…$4MSuburban Tool & Die Co., Inc. and Suburban Molding, Inc., Retirement PlanSuburban Tool & Die Co., Inc…$4M
End-of-year total assets ($M) among Caribe Federal Credit Union Employees Pension Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Caribe Federal Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All Caribe Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$6M 43.55223237277714% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $4.17M $5.98M ▲ +43.4%
Year Plans Participants Total Assets
2022 1 97 $4M
2023 1 111 $5M
2024 1 125 $6M

Caribe Federal Credit Union filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$910K
Employer EIN660204432
Plan Effective Date1993-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Puerto Rico

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

Caribe Federal Credit Union Employees Pension Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -1000100200300400500 Total assets ($M) Participants Caribe Federal Credit Union Employees Pension Plan, Total assets ($M): 4.166822 · Participants: 97Caribe Federal Credit Union Employees Pension 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
Caribe Federal Credit Union Employees Pension Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants
Compare Caribe Federal Credit Union Employees Pension Plan side-by-side with 3 peers →

Caribe Federal Credit Union Employees Pension Plan's out-of-state 401(k) peers by assets and headcount

Outside Puerto Rico, the nearest 401(k) by assets is Medically Home Group Inc 401(k) in MA ($4M); by covered participants it is Rhode Island Eye Institute 401(k)Profit Sharing Plan in RI (97 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (97 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 Caribe Federal Credit Union Employees Pension Plan assets move in 2022? ▼
Caribe Federal Credit Union Employees Pension Plan declined sharply - down 17.9% during 2022, from $5M to $4M. Reported net income was -$910K.
How have Caribe Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caribe Federal Credit Union's sponsor-wide assets grew 43.6%, from $4M to $6M.
Which 401(k) plans are similar in size to Caribe Federal Credit Union Employees Pension Plan? ▼
Among 401(k) plans in other states, the closest by assets is Medically Home Group Inc 401(k) in MA ($4M, 204 participants).
Which 401(k) plans cover a similar participant headcount to Caribe Federal Credit Union Employees Pension Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rhode Island Eye Institute 401(k)Profit Sharing Plan in RI (97 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 660204432.

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.