401(k) · DOL Form 5500 · 2022

B. Fernandez & Hnos., Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
813
Participants Near avg headcount
78th
Percentile by assets National rank
$26,043
Avg per participant Low balance/head
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Official DOL plan name: B. Fernandez & Hnos., Inc. Retirement Savings Plan · Sponsored by B. Fernandez & Hnos., Inc. · Puerto Rico · Wholesale Trade

$21M in assets, 813 participants

B. Fernandez & Hnos., Inc.'s B. Fernandez & Hnos., Inc. Retirement Savings Plan reported $21M in total assets and 813 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,223 in Wholesale Trade (6,843 peers)

Coverage in Puerto Rico

B. Fernandez & Hnos., Inc. Retirement Savings Plan covers 813 participants in Puerto Rico, 9.1x the typical Puerto Rico plan (state average ~89 per filing). Assets: $21M.

#5,223
in Wholesale Trade (6,843 peers)
-21.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

B. Fernandez & Hnos., Inc. Retirement Savings Plan's outsized position by total assets

B. Fernandez & Hnos., Inc. Retirement Savings Plan vs every filed plan by assets

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

$21,173,190 Top 22% higher than 78% 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

B. Fernandez & Hnos., Inc. Retirement Savings Plan 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. B. Fernandez & Hnos., Inc. Retirement Savings Plan sits mid-pack in the medium band (813 participants).

DOL schedule card

Filing strip 660209037 · B. Fernandez & Hnos., Inc. PY 2022 · 401(k)

B. Fernandez & Hnos., Inc. Retirement Savings Plan · $21M · 813 · 78th

  • PART $21M
  • PART 813
  • PART 78th
  • PART 401(k)
  • PART near Jevs Human Services 401(k) Plan
  • PART ind #5223

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 Wholesale Trade retirement plans → · Plans in Puerto Rico →

B. Fernandez & Hnos., Inc. Retirement Savings Plan in the asset neighbourhood

B. Fernandez & Hnos., Inc. Retirement Savings PlanB. Fernandez & Hnos., Inc. R…$21MJevs Human Services 401(k) PlanJevs Human Services 401(k) P…$21MDellbrook Construction 401(k) Retirement PlanDellbrook Construction 401(k…$21MMain Street Bank and Profit Sharing PlanMain Street Bank and Profit …$21MTestan Law Apc 401(k) Profit Sharing PlanTestan Law Apc 401(k) Profit…$21M
End-of-year total assets ($M) among B. Fernandez & Hnos., Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$21M
Net Income-$6M
Employer EIN660209037
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (B. Fernandez & Hnos., Inc.)

Sponsor-wide plan assets over time

All B. Fernandez & Hnos., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 32.00697674748113% vs 2022
2024 filing year
$20M$25M$30M 202220232024 $21.2M $28M ▲ +32.0%
Year Plans Participants Total Assets
2022 1 813 $21M
2023 1 844 $25M
2024 1 924 $28M

Nearby 401(k) Plans in Puerto Rico

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

B. Fernandez & Hnos., Inc. Retirement Savings Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -10000100020003000 0100200300400500 Total assets ($M) Participants B. Fernandez & Hnos., Inc. Retirement Savings Plan, Total assets ($M): 21.17319 · Participants: 813B. Fernandez & Hnos., Inc. Retirement Savings 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
B. Fernandez & Hnos., Inc. Retirement Savings Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants
Compare B. Fernandez & Hnos., Inc. Retirement Savings Plan side-by-side with 3 peers →

B. Fernandez & Hnos., Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Puerto Rico, the nearest 401(k) by assets is Jevs Human Services 401(k) Plan in PA ($21M); by covered participants it is Granges Americas Inc. Savings Plan in TN (813 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (813 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 B. Fernandez & Hnos., Inc. Retirement Savings Plan assets move in 2022? ▼
B. Fernandez & Hnos., Inc. Retirement Savings Plan declined sharply - down 21.6% during 2022, from $27M to $21M. Reported net income was -$6M.
How have B. Fernandez & Hnos., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), B. Fernandez & Hnos., Inc.'s sponsor-wide assets grew 32.0%, from $21M to $28M.
Where does B. Fernandez & Hnos., Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
B. Fernandez & Hnos., Inc. Retirement Savings Plan ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to B. Fernandez & Hnos., Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jevs Human Services 401(k) Plan in PA ($21M, 828 participants).
Which 401(k) plans cover a similar participant headcount to B. Fernandez & Hnos., Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Granges Americas Inc. Savings Plan in TN (813 participants, $74M 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 660209037.

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.