Profit Sharing · DOL Form 5500 · 2022

Optum Services (Puerto Rico) LLC Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
1,518
Participants Near avg headcount
55th
Percentile by assets National rank
$4,031
Avg per participant Low balance/head
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Official DOL plan name: Unitedhealth Group Puerto Rico Savings Plan · Sponsored by Optum Services (Puerto Rico) LLC · Minnesota · Finance & Insurance

$6M in assets, 1,518 participants

Optum Services (Puerto Rico) LLC's Unitedhealth Group Puerto Rico Savings Plan reported $6M in total assets and 1,518 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • #3,566 in Finance & Insurance (9,261 peers)

Optum Services (Puerto Rico) LLC multi-year trail

Optum Services (Puerto Rico) LLC's plans moved +140.8% in assets from 2022 to 2024; this filing shows Unitedhealth Group Puerto Rico Savings Plan at $6M / 1,518 participants.

#3,566
in Finance & Insurance (9,261 peers)
+17.6%
assets growth YoY

Unitedhealth Group Puerto Rico Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

Unitedhealth Group Puerto Rico Savings Plan vs every filed plan by assets

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

$6,119,115 Top 45% higher than 55% 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

Unitedhealth Group Puerto Rico Savings 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. Unitedhealth Group Puerto Rico Savings Plan lands in the large band (1,518 participants).

Form 5500 schedule snapshot

Filing strip 660870003 · Optum Services (Puerto Rico) LLC PY 2022 · Profit Sharing

Unitedhealth Group Puerto Rico Savings Plan · $6M · 1,518 · 55th

  • BOOK $6M
  • VS-ST 1,518
  • BOY 55th
  • SCH Profit Sharing
  • EBSA near Mr Chester R Burkett Basic
  • PART ind #3566

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 Minnesota →

Unitedhealth Group Puerto Rico Savings Plan in the asset neighbourhood

Goodwill Industries of Central Florida, Inc. Profit Sharing PlanGoodwill Industries of Centr…$6MUnitedhealth Group Puerto Rico Savings PlanUnitedhealth Group Puerto Ri…$6MMr Chester R Burkett Basic$6MFriedman, Minsk, Cole & Fastovsky Profit Sharing PlanFriedman, Minsk, Cole & Fast…$6MJewish Community Center of Orange County Retirement Savings PlanJewish Community Center of O…$6M
End-of-year total assets ($M) among Unitedhealth Group Puerto Rico Savings Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Optum Services (Puerto Rico) LLC multi-year asset trail

Sponsor-wide plan assets over time

All Optum Services (Puerto Rico) LLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 140.8271130710895% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $6.12M $14.7M ▲ +140.8%
Year Plans Participants Total Assets
2022 1 1,518 $6M
2023 1 2,400 $10M
2024 1 2,447 $15M

Optum Services (Puerto Rico) LLC filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$914K
Employer EIN660870003
Plan Effective Date2018-04-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Minnesota

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Unitedhealth Group Puerto Rico Savings Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 -0.500.511.52 Total assets ($B) Participants Unitedhealth Group Puerto Rico Savings Plan, Total assets ($B): 0.006119115 · Participants: 1518Unitedhealth Group Puerto Rico Savings PlanEssentia Health Retirement Plan, Total assets ($B): 1.61318726 · Participants: 14444Essentia Health Retirement PlanPipe Trades Services Mn Pension Supplement Fund, Total assets ($B): 1.394999238 · Participants: 6268Pipe Trades Services Mn Pension Supplement FundAllina 403(b) Retirement Savings Plan, Total assets ($B): 0.846612268 · Participants: 10170Allina 403(b) Retirement Savings PlanFairview Health Services Pension Plan, Total assets ($B): 0.542260343 · Participants: 5177Fairview Health Services Pension PlanCargill Employee Retirement Account Plan, Total assets ($B): 0.397133832 · Participants: 18794Cargill Employee Retirement Account Plan
Unitedhealth Group Puerto Rico Savings Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants
Compare Unitedhealth Group Puerto Rico Savings Plan side-by-side with 3 peers →

Unitedhealth Group Puerto Rico Savings Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Minnesota, the nearest Profit Sharing by assets is Mr Chester R Burkett Basic in IN ($6M); by covered participants it is Goodwill Industries Employee Retirement and Incentive Plan in OR (1,519 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,518 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 Unitedhealth Group Puerto Rico Savings Plan assets move in 2022? ▼
Unitedhealth Group Puerto Rico Savings Plan grew sharply - up 17.6% during 2022, from $5M to $6M. Reported net income was $914K.
How have Optum Services (Puerto Rico) LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Optum Services (Puerto Rico) LLC's sponsor-wide assets grew 140.8%, from $6M to $15M.
Which Profit Sharing plans are similar in size to Unitedhealth Group Puerto Rico Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Mr Chester R Burkett Basic in IN ($6M, 7 participants).
Which Profit Sharing plans cover a similar participant headcount to Unitedhealth Group Puerto Rico Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Goodwill Industries Employee Retirement and Incentive Plan in OR (1,519 participants, $61M 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 660870003.

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.