Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees Union De Tronquistas De Puerto Rico Local 901 Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
69
Participants Small participant base
28th
Percentile by assets National rank
$19,571
Avg per participant Low balance/head
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Official DOL plan name: Union De Tronquistas De Puerto Rico Local 901 - Pension Plan · Sponsored by Board of Trustees Union De Tronquistas De Puerto Rico Local 901 · Puerto Rico · Finance & Insurance

$1M in assets, 69 participants

Board of Trustees Union De Tronquistas De Puerto Rico Local 901's Union De Tronquistas De Puerto Rico Local 901 - Pension Plan reported $1M in total assets and 69 participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.

  • #1,763 in Finance & Insurance (9,261 peers)

Board of Trustees Union De Tronquistas De Puerto Rico Local 901 multi-year trail

Board of Trustees Union De Tronquistas De Puerto Rico Local 901's plans moved +26.5% in assets from 2022 to 2024; this filing shows Union De Tronquistas De Puerto Rico Local 901 - Pension Plan at $1M / 69 participants.

#1,763
in Finance & Insurance (9,261 peers)
+0.2%
assets growth YoY

The plan reported a net loss of $39K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Union De Tronquistas De Puerto Rico Local 901 - Pension Plan among the smaller filed plans by assets

Union De Tronquistas De Puerto Rico Local 901 - Pension Plan vs every filed plan by assets

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

$1,350,369 28th percentile higher than 28% 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

Union De Tronquistas De Puerto Rico Local 901 - 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. Union De Tronquistas De Puerto Rico Local 901 - Pension Plan is a small filing (69 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 660344357 · Board of Trustees Union De Tronquistas De Puerto Rico Local 901 PY 2022 · Defined Benefit (Pension)

Union De Tronquistas De Puerto Rico Local 901 - Pension Plan · $1M · 69 · 28th

  • BOY $1M
  • BOY 69
  • BOY 28th
  • BOY Defined Benefit (Pension)
  • BOY near Park Pointe Realty, Inc. Defined Benefit Plan
  • BOY ind #1763

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 →

Union De Tronquistas De Puerto Rico Local 901 - Pension Plan in the asset neighbourhood

Union De Tronquistas De Puerto Rico Local 901 - Pension PlanUnion De Tronquistas De Puer…$1MPark Pointe Realty, Inc. Defined Benefit PlanPark Pointe Realty, Inc. Def…$1MDeffet Group Cash Balance PlanDeffet Group Cash Balance Pl…$1MNaji Garabet Insurance Agency, Inc. Defined Benefit Pension PlanNaji Garabet Insurance Agenc…$1MBaychem, Inc. Defined Benefit Plan & TrustBaychem, Inc. Defined Benefi…$1M
End-of-year total assets ($M) among Union De Tronquistas De Puerto Rico Local 901 - Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Board of Trustees Union De Tronquistas De Puerto Rico Local 901 multi-year asset trail

Sponsor-wide plan assets over time

All Board of Trustees Union De Tronquistas De Puerto Rico Local 901 plans reported in each filing year

Latest sponsor-wide plan assets
$4M 26.4879708773333% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $3.01M $3.81M ▲ +26.6%
Year Plans Participants Total Assets
2022 2 390 $3M
2023 2 428 $4M
2024 2 430 $4M

Board of Trustees Union De Tronquistas De Puerto Rico Local 901 filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$39K
Employer EIN660344357
Plan Effective Date1970-09-22
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Puerto Rico

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Union De Tronquistas De Puerto Rico Local 901 - Pension Plan vs. nearby Defined Benefit (Pension) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -20002004006008001000 Total assets ($M) Participants Union De Tronquistas De Puerto Rico Local 901 - Pension Plan, Total assets ($M): 1.350369 · Participants: 69Union De Tronquistas De Puerto Rico Local 901 - Pension PlanPuerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees, Total assets ($M): 857.564471 · Participants: 1841Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly EmployeesBanco Popular De Puerto Rico Retirement Plan, Total assets ($M): 592.325263 · Participants: 2057Banco Popular De Puerto Rico Retirement PlanMsd Puerto Rico Pension Plan, Total assets ($M): 389.527088 · Participants: 510Msd Puerto Rico Pension PlanThe Retirement Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 323.80921 · Participants: 1067The Retirement Plan for Lilly Affiliate Employees in Puerto RicoComponents Pension Plan for Puerto Rico, Total assets ($M): 180.354302 · Participants: 130Components Pension Plan for Puerto Rico
Union De Tronquistas De Puerto Rico Local 901 - Pension Plan vs. nearby Defined Benefit (Pension) plans in Puerto Rico, assets vs. participants
Compare Union De Tronquistas De Puerto Rico Local 901 - Pension Plan side-by-side with 3 peers →

Union De Tronquistas De Puerto Rico Local 901 - Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Puerto Rico, the nearest Defined Benefit (Pension) by assets is Park Pointe Realty, Inc. Defined Benefit Plan in ID ($1M); by covered participants it is Seyfarth Shaw LLP Legacy Pension Plan in IL (69 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (69 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 Union De Tronquistas De Puerto Rico Local 901 - Pension Plan assets move in 2022? ▼
Union De Tronquistas De Puerto Rico Local 901 - Pension Plan held essentially flat - up 0.2% during 2022, from $1M to $1M. Reported net income was -$39K.
How have Board of Trustees Union De Tronquistas De Puerto Rico Local 901 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Union De Tronquistas De Puerto Rico Local 901's sponsor-wide assets grew 26.5%, from $3M to $4M.
Which Defined Benefit (Pension) plans are similar in size to Union De Tronquistas De Puerto Rico Local 901 - Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Park Pointe Realty, Inc. Defined Benefit Plan in ID ($1M, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Union De Tronquistas De Puerto Rico Local 901 - Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Seyfarth Shaw LLP Legacy Pension Plan in IL (69 participants, $16M 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 660344357.

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.