401(k) Β· DOL Form 5500 Β· 2022

Safe Harbor Marinas Puerto Rico Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA, verify with linked source filings below.

$62K
Total assets
109
Participants
1th
Percentile by assets

Sponsored by Marina Pdr Operations, LLC Β· Texas Β· Arts, Entertainment & Recreation

What the 2022 filing shows

Safe Harbor Marinas Puerto Rico Retirement Plan holds $62K for 109 participants - about $565 per participant, among the smaller plans by assets on file.

$62K
total plan assets (2022 EOY)
109
covered participants
1th
percentile by assets (of 84,055 plans)
$565
avg assets per participant
Total Assets (2023)
$62K
Participants
109
State
Industry
Arts, Entertainment & Recreation

What the Filing Says About Safe Harbor Marinas Puerto Rico Retirement Plan

Safe Harbor Marinas Puerto Rico Retirement Plan is a 401(k) retirement plan sponsored by Marina Pdr Operations, LLC, headquartered in Texas. As of the 2022 Form 5500 filing, the plan reports $62K in total end-of-year assets and covers 109 participants across the Arts, Entertainment & Recreation industry. The sponsor's EIN on file with the U.S. Department of Labor is 872486532, and the plan has been effective since 2022-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2022 to $62K at year-end. Net assets (after liabilities) closed the year at $50K, with reported net income of $50K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)$62K
Net Assets (End of Year)$50K
Net Income$50K
Plan Type401(k)
Employer EIN872486532
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marina Pdr Operations, LLC)

Year Plans Participants Total Assets
2022 1 109 $62K
2023 1 107 $284K
2024 1 127 $565K

Nearby 401(k) Plans in Texas

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

Frequently Asked Questions

How much money is in the Safe Harbor Marinas Puerto Rico Retirement Plan?
As of the 2022 Form 5500 filing, Safe Harbor Marinas Puerto Rico Retirement Plan holds $62K in total assets with 109 participants. It is sponsored by Marina Pdr Operations, LLC.
What type of plan is Safe Harbor Marinas Puerto Rico Retirement Plan?
Safe Harbor Marinas Puerto Rico Retirement Plan is a 401(k) plan. It has been effective since 2022-01-01. The plan is filed with the U.S. Department of Labor under EIN 872486532.
Who sponsors the Safe Harbor Marinas Puerto Rico Retirement Plan?
Safe Harbor Marinas Puerto Rico Retirement Plan is sponsored by Marina Pdr Operations, LLC, located in Texas. The sponsor's EIN is 872486532 and the plan operates in the Arts, Entertainment & Recreation industry.
How did Safe Harbor Marinas Puerto Rico Retirement Plan perform in 2022?
Safe Harbor Marinas Puerto Rico Retirement Plan held $62K in total assets at the end of 2022. Net income was $50K.
Where can I find official filings for Safe Harbor Marinas Puerto Rico Retirement Plan?
Official Form 5500 filings for Safe Harbor Marinas Puerto Rico Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 872486532 or plan name at efast.dol.gov.
How does Safe Harbor Marinas Puerto Rico Retirement Plan compare to other plans?
You can compare Safe Harbor Marinas Puerto Rico Retirement Plan against other 401(k) plans on the plan type page, or view plans in Texas on the state page. PlainRetire tracks all 402,674 ERISA-covered retirement plans in the U.S. that filed a Form 5500 for the 2023 plan year.

Explore PlainRetire

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 872486532.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.