401(k) · DOL Form 5500 · 2022

Puma Energy Caribe, LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
217
Participants Below avg headcount
75th
Percentile by assets National rank
$79,163
Avg per participant Below avg balance/head
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Official DOL plan name: Puma Energy Puerto Rico Retirement Savings Plan · Sponsored by Puma Energy Caribe, LLC · Puerto Rico · Wholesale Trade

$17M in assets, 217 participants

Puma Energy Caribe, LLC's Puma Energy Puerto Rico Retirement Savings Plan reported $17M in total assets and 217 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #4,893 in Wholesale Trade (6,843 peers)

Coverage in Puerto Rico

Puma Energy Puerto Rico Retirement Savings Plan covers 217 participants in Puerto Rico, 2.4x the typical Puerto Rico plan (state average ~89 per filing). Assets: $17M.

#4,893
in Wholesale Trade (6,843 peers)
-13.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Puma Energy Puerto Rico Retirement Savings Plan's outsized position by total assets

Puma Energy Puerto Rico Retirement Savings Plan vs every filed plan by assets

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

$17,178,357 Top 25% higher than 75% 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

Puma Energy Puerto Rico 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. Puma Energy Puerto Rico Retirement Savings Plan sits mid-pack in the medium band (217 participants).

Form 5500 schedule snapshot

Filing strip 660759525 · Puma Energy Caribe, LLC PY 2022 · 401(k)

Puma Energy Puerto Rico Retirement Savings Plan · $17M · 217 · 75th

  • BOY $17M
  • SCH 217
  • EBSA 75th
  • PART 401(k)
  • TYPE near Peruvian Connection, LLC 401(k) & Profit Sharing Plan
  • NET ind #4893

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 →

Puma Energy Puerto Rico Retirement Savings Plan in the asset neighbourhood

Puma Energy Puerto Rico Retirement Savings PlanPuma Energy Puerto Rico Reti…$17MPeruvian Connection, LLC 401(k) & Profit Sharing PlanPeruvian Connection, LLC 401…$17MHodge Company Employee Retirement Savings PlanHodge Company Employee Retir…$17MAllhealth Network Employees Retirement PlanAllhealth Network Employees …$17MCommodore Homes, LLC 401(k) Retirement Plan and TrustCommodore Homes, LLC 401(k) …$17M
End-of-year total assets ($M) among Puma Energy Puerto Rico 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)$20M
Net Assets (End of Year)$17M
Net Income-$3M
Employer EIN660759525
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Puma Energy Caribe, LLC)

Sponsor-wide plan assets over time

All Puma Energy Caribe, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$20M 18.397976011326346% vs 2022
2024 filing year
$16M$17M$18M$19M$20M$21M 202220232024 $17.2M $20.3M ▲ +18.4%
Year Plans Participants Total Assets
2022 1 217 $17M
2023 1 195 $19M
2024 1 200 $20M

Nearby 401(k) Plans in Puerto Rico

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

Puma Energy Puerto Rico Retirement Savings Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -1000100200300400500 Total assets ($M) Participants Puma Energy Puerto Rico Retirement Savings Plan, Total assets ($M): 17.178357 · Participants: 217Puma Energy Puerto Rico 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
Puma Energy Puerto Rico Retirement Savings Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants
Compare Puma Energy Puerto Rico Retirement Savings Plan side-by-side with 3 peers →

Puma Energy Puerto Rico Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Puerto Rico, the nearest 401(k) by assets is Peruvian Connection, LLC 401(k) & Profit Sharing Plan in KS ($17M); by covered participants it is Royal Crest Dairy, Inc. 401(k) Plan in CO (217 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (217 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 Puma Energy Puerto Rico Retirement Savings Plan assets move in 2022? ▼
Puma Energy Puerto Rico Retirement Savings Plan pulled back noticeably - down 13.9% during 2022, from $20M to $17M. Reported net income was -$3M.
How have Puma Energy Caribe, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Puma Energy Caribe, LLC's sponsor-wide assets grew 18.4%, from $17M to $20M.
Where does Puma Energy Puerto Rico Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Puma Energy Puerto Rico Retirement Savings Plan ranks in the 75th 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 Puma Energy Puerto Rico Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Peruvian Connection, LLC 401(k) & Profit Sharing Plan in KS ($17M, 156 participants).
Which 401(k) plans cover a similar participant headcount to Puma Energy Puerto Rico Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Royal Crest Dairy, Inc. 401(k) Plan in CO (217 participants, $6M 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 660759525.

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.