401(k) · DOL Form 5500 · 2022

Union De Tronquistas De Puerto Rico 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
321
Participants Below avg headcount
31st
Percentile by assets National rank
$5,165
Avg per participant Low balance/head
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Official DOL plan name: Union De Tronquistas De Puerto Rico Local 901 1165(e) Plan · Sponsored by Union De Tronquistas De Puerto Rico · Puerto Rico · Transportation & Warehousing

$2M in assets, 321 participants

Union De Tronquistas De Puerto Rico's Union De Tronquistas De Puerto Rico Local 901 1165(e) Plan reported $2M in total assets and 321 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.

  • #1,189 in Transportation & Warehousing (3,876 peers)

Coverage in Puerto Rico

Union De Tronquistas De Puerto Rico Local 901 1165(e) Plan covers 321 participants in Puerto Rico, 3.6x the typical Puerto Rico plan (state average ~89 per filing). Assets: $2M.

#1,189
in Transportation & Warehousing (3,876 peers)
-34.9%
assets change YoY

The plan reported a net loss of $890K 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 1165(e) Plan among the smaller filed plans by assets

Union De Tronquistas De Puerto Rico Local 901 1165(e) Plan vs every filed plan by assets

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

$1,657,872 31st percentile higher than 31% 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 1165(e) 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. Union De Tronquistas De Puerto Rico Local 901 1165(e) Plan sits mid-pack in the medium band (321 participants).

DOL schedule card

Filing strip 660344357 · Union De Tronquistas De Puerto Rico PY 2022 · 401(k)

Union De Tronquistas De Puerto Rico Local 901 1165(e) Plan · $2M · 321 · 31st

  • BOY $2M
  • SCH 321
  • EBSA 31st
  • PART 401(k)
  • TYPE near Epulum Ventures, Inc. 401(k) Profit Sharing Plan
  • NET ind #1189

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 Transportation & Warehousing retirement plans → · Plans in Puerto Rico →

Union De Tronquistas De Puerto Rico Local 901 1165(e) Plan in the asset neighbourhood

Union De Tronquistas De Puerto Rico Local 901 1165(e) PlanUnion De Tronquistas De Puer…$2MEpulum Ventures, Inc. 401(k) Profit Sharing PlanEpulum Ventures, Inc. 401(k)…$2MCarolina Qsc Management, LLC 401(k) Profit Sharing PlanCarolina Qsc Management, LLC…$2MLes Petites Gourmettes, LLC 401(k) Profit Sharing PlanLes Petites Gourmettes, LLC …$2MNacel Open Door, Inc. 401(k) PlanNacel Open Door, Inc. 401(k)…$2M
End-of-year total assets ($M) among Union De Tronquistas De Puerto Rico Local 901 1165(e) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$890K
Employer EIN660344357
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Union De Tronquistas De Puerto Rico)

Sponsor-wide plan assets over time

All Union De Tronquistas De Puerto Rico 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

Nearby 401(k) Plans in Puerto Rico

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

Union De Tronquistas De Puerto Rico Local 901 1165(e) Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -1000100200300400500 Total assets ($M) Participants Union De Tronquistas De Puerto Rico Local 901 1165(e) Plan, Total assets ($M): 1.657872 · Participants: 321Union De Tronquistas De Puerto Rico Local 901 1165(e) 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
Union De Tronquistas De Puerto Rico Local 901 1165(e) Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants
Compare Union De Tronquistas De Puerto Rico Local 901 1165(e) Plan side-by-side with 3 peers →

Union De Tronquistas De Puerto Rico Local 901 1165(e) Plan's out-of-state 401(k) peers by assets and headcount

Outside Puerto Rico, the nearest 401(k) by assets is Epulum Ventures, Inc. 401(k) Profit Sharing Plan in TX ($2M); by covered participants it is Fdf Energy Services, LLC 401(k) Plan in LA (321 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (321 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 1165(e) Plan assets move in 2022? ▼
Union De Tronquistas De Puerto Rico Local 901 1165(e) Plan contracted severely - down 34.9% during 2022, from $3M to $2M. Reported net income was -$890K.
How have Union De Tronquistas De Puerto Rico plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Union De Tronquistas De Puerto Rico's sponsor-wide assets grew 26.5%, from $3M to $4M.
Which 401(k) plans are similar in size to Union De Tronquistas De Puerto Rico Local 901 1165(e) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Epulum Ventures, Inc. 401(k) Profit Sharing Plan in TX ($2M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Union De Tronquistas De Puerto Rico Local 901 1165(e) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fdf Energy Services, LLC 401(k) Plan in LA (321 participants, $9M 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.