401(k) · DOL Form 5500 · 2022
Hospital Espanol Auxilio Mutuo De Puerto Rico Inc 401(k) Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 1,811
- Participants Near avg headcount
- 83rd
- Percentile by assets National rank
- $16,746
- Avg per participant Low balance/head
Official DOL plan name: Sociedad Espanola De Auxilio Mutuo Y Beneficiencia De Puerto Rico Retirement Plan · Sponsored by Hospital Espanol Auxilio Mutuo De Puerto Rico Inc · Puerto Rico · Healthcare & Social Assistance
$30M in assets, 1,811 participants
Hospital Espanol Auxilio Mutuo De Puerto Rico Inc's Sociedad Espanola De Auxilio Mutuo Y Beneficiencia De Puerto Rico Retirement Plan reported $30M in total assets and 1,811 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.
- #17,175 in Healthcare & Social Assistance (20,060 peers)
Coverage in Puerto Rico
Sociedad Espanola De Auxilio Mutuo Y Beneficiencia De Puerto Rico Retirement Plan covers 1,811 participants in Puerto Rico, 20x the typical Puerto Rico plan (state average ~89 per filing). Assets: $30M.
- #17,175
- in Healthcare & Social Assistance (20,060 peers)
- -23.8%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sociedad Espanola De Auxilio Mutuo Y Beneficiencia De Puerto Rico Retirement Plan's outsized position by total assets
Sociedad Espanola De Auxilio Mutuo Y Beneficiencia De Puerto Rico Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$30,327,763 Top 17% higher than 83% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Sociedad Espanola De Auxilio Mutuo Y Beneficiencia De Puerto Rico Retirement 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. Sociedad Espanola De Auxilio Mutuo Y Beneficiencia De Puerto Rico Retirement Plan lands in the large band (1,811 participants).
Plan-year Form 5500 strip
Filing strip 660486907 · Hospital Espanol Auxilio Mutuo De Puerto Rico Inc PY 2022 · 401(k)
Sociedad Espanola De Auxilio Mutuo Y Beneficiencia De Puerto Rico Retirement Plan · $30M · 1,811 · 83rd
- 5500 $30M
- ASSETS 1,811
- PCT 83rd
- EIN 401(k)
- RANK near Csg Consultants, Inc. 401(k) Savings Plan
- PHOTO ind #17175
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 Healthcare & Social Assistance retirement plans → · Plans in Puerto Rico →
Sociedad Espanola De Auxilio Mutuo Y Beneficiencia De Puerto Rico Retirement Plan in the asset neighbourhood
Puerto Rico filing particulars
| Total Assets (Beginning of Year) | $40M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | -$9M |
| Employer EIN | 660486907 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hospital Espanol Auxilio Mutuo De Puerto Rico Inc)
Sponsor-wide plan assets over time
All Hospital Espanol Auxilio Mutuo De Puerto Rico Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $39M 30.041764043065093% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,811 | $30M |
| 2023 | 1 | 1,788 | $35M |
| 2024 | 1 | 1,742 | $39M |
Nearby 401(k) Plans in Puerto Rico
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Pfizer Savings Plan for Employees Resident in Puerto Rico $396M · 99
- Msd Puerto Rico Savings and Security Plan $199M · 680
- Inter American University of Pr Defined Contribution Retirement Plan $173M · 1,776
- Popular, Inc. USA 401(k) Savings & Investment Plan $127M · 806
- First Bank 401(k) Retirement Plan for Residents of Puerto Rico $118M · 2,767
Sociedad Espanola De Auxilio Mutuo Y Beneficiencia De Puerto Rico Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Puerto Rico, the nearest 401(k) by assets is Csg Consultants, Inc. 401(k) Savings Plan in CA ($30M); by covered participants it is Oasis Systems, LLC 401(k) Plan in MA (1,811 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,811 participants); asset peers above are excluded.
- Oasis Systems, LLC 401(k) Plan (MA) 1,811 · 0 off
- Graton Resort & Casino 401(k) Plan (CA) 1,811 · 0 off
- Evercommerce Solutions, Inc. 401(k) Profit Sharing Plan (CO) 1,811 · 0 off
- Nsk Americas, Inc. 401(k) Plan (MI) 1,811 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.