Money Purchase · DOL Form 5500 · 2022

Caribbean Retailers, Inc. Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
17
Participants Small participant base
32nd
Percentile by assets National rank
$105,682
Avg per participant Below avg balance/head
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Official DOL plan name: Caribbean Retailers, Inc. Employee Retirement Plan · Sponsored by Caribbean Retailers, Inc. · Puerto Rico · Retail Trade

$2M in assets, 17 participants

Caribbean Retailers, Inc.'s Caribbean Retailers, Inc. Employee Retirement Plan reported $2M in total assets and 17 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #3,982 in Retail Trade (9,519 peers)

Caribbean Retailers, Inc. multi-year trail

Caribbean Retailers, Inc.'s plans moved +10.5% in assets from 2022 to 2024; this filing shows Caribbean Retailers, Inc. Employee Retirement Plan at $2M / 17 participants.

#3,982
in Retail Trade (9,519 peers)
-2.8%
assets change YoY

The plan reported a net loss of $52K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Caribbean Retailers, Inc. Employee Retirement Plan among the smaller filed plans by assets

Caribbean Retailers, Inc. Employee Retirement Plan vs every filed plan by assets

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

$1,796,591 32nd percentile higher than 32% 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

Caribbean Retailers, Inc. Employee Retirement 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. Caribbean Retailers, Inc. Employee Retirement Plan is a small filing (17 participants) on this national headcount ladder.

DOL schedule card

Filing strip 980231243 · Caribbean Retailers, Inc. PY 2022 · Money Purchase

Caribbean Retailers, Inc. Employee Retirement Plan · $2M · 17 · 32nd

  • RANK $2M
  • RANK 17
  • RANK 32nd
  • RANK Money Purchase
  • RANK near Fairview Savings and Loan Association Money Purchase Plan
  • RANK ind #3982

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 Retail Trade retirement plans → · Plans in Puerto Rico →

Caribbean Retailers, Inc. Employee Retirement Plan in the asset neighbourhood

Caribbean Retailers, Inc. Employee Retirement PlanCaribbean Retailers, Inc. Em…$2MFairview Savings and Loan Association Money Purchase PlanFairview Savings and Loan As…$2MRobert J King Jr. Defined Benefit Pension PlanRobert J King Jr. Defined Be…$2MChild Guidance Clinic for Central Connecticut 401(a) DCChild Guidance Clinic for Ce…$2MDecorators and Displaymen Local 39-U Annuity PlanDecorators and Displaymen Lo…$2M
End-of-year total assets ($M) among Caribbean Retailers, Inc. Employee Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Caribbean Retailers, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Caribbean Retailers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 10.507789474621658% vs 2022
2024 filing year
$1.7M$1.8M$1.9M$2M$2.1M 202220232024 $1.8M $1.99M ▲ +10.6%
Year Plans Participants Total Assets
2022 1 17 $2M
2023 1 17 $2M
2024 1 15 $2M

Caribbean Retailers, Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$52K
Employer EIN980231243
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Caribbean Retailers, Inc. Employee Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 123456 Total assets ($M) Participants Caribbean Retailers, Inc. Employee Retirement Plan, Total assets ($M): 1.796591 · Participants: 17Caribbean Retailers, Inc. Employee Retirement PlanColegio Marista Money Purchase Thrift Plan, Total assets ($M): 5.67899 · Participants: 152Colegio Marista Money Purchase Thrift PlanJimenez, Graffam & Lausell Pension Plan, Total assets ($M): 5.103536 · Participants: 27Jimenez, Graffam & Lausell Pension PlanDr. Jose R. Cumba Retirement Plan, Total assets ($M): 3.747575 · Participants: 4Dr. Jose R. Cumba Retirement PlanSan Pablo Pathology Group, Inc. Retirement Plan Series 94-999, Total assets ($M): 3.299357 · Participants: 17San Pablo Pathology Group, Inc. Retirement Plan Series 94-999Programa Head Start Iglesia Bautista De Quintana Retirement Plan Trust, Total assets ($M): 3.079848 · Participants: 309Programa Head Start Iglesia Bautista De Quintana Retirement Plan Trust
Caribbean Retailers, Inc. Employee Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Caribbean Retailers, Inc. Employee Retirement Plan side-by-side with 3 peers →

Caribbean Retailers, Inc. Employee Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Fairview Savings and Loan Association Money Purchase Plan in OK ($2M); by covered participants it is Creston Medical Clinic Pension Plan 001 and Profit Sharing 200 in IA (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Caribbean Retailers, Inc. Employee Retirement Plan assets move in 2022? ▼
Caribbean Retailers, Inc. Employee Retirement Plan edged down modestly - down 2.8% during 2022, from $2M to $2M. Reported net income was -$52K.
How have Caribbean Retailers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caribbean Retailers, Inc.'s sponsor-wide assets grew 10.5%, from $2M to $2M.
Which Money Purchase plans are similar in size to Caribbean Retailers, Inc. Employee Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Fairview Savings and Loan Association Money Purchase Plan in OK ($2M, 8 participants).
Which Money Purchase plans cover a similar participant headcount to Caribbean Retailers, Inc. Employee Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Creston Medical Clinic Pension Plan 001 and Profit Sharing 200 in IA (17 participants, $5M 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 980231243.

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.