Other · DOL Form 5500 · 2022
Evertec Group, LLC Retirement Plan
Data updated 2026-08-25
- $85M
- Total assets Below avg plan size
- 1,287
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $65,888
- Avg per participant Below avg balance/head
Official DOL plan name: Evertec Group, LLC Savings & Investment Plan Savings and Investment Plan · Sponsored by Evertec Group, LLC · Puerto Rico · Information & Media
$85M in assets, 1,287 participants
Evertec Group, LLC's Evertec Group, LLC Savings & Investment Plan Savings and Investment Plan reported $85M in total assets and 1,287 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.
- #2,559 in Information & Media (2,911 peers)
Coverage in Puerto Rico
Evertec Group, LLC Savings & Investment Plan Savings and Investment Plan covers 1,287 participants in Puerto Rico, 14x the typical Puerto Rico plan (state average ~89 per filing). Assets: $85M.
- #2,559
- in Information & Media (2,911 peers)
- -19.5%
- assets change YoY
- 0.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $21M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Evertec Group, LLC Savings & Investment Plan Savings and Investment Plan's outsized position by total assets
Evertec Group, LLC Savings & Investment Plan Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$84,797,751 Top 8% higher than 92% 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
Evertec Group, LLC Savings & Investment Plan Savings and Investment 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. Evertec Group, LLC Savings & Investment Plan Savings and Investment Plan lands in the large band (1,287 participants).
DOL schedule card
Filing strip 660449729 · Evertec Group, LLC PY 2022 · Other
Evertec Group, LLC Savings & Investment Plan Savings and Investment Plan · $85M · 1,287 · 92nd
- NET $85M
- NET 1,287
- NET 92nd
- NET Other
- NET near Mercy College Tax Deferred Annuity Plan
- NET ind #2559
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 Information & Media retirement plans → · Plans in Puerto Rico →
Evertec Group, LLC Savings & Investment Plan Savings and Investment Plan in the asset neighbourhood
Puerto Rico filing particulars
| Total Assets (Beginning of Year) | $105M |
|---|---|
| Net Assets (End of Year) | $85M |
| Net Income | -$21M |
| Employer EIN | 660449729 |
| Plan Effective Date | 2010-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Evertec Group, LLC)
Sponsor-wide plan assets over time
All Evertec Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $118M 38.662985295447285% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,287 | $85M |
| 2023 | 1 | 1,314 | $102M |
| 2024 | 1 | 1,289 | $118M |
Nearby Other Plans in Puerto Rico
Peer Other plans, same state, same plan type, ranked by total assets.
- Bd Savings Plan for Puerto Rico Employees $59M · 692
- The Eaton Puerto Rico Retirement Savings Plan $54M · 1,415
- Union De Tronquistas De Puerto Rico Local 901 of Crowley Liner Services Puerto Rico Inc Defined Contribution Retirement Plan $21M · 209
- Retirement Plan of Henkel Puerto Rico, Inc. $16M · 196
- Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan $15M · 71
Evertec Group, LLC Savings & Investment Plan Savings and Investment Plan's out-of-state Other peers by assets and headcount
Outside Puerto Rico, the nearest Other by assets is Mercy College Tax Deferred Annuity Plan in NY ($85M); by covered participants it is 401(k) Profit Sharing Plan for Employees of Mclarty Automotive Group, LLC in AR (1,286 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($85M here).
- Mercy College Tax Deferred Annuity Plan (NY) $85M · 531
- Versiti 403(b) Retirement Plan (WI) $85M · 509
- Lakeview Center Retirement Savings 403(b) Plan (FL) $85M · 2,432
- Hendrix College Defined Contribution Retirement Plan (AR) $85M · 478
Similar participant headcount
Nearest other-state filings by covered participants (1,287 participants); asset peers above are excluded.
- 401(k) Profit Sharing Plan for Employees of Mclarty Automotive Group, LLC (AR) 1,286 · 1 off
- Src, Inc. 403(b) Retirement Plan (NY) 1,289 · 2 off
- 403b Thrift Plan for Goodwill Industries of Orange County, Ca (CA) 1,284 · 3 off
- American Baptist Homes of the Midwest Tda Plan (MN) 1,284 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.