401(k) · DOL Form 5500 · 2023
Cooperativa De Ahorro Y Credito De Lares 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 60
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $62,910
- Avg per participant Low balance/head
Official DOL plan name: Cooperativa De Ahorro Y Credito De Lares 1165(e) Salary Deferrral Retirement Plan · Sponsored by Cooperativa De Ahorro Y Credito De Lares · Puerto Rico · Finance & Insurance
$4M in assets, 60 participants
Cooperativa De Ahorro Y Credito De Lares's Cooperativa De Ahorro Y Credito De Lares 1165(e) Salary Deferrral Retirement Plan reported $4M in total assets and 60 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.
- #2,447 in Finance & Insurance (8,869 peers)
Cooperativa De Ahorro Y Credito De Lares multi-year trail
Cooperativa De Ahorro Y Credito De Lares's plans moved +16.6% in assets from 2022 to 2024; this filing shows Cooperativa De Ahorro Y Credito De Lares 1165(e) Salary Deferrral Retirement Plan at $4M / 60 participants.
- #2,447
- in Finance & Insurance (8,869 peers)
- +6.0%
- assets growth YoY
Cooperativa De Ahorro Y Credito De Lares 1165(e) Salary Deferrral Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers
Cooperativa De Ahorro Y Credito De Lares 1165(e) Salary Deferrral Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,774,573 39th percentile higher than 39% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Cooperativa De Ahorro Y Credito De Lares 1165(e) Salary Deferrral Retirement Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cooperativa De Ahorro Y Credito De Lares 1165(e) Salary Deferrral Retirement Plan is a small filing (60 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cooperativa De Ahorro Y Credito De Lares 1165(e) Salary Deferrral Retirement Plan reported net income rose from -$127K in the plan year 2022 filing to $213K in the plan year 2023 filing.
- Cooperativa De Ahorro Y Credito De Lares 1165(e) Salary Deferrral Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Cooperativa De Ahorro Y Credito De Lares 1165(e) Salary Deferrral Retirement Plan reported participants fell from 63 in the plan year 2022 filing to 60 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 660206444 · Cooperativa De Ahorro Y Credito De Lares PY 2023 · 401(k)
Cooperativa De Ahorro Y Credito De Lares 1165(e) Salary Deferrral Retirement Plan · $4M · 60 · 39th
- BOY $4M
- BOY 60
- BOY 39th
- BOY 401(k)
- BOY near Shorepoint, Inc. 401(k) Plan
- BOY ind #2447
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 Finance & Insurance retirement plans → · Plans in Puerto Rico →
Cooperativa De Ahorro Y Credito De Lares 1165(e) Salary Deferrral Retirement Plan in the asset neighbourhood
Cooperativa De Ahorro Y Credito De Lares multi-year asset trail
Sponsor-wide plan assets over time
All Cooperativa De Ahorro Y Credito De Lares plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 16.562855807123235% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 63 | $4M |
| 2023 | 1 | 60 | $4M |
| 2024 | 1 | 71 | $4M |
Cooperativa De Ahorro Y Credito De Lares filing trail (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $213K |
| Employer EIN | 660206444 |
| Plan Effective Date | 1973-10-01 |
| Filing Status | FILING RECEIVED |
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 $385M · 87
- Msd Puerto Rico Savings and Security Plan $224M · 679
- Inter American University of Pr Defined Contribution Retirement Plan $188M · 1,601
- Popular, Inc. USA 401(k) Savings & Investment Plan $150M · 867
- Firstbank 401(k) Retirement Plan for Residents of Puerto Rico $143M · 2,875
Cooperativa De Ahorro Y Credito De Lares 1165(e) Salary Deferrral Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Puerto Rico, the nearest 401(k) by assets is Shorepoint, Inc. 401(k) Plan in VA ($4M); by covered participants it is Fabricated Pipe, Inc. Profit Sharing 401(k) Plan and Trust in LA (60 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (60 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.