Profit Sharing · DOL Form 5500 · 2023

Puerto Rico Federal Credit Union Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
51
Participants Small participant base
24th
Percentile by assets National rank
$21,145
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Puerto Rico Federal Credit Union 1081.01 Retirement Plan · Sponsored by Puerto Rico Federal Credit Union · Puerto Rico · Finance & Insurance

$1M in assets, 51 participants

Puerto Rico Federal Credit Union's Puerto Rico Federal Credit Union 1081.01 Retirement Plan reported $1M in total assets and 51 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #1,396 in Finance & Insurance (8,869 peers)

Puerto Rico Federal Credit Union multi-year trail

Puerto Rico Federal Credit Union's plans moved +20.7% in assets from 2022 to 2024; this filing shows Puerto Rico Federal Credit Union 1081.01 Retirement Plan at $1M / 51 participants.

#1,396
in Finance & Insurance (8,869 peers)
+6.0%
assets growth YoY

Puerto Rico Federal Credit Union 1081.01 Retirement Plan among the smaller filed plans by assets

Puerto Rico Federal Credit Union 1081.01 Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,078,383 24th percentile higher than 24% of 127,068 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 2023

Puerto Rico Federal Credit Union 1081.01 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. Puerto Rico Federal Credit Union 1081.01 Retirement Plan is a small filing (51 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Puerto Rico Federal Credit Union 1081.01 Retirement Plan reported net income rose from -$224K in the plan year 2022 filing to $61K in the plan year 2023 filing.
  • Puerto Rico Federal Credit Union 1081.01 Retirement Plan reported participants rose from 28 in the plan year 2022 filing to 51 in the plan year 2023 filing.
  • Puerto Rico Federal Credit Union 1081.01 Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 660239950 · Puerto Rico Federal Credit Union PY 2023 · Profit Sharing

Puerto Rico Federal Credit Union 1081.01 Retirement Plan · $1M · 51 · 24th

  • EIN $1M
  • RANK 51
  • PHOTO 24th
  • IND Profit Sharing
  • EOY near Electron Service Corporation Retirement Plan
  • 5500 ind #1396

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 →

Puerto Rico Federal Credit Union 1081.01 Retirement Plan in the asset neighbourhood

Puerto Rico Federal Credit Union 1081.01 Retirement PlanPuerto Rico Federal Credit U…$1MElectron Service Corporation Retirement PlanElectron Service Corporation…$1MProfit-Sharing Trust Under Daniel S Natchez & Associates, Inc. Retirement TrustProfit-Sharing Trust Under D…$1MKoeppel Holdings Inc. Retirement PlanKoeppel Holdings Inc. Retire…$1MKohi Coffee Company Retirement PlanKohi Coffee Company Retireme…$1M
End-of-year total assets ($M) among Puerto Rico Federal Credit Union 1081.01 Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Puerto Rico Federal Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All Puerto Rico Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$1M 20.72012298570606% vs 2022
2024 filing year
$0.9M$1M$1.1M$1.2M$1.3M 202220232024 $1.02M $1.23M ▲ +20.6%
Year Plans Participants Total Assets
2022 1 28 $1M
2023 1 51 $1M
2024 1 28 $1M

Puerto Rico Federal Credit Union filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$61K
Employer EIN660239950
Plan Effective Date1982-03-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Puerto Rico Federal Credit Union 1081.01 Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Puerto Rico Federal Credit Union 1081.01 Retirement Plan, Total assets ($M): 1.078383 · Participants: 51Puerto Rico Federal Credit Union 1081.01 Retirement PlanThe Retirement and Savings Plan for Amgen Manufacturing Limited LLC, Total assets ($M): 719.343985 · Participants: 2713The Retirement and Savings Plan for Amgen Manufacturing Limited LLCPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 700.721578 · Participants: 8134Popular, Inc. Pr Savings and Investment PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 441.870695 · Participants: 1114The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 195.772357 · Participants: 751Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation PlanThe Oriental Bank Coda Profit Sharing Plan, Total assets ($M): 134.602051 · Participants: 2096The Oriental Bank Coda Profit Sharing Plan
Puerto Rico Federal Credit Union 1081.01 Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Puerto Rico Federal Credit Union 1081.01 Retirement Plan side-by-side with 3 peers →

Puerto Rico Federal Credit Union 1081.01 Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Electron Service Corporation Retirement Plan in CA ($1M); by covered participants it is Sm Restaurants, Inc. Profit Sharing Plan in FL (51 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (51 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.

Frequently Asked Questions

How did Puerto Rico Federal Credit Union 1081.01 Retirement Plan assets move in 2023? ▼
Puerto Rico Federal Credit Union 1081.01 Retirement Plan grew at a solid clip - up 6.0% during 2023, from $1M to $1M. Reported net income was $61K.
How have Puerto Rico Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Puerto Rico Federal Credit Union's sponsor-wide assets grew 20.7%, from $1M to $1M.
Where does Puerto Rico Federal Credit Union 1081.01 Retirement Plan rank by assets among Form 5500 filers? ▼
Puerto Rico Federal Credit Union 1081.01 Retirement Plan ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Puerto Rico Federal Credit Union 1081.01 Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Electron Service Corporation Retirement Plan in CA ($1M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Puerto Rico Federal Credit Union 1081.01 Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sm Restaurants, Inc. Profit Sharing Plan in FL (51 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 660239950.

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.