401(k) · DOL Form 5500 · 2023

Cortelco Systems Puerto Rico, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
30
Participants Small participant base
29th
Percentile by assets National rank
$58,785
Avg per participant Low balance/head
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Official DOL plan name: Cortelco Systems Puerto Rico, Inc. Profit Sharing Retirement Plan · Sponsored by Cortelco Systems Puerto Rico, Inc. · Puerto Rico · Professional & Technical Services

$2M in assets, 30 participants

Cortelco Systems Puerto Rico, Inc.'s Cortelco Systems Puerto Rico, Inc. Profit Sharing Retirement Plan reported $2M in total assets and 30 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #5,017 in Professional & Technical Services (20,321 peers)

Cortelco Systems Puerto Rico, Inc. multi-year trail

Cortelco Systems Puerto Rico, Inc.'s plans moved +22.5% in assets from 2022 to 2024; this filing shows Cortelco Systems Puerto Rico, Inc. Profit Sharing Retirement Plan at $2M / 30 participants.

#5,017
in Professional & Technical Services (20,321 peers)
+11.4%
assets growth YoY

Cortelco Systems Puerto Rico, Inc. Profit Sharing Retirement Plan among the smaller filed plans by assets

Cortelco Systems Puerto Rico, Inc. Profit Sharing Retirement Plan vs every filed plan by assets

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

$1,763,558 29th percentile higher than 29% 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

Cortelco Systems Puerto Rico, Inc. Profit Sharing 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. Cortelco Systems Puerto Rico, Inc. Profit Sharing Retirement Plan is a small filing (30 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cortelco Systems Puerto Rico, Inc. Profit Sharing Retirement Plan reported net income rose from -$184K in the plan year 2022 filing to $181K in the plan year 2023 filing.
  • Cortelco Systems Puerto Rico, Inc. Profit Sharing Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Cortelco Systems Puerto Rico, Inc. Profit Sharing Retirement Plan reported participants rose from 29 in the plan year 2022 filing to 30 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 660567491 · Cortelco Systems Puerto Rico, Inc. PY 2023 · 401(k)

Cortelco Systems Puerto Rico, Inc. Profit Sharing Retirement Plan · $2M · 30 · 29th

  • RANK $2M
  • PHOTO 30
  • IND 29th
  • EOY 401(k)
  • 5500 near Robert C. Hatton, Inc/Performance Napa, LLC P.S Plan
  • ASSETS ind #5017

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 Professional & Technical Services retirement plans → · Plans in Puerto Rico →

Cortelco Systems Puerto Rico, Inc. Profit Sharing Retirement Plan in the asset neighbourhood

Cortelco Systems Puerto Rico, Inc. Profit Sharing Retirement PlanCortelco Systems Puerto Rico…$2MRobert C. Hatton, Inc/Performance Napa, LLC P.S PlanRobert C. Hatton, Inc/Perfor…$2MInternational Real Estate Part 401(k) Profit Sharing Plan & TrustInternational Real Estate Pa…$2MAnthony Buick Gmc, Inc. 401(k) PlanAnthony Buick Gmc, Inc. 401(…$2MBerryman Enterprises, Inc 401(k) PlanBerryman Enterprises, Inc 40…$2M
End-of-year total assets ($M) among Cortelco Systems Puerto Rico, Inc. Profit Sharing Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Cortelco Systems Puerto Rico, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Cortelco Systems Puerto Rico, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 22.51178262734429% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M 202220232024 $1.58M $1.94M ▲ +22.8%
Year Plans Participants Total Assets
2022 1 29 $2M
2023 1 30 $2M
2024 1 29 $2M

Cortelco Systems Puerto Rico, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$181K
Employer EIN660567491
Plan Effective Date2002-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Puerto Rico

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Cortelco Systems Puerto Rico, Inc. Profit Sharing Retirement Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -1000100200300400500 Total assets ($M) Participants Cortelco Systems Puerto Rico, Inc. Profit Sharing Retirement Plan, Total assets ($M): 1.763558 · Participants: 30Cortelco Systems Puerto Rico, Inc. Profit Sharing Retirement PlanPfizer Savings Plan for Employees Resident in Puerto Rico, Total assets ($M): 385.326556 · Participants: 87Pfizer Savings Plan for Employees Resident in Puerto RicoMsd Puerto Rico Savings and Security Plan, Total assets ($M): 224.042082 · Participants: 679Msd Puerto Rico Savings and Security PlanInter American University of Pr Defined Contribution Retirement Plan, Total assets ($M): 187.642756 · Participants: 1601Inter American University of Pr Defined Contribution Retirement PlanPopular, Inc. USA 401(k) Savings & Investment Plan, Total assets ($M): 149.554638 · Participants: 867Popular, Inc. USA 401(k) Savings & Investment PlanFirstbank 401(k) Retirement Plan for Residents of Puerto Rico, Total assets ($M): 142.903396 · Participants: 2875Firstbank 401(k) Retirement Plan for Residents of Puerto Rico
Cortelco Systems Puerto Rico, Inc. Profit Sharing Retirement Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants
Compare Cortelco Systems Puerto Rico, Inc. Profit Sharing Retirement Plan side-by-side with 3 peers →

Cortelco Systems Puerto Rico, Inc. Profit Sharing Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Puerto Rico, the nearest 401(k) by assets is Robert C. Hatton, Inc/Performance Napa, LLC P.S Plan in FL ($2M); by covered participants it is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (30 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (30 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 Cortelco Systems Puerto Rico, Inc. Profit Sharing Retirement Plan assets move in 2023? ▼
Cortelco Systems Puerto Rico, Inc. Profit Sharing Retirement Plan grew at a solid clip - up 11.4% during 2023, from $2M to $2M. Reported net income was $181K.
How have Cortelco Systems Puerto Rico, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cortelco Systems Puerto Rico, Inc.'s sponsor-wide assets grew 22.5%, from $2M to $2M.
Which 401(k) plans are similar in size to Cortelco Systems Puerto Rico, Inc. Profit Sharing Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Robert C. Hatton, Inc/Performance Napa, LLC P.S Plan in FL ($2M, 144 participants).
Which 401(k) plans cover a similar participant headcount to Cortelco Systems Puerto Rico, Inc. Profit Sharing Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (30 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 660567491.

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.