401(k) · DOL Form 5500 · 2023

Empresas Ortiz Brunet, Inc. 401(k) Plan

Data updated 2026-08-25

$767K
Total assets Small plan by assets
87
Participants Small participant base
21st
Percentile by assets National rank
$8,818
Avg per participant Low balance/head
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Official DOL plan name: Empresas Ortiz Brunet, Inc. 1081.0.1(D) Plan · Sponsored by Empresas Ortiz Brunet, Inc. · Puerto Rico · Mining & Oil Extraction

$767K in assets, 87 participants

Empresas Ortiz Brunet, Inc.'s Empresas Ortiz Brunet, Inc. 1081.0.1(D) Plan reported $767K in total assets and 87 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #42 in Mining & Oil Extraction (811 peers)

Empresas Ortiz Brunet, Inc. multi-year trail

Empresas Ortiz Brunet, Inc.'s plans moved +57.1% in assets from 2022 to 2024; this filing shows Empresas Ortiz Brunet, Inc. 1081.0.1(D) Plan at $767K / 87 participants.

#42
in Mining & Oil Extraction (811 peers)
+28.0%
assets growth YoY

Empresas Ortiz Brunet, Inc. 1081.0.1(D) Plan among the smaller filed plans by assets

Empresas Ortiz Brunet, Inc. 1081.0.1(D) Plan vs every filed plan by assets

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

$767,201 21st percentile higher than 21% 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

Empresas Ortiz Brunet, Inc. 1081.0.1(D) 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. Empresas Ortiz Brunet, Inc. 1081.0.1(D) Plan is a small filing (87 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Empresas Ortiz Brunet, Inc. 1081.0.1(D) Plan reported net income rose from -$137K in the plan year 2022 filing to $168K in the plan year 2023 filing.
  • Empresas Ortiz Brunet, Inc. 1081.0.1(D) Plan reported participants rose from 36 in the plan year 2022 filing to 87 in the plan year 2023 filing.
  • Empresas Ortiz Brunet, Inc. 1081.0.1(D) Plan end-of-year assets rose from $599K in the plan year 2022 filing to $767K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 660316012 · Empresas Ortiz Brunet, Inc. PY 2023 · 401(k)

Empresas Ortiz Brunet, Inc. 1081.0.1(D) Plan · $767K · 87 · 21st

  • PHOTO $767K
  • PHOTO 87
  • PHOTO 21st
  • PHOTO 401(k)
  • PHOTO near Bethesda Health Clinic 401(k) Profit Sharing Plan and Trust
  • PHOTO ind #42

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 Mining & Oil Extraction retirement plans → · Plans in Puerto Rico →

Empresas Ortiz Brunet, Inc. 1081.0.1(D) Plan in the asset neighbourhood

Empresas Ortiz Brunet, Inc. 1081.0.1(D) PlanEmpresas Ortiz Brunet, Inc. …$767KBethesda Health Clinic 401(k) Profit Sharing Plan and TrustBethesda Health Clinic 401(k…$767KPrairie Dog Boring Equipment, Inc. 401(k) Profit Sharing PlanPrairie Dog Boring Equipment…$767KStraub Construction Inc. 401(k) Profit Sharing PlanStraub Construction Inc. 401…$767KParimal J. Kansagra, D.D.S., Inc. Profit Sharing PlanParimal J. Kansagra, D.D.S.,…$767K
End-of-year total assets ($M) among Empresas Ortiz Brunet, Inc. 1081.0.1(D) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Empresas Ortiz Brunet, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Empresas Ortiz Brunet, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$942K 57.114156226430204% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M 202220232024 $0.6M $0.94M ▲ +56.7%
Year Plans Participants Total Assets
2022 1 36 $599K
2023 1 87 $767K
2024 1 79 $942K

Empresas Ortiz Brunet, Inc. filing trail (2023)

Total Assets (Beginning of Year)$599K
Net Assets (End of Year)$767K
Net Income$168K
Employer EIN660316012
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Puerto Rico

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

Empresas Ortiz Brunet, Inc. 1081.0.1(D) Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -1000100200300400500 Total assets ($M) Participants Empresas Ortiz Brunet, Inc. 1081.0.1(D) Plan, Total assets ($M): 0.767201 · Participants: 87Empresas Ortiz Brunet, Inc. 1081.0.1(D) 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
Empresas Ortiz Brunet, Inc. 1081.0.1(D) Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants
Compare Empresas Ortiz Brunet, Inc. 1081.0.1(D) Plan side-by-side with 3 peers →

Empresas Ortiz Brunet, Inc. 1081.0.1(D) Plan's out-of-state 401(k) peers by assets and headcount

Outside Puerto Rico, the nearest 401(k) by assets is Bethesda Health Clinic 401(k) Profit Sharing Plan and Trust in TX ($767K); by covered participants it is Landrum & Brown 401(k) and Profit Sharing Plan in OH (87 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (87 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 Empresas Ortiz Brunet, Inc. 1081.0.1(D) Plan assets move in 2023? ▼
Empresas Ortiz Brunet, Inc. 1081.0.1(D) Plan grew sharply - up 28.0% during 2023, from $599K to $767K. Reported net income was $168K.
How have Empresas Ortiz Brunet, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Empresas Ortiz Brunet, Inc.'s sponsor-wide assets grew 57.1%, from $599K to $942K.
Where does Empresas Ortiz Brunet, Inc. 1081.0.1(D) Plan rank by assets among Form 5500 filers? ▼
Empresas Ortiz Brunet, Inc. 1081.0.1(D) Plan ranks in the 21st 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 401(k) plans are similar in size to Empresas Ortiz Brunet, Inc. 1081.0.1(D) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bethesda Health Clinic 401(k) Profit Sharing Plan and Trust in TX ($767K, 139 participants).
Which 401(k) plans cover a similar participant headcount to Empresas Ortiz Brunet, Inc. 1081.0.1(D) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Landrum & Brown 401(k) and Profit Sharing Plan in OH (87 participants, N/A 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 660316012.

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.