401(k) · DOL Form 5500 · 2023

Ericsson Caribbean, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
31
Participants Small participant base
45th
Percentile by assets National rank
$167,048
Avg per participant Above avg balance/head
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Official DOL plan name: 165(e) Savings Deferred Retirement Plan for Ericsson Caribbean Employees · Sponsored by Ericsson Caribbean, Inc. · Puerto Rico · Information & Media

$5M in assets, 31 participants

Ericsson Caribbean, Inc.'s 165(e) Savings Deferred Retirement Plan for Ericsson Caribbean Employees reported $5M in total assets and 31 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #812 in Information & Media (2,818 peers)

Ericsson Caribbean, Inc. multi-year trail

Ericsson Caribbean, Inc.'s plans moved +14.0% in assets from 2022 to 2024; this filing shows 165(e) Savings Deferred Retirement Plan for Ericsson Caribbean Employees at $5M / 31 participants.

#812
in Information & Media (2,818 peers)
+5.2%
assets growth YoY

165(e) Savings Deferred Retirement Plan for Ericsson Caribbean Employees's mid-pack asset rank among Information & Media and all filers

165(e) Savings Deferred Retirement Plan for Ericsson Caribbean Employees vs every filed plan by assets

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

$5,178,475 45th percentile higher than 45% 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

165(e) Savings Deferred Retirement Plan for Ericsson Caribbean Employees among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 165(e) Savings Deferred Retirement Plan for Ericsson Caribbean Employees is a small filing (31 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 165(e) Savings Deferred Retirement Plan for Ericsson Caribbean Employees reported net income rose from -$673K in the plan year 2022 filing to $258K in the plan year 2023 filing.
  • 165(e) Savings Deferred Retirement Plan for Ericsson Caribbean Employees end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • 165(e) Savings Deferred Retirement Plan for Ericsson Caribbean Employees reported participants rose from 30 in the plan year 2022 filing to 31 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 660473345 · Ericsson Caribbean, Inc. PY 2023 · 401(k)

165(e) Savings Deferred Retirement Plan for Ericsson Caribbean Employees · $5M · 31 · 45th

  • PCT $5M
  • PCT 31
  • PCT 45th
  • PCT 401(k)
  • PCT near Wayne Asphalt & Construction Co., Inc. Employee Benefit Plan
  • PCT ind #812

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 →

165(e) Savings Deferred Retirement Plan for Ericsson Caribbean Employees in the asset neighbourhood

165(e) Savings Deferred Retirement Plan for Ericsson Caribbean Employees165(e) Savings Deferred Reti…$5MWayne Asphalt & Construction Co., Inc. Employee Benefit PlanWayne Asphalt & Construction…$5MKca Doors Inc. Retirement PlanKca Doors Inc. Retirement Pl…$5MHealthcare Components Group 401(k) PlanHealthcare Components Group …$5MDigitalspec, LLC Retirement TrustDigitalspec, LLC Retirement …$5M
End-of-year total assets ($M) among 165(e) Savings Deferred Retirement Plan for Ericsson Caribbean Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ericsson Caribbean, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ericsson Caribbean, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 14.033145668157596% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M 202220232024 $4.92M $5.61M ▲ +14.0%
Year Plans Participants Total Assets
2022 1 30 $5M
2023 1 31 $5M
2024 1 31 $6M

Ericsson Caribbean, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$258K
Employer EIN660473345
Plan Effective Date1996-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Puerto Rico

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

165(e) Savings Deferred Retirement Plan for Ericsson Caribbean Employees vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -1000100200300400500 Total assets ($M) Participants 165(e) Savings Deferred Retirement Plan for Ericsson Caribbean Employees, Total assets ($M): 5.178475 · Participants: 31165(e) Savings Deferred Retirement Plan for Ericsson Caribbean EmployeesPfizer 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
165(e) Savings Deferred Retirement Plan for Ericsson Caribbean Employees vs. nearby 401(k) plans in Puerto Rico, assets vs. participants
Compare 165(e) Savings Deferred Retirement Plan for Ericsson Caribbean Employees side-by-side with 3 peers →

165(e) Savings Deferred Retirement Plan for Ericsson Caribbean Employees's out-of-state 401(k) peers by assets and headcount

Outside Puerto Rico, the nearest 401(k) by assets is Wayne Asphalt & Construction Co., Inc. Employee Benefit Plan in IN ($5M); by covered participants it is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 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 165(e) Savings Deferred Retirement Plan for Ericsson Caribbean Employees assets move in 2023? ▼
165(e) Savings Deferred Retirement Plan for Ericsson Caribbean Employees grew at a solid clip - up 5.2% during 2023, from $5M to $5M. Reported net income was $258K.
How have Ericsson Caribbean, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ericsson Caribbean, Inc.'s sponsor-wide assets grew 14.0%, from $5M to $6M.
Which 401(k) plans are similar in size to 165(e) Savings Deferred Retirement Plan for Ericsson Caribbean Employees? ▼
Among 401(k) plans in other states, the closest by assets is Wayne Asphalt & Construction Co., Inc. Employee Benefit Plan in IN ($5M, 36 participants).
Which 401(k) plans cover a similar participant headcount to 165(e) Savings Deferred Retirement Plan for Ericsson Caribbean Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (31 participants, $8M 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 660473345.

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.