401(k) · DOL Form 5500 · 2023

Cooperativa De Ahorro Y Credito De Cabo Rojo 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
74
Participants Small participant base
34th
Percentile by assets National rank
$36,751
Avg per participant Low balance/head
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Official DOL plan name: Cooperativa De Ahorro Y Credito De Cabo Rojo Retirement Plan Trust · Sponsored by Cooperativa De Ahorro Y Credito De Cabo Rojo · Puerto Rico · Finance & Insurance

$3M in assets, 74 participants

Cooperativa De Ahorro Y Credito De Cabo Rojo's Cooperativa De Ahorro Y Credito De Cabo Rojo Retirement Plan Trust reported $3M in total assets and 74 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #2,110 in Finance & Insurance (8,869 peers)

Cooperativa De Ahorro Y Credito De Cabo Rojo multi-year trail

Cooperativa De Ahorro Y Credito De Cabo Rojo's plans moved +43.2% in assets from 2022 to 2024; this filing shows Cooperativa De Ahorro Y Credito De Cabo Rojo Retirement Plan Trust at $3M / 74 participants.

#2,110
in Finance & Insurance (8,869 peers)
+18.4%
assets growth YoY

Cooperativa De Ahorro Y Credito De Cabo Rojo Retirement Plan Trust's mid-pack asset rank among Finance & Insurance and all filers

Cooperativa De Ahorro Y Credito De Cabo Rojo Retirement Plan Trust vs every filed plan by assets

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

$2,719,539 34th percentile higher than 34% 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

Cooperativa De Ahorro Y Credito De Cabo Rojo Retirement Plan Trust 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 Cabo Rojo Retirement Plan Trust is a small filing (74 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 Cabo Rojo Retirement Plan Trust reported net income rose from $47K in the plan year 2022 filing to $423K in the plan year 2023 filing.
  • Cooperativa De Ahorro Y Credito De Cabo Rojo Retirement Plan Trust reported participants rose from 61 in the plan year 2022 filing to 74 in the plan year 2023 filing.
  • Cooperativa De Ahorro Y Credito De Cabo Rojo Retirement Plan Trust end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 660270259 · Cooperativa De Ahorro Y Credito De Cabo Rojo PY 2023 · 401(k)

Cooperativa De Ahorro Y Credito De Cabo Rojo Retirement Plan Trust · $3M · 74 · 34th

  • ASSETS $3M
  • PCT 74
  • EIN 34th
  • RANK 401(k)
  • PHOTO near Safe-Harbor 401(k) Profit Sharing Plan for Employees of Arizona Autism United, Inc.
  • IND ind #2110

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 Cabo Rojo Retirement Plan Trust in the asset neighbourhood

Cooperativa De Ahorro Y Credito De Cabo Rojo Retirement Plan TrustCooperativa De Ahorro Y Cred…$3MSafe-Harbor 401(k) Profit Sharing Plan for Employees of Arizona Autism United, Inc.Safe-Harbor 401(k) Profit Sh…$3MLanglais Associates Inc 401(k) Profit Sharing Plan & TrustLanglais Associates Inc 401(…$3MNewbasis, LLC Savings and Retirement Plan and Trust 401(k) PlanNewbasis, LLC Savings and Re…$3MBda Architecture, P.C. 401(k) Profit Sharing PlanBda Architecture, P.C. 401(k…$3M
End-of-year total assets ($M) among Cooperativa De Ahorro Y Credito De Cabo Rojo Retirement Plan Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Cooperativa De Ahorro Y Credito De Cabo Rojo multi-year asset trail

Sponsor-wide plan assets over time

All Cooperativa De Ahorro Y Credito De Cabo Rojo plans reported in each filing year

Latest sponsor-wide plan assets
$3M 43.230183683600856% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.3M $3.29M ▲ +43.0%
Year Plans Participants Total Assets
2022 1 61 $2M
2023 1 74 $3M
2024 1 74 $3M

Cooperativa De Ahorro Y Credito De Cabo Rojo filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$423K
Employer EIN660270259
Plan Effective Date2012-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Puerto Rico

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

Cooperativa De Ahorro Y Credito De Cabo Rojo Retirement Plan Trust vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -1000100200300400500 Total assets ($M) Participants Cooperativa De Ahorro Y Credito De Cabo Rojo Retirement Plan Trust, Total assets ($M): 2.719539 · Participants: 74Cooperativa De Ahorro Y Credito De Cabo Rojo Retirement Plan TrustPfizer 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
Cooperativa De Ahorro Y Credito De Cabo Rojo Retirement Plan Trust vs. nearby 401(k) plans in Puerto Rico, assets vs. participants

Cooperativa De Ahorro Y Credito De Cabo Rojo Retirement Plan Trust's out-of-state 401(k) peers by assets and headcount

Outside Puerto Rico, the nearest 401(k) by assets is Safe-Harbor 401(k) Profit Sharing Plan for Employees of Arizona Autism United, Inc. in AZ ($3M); by covered participants it is Surgenex LLC 401(k) Profit Sharing Plan & Trust in AZ (74 participants). Same-state nearby plans are listed separately above.

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 Cooperativa De Ahorro Y Credito De Cabo Rojo Retirement Plan Trust assets move in 2023?
Cooperativa De Ahorro Y Credito De Cabo Rojo Retirement Plan Trust grew sharply - up 18.4% during 2023, from $2M to $3M. Reported net income was $423K.
How have Cooperativa De Ahorro Y Credito De Cabo Rojo plan assets changed over time?
Across 3 plan years on file (2022-2024), Cooperativa De Ahorro Y Credito De Cabo Rojo's sponsor-wide assets grew 43.2%, from $2M to $3M.
Which 401(k) plans are similar in size to Cooperativa De Ahorro Y Credito De Cabo Rojo Retirement Plan Trust?
Among 401(k) plans in other states, the closest by assets is Safe-Harbor 401(k) Profit Sharing Plan for Employees of Arizona Autism United, Inc. in AZ ($3M, 400 participants).
Which 401(k) plans cover a similar participant headcount to Cooperativa De Ahorro Y Credito De Cabo Rojo Retirement Plan Trust?
Among 401(k) plans in other states, the closest by covered participants is Surgenex LLC 401(k) Profit Sharing Plan & Trust in AZ (74 participants, $2M in assets).