401(k) · DOL Form 5500 · 2023
Cooperativa De Ahorro Y Credito De Isabela 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 73
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $49,113
- Avg per participant Low balance/head
Official DOL plan name: Cooperativa De Ahorro Y Credito De Isabela 1081. 01(D) Salary Deferral Retirement Plan · Sponsored by Cooperativa De Ahorro Y Credito De Isabela · Puerto Rico · Finance & Insurance
$4M in assets, 73 participants
Cooperativa De Ahorro Y Credito De Isabela's Cooperativa De Ahorro Y Credito De Isabela 1081. 01(D) Salary Deferral Retirement Plan reported $4M in total assets and 73 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.
- #2,382 in Finance & Insurance (8,869 peers)
Cooperativa De Ahorro Y Credito De Isabela multi-year trail
Cooperativa De Ahorro Y Credito De Isabela's plans moved +17.6% in assets from 2023 to 2024; this filing shows Cooperativa De Ahorro Y Credito De Isabela 1081. 01(D) Salary Deferral Retirement Plan at $4M / 73 participants.
- #2,382
- in Finance & Insurance (8,869 peers)
- +19.0%
- assets growth YoY
Cooperativa De Ahorro Y Credito De Isabela 1081. 01(D) Salary Deferral Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers
Cooperativa De Ahorro Y Credito De Isabela 1081. 01(D) Salary Deferral Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,585,216 38th percentile higher than 38% of 127,068 filed plans
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 Isabela 1081. 01(D) Salary Deferral 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. Cooperativa De Ahorro Y Credito De Isabela 1081. 01(D) Salary Deferral Retirement Plan is a small filing (73 participants) on this national headcount ladder.
DOL schedule card
Filing strip 660214491 · Cooperativa De Ahorro Y Credito De Isabela PY 2023 · 401(k)
Cooperativa De Ahorro Y Credito De Isabela 1081. 01(D) Salary Deferral Retirement Plan · $4M · 73 · 38th
- EBSA $4M
- EBSA 73
- EBSA 38th
- EBSA 401(k)
- EBSA near Peyser & Alexander Management 401(k) Profit Sharing Plan & Trust
- EBSA ind #2382
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 Isabela 1081. 01(D) Salary Deferral Retirement Plan in the asset neighbourhood
Cooperativa De Ahorro Y Credito De Isabela multi-year asset trail
Sponsor-wide plan assets over time
All Cooperativa De Ahorro Y Credito De Isabela plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 17.60630321855085% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 73 | $4M |
| 2024 | 1 | 73 | $4M |
Cooperativa De Ahorro Y Credito De Isabela filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $573K |
| Employer EIN | 660214491 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Puerto Rico
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Pfizer Savings Plan for Employees Resident in Puerto Rico $385M · 87
- Msd Puerto Rico Savings and Security Plan $224M · 679
- Inter American University of Pr Defined Contribution Retirement Plan $188M · 1,601
- Popular, Inc. USA 401(k) Savings & Investment Plan $150M · 867
- Firstbank 401(k) Retirement Plan for Residents of Puerto Rico $143M · 2,875
Cooperativa De Ahorro Y Credito De Isabela 1081. 01(D) Salary Deferral Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Puerto Rico, the nearest 401(k) by assets is Peyser & Alexander Management 401(k) Profit Sharing Plan & Trust in NY ($4M); by covered participants it is A Haven for Kids, Inc. Retirement Plan in OH (73 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (73 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.