Defined Benefit (Pension) · DOL Form 5500 · 2022

Mendez & Co., Inc. Pension Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
10
Participants Small participant base
69th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Mendez & Co., Inc. Employees' Retirement Plan · Sponsored by Mendez & Co., Inc. · Puerto Rico · Wholesale Trade

$12M in assets, 10 participants

Mendez & Co., Inc.'s Mendez & Co., Inc. Employees' Retirement Plan reported $12M in total assets and 10 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,265 in Wholesale Trade (6,843 peers)

Mendez & Co., Inc. multi-year trail

Mendez & Co., Inc.'s plans moved -19.2% in assets from 2022 to 2024; this filing shows Mendez & Co., Inc. Employees' Retirement Plan at $12M / 10 participants.

#4,265
in Wholesale Trade (6,843 peers)
+3.0%
assets growth YoY

Mendez & Co., Inc. Employees' Retirement Plan's outsized position by total assets

Mendez & Co., Inc. Employees' Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$12,042,339 Top 31% higher than 69% of 139,123 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 2022

Mendez & Co., Inc. Employees' Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mendez & Co., Inc. Employees' Retirement Plan is a micro filing (10 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 660177198 · Mendez & Co., Inc. PY 2022 · Defined Benefit (Pension)

Mendez & Co., Inc. Employees' Retirement Plan · $12M · 10 · 69th

  • ASSETS $12M
  • PCT 10
  • EIN 69th
  • RANK Defined Benefit (Pension)
  • PHOTO near Hasler, Inc. Pension Plan
  • IND ind #4265

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 Wholesale Trade retirement plans → · Plans in Puerto Rico →

Mendez & Co., Inc. Employees' Retirement Plan in the asset neighbourhood

Mendez & Co., Inc. Employees' Retirement PlanMendez & Co., Inc. Employees…$12MHasler, Inc. Pension Plan$12MThe North Ward Center, Inc. Retirement PlanThe North Ward Center, Inc. …$12MArrow Gear Company Pension Plan for Salaried EmployeesArrow Gear Company Pension P…$12MElkhart Brass Manufacturing Company Inc., Retirement PlanElkhart Brass Manufacturing …$12M
End-of-year total assets ($M) among Mendez & Co., Inc. Employees' Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Mendez & Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Mendez & Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 19.24832274165505% vs 2022
2024 filing year
$22M$24M$26M$28M$30M$32M 202220232024 $30.9M $25M ▼ -19.2%
Year Plans Participants Total Assets
2022 2 488 $31M
2023 2 505 $24M
2024 2 515 $25M

Mendez & Co., Inc. filing trail (2022)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$12M
Net Income$358K
Employer EIN660177198
Plan Effective Date1966-06-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Puerto Rico

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Mendez & Co., Inc. Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -20002004006008001000 Total assets ($M) Participants Mendez & Co., Inc. Employees' Retirement Plan, Total assets ($M): 12.042339 · Participants: 10Mendez & Co., Inc. Employees' Retirement PlanPuerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees, Total assets ($M): 857.564471 · Participants: 1841Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly EmployeesBanco Popular De Puerto Rico Retirement Plan, Total assets ($M): 592.325263 · Participants: 2057Banco Popular De Puerto Rico Retirement PlanMsd Puerto Rico Pension Plan, Total assets ($M): 389.527088 · Participants: 510Msd Puerto Rico Pension PlanThe Retirement Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 323.80921 · Participants: 1067The Retirement Plan for Lilly Affiliate Employees in Puerto RicoComponents Pension Plan for Puerto Rico, Total assets ($M): 180.354302 · Participants: 130Components Pension Plan for Puerto Rico
Mendez & Co., Inc. Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Puerto Rico, assets vs. participants
Compare Mendez & Co., Inc. Employees' Retirement Plan side-by-side with 3 peers →

Mendez & Co., Inc. Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Puerto Rico, the nearest Defined Benefit (Pension) by assets is Hasler, Inc. Pension Plan in CT ($12M); by covered participants it is Rebecca Lee Dds a Dental Corp Defined Benefit Pension Plan in CA (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mendez & Co., Inc. Employees' Retirement Plan assets move in 2022? ▼
Mendez & Co., Inc. Employees' Retirement Plan edged up modestly - up 3.0% during 2022, from $12M to $12M. Reported net income was $358K.
How have Mendez & Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mendez & Co., Inc.'s sponsor-wide assets declined 19.2%, from $31M to $25M.
Which Defined Benefit (Pension) plans are similar in size to Mendez & Co., Inc. Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Hasler, Inc. Pension Plan in CT ($12M, 41 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Mendez & Co., Inc. Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Rebecca Lee Dds a Dental Corp Defined Benefit Pension Plan in CA (10 participants, $600K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 660177198.

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.