401(k) · DOL Form 5500 · 2023

Sojitz De Puerto Rico Corporation 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
78
Participants Small participant base
34th
Percentile by assets National rank
$33,796
Avg per participant Low balance/head
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Official DOL plan name: Sojitz De Puerto Rico Corporation 1165(e) Plan · Sponsored by Sojitz De Puerto Rico Corporation · Puerto Rico · Wholesale Trade

$3M in assets, 78 participants

Sojitz De Puerto Rico Corporation's Sojitz De Puerto Rico Corporation 1165(e) Plan reported $3M in total assets and 78 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.

  • #1,440 in Wholesale Trade (6,309 peers)

Sojitz De Puerto Rico Corporation multi-year trail

Sojitz De Puerto Rico Corporation's plans moved +55.5% in assets from 2022 to 2024; this filing shows Sojitz De Puerto Rico Corporation 1165(e) Plan at $3M / 78 participants.

#1,440
in Wholesale Trade (6,309 peers)
+30.6%
assets growth YoY

Sojitz De Puerto Rico Corporation 1165(e) Plan's mid-pack asset rank among Wholesale Trade and all filers

Sojitz De Puerto Rico Corporation 1165(e) Plan vs every filed plan by assets

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

$2,636,126 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

Sojitz De Puerto Rico Corporation 1165(e) 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. Sojitz De Puerto Rico Corporation 1165(e) Plan is a small filing (78 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sojitz De Puerto Rico Corporation 1165(e) Plan reported net income rose from -$36K in the plan year 2022 filing to $618K in the plan year 2023 filing.
  • Sojitz De Puerto Rico Corporation 1165(e) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Sojitz De Puerto Rico Corporation 1165(e) Plan reported participants rose from 66 in the plan year 2022 filing to 78 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 660719209 · Sojitz De Puerto Rico Corporation PY 2023 · 401(k)

Sojitz De Puerto Rico Corporation 1165(e) Plan · $3M · 78 · 34th

  • RANK $3M
  • PHOTO 78
  • IND 34th
  • EOY 401(k)
  • 5500 near Bergstrom Enterprises, Inc. Dba Northwest Homes 401(k) Profit Sharing Plan
  • ASSETS ind #1440

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 →

Sojitz De Puerto Rico Corporation 1165(e) Plan in the asset neighbourhood

Sojitz De Puerto Rico Corporation 1165(e) PlanSojitz De Puerto Rico Corpor…$3MBergstrom Enterprises, Inc. Dba Northwest Homes 401(k) Profit Sharing PlanBergstrom Enterprises, Inc. …$3MCollege Advising Corps 401(k) PlanCollege Advising Corps 401(k…$3MM&r Precision Machining, Inc. 401(k) PlanM&r Precision Machining, Inc…$3MLuscombe Engineering Retirement Savings PlanLuscombe Engineering Retirem…$3M
End-of-year total assets ($M) among Sojitz De Puerto Rico Corporation 1165(e) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sojitz De Puerto Rico Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Sojitz De Puerto Rico Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$3M 55.45831710765822% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $2.02M $3.14M ▲ +55.4%
Year Plans Participants Total Assets
2022 1 66 $2M
2023 1 78 $3M
2024 1 80 $3M

Sojitz De Puerto Rico Corporation filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$618K
Employer EIN660719209
Plan Effective Date2009-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Puerto Rico

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

Sojitz De Puerto Rico Corporation 1165(e) Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -1000100200300400500 Total assets ($M) Participants Sojitz De Puerto Rico Corporation 1165(e) Plan, Total assets ($M): 2.636126 · Participants: 78Sojitz De Puerto Rico Corporation 1165(e) 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
Sojitz De Puerto Rico Corporation 1165(e) Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants
Compare Sojitz De Puerto Rico Corporation 1165(e) Plan side-by-side with 3 peers →

Sojitz De Puerto Rico Corporation 1165(e) Plan's out-of-state 401(k) peers by assets and headcount

Outside Puerto Rico, the nearest 401(k) by assets is Bergstrom Enterprises, Inc. Dba Northwest Homes 401(k) Profit Sharing Plan in CA ($3M); by covered participants it is Rasi 401(k) Plan in CO (78 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (78 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 Sojitz De Puerto Rico Corporation 1165(e) Plan assets move in 2023? ▼
Sojitz De Puerto Rico Corporation 1165(e) Plan surged - up 30.6% during 2023, from $2M to $3M. Reported net income was $618K.
How have Sojitz De Puerto Rico Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sojitz De Puerto Rico Corporation's sponsor-wide assets grew 55.5%, from $2M to $3M.
Which 401(k) plans are similar in size to Sojitz De Puerto Rico Corporation 1165(e) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bergstrom Enterprises, Inc. Dba Northwest Homes 401(k) Profit Sharing Plan in CA ($3M, 8 participants).
Which 401(k) plans cover a similar participant headcount to Sojitz De Puerto Rico Corporation 1165(e) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rasi 401(k) Plan in CO (78 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 660719209.

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.