Other · DOL Form 5500 · 2022

Cesar Castillo Inc Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
240
Participants Below avg headcount
47th
Percentile by assets National rank
$17,803
Avg per participant Low balance/head
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Official DOL plan name: Cesar Castillo Inc Saving and Retirement Plan · Sponsored by Cesar Castillo Inc · Puerto Rico · Retail Trade

$4M in assets, 240 participants

Cesar Castillo Inc's Cesar Castillo Inc Saving and Retirement Plan reported $4M in total assets and 240 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #5,414 in Retail Trade (9,519 peers)

Coverage in Puerto Rico

Cesar Castillo Inc Saving and Retirement Plan covers 240 participants in Puerto Rico, 2.7x the typical Puerto Rico plan (state average ~89 per filing). Assets: $4M.

#5,414
in Retail Trade (9,519 peers)
+6.5%
assets growth YoY

Cesar Castillo Inc Saving and Retirement Plan's mid-pack asset rank among Retail Trade and all filers

Cesar Castillo Inc Saving and Retirement Plan vs every filed plan by assets

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

$4,272,714 47th percentile higher than 47% 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

Cesar Castillo Inc Saving and Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cesar Castillo Inc Saving and Retirement Plan sits mid-pack in the medium band (240 participants).

EBSA filing schedule strip

Filing strip 660175629 · Cesar Castillo Inc PY 2022 · Other

Cesar Castillo Inc Saving and Retirement Plan · $4M · 240 · 47th

  • EIN $4M
  • RANK 240
  • PHOTO 47th
  • IND Other
  • EOY near French American School of Silicon Valley
  • 5500 ind #5414

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 Retail Trade retirement plans → · Plans in Puerto Rico →

Cesar Castillo Inc Saving and Retirement Plan in the asset neighbourhood

403(b) Thrift Plan of Pinebrook Family Answers403(b) Thrift Plan of Pinebr…$4MKittson Memorial Hospital Association Dba Kittson Healthcare Tax Deferred Annuity PlanKittson Memorial Hospital As…$4MCesar Castillo Inc Saving and Retirement PlanCesar Castillo Inc Saving an…$4MFrench American School of Silicon ValleyFrench American School of Si…$4MThe Center Bargainning Unit Retirement PlanThe Center Bargainning Unit …$4M
End-of-year total assets ($M) among Cesar Castillo Inc Saving and Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$260K
Employer EIN660175629
Plan Effective Date2009-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cesar Castillo Inc)

Sponsor-wide plan assets over time

All Cesar Castillo Inc plans reported in each filing year

Latest sponsor-wide plan assets
$6M 40.01990304054987% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.27M $5.98M ▲ +40.0%
Year Plans Participants Total Assets
2022 1 240 $4M
2023 1 278 $5M
2024 1 292 $6M

Nearby Other Plans in Puerto Rico

Peer Other plans, same state, same plan type, ranked by total assets.

Cesar Castillo Inc Saving and Retirement Plan vs. nearby Other plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. 050010001500 020406080100 Total assets ($M) Participants Cesar Castillo Inc Saving and Retirement Plan, Total assets ($M): 4.272714 · Participants: 240Cesar Castillo Inc Saving and Retirement PlanEvertec Group, LLC Savings & Investment Plan Savings and Investment Plan, Total assets ($M): 84.797751 · Participants: 1287Evertec Group, LLC Savings & Investment Plan Savings and Investment PlanBd Savings Plan for Puerto Rico Employees, Total assets ($M): 58.71303 · Participants: 692Bd Savings Plan for Puerto Rico EmployeesThe Eaton Puerto Rico Retirement Savings Plan, Total assets ($M): 54.286487 · Participants: 1415The Eaton Puerto Rico Retirement Savings PlanUnion De Tronquistas De Puerto Rico Local 901 of Crowley Liner Services Puerto Rico Inc Defined Contribution Retirement Plan, Total assets ($M): 21.354388 · Participants: 209Union De Tronquistas De Puerto Rico Local 901 of Crowley Liner Services Puerto Rico Inc Defined Contribution Retirement PlanRetirement Plan of Henkel Puerto Rico, Inc., Total assets ($M): 16.251075 · Participants: 196Retirement Plan of Henkel Puerto Rico, Inc.
Cesar Castillo Inc Saving and Retirement Plan vs. nearby Other plans in Puerto Rico, assets vs. participants

Cesar Castillo Inc Saving and Retirement Plan's out-of-state Other peers by assets and headcount

Outside Puerto Rico, the nearest Other by assets is French American School of Silicon Valley in CA ($4M); by covered participants it is Cincinnati Country Day School Tiaa Cref Retirement Plan in OH (240 participants). Same-state nearby plans are listed separately above.

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 Cesar Castillo Inc Saving and Retirement Plan assets move in 2022?
Cesar Castillo Inc Saving and Retirement Plan grew at a solid clip - up 6.5% during 2022, from $4M to $4M. Reported net income was $260K.
How have Cesar Castillo Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Cesar Castillo Inc's sponsor-wide assets grew 40.0%, from $4M to $6M.
Which Other plans are similar in size to Cesar Castillo Inc Saving and Retirement Plan?
Among Other plans in other states, the closest by assets is French American School of Silicon Valley in CA ($4M, 37 participants).
Which Other plans cover a similar participant headcount to Cesar Castillo Inc Saving and Retirement Plan?
Among Other plans in other states, the closest by covered participants is Cincinnati Country Day School Tiaa Cref Retirement Plan in OH (240 participants, $21M in assets).