Profit Sharing · DOL Form 5500 · 2023

Guardian Insurance Company Profit Sharing Plan

Data updated 2026-08-25

$683K
Total assets Small plan by assets
26
Participants Small participant base
20th
Percentile by assets National rank
$26,255
Avg per participant Low balance/head
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Official DOL plan name: Guardian Insurance Company Inc. Puerto Rico Savings Plan · Sponsored by Guardian Insurance Company · Puerto Rico · Finance & Insurance

$683K in assets, 26 participants

Guardian Insurance Company's Guardian Insurance Company Inc. Puerto Rico Savings Plan reported $683K in total assets and 26 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #1,114 in Finance & Insurance (8,869 peers)

Guardian Insurance Company multi-year trail

Guardian Insurance Company's plans moved +40.0% in assets from 2023 to 2024; this filing shows Guardian Insurance Company Inc. Puerto Rico Savings Plan at $683K / 26 participants.

#1,114
in Finance & Insurance (8,869 peers)
+37.1%
assets growth YoY

Guardian Insurance Company Inc. Puerto Rico Savings Plan among the smaller filed plans by assets

Guardian Insurance Company Inc. Puerto Rico Savings Plan vs every filed plan by assets

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

$682,631 20th percentile higher than 20% 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

Guardian Insurance Company Inc. Puerto Rico Savings 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. Guardian Insurance Company Inc. Puerto Rico Savings Plan is a small filing (26 participants) on this national headcount ladder.

DOL schedule card

Filing strip 660407057 · Guardian Insurance Company PY 2023 · Profit Sharing

Guardian Insurance Company Inc. Puerto Rico Savings Plan · $683K · 26 · 20th

  • IND $683K
  • IND 26
  • IND 20th
  • IND Profit Sharing
  • IND near Yelena Makarov Md PC Profit Sharing Plan
  • IND ind #1114

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 →

Guardian Insurance Company Inc. Puerto Rico Savings Plan in the asset neighbourhood

Guardian Insurance Company Inc. Puerto Rico Savings PlanGuardian Insurance Company I…$683KYelena Makarov Md PC Profit Sharing PlanYelena Makarov Md PC Profit …$682KAlachua Self Storage, Inc. Profit Sharing PlanAlachua Self Storage, Inc. P…$682KR.P. Laurain & Associates, Inc. Profit Sharing PlanR.P. Laurain & Associates, I…$683KCharles E. Walters & Co. Inc. PspCharles E. Walters & Co. Inc…$683K
End-of-year total assets ($M) among Guardian Insurance Company Inc. Puerto Rico Savings Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Guardian Insurance Company multi-year asset trail

Sponsor-wide plan assets over time

All Guardian Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$956K 40.03304860166034% vs 2023
2024 filing year
$0.6M$0.7M$0.8M$0.9M$1M 20232024 $0.68M $0.96M ▲ +41.2%
Year Plans Participants Total Assets
2023 1 26 $683K
2024 1 22 $956K

Guardian Insurance Company filing trail (2023)

Total Assets (Beginning of Year)$498K
Net Assets (End of Year)$683K
Net Income$185K
Employer EIN660407057
Plan Effective Date2011-10-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Guardian Insurance Company Inc. Puerto Rico Savings Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Guardian Insurance Company Inc. Puerto Rico Savings Plan, Total assets ($M): 0.682631 · Participants: 26Guardian Insurance Company Inc. Puerto Rico Savings PlanThe Retirement and Savings Plan for Amgen Manufacturing Limited LLC, Total assets ($M): 719.343985 · Participants: 2713The Retirement and Savings Plan for Amgen Manufacturing Limited LLCPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 700.721578 · Participants: 8134Popular, Inc. Pr Savings and Investment PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 441.870695 · Participants: 1114The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 195.772357 · Participants: 751Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation PlanThe Oriental Bank Coda Profit Sharing Plan, Total assets ($M): 134.602051 · Participants: 2096The Oriental Bank Coda Profit Sharing Plan
Guardian Insurance Company Inc. Puerto Rico Savings Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Guardian Insurance Company Inc. Puerto Rico Savings Plan side-by-side with 3 peers →

Guardian Insurance Company Inc. Puerto Rico Savings Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Yelena Makarov Md PC Profit Sharing Plan in NY ($682K); by covered participants it is First Bank of Coastal Georgia Profit Sharing Plan in GA (26 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (26 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 Guardian Insurance Company Inc. Puerto Rico Savings Plan assets move in 2023? ▼
Guardian Insurance Company Inc. Puerto Rico Savings Plan surged - up 37.1% during 2023, from $498K to $683K. Reported net income was $185K.
How have Guardian Insurance Company plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Guardian Insurance Company's sponsor-wide assets grew 40.0%, from $683K to $956K.
Where does Guardian Insurance Company Inc. Puerto Rico Savings Plan rank by assets among Form 5500 filers? ▼
Guardian Insurance Company Inc. Puerto Rico Savings Plan ranks in the 20th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Guardian Insurance Company Inc. Puerto Rico Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Yelena Makarov Md PC Profit Sharing Plan in NY ($682K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Guardian Insurance Company Inc. Puerto Rico Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is First Bank of Coastal Georgia Profit Sharing Plan in GA (26 participants, $2M 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 660407057.

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.