401(k) · DOL Form 5500 · 2023

Caribe Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
111
Participants Small participant base
44th
Percentile by assets National rank
$44,377
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Caribe Federal Credit Union Employees Pension Plan · Sponsored by Caribe Federal Credit Union · Puerto Rico · Finance & Insurance

$5M in assets, 111 participants

Caribe Federal Credit Union's Caribe Federal Credit Union Employees Pension Plan reported $5M in total assets and 111 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,762 in Finance & Insurance (8,869 peers)

Caribe Federal Credit Union multi-year trail

Caribe Federal Credit Union's plans moved +43.6% in assets from 2022 to 2024; this filing shows Caribe Federal Credit Union Employees Pension Plan at $5M / 111 participants.

#2,762
in Finance & Insurance (8,869 peers)
+18.2%
assets growth YoY

Caribe Federal Credit Union Employees Pension Plan's mid-pack asset rank among Finance & Insurance and all filers

Caribe Federal Credit Union Employees Pension Plan vs every filed plan by assets

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

$4,925,808 44th percentile higher than 44% 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

Caribe Federal Credit Union Employees Pension Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Caribe Federal Credit Union Employees Pension Plan sits mid-pack in the medium band (111 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Caribe Federal Credit Union Employees Pension Plan reported net income rose from -$910K in the plan year 2022 filing to $759K in the plan year 2023 filing.
  • Caribe Federal Credit Union Employees Pension Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Caribe Federal Credit Union Employees Pension Plan reported participants rose from 97 in the plan year 2022 filing to 111 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 660204432 · Caribe Federal Credit Union PY 2023 · 401(k)

Caribe Federal Credit Union Employees Pension Plan · $5M · 111 · 44th

  • BOY $5M
  • SCH 111
  • EBSA 44th
  • PART 401(k)
  • TYPE near Crest Furniture Inc 401(k) Profit Sharing Plan & Trust
  • NET ind #2762

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 →

Caribe Federal Credit Union Employees Pension Plan in the asset neighbourhood

Caribe Federal Credit Union Employees Pension PlanCaribe Federal Credit Union …$5MCrest Furniture Inc 401(k) Profit Sharing Plan & TrustCrest Furniture Inc 401(k) P…$5MFujikoki America, Inc. 401(k) Profit Sharing PlanFujikoki America, Inc. 401(k…$5MPemberton Truck Lines 401(k) PlanPemberton Truck Lines 401(k)…$5MCollege Football Playoff 401(k) Profit Sharing PlanCollege Football Playoff 401…$5M
End-of-year total assets ($M) among Caribe Federal Credit Union Employees Pension Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Caribe Federal Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All Caribe Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$6M 43.55223237277714% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $4.17M $5.98M ▲ +43.4%
Year Plans Participants Total Assets
2022 1 97 $4M
2023 1 111 $5M
2024 1 125 $6M

Caribe Federal Credit Union filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$759K
Employer EIN660204432
Plan Effective Date1993-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Puerto Rico

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

Caribe Federal Credit Union Employees Pension Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -1000100200300400500 Total assets ($M) Participants Caribe Federal Credit Union Employees Pension Plan, Total assets ($M): 4.925808 · Participants: 111Caribe Federal Credit Union Employees Pension 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
Caribe Federal Credit Union Employees Pension Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants
Compare Caribe Federal Credit Union Employees Pension Plan side-by-side with 3 peers →

Caribe Federal Credit Union Employees Pension Plan's out-of-state 401(k) peers by assets and headcount

Outside Puerto Rico, the nearest 401(k) by assets is Crest Furniture Inc 401(k) Profit Sharing Plan & Trust in NJ ($5M); by covered participants it is Reliable Appliance Installation Inc. 401(k) Plan in OH (111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (111 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 Caribe Federal Credit Union Employees Pension Plan assets move in 2023? ▼
Caribe Federal Credit Union Employees Pension Plan grew sharply - up 18.2% during 2023, from $4M to $5M. Reported net income was $759K.
How have Caribe Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caribe Federal Credit Union's sponsor-wide assets grew 43.6%, from $4M to $6M.
Which 401(k) plans are similar in size to Caribe Federal Credit Union Employees Pension Plan? ▼
Among 401(k) plans in other states, the closest by assets is Crest Furniture Inc 401(k) Profit Sharing Plan & Trust in NJ ($5M, 263 participants).
Which 401(k) plans cover a similar participant headcount to Caribe Federal Credit Union Employees Pension Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Reliable Appliance Installation Inc. 401(k) Plan in OH (111 participants, $3M 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 660204432.

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.