401(k) · DOL Form 5500 · 2023
Sistema Universitario Ana G Mendez 401(k) Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 1,435
- Participants Near avg headcount
- 82nd
- Percentile by assets National rank
- $25,446
- Avg per participant Low balance/head
Official DOL plan name: Sistema Universitario Ana G Mendez Employees Savings Investment Plan · Sponsored by Sistema Universitario Ana G Mendez · Puerto Rico · Professional & Technical Services
$37M in assets, 1,435 participants
Sistema Universitario Ana G Mendez's Sistema Universitario Ana G Mendez Employees Savings Investment Plan reported $37M in total assets and 1,435 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.
- #16,795 in Professional & Technical Services (20,321 peers)
Coverage in Puerto Rico
Sistema Universitario Ana G Mendez Employees Savings Investment Plan covers 1,435 participants in Puerto Rico, 16x the typical Puerto Rico plan (state average ~89 per filing). Assets: $37M.
- #16,795
- in Professional & Technical Services (20,321 peers)
- +15.8%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Sistema Universitario Ana G Mendez Employees Savings Investment Plan's outsized position by total assets
Sistema Universitario Ana G Mendez Employees Savings Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$36,515,530 Top 18% higher than 82% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Sistema Universitario Ana G Mendez Employees Savings Investment Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sistema Universitario Ana G Mendez Employees Savings Investment Plan lands in the large band (1,435 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sistema Universitario Ana G Mendez Employees Savings Investment Plan reported net income rose from -$9M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Sistema Universitario Ana G Mendez Employees Savings Investment Plan end-of-year assets rose from $32M in the plan year 2022 filing to $37M in the plan year 2023 filing.
- Sistema Universitario Ana G Mendez Employees Savings Investment Plan reported participants fell from 1,483 in the plan year 2022 filing to 1,435 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 660201206 · Sistema Universitario Ana G Mendez PY 2023 · 401(k)
Sistema Universitario Ana G Mendez Employees Savings Investment Plan · $37M · 1,435 · 82nd
- RANK $37M
- PHOTO 1,435
- IND 82nd
- EOY 401(k)
- 5500 near Mangione Family Enterprises Retirement Plan
- ASSETS ind #16795
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 Professional & Technical Services retirement plans → · Plans in Puerto Rico →
Sistema Universitario Ana G Mendez Employees Savings Investment Plan in the asset neighbourhood
Puerto Rico filing particulars
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $5M |
| Employer EIN | 660201206 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sistema Universitario Ana G Mendez)
Sponsor-wide plan assets over time
All Sistema Universitario Ana G Mendez plans reported in each filing year
- Latest sponsor-wide plan assets
- $88M 5.606832996072876% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,526 | $83M |
| 2023 | 2 | 1,465 | $86M |
| 2024 | 2 | 1,398 | $88M |
Nearby 401(k) Plans in Puerto Rico
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Pfizer Savings Plan for Employees Resident in Puerto Rico $385M · 87
- Msd Puerto Rico Savings and Security Plan $224M · 679
- Inter American University of Pr Defined Contribution Retirement Plan $188M · 1,601
- Popular, Inc. USA 401(k) Savings & Investment Plan $150M · 867
- Firstbank 401(k) Retirement Plan for Residents of Puerto Rico $143M · 2,875
Sistema Universitario Ana G Mendez Employees Savings Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Puerto Rico, the nearest 401(k) by assets is Mangione Family Enterprises Retirement Plan in MD ($37M); by covered participants it is Hyundai Capital America Profit Sharing Retirement Plan in CA (1,435 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
- Mangione Family Enterprises Retirement Plan (MD) $37M · 1,440
- Grady-White Boats, Inc. Retirement Savings Plan (NC) $37M · 444
- Bcc Engineering, LLC. Retirement Plan and Trust (FL) $37M · 345
- Nintex USA, Inc. (WA) $37M · 331
Similar participant headcount
Nearest other-state filings by covered participants (1,435 participants); asset peers above are excluded.
- Hyundai Capital America Profit Sharing Retirement Plan (CA) 1,435 · 0 off
- Angmar Medical Holdings, Inc 401(k) Plan (TX) 1,435 · 0 off
- Winebow 401(k) Plan (VA) 1,435 · 0 off
- Gaylor Electric, Inc. 401(k) Profit Sharing Plan (IN) 1,435 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.