401(k) · DOL Form 5500 · 2023

Sol Partners, LLC 401(k) Plan

Data updated 2026-08-25

$384K
Total assets Small plan by assets
12
Participants Small participant base
16th
Percentile by assets National rank
$31,976
Avg per participant Low balance/head
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Official DOL plan name: Sol Partners, LLC Retirement Plan · Sponsored by Sol Partners, LLC · Puerto Rico · Finance & Insurance

$384K in assets, 12 participants

Sol Partners, LLC's Sol Partners, LLC Retirement Plan reported $384K in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

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

Sol Partners, LLC multi-year trail

Sol Partners, LLC's plans moved +49.3% in assets from 2022 to 2024; this filing shows Sol Partners, LLC Retirement Plan at $384K / 12 participants.

#822
in Finance & Insurance (8,869 peers)
+27.3%
assets growth YoY

Sol Partners, LLC Retirement Plan among the smaller filed plans by assets

Sol Partners, LLC Retirement Plan vs every filed plan by assets

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

$383,715 16th percentile higher than 16% 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

Sol Partners, LLC Retirement 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. Sol Partners, LLC Retirement Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sol Partners, LLC Retirement Plan reported net income rose from -$25K in the plan year 2022 filing to $82K in the plan year 2023 filing.
  • Sol Partners, LLC Retirement Plan reported participants rose from 7 in the plan year 2022 filing to 12 in the plan year 2023 filing.
  • Sol Partners, LLC Retirement Plan end-of-year assets rose from $302K in the plan year 2022 filing to $384K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 660795464 · Sol Partners, LLC PY 2023 · 401(k)

Sol Partners, LLC Retirement Plan · $384K · 12 · 16th

  • 5500 $384K
  • 5500 12
  • 5500 16th
  • 5500 401(k)
  • 5500 near Lake Forest Acute Care 401(k) Plan and Trust
  • 5500 ind #822

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 →

Sol Partners, LLC Retirement Plan in the asset neighbourhood

Sol Partners, LLC Retirement PlanSol Partners, LLC Retirement…$384KLake Forest Acute Care 401(k) Plan and TrustLake Forest Acute Care 401(k…$384KGame Day Performance 401(k)$384KShanlak Investment Plan$384KDon's Tv & Appliance Inc 401(k) PlanDon's Tv & Appliance Inc 401…$384K
End-of-year total assets ($M) among Sol Partners, LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sol Partners, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Sol Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$450K 49.341147362101964% vs 2022
2024 filing year
$0.25M$0.3M$0.35M$0.4M$0.45M$0.5M 202220232024 $0.3M $0.45M ▲ +50.0%
Year Plans Participants Total Assets
2022 1 7 $302K
2023 1 12 $384K
2024 1 19 $450K

Sol Partners, LLC filing trail (2023)

Total Assets (Beginning of Year)$302K
Net Assets (End of Year)$384K
Net Income$82K
Employer EIN660795464
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Puerto Rico

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

Sol Partners, LLC Retirement Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -1000100200300400500 Total assets ($M) Participants Sol Partners, LLC Retirement Plan, Total assets ($M): 0.383715 · Participants: 12Sol Partners, LLC Retirement 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
Sol Partners, LLC Retirement Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants
Compare Sol Partners, LLC Retirement Plan side-by-side with 3 peers →

Sol Partners, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Puerto Rico, the nearest 401(k) by assets is Lake Forest Acute Care 401(k) Plan and Trust in IL ($384K); by covered participants it is Maryland Home Care Solutions Retirement Plan in MD (12 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($384K here).

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Sol Partners, LLC Retirement Plan assets move in 2023? ▼
Sol Partners, LLC Retirement Plan grew sharply - up 27.3% during 2023, from $302K to $384K. Reported net income was $82K.
How have Sol Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sol Partners, LLC's sponsor-wide assets grew 49.3%, from $302K to $450K.
Where does Sol Partners, LLC Retirement Plan rank by assets among Form 5500 filers? ▼
Sol Partners, LLC Retirement Plan ranks in the 16th 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 401(k) plans are similar in size to Sol Partners, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lake Forest Acute Care 401(k) Plan and Trust in IL ($384K, 12 participants).
Which 401(k) plans cover a similar participant headcount to Sol Partners, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Maryland Home Care Solutions Retirement Plan in MD (12 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 660795464.

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.