401(k) · DOL Form 5500 · 2023

Empresas Berrios, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
641
Participants Below avg headcount
53rd
Percentile by assets National rank
$12,035
Avg per participant Low balance/head
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Official DOL plan name: Mueblerias Berrios Retirement Plan · Sponsored by Empresas Berrios, Inc. · Puerto Rico · Other Services

$8M in assets, 641 participants

Empresas Berrios, Inc.'s Mueblerias Berrios Retirement Plan reported $8M in total assets and 641 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #5,691 in Other Services (7,857 peers)

Coverage in Puerto Rico

Mueblerias Berrios Retirement Plan covers 641 participants in Puerto Rico, 7.2x the typical Puerto Rico plan (state average ~89 per filing). Assets: $8M.

#5,691
in Other Services (7,857 peers)
+19.4%
assets growth YoY

Mueblerias Berrios Retirement Plan's mid-pack asset rank among Other Services and all filers

Mueblerias Berrios Retirement Plan vs every filed plan by assets

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

$7,714,584 Top 47% higher than 53% 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

Mueblerias Berrios Retirement 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. Mueblerias Berrios Retirement Plan sits mid-pack in the medium band (641 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mueblerias Berrios Retirement Plan reported net income rose from -$425K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Mueblerias Berrios Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Mueblerias Berrios Retirement Plan reported participants rose from 602 in the plan year 2022 filing to 641 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 660580021 · Empresas Berrios, Inc. PY 2023 · 401(k)

Mueblerias Berrios Retirement Plan · $8M · 641 · 53rd

  • BOOK $8M
  • BOOK 641
  • BOOK 53rd
  • BOOK 401(k)
  • BOOK near The Kudzu Fabrics, Inc. 401(k) & Profit Sharing Plan
  • BOOK ind #5691

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 Other Services retirement plans → · Plans in Puerto Rico →

Mueblerias Berrios Retirement Plan in the asset neighbourhood

Corporate Fitness Works, Inc. Retirement PlanCorporate Fitness Works, Inc…$8MMueblerias Berrios Retirement PlanMueblerias Berrios Retiremen…$8MThe Kudzu Fabrics, Inc. 401(k) & Profit Sharing PlanThe Kudzu Fabrics, Inc. 401(…$8MLex Brodie's Tire Co. 401(k) PlanLex Brodie's Tire Co. 401(k)…$8MCharleston School of Law, LLC 401(k) Profit Sharing PlanCharleston School of Law, LL…$8M
End-of-year total assets ($M) among Mueblerias Berrios Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN660580021
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Empresas Berrios, Inc.)

Sponsor-wide plan assets over time

All Empresas Berrios, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 39.21347865913023% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.46M $8.99M ▲ +39.2%
Year Plans Participants Total Assets
2022 1 602 $6M
2023 1 641 $8M
2024 1 687 $9M

Nearby 401(k) Plans in Puerto Rico

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

Mueblerias Berrios Retirement Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -1000100200300400500 Total assets ($M) Participants Mueblerias Berrios Retirement Plan, Total assets ($M): 7.714584 · Participants: 641Mueblerias Berrios 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
Mueblerias Berrios Retirement Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants

Mueblerias Berrios Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Puerto Rico, the nearest 401(k) by assets is The Kudzu Fabrics, Inc. 401(k) & Profit Sharing Plan in GA ($8M); by covered participants it is Cu Direct Corporation Capital Accumulation Plan in CA (641 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (641 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 Mueblerias Berrios Retirement Plan assets move in 2023?
Mueblerias Berrios Retirement Plan grew sharply - up 19.4% during 2023, from $6M to $8M. Reported net income was $1M.
How have Empresas Berrios, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Empresas Berrios, Inc.'s sponsor-wide assets grew 39.2%, from $6M to $9M.
Which 401(k) plans are similar in size to Mueblerias Berrios Retirement Plan?
Among 401(k) plans in other states, the closest by assets is The Kudzu Fabrics, Inc. 401(k) & Profit Sharing Plan in GA ($8M, 229 participants).
Which 401(k) plans cover a similar participant headcount to Mueblerias Berrios Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Cu Direct Corporation Capital Accumulation Plan in CA (641 participants, $101M in assets).