401(k) · DOL Form 5500 · 2023

Puerto Rico Energy LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
195
Participants Below avg headcount
72nd
Percentile by assets National rank
$99,066
Avg per participant Below avg balance/head
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Official DOL plan name: Puerto Rico Energy LLC Retirement Savings Plan · Sponsored by Puerto Rico Energy LLC · Puerto Rico · Wholesale Trade

$19M in assets, 195 participants

Puerto Rico Energy LLC's Puerto Rico Energy LLC Retirement Savings Plan reported $19M in total assets and 195 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,333 in Wholesale Trade (6,309 peers)

Coverage in Puerto Rico

Puerto Rico Energy LLC Retirement Savings Plan covers 195 participants in Puerto Rico, 2.2x the typical Puerto Rico plan (state average ~89 per filing). Assets: $19M.

#4,333
in Wholesale Trade (6,309 peers)
+12.5%
assets growth YoY

Puerto Rico Energy LLC Retirement Savings Plan's outsized position by total assets

Puerto Rico Energy LLC Retirement Savings Plan vs every filed plan by assets

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

$19,317,782 Top 28% higher than 72% 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

Puerto Rico Energy LLC Retirement Savings 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. Puerto Rico Energy LLC Retirement Savings Plan sits mid-pack in the medium band (195 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Puerto Rico Energy LLC Retirement Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Puerto Rico Energy LLC Retirement Savings Plan end-of-year assets rose from $17M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Puerto Rico Energy LLC Retirement Savings Plan reported participants fell from 217 in the plan year 2022 filing to 195 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 660759525 · Puerto Rico Energy LLC PY 2023 · 401(k)

Puerto Rico Energy LLC Retirement Savings Plan · $19M · 195 · 72nd

  • VS-ST $19M
  • VS-ST 195
  • VS-ST 72nd
  • VS-ST 401(k)
  • VS-ST near Northern Star Generation Services Company LLC 401(k) Plan
  • VS-ST ind #4333

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 Wholesale Trade retirement plans → · Plans in Puerto Rico →

Puerto Rico Energy LLC Retirement Savings Plan in the asset neighbourhood

Puerto Rico Energy LLC Retirement Savings PlanPuerto Rico Energy LLC Retir…$19MNorthern Star Generation Services Company LLC 401(k) PlanNorthern Star Generation Ser…$19MBowser-Morner, Inc. Savings PlanBowser-Morner, Inc. Savings …$19MFederation of Organizations for the New York State Mentally Disabled, Inc. Safe-Harbor 401(k) Profit Sharing PlanFederation of Organizations …$19MRogan Shoes, Incorporated 401(k) Profit Sharing Plan & TrustRogan Shoes, Incorporated 40…$19M
End-of-year total assets ($M) among Puerto Rico Energy LLC Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN660759525
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Puerto Rico Energy LLC)

Sponsor-wide plan assets over time

All Puerto Rico Energy LLC plans reported in each filing year

Latest sponsor-wide plan assets
$20M 18.397976011326346% vs 2022
2024 filing year
$16M$17M$18M$19M$20M$21M 202220232024 $17.2M $20.3M ▲ +18.4%
Year Plans Participants Total Assets
2022 1 217 $17M
2023 1 195 $19M
2024 1 200 $20M

Nearby 401(k) Plans in Puerto Rico

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

Puerto Rico Energy LLC Retirement Savings Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 0100200300400500 Total assets ($M) Participants Puerto Rico Energy LLC Retirement Savings Plan, Total assets ($M): 19.317782 · Participants: 195Puerto Rico Energy LLC Retirement Savings 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
Puerto Rico Energy LLC Retirement Savings Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants
Compare Puerto Rico Energy LLC Retirement Savings Plan side-by-side with 3 peers →

Puerto Rico Energy LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Puerto Rico, the nearest 401(k) by assets is Northern Star Generation Services Company LLC 401(k) Plan in TX ($19M); by covered participants it is The Fall River Group, Inc. Employees' 401(k) Profit Sharing Plan in WI (195 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (195 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 Puerto Rico Energy LLC Retirement Savings Plan assets move in 2023? ▼
Puerto Rico Energy LLC Retirement Savings Plan grew at a solid clip - up 12.5% during 2023, from $17M to $19M. Reported net income was $2M.
How have Puerto Rico Energy LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Puerto Rico Energy LLC's sponsor-wide assets grew 18.4%, from $17M to $20M.
Which 401(k) plans are similar in size to Puerto Rico Energy LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Northern Star Generation Services Company LLC 401(k) Plan in TX ($19M, 18 participants).
Which 401(k) plans cover a similar participant headcount to Puerto Rico Energy LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Fall River Group, Inc. Employees' 401(k) Profit Sharing Plan in WI (195 participants, $29M 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 660759525.

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.