Money Purchase · DOL Form 5500 · 2023

Caribbean Retailers, Inc. Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
17
Participants Small participant base
30th
Percentile by assets National rank
$116,824
Avg per participant Below avg balance/head
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Official DOL plan name: Caribbean Retailers, Inc. Employee Retirement Plan · Sponsored by Caribbean Retailers, Inc. · Puerto Rico · Retail Trade

$2M in assets, 17 participants

Caribbean Retailers, Inc.'s Caribbean Retailers, Inc. Employee Retirement Plan reported $2M in total assets and 17 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #3,572 in Retail Trade (8,414 peers)

Caribbean Retailers, Inc. multi-year trail

Caribbean Retailers, Inc.'s plans moved +10.5% in assets from 2022 to 2024; this filing shows Caribbean Retailers, Inc. Employee Retirement Plan at $2M / 17 participants.

#3,572
in Retail Trade (8,414 peers)
+10.5%
assets growth YoY

Caribbean Retailers, Inc. Employee Retirement Plan among the smaller filed plans by assets

Caribbean Retailers, Inc. Employee Retirement Plan vs every filed plan by assets

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

$1,986,001 30th percentile higher than 30% 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

Caribbean Retailers, Inc. Employee 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. Caribbean Retailers, Inc. Employee Retirement Plan is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Caribbean Retailers, Inc. Employee Retirement Plan reported net income rose from -$52K in the plan year 2022 filing to $189K in the plan year 2023 filing.
  • Caribbean Retailers, Inc. Employee Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 980231243 · Caribbean Retailers, Inc. PY 2023 · Money Purchase

Caribbean Retailers, Inc. Employee Retirement Plan · $2M · 17 · 30th

  • BOY $2M
  • BOY 17
  • BOY 30th
  • BOY Money Purchase
  • BOY near Ysk Corporation Money Purchase Pension Plan
  • BOY ind #3572

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 Retail Trade retirement plans → · Plans in Puerto Rico →

Caribbean Retailers, Inc. Employee Retirement Plan in the asset neighbourhood

Ysk Corporation Money Purchase Pension PlanYsk Corporation Money Purcha…$2MDaniel T Williams Money Purchase PlanDaniel T Williams Money Purc…$2MCaribbean Retailers, Inc. Employee Retirement PlanCaribbean Retailers, Inc. Em…$2MData Management Consultants Retirement FundData Management Consultants …$2MFairview Savings and Loan Association Money Purchase PlanFairview Savings and Loan As…$2M
End-of-year total assets ($M) among Caribbean Retailers, Inc. Employee Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Caribbean Retailers, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Caribbean Retailers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 10.507789474621658% vs 2022
2024 filing year
$1.7M$1.8M$1.9M$2M$2.1M 202220232024 $1.8M $1.99M ▲ +10.6%
Year Plans Participants Total Assets
2022 1 17 $2M
2023 1 17 $2M
2024 1 15 $2M

Caribbean Retailers, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$189K
Employer EIN980231243
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Caribbean Retailers, Inc. Employee Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 1234567 Total assets ($M) Participants Caribbean Retailers, Inc. Employee Retirement Plan, Total assets ($M): 1.986001 · Participants: 17Caribbean Retailers, Inc. Employee Retirement PlanColegio Marista Money Purchase Thrift Plan, Total assets ($M): 6.288531 · Participants: 111Colegio Marista Money Purchase Thrift PlanJimenez, Graffam & Lausell Pension Plan, Total assets ($M): 5.660467 · Participants: 25Jimenez, Graffam & Lausell Pension PlanDuenas Trailers Rental Inc. Retirement Plan, Total assets ($M): 4.452966 · Participants: 68Duenas Trailers Rental Inc. Retirement PlanPrograma Head Start Iglesia Bautista De Quintana Retirement Plan Trust, Total assets ($M): 3.889718 · Participants: 308Programa Head Start Iglesia Bautista De Quintana Retirement Plan TrustDr. Jose R. Cumba Retirement Plan, Total assets ($M): 3.80284 · Participants: 4Dr. Jose R. Cumba Retirement Plan
Caribbean Retailers, Inc. Employee Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Caribbean Retailers, Inc. Employee Retirement Plan side-by-side with 3 peers →

Caribbean Retailers, Inc. Employee Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Ysk Corporation Money Purchase Pension Plan in OH ($2M); by covered participants it is Creston Medical Clinic Pension Plan 001 and Profit Sharing 200 in IA (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Caribbean Retailers, Inc. Employee Retirement Plan assets move in 2023? ▼
Caribbean Retailers, Inc. Employee Retirement Plan grew at a solid clip - up 10.5% during 2023, from $2M to $2M. Reported net income was $189K.
How have Caribbean Retailers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caribbean Retailers, Inc.'s sponsor-wide assets grew 10.5%, from $2M to $2M.
Which Money Purchase plans are similar in size to Caribbean Retailers, Inc. Employee Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Ysk Corporation Money Purchase Pension Plan in OH ($2M, 119 participants).
Which Money Purchase plans cover a similar participant headcount to Caribbean Retailers, Inc. Employee Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Creston Medical Clinic Pension Plan 001 and Profit Sharing 200 in IA (17 participants, $5M 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 980231243.

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.