401(k) · DOL Form 5500 · 2023

Island Marine 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
14
Participants Small participant base
30th
Percentile by assets National rank
$132,465
Avg per participant Near avg balance/head
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Official DOL plan name: Island Marine Retirement Plan · Sponsored by Island Marine · Puerto Rico · Transportation & Warehousing

$2M in assets, 14 participants

Island Marine's Island Marine Retirement Plan reported $2M in total assets and 14 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.

  • #979 in Transportation & Warehousing (3,362 peers)

Island Marine multi-year trail

Island Marine's plans moved +36.8% in assets from 2022 to 2024; this filing shows Island Marine Retirement Plan at $2M / 14 participants.

#979
in Transportation & Warehousing (3,362 peers)
+19.8%
assets growth YoY

Island Marine Retirement Plan among the smaller filed plans by assets

Island Marine Retirement Plan vs every filed plan by assets

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

$1,854,506 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

Island Marine 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. Island Marine Retirement Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Island Marine Retirement Plan reported net income rose from -$313K in the plan year 2022 filing to $307K in the plan year 2023 filing.
  • Island Marine Retirement Plan reported participants rose from 10 in the plan year 2022 filing to 14 in the plan year 2023 filing.
  • Island Marine 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 →

Plan-year Form 5500 strip

Filing strip 660476071 · Island Marine PY 2023 · 401(k)

Island Marine Retirement Plan · $2M · 14 · 30th

  • IND $2M
  • IND 14
  • IND 30th
  • IND 401(k)
  • IND near Scopus It Inc 401(k) Profit Sharing Plan & Trust
  • IND ind #979

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 Transportation & Warehousing retirement plans → · Plans in Puerto Rico →

Island Marine Retirement Plan in the asset neighbourhood

Island Marine Retirement Plan$2MScopus It Inc 401(k) Profit Sharing Plan & TrustScopus It Inc 401(k) Profit …$2MK & B Drywall LLC 401(k) Plan$2MWicks Fidelity Plan$2MThe Rbs Retirement Plan$2M
End-of-year total assets ($M) among Island Marine Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Island Marine multi-year asset trail

Sponsor-wide plan assets over time

All Island Marine plans reported in each filing year

Latest sponsor-wide plan assets
$2M 36.77405472189948% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M$2.2M 202220232024 $1.55M $2.12M ▲ +36.8%
Year Plans Participants Total Assets
2022 1 10 $2M
2023 1 14 $2M
2024 2 26 $2M

Island Marine filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$307K
Employer EIN660476071
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Puerto Rico

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

Island Marine Retirement Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -1000100200300400500 Total assets ($M) Participants Island Marine Retirement Plan, Total assets ($M): 1.854506 · Participants: 14Island Marine 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
Island Marine Retirement Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants
Compare Island Marine Retirement Plan side-by-side with 3 peers →

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

Outside Puerto Rico, the nearest 401(k) by assets is Scopus It Inc 401(k) Profit Sharing Plan & Trust in CT ($2M); by covered participants it is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Island Marine Retirement Plan assets move in 2023? ▼
Island Marine Retirement Plan grew sharply - up 19.8% during 2023, from $2M to $2M. Reported net income was $307K.
How have Island Marine plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Island Marine's sponsor-wide assets grew 36.8%, from $2M to $2M.
Which 401(k) plans are similar in size to Island Marine Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Scopus It Inc 401(k) Profit Sharing Plan & Trust in CT ($2M, 87 participants).
Which 401(k) plans cover a similar participant headcount to Island Marine Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 participants, N/A 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 660476071.

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.