Profit Sharing · DOL Form 5500 · 2023
Optum Services (Puerto Rico) LLC Profit Sharing Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 2,400
- Participants Above avg headcount
- 59th
- Percentile by assets National rank
- $4,279
- Avg per participant Low balance/head
Official DOL plan name: Unitedhealth Group Puerto Rico Savings Plan · Sponsored by Optum Services (Puerto Rico) LLC · Minnesota · Finance & Insurance
$10M in assets, 2,400 participants
Optum Services (Puerto Rico) LLC's Unitedhealth Group Puerto Rico Savings Plan reported $10M in total assets and 2,400 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.
- #3,899 in Finance & Insurance (8,869 peers)
Coverage in Minnesota
Unitedhealth Group Puerto Rico Savings Plan covers 2,400 participants in Minnesota, 2.1x the typical Minnesota plan (state average ~1,126 per filing). Assets: $10M.
- #3,899
- in Finance & Insurance (8,869 peers)
- +67.8%
- assets growth YoY
Unitedhealth Group Puerto Rico Savings Plan's mid-pack asset rank among Finance & Insurance and all filers
Unitedhealth Group Puerto Rico Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,269,262 Top 41% higher than 59% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Unitedhealth Group Puerto Rico Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Unitedhealth Group Puerto Rico Savings Plan lands in the large band (2,400 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Unitedhealth Group Puerto Rico Savings Plan reported net income rose from $914K in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Unitedhealth Group Puerto Rico Savings Plan end-of-year assets rose from $6M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Unitedhealth Group Puerto Rico Savings Plan reported participants rose from 1,518 in the plan year 2022 filing to 2,400 in the plan year 2023 filing.
DOL schedule card
Filing strip 660870003 · Optum Services (Puerto Rico) LLC PY 2023 · Profit Sharing
Unitedhealth Group Puerto Rico Savings Plan · $10M · 2,400 · 59th
- EOY $10M
- 5500 2,400
- ASSETS 59th
- PCT Profit Sharing
- EIN near Union Amcor Investment Profit Sharing Plan
- RANK ind #3899
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 Minnesota →
Unitedhealth Group Puerto Rico Savings Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $4M |
| Employer EIN | 660870003 |
| Plan Effective Date | 2018-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Optum Services (Puerto Rico) LLC)
Sponsor-wide plan assets over time
All Optum Services (Puerto Rico) LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 140.8271130710895% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,518 | $6M |
| 2023 | 1 | 2,400 | $10M |
| 2024 | 1 | 2,447 | $15M |
Nearby Profit Sharing Plans in Minnesota
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Essentia Health Retirement Plan $1.9B · 15,491
- Pipe Trades Services Mn Pension Supplement Fund $1.6B · 6,062
- Allina 403(b) Retirement Savings Plan $906M · 9,417
- Fairview Health Services Pension Plan $610M · 4,828
- Cargill Employee Retirement Account Plan $511M · 19,870
Unitedhealth Group Puerto Rico Savings Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Minnesota, the nearest Profit Sharing by assets is Union Amcor Investment Profit Sharing Plan in WI ($10M); by covered participants it is General Building Laborers' Local 66 Annuity Fund in NY (2,393 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Union Amcor Investment Profit Sharing Plan (WI) $10M · 772
- Iatse Local 27 Profit Sharing Plan (OH) $10M · 803
- King's Ridge Christian School 403(b) Plan (GA) $10M · 199
- Park Square Enterprises, Inc. Profit Sharing Plan (FL) $10M · 170
Similar participant headcount
Nearest other-state filings by covered participants (2,400 participants); asset peers above are excluded.
- General Building Laborers' Local 66 Annuity Fund (NY) 2,393 · 7 off
- NECA-IBEW Memphis Retirement Plan (MI) 2,389 · 11 off
- Bricklayers Local 1 of PA/De Annuity Fund (PA) 2,414 · 14 off
- Altamed Health Services Corporation 403(b) Plan (CA) 2,433 · 33 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.