Defined Benefit (Pension) · DOL Form 5500 · 2023

Luis a. Segarra Financial & Insurance Services Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
25th
Percentile by assets National rank
$606,711
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Luis a Segarra Financial & Insurance Services Defined Benefit Plan · Sponsored by Luis a. Segarra Financial & Insurance Services · Puerto Rico · Finance & Insurance

$1M in assets, 2 participants

Luis a. Segarra Financial & Insurance Services's Luis a Segarra Financial & Insurance Services Defined Benefit Plan reported $1M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #1,467 in Finance & Insurance (8,869 peers)

Luis a. Segarra Financial & Insurance Services multi-year trail

Luis a. Segarra Financial & Insurance Services's plans moved +132.9% in assets from 2022 to 2024; this filing shows Luis a Segarra Financial & Insurance Services Defined Benefit Plan at $1M / 2 participants.

#1,467
in Finance & Insurance (8,869 peers)
+47.9%
assets growth YoY

Luis a Segarra Financial & Insurance Services Defined Benefit Plan among the smaller filed plans by assets

Luis a Segarra Financial & Insurance Services Defined Benefit Plan vs every filed plan by assets

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

$1,213,422 25th percentile higher than 25% 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

Luis a Segarra Financial & Insurance Services Defined Benefit Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Luis a Segarra Financial & Insurance Services Defined Benefit Plan is a micro filing (2 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 660525786 · Luis a. Segarra Financial & Insurance Services PY 2023 · Defined Benefit (Pension)

Luis a Segarra Financial & Insurance Services Defined Benefit Plan · $1M · 2 · 25th

  • NET $1M
  • NET 2
  • NET 25th
  • NET Defined Benefit (Pension)
  • NET near Montello Defined Benefit Plan
  • NET ind #1467

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 Puerto Rico →

Luis a Segarra Financial & Insurance Services Defined Benefit Plan in the asset neighbourhood

Six5 Productions Cash Balance Pension PlanSix5 Productions Cash Balanc…$1MAmerican Heritage Bank Pension PlanAmerican Heritage Bank Pensi…$1MLuis a Segarra Financial & Insurance Services Defined Benefit PlanLuis a Segarra Financial & I…$1MMontello Defined Benefit Plan$1MAnthony Grant, Inc. Retirement PlanAnthony Grant, Inc. Retireme…$1M
End-of-year total assets ($M) among Luis a Segarra Financial & Insurance Services Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Luis a. Segarra Financial & Insurance Services multi-year asset trail

Sponsor-wide plan assets over time

All Luis a. Segarra Financial & Insurance Services plans reported in each filing year

Latest sponsor-wide plan assets
$4M 132.86043041090386% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $1.91M $4.45M ▲ +133.0%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 2 4 $3M
2024 2 4 $4M

Luis a. Segarra Financial & Insurance Services filing trail (2023)

Total Assets (Beginning of Year)$820K
Net Assets (End of Year)$1M
Net Income$393K
Employer EIN660525786
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Puerto Rico

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Luis a Segarra Financial & Insurance Services Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -20002004006008001000 Total assets ($M) Participants Luis a Segarra Financial & Insurance Services Defined Benefit Plan, Total assets ($M): 1.213422 · Participants: 2Luis a Segarra Financial & Insurance Services Defined Benefit PlanPuerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees, Total assets ($M): 800.425311 · Participants: 1638Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly EmployeesBanco Popular De Puerto Rico Retirement Plan, Total assets ($M): 632.455069 · Participants: 1952Banco Popular De Puerto Rico Retirement PlanMsd Puerto Rico Pension Plan, Total assets ($M): 416.908543 · Participants: 507Msd Puerto Rico Pension PlanThe Retirement Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 335.326883 · Participants: 1144The Retirement Plan for Lilly Affiliate Employees in Puerto RicoComponents Pension Plan for Puerto Rico, Total assets ($M): 177.084845 · Participants: 93Components Pension Plan for Puerto Rico
Luis a Segarra Financial & Insurance Services Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Puerto Rico, assets vs. participants
Compare Luis a Segarra Financial & Insurance Services Defined Benefit Plan side-by-side with 3 peers →

Luis a Segarra Financial & Insurance Services Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Puerto Rico, the nearest Defined Benefit (Pension) by assets is Montello Defined Benefit Plan in FL ($1M); by covered participants it is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Luis a Segarra Financial & Insurance Services Defined Benefit Plan assets move in 2023? ▼
Luis a Segarra Financial & Insurance Services Defined Benefit Plan surged - up 47.9% during 2023, from $820K to $1M. Reported net income was $393K.
How have Luis a. Segarra Financial & Insurance Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Luis a. Segarra Financial & Insurance Services's sponsor-wide assets grew 132.9%, from $2M to $4M.
Where does Luis a Segarra Financial & Insurance Services Defined Benefit Plan rank by assets among Form 5500 filers? ▼
Luis a Segarra Financial & Insurance Services Defined Benefit Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Luis a Segarra Financial & Insurance Services Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Montello Defined Benefit Plan in FL ($1M, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Luis a Segarra Financial & Insurance Services Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants, $7K 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 660525786.

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.