401(k) · DOL Form 5500 · 2023

To-Ricos Ltd 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
352
Participants Below avg headcount
42nd
Percentile by assets National rank
$12,539
Avg per participant Low balance/head
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Official DOL plan name: To-Ricos Employee Savings and Retirement Plan · Sponsored by To-Ricos Ltd · Puerto Rico · Manufacturing

$4M in assets, 352 participants

To-Ricos Ltd's To-Ricos Employee Savings and Retirement Plan reported $4M in total assets and 352 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #4,721 in Manufacturing (18,722 peers)

Coverage in Puerto Rico

To-Ricos Employee Savings and Retirement Plan covers 352 participants in Puerto Rico, 3.9x the typical Puerto Rico plan (state average ~89 per filing). Assets: $4M.

#4,721
in Manufacturing (18,722 peers)
+21.6%
assets growth YoY

To-Ricos Employee Savings and Retirement Plan's mid-pack asset rank among Manufacturing and all filers

To-Ricos Employee Savings and Retirement Plan vs every filed plan by assets

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

$4,413,839 42nd percentile higher than 42% 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

To-Ricos Employee Savings and Retirement 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. To-Ricos Employee Savings and Retirement Plan sits mid-pack in the medium band (352 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • To-Ricos Employee Savings and Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $785K in the plan year 2023 filing.
  • To-Ricos Employee Savings and Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • To-Ricos Employee Savings and Retirement Plan reported participants fell from 396 in the plan year 2022 filing to 352 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 980506210 · To-Ricos Ltd PY 2023 · 401(k)

To-Ricos Employee Savings and Retirement Plan · $4M · 352 · 42nd

  • RANK $4M
  • PHOTO 352
  • IND 42nd
  • EOY 401(k)
  • 5500 near Erickson Metals Corporation 401(k) Savings and Retirement Plan
  • ASSETS ind #4721

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 Manufacturing retirement plans → · Plans in Puerto Rico →

To-Ricos Employee Savings and Retirement Plan in the asset neighbourhood

To-Ricos Employee Savings and Retirement PlanTo-Ricos Employee Savings an…$4MErickson Metals Corporation 401(k) Savings and Retirement PlanErickson Metals Corporation …$4MElevate97 401(k) Retirement PlanElevate97 401(k) Retirement …$4MThe Sheltering Arms Safe-Harbor 401(k) Profit Sharing PlanThe Sheltering Arms Safe-Har…$4MSitko Bruno, LLC Profit Sharing 401(k) PlanSitko Bruno, LLC Profit Shar…$4M
End-of-year total assets ($M) among To-Ricos Employee Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$785K
Employer EIN980506210
Plan Effective Date2003-11-24
Filing StatusFILING RECEIVED

Sponsor Plan History (To-Ricos Ltd)

Sponsor-wide plan assets over time

All To-Ricos Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$5M 29.741854693227847% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.63M $4.71M ▲ +29.8%
Year Plans Participants Total Assets
2022 1 396 $4M
2023 1 352 $4M
2024 1 336 $5M

Nearby 401(k) Plans in Puerto Rico

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

To-Ricos Employee Savings and Retirement Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -1000100200300400500 Total assets ($M) Participants To-Ricos Employee Savings and Retirement Plan, Total assets ($M): 4.413839 · Participants: 352To-Ricos Employee Savings and 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
To-Ricos Employee Savings and Retirement Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants
Compare To-Ricos Employee Savings and Retirement Plan side-by-side with 3 peers →

To-Ricos Employee Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Puerto Rico, the nearest 401(k) by assets is Erickson Metals Corporation 401(k) Savings and Retirement Plan in CT ($4M); by covered participants it is Xeris Pharmaceuticals, Inc. 401(k) Plan in IL (352 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (352 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 To-Ricos Employee Savings and Retirement Plan assets move in 2023? ▼
To-Ricos Employee Savings and Retirement Plan grew sharply - up 21.6% during 2023, from $4M to $4M. Reported net income was $785K.
How have To-Ricos Ltd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), To-Ricos Ltd's sponsor-wide assets grew 29.7%, from $4M to $5M.
Which 401(k) plans are similar in size to To-Ricos Employee Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Erickson Metals Corporation 401(k) Savings and Retirement Plan in CT ($4M, 54 participants).
Which 401(k) plans cover a similar participant headcount to To-Ricos Employee Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Xeris Pharmaceuticals, Inc. 401(k) Plan in IL (352 participants, $25M 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 980506210.

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.