Defined Benefit (Pension) · DOL Form 5500 · 2023
Cooperativa De Seguros De Vida De Puerto Rico Pension Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 92
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $196,041
- Avg per participant Above avg balance/head
Official DOL plan name: Plan De Pensiones De Beneficios Definidos Para La Cooperativa De Seguros De Vida De Puerto Rico · Sponsored by Cooperativa De Seguros De Vida De Puerto Rico · Puerto Rico · Finance & Insurance
$18M in assets, 92 participants
Cooperativa De Seguros De Vida De Puerto Rico's Plan De Pensiones De Beneficios Definidos Para La Cooperativa De Seguros De Vida De Puerto Rico reported $18M in total assets and 92 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.
- #5,036 in Finance & Insurance (8,869 peers)
Cooperativa De Seguros De Vida De Puerto Rico multi-year trail
Cooperativa De Seguros De Vida De Puerto Rico's plans moved +15.4% in assets from 2022 to 2024; this filing shows Plan De Pensiones De Beneficios Definidos Para La Cooperativa De Seguros De Vida De Puerto Rico at $18M / 92 participants.
- #5,036
- in Finance & Insurance (8,869 peers)
- +6.4%
- assets growth YoY
Plan De Pensiones De Beneficios Definidos Para La Cooperativa De Seguros De Vida De Puerto Rico's outsized position by total assets
Plan De Pensiones De Beneficios Definidos Para La Cooperativa De Seguros De Vida De Puerto Rico vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$18,035,735 Top 29% higher than 71% 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
Plan De Pensiones De Beneficios Definidos Para La Cooperativa De Seguros De Vida De Puerto Rico among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Plan De Pensiones De Beneficios Definidos Para La Cooperativa De Seguros De Vida De Puerto Rico is a small filing (92 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Plan De Pensiones De Beneficios Definidos Para La Cooperativa De Seguros De Vida De Puerto Rico reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Plan De Pensiones De Beneficios Definidos Para La Cooperativa De Seguros De Vida De Puerto Rico end-of-year assets rose from $17M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Plan De Pensiones De Beneficios Definidos Para La Cooperativa De Seguros De Vida De Puerto Rico reported participants fell from 98 in the plan year 2022 filing to 92 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 660231517 · Cooperativa De Seguros De Vida De Puerto Rico PY 2023 · Defined Benefit (Pension)
Plan De Pensiones De Beneficios Definidos Para La Cooperativa De Seguros De Vida De Puerto Rico · $18M · 92 · 71st
- EOY $18M
- 5500 92
- ASSETS 71st
- PCT Defined Benefit (Pension)
- EIN near Nelda C. and H.J. Lutcher Stark Fndtn Plan
- RANK ind #5036
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 →
Plan De Pensiones De Beneficios Definidos Para La Cooperativa De Seguros De Vida De Puerto Rico in the asset neighbourhood
Cooperativa De Seguros De Vida De Puerto Rico multi-year asset trail
Sponsor-wide plan assets over time
All Cooperativa De Seguros De Vida De Puerto Rico plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 15.41105451862435% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 312 | $23M |
| 2023 | 2 | 299 | $25M |
| 2024 | 2 | 381 | $26M |
Cooperativa De Seguros De Vida De Puerto Rico filing trail (2023)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $1M |
| Employer EIN | 660231517 |
| Plan Effective Date | 1965-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Puerto Rico
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees $800M · 1,638
- Banco Popular De Puerto Rico Retirement Plan $632M · 1,952
- Msd Puerto Rico Pension Plan $417M · 507
- The Retirement Plan for Lilly Affiliate Employees in Puerto Rico $335M · 1,144
- Components Pension Plan for Puerto Rico $177M · 93
Plan De Pensiones De Beneficios Definidos Para La Cooperativa De Seguros De Vida De Puerto Rico's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Puerto Rico, the nearest Defined Benefit (Pension) by assets is Nelda C. and H.J. Lutcher Stark Fndtn Plan in TX ($18M); by covered participants it is Agm Container Controls, Inc. Defined Benefit Pension Plan in AZ (92 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Nelda C. and H.J. Lutcher Stark Fndtn Plan (TX) $18M · 57
- Restated Retirement Plan for the Employees of Miller-Dwan Medical Center (MN) $18M · 54
- Floridacentral Credit Union Cash Balance Retirement Pension Plan (FL) $18M · 114
- Pension Plan for the Office Employees of the New York Philharmonic Symphony Society of Ny, Inc. (NY) $18M · 21
Similar participant headcount
Nearest other-state filings by covered participants (92 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.