401(k) · DOL Form 5500 · 2023

Mocoroa & Castellanos, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
12
Participants Small participant base
25th
Percentile by assets National rank
$93,471
Avg per participant Below avg balance/head
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Official DOL plan name: Mocoroa & Castellanos, Inc. 1165(e) Plan · Sponsored by Mocoroa & Castellanos, Inc. · Puerto Rico · Other Services

$1M in assets, 12 participants

Mocoroa & Castellanos, Inc.'s Mocoroa & Castellanos, Inc. 1165(e) Plan reported $1M in total assets and 12 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.

  • #3,867 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Mocoroa & Castellanos, Inc. 1165(e) Plan ranks #3,867 of 7,857 2023 filers by assets (1789% of the sector average)-$1M for 12 participants.

#3,867
in Other Services (7,857 peers)
+17.8%
assets growth YoY

Mocoroa & Castellanos, Inc. 1165(e) Plan among the smaller filed plans by assets

Mocoroa & Castellanos, Inc. 1165(e) Plan vs every filed plan by assets

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

$1,121,657 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

Mocoroa & Castellanos, Inc. 1165(e) 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. Mocoroa & Castellanos, Inc. 1165(e) Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mocoroa & Castellanos, Inc. 1165(e) Plan reported participants rose from 7 in the plan year 2022 filing to 12 in the plan year 2023 filing.
  • Mocoroa & Castellanos, Inc. 1165(e) Plan reported net income rose from $104K in the plan year 2022 filing to $169K in the plan year 2023 filing.
  • Mocoroa & Castellanos, Inc. 1165(e) Plan end-of-year assets rose from $953K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 660361444 · Mocoroa & Castellanos, Inc. PY 2023 · 401(k)

Mocoroa & Castellanos, Inc. 1165(e) Plan · $1M · 12 · 25th

  • EOY $1M
  • 5500 12
  • ASSETS 25th
  • PCT 401(k)
  • EIN near Automatech, Inc. 401(k) Plan
  • RANK ind #3867

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 Other Services retirement plans → · Plans in Puerto Rico →

Mocoroa & Castellanos, Inc. 1165(e) Plan in the asset neighbourhood

Mocoroa & Castellanos, Inc. 1165(e) PlanMocoroa & Castellanos, Inc. …$1MAutomatech, Inc. 401(k) Plan$1MStoneland Inc 401(k) Plan$1MVortex Surgical, Inc. Retirement PlanVortex Surgical, Inc. Retire…$1MGreat Escapes Gardening, Inc. 401(k) PlanGreat Escapes Gardening, Inc…$1M
End-of-year total assets ($M) among Mocoroa & Castellanos, Inc. 1165(e) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$953K
Net Assets (End of Year)$1M
Net Income$169K
Employer EIN660361444
Plan Effective Date2003-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mocoroa & Castellanos, Inc.)

Sponsor-wide plan assets over time

All Mocoroa & Castellanos, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 40.73601263151706% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M 202220232024 $0.95M $1.34M ▲ +41.1%
Year Plans Participants Total Assets
2022 1 7 $953K
2023 1 12 $1M
2024 1 15 $1M

Nearby 401(k) Plans in Puerto Rico

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

Mocoroa & Castellanos, Inc. 1165(e) Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -1000100200300400500 Total assets ($M) Participants Mocoroa & Castellanos, Inc. 1165(e) Plan, Total assets ($M): 1.121657 · Participants: 12Mocoroa & Castellanos, Inc. 1165(e) 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
Mocoroa & Castellanos, Inc. 1165(e) Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants
Compare Mocoroa & Castellanos, Inc. 1165(e) Plan side-by-side with 3 peers →

Mocoroa & Castellanos, Inc. 1165(e) Plan's out-of-state 401(k) peers by assets and headcount

Outside Puerto Rico, the nearest 401(k) by assets is Automatech, Inc. 401(k) Plan in MA ($1M); by covered participants it is Maryland Home Care Solutions Retirement Plan in MD (12 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 (12 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 Mocoroa & Castellanos, Inc. 1165(e) Plan assets move in 2023? ▼
Mocoroa & Castellanos, Inc. 1165(e) Plan grew sharply - up 17.8% during 2023, from $953K to $1M. Reported net income was $169K.
How have Mocoroa & Castellanos, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mocoroa & Castellanos, Inc.'s sponsor-wide assets grew 40.7%, from $953K to $1M.
Where does Mocoroa & Castellanos, Inc. 1165(e) Plan rank by assets among Form 5500 filers? ▼
Mocoroa & Castellanos, Inc. 1165(e) 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 401(k) plans are similar in size to Mocoroa & Castellanos, Inc. 1165(e) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Automatech, Inc. 401(k) Plan in MA ($1M, 11 participants).
Which 401(k) plans cover a similar participant headcount to Mocoroa & Castellanos, Inc. 1165(e) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Maryland Home Care Solutions Retirement Plan in MD (12 participants, $2M 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 660361444.

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.