401(k) · DOL Form 5500 · 2023
Hospital Espanol Auxilio Mutuo De Puerto Rico Inc 401(k) Plan
Data updated 2026-08-25
- $35M
- Total assets Below avg plan size
- 1,788
- Participants Near avg headcount
- 81st
- Percentile by assets National rank
- $19,630
- Avg per participant Low balance/head
Official DOL plan name: Sociedad Espanola De Auxilio Mutuo Y Beneficiencia De Puerto Rico Retirement Plan · Sponsored by Hospital Espanol Auxilio Mutuo De Puerto Rico Inc · Puerto Rico · Healthcare & Social Assistance
$35M in assets, 1,788 participants
Hospital Espanol Auxilio Mutuo De Puerto Rico Inc's Sociedad Espanola De Auxilio Mutuo Y Beneficiencia De Puerto Rico Retirement Plan reported $35M in total assets and 1,788 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.
- #14,889 in Healthcare & Social Assistance (17,684 peers)
Coverage in Puerto Rico
Sociedad Espanola De Auxilio Mutuo Y Beneficiencia De Puerto Rico Retirement Plan covers 1,788 participants in Puerto Rico, 20x the typical Puerto Rico plan (state average ~89 per filing). Assets: $35M.
- #14,889
- in Healthcare & Social Assistance (17,684 peers)
- +15.7%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Sociedad Espanola De Auxilio Mutuo Y Beneficiencia De Puerto Rico Retirement Plan's outsized position by total assets
Sociedad Espanola De Auxilio Mutuo Y Beneficiencia De Puerto Rico Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$35,098,633 Top 19% higher than 81% 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
Sociedad Espanola De Auxilio Mutuo Y Beneficiencia De Puerto Rico Retirement 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. Sociedad Espanola De Auxilio Mutuo Y Beneficiencia De Puerto Rico Retirement Plan lands in the large band (1,788 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sociedad Espanola De Auxilio Mutuo Y Beneficiencia De Puerto Rico Retirement Plan reported net income rose from -$9M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Sociedad Espanola De Auxilio Mutuo Y Beneficiencia De Puerto Rico Retirement Plan end-of-year assets rose from $30M in the plan year 2022 filing to $35M in the plan year 2023 filing.
- Sociedad Espanola De Auxilio Mutuo Y Beneficiencia De Puerto Rico Retirement Plan reported participants fell from 1,811 in the plan year 2022 filing to 1,788 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 660486907 · Hospital Espanol Auxilio Mutuo De Puerto Rico Inc PY 2023 · 401(k)
Sociedad Espanola De Auxilio Mutuo Y Beneficiencia De Puerto Rico Retirement Plan · $35M · 1,788 · 81st
- EBSA $35M
- EBSA 1,788
- EBSA 81st
- EBSA 401(k)
- EBSA near Independence Holding Company Retirement Plan
- EBSA ind #14889
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 Healthcare & Social Assistance retirement plans → · Plans in Puerto Rico →
Sociedad Espanola De Auxilio Mutuo Y Beneficiencia De Puerto Rico Retirement Plan in the asset neighbourhood
Puerto Rico filing particulars
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | $5M |
| Employer EIN | 660486907 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hospital Espanol Auxilio Mutuo De Puerto Rico Inc)
Sponsor-wide plan assets over time
All Hospital Espanol Auxilio Mutuo De Puerto Rico Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $39M 30.041764043065093% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,811 | $30M |
| 2023 | 1 | 1,788 | $35M |
| 2024 | 1 | 1,742 | $39M |
Nearby 401(k) Plans in Puerto Rico
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Pfizer Savings Plan for Employees Resident in Puerto Rico $385M · 87
- Msd Puerto Rico Savings and Security Plan $224M · 679
- Inter American University of Pr Defined Contribution Retirement Plan $188M · 1,601
- Popular, Inc. USA 401(k) Savings & Investment Plan $150M · 867
- Firstbank 401(k) Retirement Plan for Residents of Puerto Rico $143M · 2,875
Sociedad Espanola De Auxilio Mutuo Y Beneficiencia De Puerto Rico Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Puerto Rico, the nearest 401(k) by assets is Independence Holding Company Retirement Plan in CT ($35M); by covered participants it is Touchmark Living Centers Inc. Employee Savings & Retirement Plan in OR (1,788 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,788 participants); asset peers above are excluded.
- Touchmark Living Centers Inc. Employee Savings & Retirement Plan (OR) 1,788 · 0 off
- Glen Raven, Inc. Employees 401(k) Retirement Savings Plan (NC) 1,788 · 0 off
- Flynt Entities 401(k) Plan (CA) 1,788 · 0 off
- Kahn Ventures, Inc. 401(k) Plan (GA) 1,788 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.