Other · DOL Form 5500 · 2023
Evertec Group, LLC Retirement Plan
Data updated 2026-08-25
- $102M
- Total assets Near avg plan size
- 1,314
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $77,472
- Avg per participant Below avg balance/head
Official DOL plan name: Evertec Group, LLC Savings & Investment Plan Savings and Investment Plan · Sponsored by Evertec Group, LLC · Puerto Rico · Information & Media
$102M in assets, 1,314 participants
Evertec Group, LLC's Evertec Group, LLC Savings & Investment Plan Savings and Investment Plan reported $102M in total assets and 1,314 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- #2,464 in Information & Media (2,818 peers)
Coverage in Puerto Rico
Evertec Group, LLC Savings & Investment Plan Savings and Investment Plan covers 1,314 participants in Puerto Rico, 15x the typical Puerto Rico plan (state average ~89 per filing). Assets: $102M.
- #2,464
- in Information & Media (2,818 peers)
- +20.0%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Evertec Group, LLC Savings & Investment Plan Savings and Investment Plan's outsized position by total assets
Evertec Group, LLC Savings & Investment Plan Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$101,797,850 Top 9% higher than 91% 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
Evertec Group, LLC Savings & Investment Plan Savings and Investment 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. Evertec Group, LLC Savings & Investment Plan Savings and Investment Plan lands in the large band (1,314 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Evertec Group, LLC Savings & Investment Plan Savings and Investment Plan reported net income rose from -$21M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- Evertec Group, LLC Savings & Investment Plan Savings and Investment Plan end-of-year assets rose from $85M in the plan year 2022 filing to $102M in the plan year 2023 filing.
- Evertec Group, LLC Savings & Investment Plan Savings and Investment Plan reported participants rose from 1,287 in the plan year 2022 filing to 1,314 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 660449729 · Evertec Group, LLC PY 2023 · Other
Evertec Group, LLC Savings & Investment Plan Savings and Investment Plan · $102M · 1,314 · 91st
- EIN $102M
- RANK 1,314
- PHOTO 91st
- IND Other
- EOY near Des Moines University Defined Contribution 403(b) Plan
- 5500 ind #2464
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 Information & Media retirement plans → · Plans in Puerto Rico →
Evertec Group, LLC Savings & Investment Plan Savings and Investment Plan in the asset neighbourhood
Puerto Rico filing particulars
| Total Assets (Beginning of Year) | $85M |
|---|---|
| Net Assets (End of Year) | $102M |
| Net Income | $17M |
| Employer EIN | 660449729 |
| Plan Effective Date | 2010-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Evertec Group, LLC)
Sponsor-wide plan assets over time
All Evertec Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $118M 38.662985295447285% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,287 | $85M |
| 2023 | 1 | 1,314 | $102M |
| 2024 | 1 | 1,289 | $118M |
Nearby Other Plans in Puerto Rico
Peer Other plans, same state, same plan type, ranked by total assets.
- Bd Savings Plan for Puerto Rico Employees $70M · 1,390
- Union De Tronquistas De Puerto Rico Local 901 of Crowley Liner Services Puerto Rico Inc Defined Contribution Retirement Plan $25M · 208
- Sarco Employees Retirement Plan $23M · 3,515
- Retirement Plan of Henkel Puerto Rico, Inc. $18M · 232
- Toyota De Puerto Rico, Corp. Savings and Investment $18M · 136
Evertec Group, LLC Savings & Investment Plan Savings and Investment Plan's out-of-state Other peers by assets and headcount
Outside Puerto Rico, the nearest Other by assets is Des Moines University Defined Contribution 403(b) Plan in IA ($102M); by covered participants it is Park Nicollet Health Services 403(b) Retirement Savings Plan in MN (1,315 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($102M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,314 participants); asset peers above are excluded.
- Park Nicollet Health Services 403(b) Retirement Savings Plan (MN) 1,315 · 1 off
- Emerson Health System Retirement Savings Plan (MA) 1,315 · 1 off
- Quinnipiac University Defined Contribution Retirement Plan (CT) 1,312 · 2 off
- The Charles Stark Draper Laboratory, Inc. Supplemental Retirement Annuity Plan (MA) 1,319 · 5 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.