401(k) · DOL Form 5500 · 2023

Hospital Episcopal San Lucas Ponce 401(k) Plan

Data updated 2026-08-25

$719K
Total assets Small plan by assets
529
Participants Below avg headcount
21st
Percentile by assets National rank
$1,359
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Plan De Retiro San Lucas · Sponsored by Hospital Episcopal San Lucas Ponce · Puerto Rico · Healthcare & Social Assistance

$719K in assets, 529 participants

Hospital Episcopal San Lucas Ponce's Plan De Retiro San Lucas reported $719K in total assets and 529 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #2,885 in Healthcare & Social Assistance (17,684 peers)

Coverage in Puerto Rico

Plan De Retiro San Lucas covers 529 participants in Puerto Rico, 5.9x the typical Puerto Rico plan (state average ~89 per filing). Assets: $719K.

#2,885
in Healthcare & Social Assistance (17,684 peers)
+1271.5%
assets growth YoY

Plan De Retiro San Lucas among the smaller filed plans by assets

Plan De Retiro San Lucas vs every filed plan by assets

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

$718,803 21st percentile higher than 21% 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

Plan De Retiro San Lucas 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. Plan De Retiro San Lucas sits mid-pack in the medium band (529 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Plan De Retiro San Lucas end-of-year assets rose from $52K in the plan year 2022 filing to $719K in the plan year 2023 filing.
  • Plan De Retiro San Lucas reported net income rose from $52K in the plan year 2022 filing to $640K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 660589727 · Hospital Episcopal San Lucas Ponce PY 2023 · 401(k)

Plan De Retiro San Lucas · $719K · 529 · 21st

  • IND $719K
  • IND 529
  • IND 21st
  • IND 401(k)
  • IND near Linhope Companies, Inc. 401(k) Plan
  • IND ind #2885

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 →

Plan De Retiro San Lucas in the asset neighbourhood

Plan De Retiro San Lucas$719KLinhope Companies, Inc. 401(k) PlanLinhope Companies, Inc. 401(…$719KAmerican Carbon 401(k) Plan$719KMelodic Flora Corp. 401(k) PlanMelodic Flora Corp. 401(k) P…$718KCross Creek Rv, Inc. 401(k) PlanCross Creek Rv, Inc. 401(k) …$719K
End-of-year total assets ($M) among Plan De Retiro San Lucas and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$52K
Net Assets (End of Year)$692K
Net Income$640K
Employer EIN660589727
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hospital Episcopal San Lucas Ponce)

Sponsor-wide plan assets over time

All Hospital Episcopal San Lucas Ponce plans reported in each filing year

Latest sponsor-wide plan assets
$2M 2776.4476922783383% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $0.05M $1.51M ▲ +2920.0%
Year Plans Participants Total Assets
2022 1 529 $52K
2023 1 529 $719K
2024 1 529 $2M

Nearby 401(k) Plans in Puerto Rico

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

Plan De Retiro San Lucas vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -1000100200300400500 Total assets ($M) Participants Plan De Retiro San Lucas, Total assets ($M): 0.718803 · Participants: 529Plan De Retiro San LucasPfizer 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
Plan De Retiro San Lucas vs. nearby 401(k) plans in Puerto Rico, assets vs. participants
Compare Plan De Retiro San Lucas side-by-side with 3 peers →

Plan De Retiro San Lucas's out-of-state 401(k) peers by assets and headcount

Outside Puerto Rico, the nearest 401(k) by assets is Linhope Companies, Inc. 401(k) Plan in TX ($719K); by covered participants it is First Community Bank 401(k) and Profit Sharing Plan in AR (529 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($719K here).

Similar participant headcount

Nearest other-state filings by covered participants (529 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 Plan De Retiro San Lucas assets move in 2023? ▼
Plan De Retiro San Lucas surged - up 1271.5% during 2023, from $52K to $719K. Reported net income was $640K.
How have Hospital Episcopal San Lucas Ponce plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hospital Episcopal San Lucas Ponce's sponsor-wide assets grew 2776.4%, from $52K to $2M.
Where does Plan De Retiro San Lucas rank by assets among Form 5500 filers? ▼
Plan De Retiro San Lucas ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Plan De Retiro San Lucas? ▼
Among 401(k) plans in other states, the closest by assets is Linhope Companies, Inc. 401(k) Plan in TX ($719K, N/A participants).
Which 401(k) plans cover a similar participant headcount to Plan De Retiro San Lucas? ▼
Among 401(k) plans in other states, the closest by covered participants is First Community Bank 401(k) and Profit Sharing Plan in AR (529 participants, $22M 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 660589727.

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.