Profit Sharing · DOL Form 5500 · 2023
Cooperativa De Seguros De Vida De Puerto Rico Profit Sharing Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 207
- Participants Below avg headcount
- 50th
- Percentile by assets National rank
- $32,974
- Avg per participant Low balance/head
Official DOL plan name: Cooperativa De Seguros De Vida De Puerto Rico 1081.01d Salary Deferral Retirement Plan · Sponsored by Cooperativa De Seguros De Vida De Puerto Rico · Puerto Rico · Finance & Insurance
$7M in assets, 207 participants
Cooperativa De Seguros De Vida De Puerto Rico's Cooperativa De Seguros De Vida De Puerto Rico 1081.01d Salary Deferral Retirement Plan reported $7M in total assets and 207 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.
- #3,200 in Finance & Insurance (8,869 peers)
Coverage in Puerto Rico
Cooperativa De Seguros De Vida De Puerto Rico 1081.01d Salary Deferral Retirement Plan covers 207 participants in Puerto Rico, 2.3x the typical Puerto Rico plan (state average ~89 per filing). Assets: $7M.
- #3,200
- in Finance & Insurance (8,869 peers)
- +14.3%
- assets growth YoY
Cooperativa De Seguros De Vida De Puerto Rico 1081.01d Salary Deferral Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers
Cooperativa De Seguros De Vida De Puerto Rico 1081.01d Salary Deferral Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,825,712 Top 50% higher than 50% 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
Cooperativa De Seguros De Vida De Puerto Rico 1081.01d Salary Deferral Retirement Plan 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. Cooperativa De Seguros De Vida De Puerto Rico 1081.01d Salary Deferral Retirement Plan sits mid-pack in the medium band (207 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cooperativa De Seguros De Vida De Puerto Rico 1081.01d Salary Deferral Retirement Plan reported net income rose from -$485K in the plan year 2022 filing to $854K in the plan year 2023 filing.
- Cooperativa De Seguros De Vida De Puerto Rico 1081.01d Salary Deferral Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Cooperativa De Seguros De Vida De Puerto Rico 1081.01d Salary Deferral Retirement Plan reported participants fell from 214 in the plan year 2022 filing to 207 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 660231517 · Cooperativa De Seguros De Vida De Puerto Rico PY 2023 · Profit Sharing
Cooperativa De Seguros De Vida De Puerto Rico 1081.01d Salary Deferral Retirement Plan · $7M · 207 · 50th
- PART $7M
- PART 207
- PART 50th
- PART Profit Sharing
- PART near Fernbank Inc. Retirement Plan
- PART ind #3200
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 →
Cooperativa De Seguros De Vida De Puerto Rico 1081.01d Salary Deferral Retirement Plan in the asset neighbourhood
Puerto Rico filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $854K |
| Employer EIN | 660231517 |
| Plan Effective Date | 2008-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cooperativa De Seguros De Vida De Puerto Rico)
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 |
Nearby Profit Sharing Plans in Puerto Rico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Retirement and Savings Plan for Amgen Manufacturing Limited LLC $719M · 2,713
- Popular, Inc. Pr Savings and Investment Plan $701M · 8,134
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico $442M · 1,114
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $196M · 751
- The Oriental Bank Coda Profit Sharing Plan $135M · 2,096
Cooperativa De Seguros De Vida De Puerto Rico 1081.01d Salary Deferral Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Fernbank Inc. Retirement Plan in GA ($7M); by covered participants it is IBEW Local No. 607 Annuity Fund in NJ (207 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (207 participants); asset peers above are excluded.
- IBEW Local No. 607 Annuity Fund (NJ) 207 · 0 off
- Interim, Incorporated 403(b) Plan (CA) 207 · 0 off
- Roofers Local 195 Annuity Fund (NY) 207 · 0 off
- Byer California Retirement Savings Plan (CA) 207 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.