401(k) · DOL Form 5500 · 2023

Barreto Holding Company, LLC 401(k) Plan

Data updated 2026-08-25

$471K
Total assets Small plan by assets
301
Participants Below avg headcount
17th
Percentile by assets National rank
$1,565
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Barreto Holding Company 1081. 01(D) Plan · Sponsored by Barreto Holding Company, LLC · Puerto Rico · Professional & Technical Services

$471K in assets, 301 participants

Barreto Holding Company, LLC's Barreto Holding Company 1081. 01(D) Plan reported $471K in total assets and 301 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

  • #2,652 in Professional & Technical Services (20,321 peers)

Coverage in Puerto Rico

Barreto Holding Company 1081. 01(D) Plan covers 301 participants in Puerto Rico, 3.4x the typical Puerto Rico plan (state average ~89 per filing). Assets: $471K.

#2,652
in Professional & Technical Services (20,321 peers)
+41.2%
assets growth YoY

Barreto Holding Company 1081. 01(D) Plan among the smaller filed plans by assets

Barreto Holding Company 1081. 01(D) Plan vs every filed plan by assets

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

$471,079 17th percentile higher than 17% 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

Barreto Holding Company 1081. 01(D) 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. Barreto Holding Company 1081. 01(D) Plan sits mid-pack in the medium band (301 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Barreto Holding Company 1081. 01(D) Plan reported net income rose from $22K in the plan year 2022 filing to $137K in the plan year 2023 filing.
  • Barreto Holding Company 1081. 01(D) Plan end-of-year assets rose from $334K in the plan year 2022 filing to $471K in the plan year 2023 filing.
  • Barreto Holding Company 1081. 01(D) Plan reported participants rose from 232 in the plan year 2022 filing to 301 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 660693042 · Barreto Holding Company, LLC PY 2023 · 401(k)

Barreto Holding Company 1081. 01(D) Plan · $471K · 301 · 17th

  • VS-ST $471K
  • VS-ST 301
  • VS-ST 17th
  • VS-ST 401(k)
  • VS-ST near Rennasentient, Inc. 401(k) Plan
  • VS-ST ind #2652

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 Professional & Technical Services retirement plans → · Plans in Puerto Rico →

Barreto Holding Company 1081. 01(D) Plan in the asset neighbourhood

Barreto Holding Company 1081. 01(D) PlanBarreto Holding Company 1081…$471KRennasentient, Inc. 401(k) PlanRennasentient, Inc. 401(k) P…$471KCirculo Health Services Inc 401(k) Profit Sharing Plan & TrustCirculo Health Services Inc …$471KMikenna, Inc. 401(k) Plan$471KPorts C & G Inc 401(k) Profit Sharing Plan & TrustPorts C & G Inc 401(k) Profi…$471K
End-of-year total assets ($M) among Barreto Holding Company 1081. 01(D) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$334K
Net Assets (End of Year)$471K
Net Income$137K
Employer EIN660693042
Plan Effective Date2019-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Barreto Holding Company, LLC)

Sponsor-wide plan assets over time

All Barreto Holding Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$562K 68.55043704511937% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M 202220232024 $0.33M $0.56M ▲ +69.7%
Year Plans Participants Total Assets
2022 1 232 $334K
2023 1 301 $471K
2024 1 232 $562K

Nearby 401(k) Plans in Puerto Rico

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

Barreto Holding Company 1081. 01(D) Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -1000100200300400500 Total assets ($M) Participants Barreto Holding Company 1081. 01(D) Plan, Total assets ($M): 0.471079 · Participants: 301Barreto Holding Company 1081. 01(D) 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
Barreto Holding Company 1081. 01(D) Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants
Compare Barreto Holding Company 1081. 01(D) Plan side-by-side with 3 peers →

Barreto Holding Company 1081. 01(D) Plan's out-of-state 401(k) peers by assets and headcount

Outside Puerto Rico, the nearest 401(k) by assets is Rennasentient, Inc. 401(k) Plan in NC ($471K); by covered participants it is Greenfield Senior Living 401(k) Plan in VA (301 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (301 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 Barreto Holding Company 1081. 01(D) Plan assets move in 2023? ▼
Barreto Holding Company 1081. 01(D) Plan surged - up 41.2% during 2023, from $334K to $471K. Reported net income was $137K.
How have Barreto Holding Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barreto Holding Company, LLC's sponsor-wide assets grew 68.6%, from $334K to $562K.
Where does Barreto Holding Company 1081. 01(D) Plan rank by assets among Form 5500 filers? ▼
Barreto Holding Company 1081. 01(D) Plan ranks in the 17th 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 Barreto Holding Company 1081. 01(D) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rennasentient, Inc. 401(k) Plan in NC ($471K, 7 participants).
Which 401(k) plans cover a similar participant headcount to Barreto Holding Company 1081. 01(D) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greenfield Senior Living 401(k) Plan in VA (301 participants, $1M 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 660693042.

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.