Profit Sharing · DOL Form 5500 · 2023
Genera Pr LLC Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 640
- Participants Below avg headcount
- 36th
- Percentile by assets National rank
- $4,673
- Avg per participant Low balance/head
Official DOL plan name: Genera Pr Saving Plan · Sponsored by Genera Pr LLC · Puerto Rico · Utilities
$3M in assets, 640 participants
Genera Pr LLC's Genera Pr Saving Plan reported $3M in total assets and 640 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.
- #82 in Utilities (721 peers)
Coverage in Puerto Rico
Genera Pr Saving Plan covers 640 participants in Puerto Rico, 7.2x the typical Puerto Rico plan (state average ~89 per filing). Assets: $3M.
- #82
- in Utilities (721 peers)
- $3M
- reported net income
Genera Pr Saving Plan's mid-pack asset rank among Utilities and all filers
Genera Pr Saving Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,990,799 36th percentile higher than 36% 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
Genera Pr Saving 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. Genera Pr Saving Plan sits mid-pack in the medium band (640 participants).
EBSA filing schedule strip
Filing strip 660994219 · Genera Pr LLC PY 2023 · Profit Sharing
Genera Pr Saving Plan · $3M · 640 · 36th
- 5500 $3M
- 5500 640
- 5500 36th
- 5500 Profit Sharing
- 5500 near Nishi Farms, Inc. Profit Sharing Plan
- 5500 ind #82
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 Utilities retirement plans → · Plans in Puerto Rico →
Genera Pr Saving Plan in the asset neighbourhood
Puerto Rico filing particulars
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $3M |
| Employer EIN | 660994219 |
| Plan Effective Date | 2023-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Genera Pr LLC)
Sponsor-wide plan assets over time
All Genera Pr LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 241.17006860039743% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 640 | $3M |
| 2024 | 1 | 711 | $10M |
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
Genera Pr Saving Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Nishi Farms, Inc. Profit Sharing Plan in CA ($3M); by covered participants it is Eah, Inc. Retirement Plan in CA (639 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (640 participants); asset peers above are excluded.
- Eah, Inc. Retirement Plan (CA) 639 · 1 off
- Safe Horizon 401(a) Retirement Savings Plan (NY) 638 · 2 off
- Local Union No. 90 I.B.E.W. Annuity Plan (CT) 642 · 2 off
- Ironworkers Local 808 Annuity Fund (TN) 637 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.