Profit Sharing · DOL Form 5500 · 2023

Abarca Health LLC Profit Sharing Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
459
Participants Below avg headcount
58th
Percentile by assets National rank
$21,155
Avg per participant Low balance/head
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Official DOL plan name: Abarca Health Savings & Retirement Plan & Retirement Plan · Sponsored by Abarca Health LLC · Puerto Rico · Healthcare & Social Assistance

$10M in assets, 459 participants

Abarca Health LLC's Abarca Health Savings & Retirement Plan & Retirement Plan reported $10M in total assets and 459 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #11,245 in Healthcare & Social Assistance (17,684 peers)

Coverage in Puerto Rico

Abarca Health Savings & Retirement Plan & Retirement Plan covers 459 participants in Puerto Rico, 5.1x the typical Puerto Rico plan (state average ~89 per filing). Assets: $10M.

#11,245
in Healthcare & Social Assistance (17,684 peers)
+47.5%
assets growth YoY

Abarca Health Savings & Retirement Plan & Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Abarca Health Savings & Retirement Plan & Retirement Plan vs every filed plan by assets

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

$9,710,018 Top 42% higher than 58% 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

Abarca Health Savings & Retirement Plan & 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. Abarca Health Savings & Retirement Plan & Retirement Plan sits mid-pack in the medium band (459 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Abarca Health Savings & Retirement Plan & Retirement Plan reported net income rose from $527K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Abarca Health Savings & Retirement Plan & Retirement Plan end-of-year assets rose from $7M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Abarca Health Savings & Retirement Plan & Retirement Plan reported participants rose from 331 in the plan year 2022 filing to 459 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 660742627 · Abarca Health LLC PY 2023 · Profit Sharing

Abarca Health Savings & Retirement Plan & Retirement Plan · $10M · 459 · 58th

  • EOY $10M
  • EOY 459
  • EOY 58th
  • EOY Profit Sharing
  • EOY near Family Health Center of Worcester, Inc. 403(b) Plan
  • EOY ind #11245

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 →

Abarca Health Savings & Retirement Plan & Retirement Plan in the asset neighbourhood

Options Counseling Services of Oregon, Inc. 403(b) PlanOptions Counseling Services …$10MManning Building Supplies, Inc. Profit Sharing PlanManning Building Supplies, I…$10MAbarca Health Savings & Retirement Plan & Retirement PlanAbarca Health Savings & Reti…$10MFamily Health Center of Worcester, Inc. 403(b) PlanFamily Health Center of Worc…$10MEnergy Salvage, Inc. Profit Sharing Plan and TrustEnergy Salvage, Inc. Profit …$10M
End-of-year total assets ($M) among Abarca Health Savings & Retirement Plan & Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$10M
Net Income$3M
Employer EIN660742627
Plan Effective Date2013-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Abarca Health LLC)

Sponsor-wide plan assets over time

All Abarca Health LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 104.26216905032497% vs 2022
2024 filing year
$5M$10M$15M 202220232024 $6.58M $13.5M ▲ +104.4%
Year Plans Participants Total Assets
2022 1 331 $7M
2023 1 459 $10M
2024 1 522 $13M

Nearby Profit Sharing Plans in Puerto Rico

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Abarca Health Savings & Retirement Plan & Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 -2000200400600800 Total assets ($M) Participants Abarca Health Savings & Retirement Plan & Retirement Plan, Total assets ($M): 9.710018 · Participants: 459Abarca Health Savings & Retirement Plan & Retirement PlanThe Retirement and Savings Plan for Amgen Manufacturing Limited LLC, Total assets ($M): 719.343985 · Participants: 2713The Retirement and Savings Plan for Amgen Manufacturing Limited LLCPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 700.721578 · Participants: 8134Popular, Inc. Pr Savings and Investment PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 441.870695 · Participants: 1114The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 195.772357 · Participants: 751Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation PlanThe Oriental Bank Coda Profit Sharing Plan, Total assets ($M): 134.602051 · Participants: 2096The Oriental Bank Coda Profit Sharing Plan
Abarca Health Savings & Retirement Plan & Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Abarca Health Savings & Retirement Plan & Retirement Plan side-by-side with 3 peers →

Abarca Health Savings & Retirement Plan & Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Family Health Center of Worcester, Inc. 403(b) Plan in MA ($10M); by covered participants it is Teamsters Local Union 331 Severance Trust Fund in NJ (459 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (459 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 Abarca Health Savings & Retirement Plan & Retirement Plan assets move in 2023? ▼
Abarca Health Savings & Retirement Plan & Retirement Plan surged - up 47.5% during 2023, from $7M to $10M. Reported net income was $3M.
How have Abarca Health LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Abarca Health LLC's sponsor-wide assets grew 104.3%, from $7M to $13M.
Which Profit Sharing plans are similar in size to Abarca Health Savings & Retirement Plan & Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Family Health Center of Worcester, Inc. 403(b) Plan in MA ($10M, 381 participants).
Which Profit Sharing plans cover a similar participant headcount to Abarca Health Savings & Retirement Plan & Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Teamsters Local Union 331 Severance Trust Fund in NJ (459 participants, $33M 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 660742627.

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.