Profit Sharing · DOL Form 5500 · 2024

Puerto Rico Federal Credit Union Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
28
Participants Small participant base
25th
Percentile by assets National rank
$43,863
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Puerto Rico Federal Credit Union 1081.01 Retirement Plan · Sponsored by Puerto Rico Federal Credit Union · Puerto Rico · Finance & Insurance

$1M in assets, 28 participants

Puerto Rico Federal Credit Union's Puerto Rico Federal Credit Union 1081.01 Retirement Plan reported $1M in total assets and 28 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

  • #1,262 in Finance & Insurance (8,549 peers)

Puerto Rico Federal Credit Union multi-year trail

Puerto Rico Federal Credit Union's plans moved +20.7% in assets from 2022 to 2024; this filing shows Puerto Rico Federal Credit Union 1081.01 Retirement Plan at $1M / 28 participants.

#1,262
in Finance & Insurance (8,549 peers)
+13.9%
assets growth YoY

Puerto Rico Federal Credit Union 1081.01 Retirement Plan among the smaller filed plans by assets

Puerto Rico Federal Credit Union 1081.01 Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,228,151 25th percentile higher than 25% of 123,620 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 2024

Puerto Rico Federal Credit Union 1081.01 Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Puerto Rico Federal Credit Union 1081.01 Retirement Plan is a small filing (28 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Puerto Rico Federal Credit Union 1081.01 Retirement Plan reported net income rose from $61K in the plan year 2023 filing to $150K in the plan year 2024 filing.
  • Puerto Rico Federal Credit Union 1081.01 Retirement Plan reported participants fell from 51 in the plan year 2023 filing to 28 in the plan year 2024 filing.
  • Puerto Rico Federal Credit Union 1081.01 Retirement Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 660239950 · Puerto Rico Federal Credit Union PY 2024 · Profit Sharing

Puerto Rico Federal Credit Union 1081.01 Retirement Plan · $1M · 28 · 25th

  • PHOTO $1M
  • PHOTO 28
  • PHOTO 25th
  • PHOTO Profit Sharing
  • PHOTO near Gregory G. Kluthe Cpa Profit Sharing Plan
  • PHOTO ind #1262

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 →

Puerto Rico Federal Credit Union 1081.01 Retirement Plan in the asset neighbourhood

Puerto Rico Federal Credit Union 1081.01 Retirement PlanPuerto Rico Federal Credit U…$1MGregory G. Kluthe Cpa Profit Sharing PlanGregory G. Kluthe Cpa Profit…$1MRezeco Inc. Retirement Plan$1MMti Capital Inc 401(k) Psp$1MJennifer Voss Profit Sharing 401(k) PlanJennifer Voss Profit Sharing…$1M
End-of-year total assets ($M) among Puerto Rico Federal Credit Union 1081.01 Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Puerto Rico Federal Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All Puerto Rico Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$1M 20.72012298570606% vs 2022
2024 filing year
$0.9M$1M$1.1M$1.2M$1.3M 202220232024 $1.02M $1.23M ▲ +20.6%
Year Plans Participants Total Assets
2022 1 28 $1M
2023 1 51 $1M
2024 1 28 $1M

Puerto Rico Federal Credit Union filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$150K
Employer EIN660239950
Plan Effective Date1982-03-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Puerto Rico Federal Credit Union 1081.01 Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Puerto Rico Federal Credit Union 1081.01 Retirement Plan, Total assets ($M): 1.228151 · Participants: 28Puerto Rico Federal Credit Union 1081.01 Retirement PlanPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 818.605332 · Participants: 8332Popular, Inc. Pr Savings and Investment PlanThe Retirement and Savings Plan for Amgen Manufacturing Limited LLC, Total assets ($M): 779.532675 · Participants: 2608The Retirement and Savings Plan for Amgen Manufacturing Limited LLCAbbvie Puerto Rico Savings Plan, Total assets ($M): 560.135241 · Participants: 1349Abbvie Puerto Rico Savings PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 519.253084 · Participants: 1140The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 228.453278 · Participants: 758Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan
Puerto Rico Federal Credit Union 1081.01 Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Puerto Rico Federal Credit Union 1081.01 Retirement Plan side-by-side with 3 peers →

Puerto Rico Federal Credit Union 1081.01 Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Gregory G. Kluthe Cpa Profit Sharing Plan in OR ($1M); by covered participants it is Hale Building Company, Inc. Profit Sharing Plan in AL (28 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (28 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Puerto Rico Federal Credit Union 1081.01 Retirement Plan assets move in 2024? ▼
Puerto Rico Federal Credit Union 1081.01 Retirement Plan grew at a solid clip - up 13.9% during 2024, from $1M to $1M. Reported net income was $150K.
How have Puerto Rico Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Puerto Rico Federal Credit Union's sponsor-wide assets grew 20.7%, from $1M to $1M.
Where does Puerto Rico Federal Credit Union 1081.01 Retirement Plan rank by assets among Form 5500 filers? ▼
Puerto Rico Federal Credit Union 1081.01 Retirement Plan ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Puerto Rico Federal Credit Union 1081.01 Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Gregory G. Kluthe Cpa Profit Sharing Plan in OR ($1M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Puerto Rico Federal Credit Union 1081.01 Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Hale Building Company, Inc. Profit Sharing Plan in AL (28 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 660239950.

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.