401(k) · DOL Form 5500 · 2024

Sojitz De Puerto Rico Corporation 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
80
Participants Small participant base
35th
Percentile by assets National rank
$39,222
Avg per participant Low balance/head
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Official DOL plan name: Sojitz De Puerto Rico Corporation 1165(e) Plan · Sponsored by Sojitz De Puerto Rico Corporation · Puerto Rico · Wholesale Trade

$3M in assets, 80 participants

Sojitz De Puerto Rico Corporation's Sojitz De Puerto Rico Corporation 1165(e) Plan reported $3M in total assets and 80 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #1,441 in Wholesale Trade (6,080 peers)

Sojitz De Puerto Rico Corporation multi-year trail

Sojitz De Puerto Rico Corporation's plans moved +55.5% in assets from 2022 to 2024; this filing shows Sojitz De Puerto Rico Corporation 1165(e) Plan at $3M / 80 participants.

#1,441
in Wholesale Trade (6,080 peers)
+19.0%
assets growth YoY

Sojitz De Puerto Rico Corporation 1165(e) Plan's mid-pack asset rank among Wholesale Trade and all filers

Sojitz De Puerto Rico Corporation 1165(e) Plan vs every filed plan by assets

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

$3,137,780 35th percentile higher than 35% 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

Sojitz De Puerto Rico Corporation 1165(e) 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. Sojitz De Puerto Rico Corporation 1165(e) Plan is a small filing (80 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sojitz De Puerto Rico Corporation 1165(e) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Sojitz De Puerto Rico Corporation 1165(e) Plan reported net income fell from $618K in the plan year 2023 filing to $502K in the plan year 2024 filing.
  • Sojitz De Puerto Rico Corporation 1165(e) Plan reported participants rose from 78 in the plan year 2023 filing to 80 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 660719209 · Sojitz De Puerto Rico Corporation PY 2024 · 401(k)

Sojitz De Puerto Rico Corporation 1165(e) Plan · $3M · 80 · 35th

  • 5500 $3M
  • 5500 80
  • 5500 35th
  • 5500 401(k)
  • 5500 near Meridian Land Services 401(k) & Profit Sharing
  • 5500 ind #1441

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 Wholesale Trade retirement plans → · Plans in Puerto Rico →

Sojitz De Puerto Rico Corporation 1165(e) Plan in the asset neighbourhood

Sojitz De Puerto Rico Corporation 1165(e) PlanSojitz De Puerto Rico Corpor…$3MMeridian Land Services 401(k) & Profit SharingMeridian Land Services 401(k…$3MRaven Industries, Inc. Profit Sharing PlanRaven Industries, Inc. Profi…$3MGreen, Steel & Albrecht, LLP 401(k) Profit Sharing PlanGreen, Steel & Albrecht, LLP…$3MMount Vernon Bank Employee Stock Ownership PlanMount Vernon Bank Employee S…$3M
End-of-year total assets ($M) among Sojitz De Puerto Rico Corporation 1165(e) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Sojitz De Puerto Rico Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Sojitz De Puerto Rico Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$3M 55.45831710765822% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $2.02M $3.14M ▲ +55.4%
Year Plans Participants Total Assets
2022 1 66 $2M
2023 1 78 $3M
2024 1 80 $3M

Sojitz De Puerto Rico Corporation filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$502K
Employer EIN660719209
Plan Effective Date2009-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Puerto Rico

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

Sojitz De Puerto Rico Corporation 1165(e) Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -1000100200300400500 Total assets ($M) Participants Sojitz De Puerto Rico Corporation 1165(e) Plan, Total assets ($M): 3.13778 · Participants: 80Sojitz De Puerto Rico Corporation 1165(e) PlanPfizer Savings Plan for Employees Resident in Puerto Rico, Total assets ($M): 395.418432 · Participants: 88Pfizer Savings Plan for Employees Resident in Puerto RicoMsd Puerto Rico Savings and Security Plan, Total assets ($M): 231.602491 · Participants: 542Msd Puerto Rico Savings and Security PlanInter American University of Pr Defined Contribution Retirement Plan, Total assets ($M): 199.102479 · Participants: 1552Inter American University of Pr Defined Contribution Retirement PlanPopular, Inc. USA 401(k) Savings & Investment Plan, Total assets ($M): 170.397343 · Participants: 942Popular, Inc. USA 401(k) Savings & Investment PlanFirstbank 401(k) Retirement Plan for Residents of Puerto Rico, Total assets ($M): 164.421743 · Participants: 2826Firstbank 401(k) Retirement Plan for Residents of Puerto Rico
Sojitz De Puerto Rico Corporation 1165(e) Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants
Compare Sojitz De Puerto Rico Corporation 1165(e) Plan side-by-side with 3 peers →

Sojitz De Puerto Rico Corporation 1165(e) Plan's out-of-state 401(k) peers by assets and headcount

Outside Puerto Rico, the nearest 401(k) by assets is Meridian Land Services 401(k) & Profit Sharing in NH ($3M); by covered participants it is Lewa America Inc 401(k) Profit Sharing Plan & Trust in MA (80 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (80 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 Sojitz De Puerto Rico Corporation 1165(e) Plan assets move in 2024? ▼
Sojitz De Puerto Rico Corporation 1165(e) Plan grew sharply - up 19.0% during 2024, from $3M to $3M. Reported net income was $502K.
How have Sojitz De Puerto Rico Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sojitz De Puerto Rico Corporation's sponsor-wide assets grew 55.5%, from $2M to $3M.
Which 401(k) plans are similar in size to Sojitz De Puerto Rico Corporation 1165(e) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Meridian Land Services 401(k) & Profit Sharing in NH ($3M, 22 participants).
Which 401(k) plans cover a similar participant headcount to Sojitz De Puerto Rico Corporation 1165(e) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lewa America Inc 401(k) Profit Sharing Plan & Trust in MA (80 participants, N/A 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 660719209.

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.