401(k) · DOL Form 5500 · 2024

Empresas Ortiz Brunet, Inc. 401(k) Plan

Data updated 2026-08-25

$942K
Total assets Small plan by assets
79
Participants Small participant base
23rd
Percentile by assets National rank
$11,918
Avg per participant Low balance/head
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Official DOL plan name: Empresas Ortiz Brunet, Inc. 1081.0.1(D) Plan · Sponsored by Empresas Ortiz Brunet, Inc. · Puerto Rico · Mining & Oil Extraction

$942K in assets, 79 participants

Empresas Ortiz Brunet, Inc.'s Empresas Ortiz Brunet, Inc. 1081.0.1(D) Plan reported $942K in total assets and 79 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #49 in Mining & Oil Extraction (785 peers)

Empresas Ortiz Brunet, Inc. multi-year trail

Empresas Ortiz Brunet, Inc.'s plans moved +57.1% in assets from 2022 to 2024; this filing shows Empresas Ortiz Brunet, Inc. 1081.0.1(D) Plan at $942K / 79 participants.

#49
in Mining & Oil Extraction (785 peers)
+22.7%
assets growth YoY

Empresas Ortiz Brunet, Inc. 1081.0.1(D) Plan among the smaller filed plans by assets

Empresas Ortiz Brunet, Inc. 1081.0.1(D) Plan vs every filed plan by assets

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

$941,560 23rd percentile higher than 23% 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

Empresas Ortiz Brunet, Inc. 1081.0.1(D) 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. Empresas Ortiz Brunet, Inc. 1081.0.1(D) Plan is a small filing (79 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Empresas Ortiz Brunet, Inc. 1081.0.1(D) Plan end-of-year assets rose from $767K in the plan year 2023 filing to $942K in the plan year 2024 filing.
  • Empresas Ortiz Brunet, Inc. 1081.0.1(D) Plan reported participants fell from 87 in the plan year 2023 filing to 79 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 660316012 · Empresas Ortiz Brunet, Inc. PY 2024 · 401(k)

Empresas Ortiz Brunet, Inc. 1081.0.1(D) Plan · $942K · 79 · 23rd

  • EOY $942K
  • 5500 79
  • ASSETS 23rd
  • PCT 401(k)
  • EIN near Ralph E Lewis II 401(k) Profit Sharing Plan & Trust
  • RANK ind #49

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 Mining & Oil Extraction retirement plans → · Plans in Puerto Rico →

Empresas Ortiz Brunet, Inc. 1081.0.1(D) Plan in the asset neighbourhood

Empresas Ortiz Brunet, Inc. 1081.0.1(D) PlanEmpresas Ortiz Brunet, Inc. …$942KRalph E Lewis II 401(k) Profit Sharing Plan & TrustRalph E Lewis II 401(k) Prof…$942KFrancis J. Cunningham, III Profit Sharing & 401(k) PlanFrancis J. Cunningham, III P…$942KBeach Nursery, Inc. 401(k) Profit Sharing PlanBeach Nursery, Inc. 401(k) P…$941KDantes Partners, LLC 401(k) PlanDantes Partners, LLC 401(k) …$942K
End-of-year total assets ($M) among Empresas Ortiz Brunet, Inc. 1081.0.1(D) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Empresas Ortiz Brunet, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Empresas Ortiz Brunet, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$942K 57.114156226430204% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M 202220232024 $0.6M $0.94M ▲ +56.7%
Year Plans Participants Total Assets
2022 1 36 $599K
2023 1 87 $767K
2024 1 79 $942K

Empresas Ortiz Brunet, Inc. filing trail (2024)

Total Assets (Beginning of Year)$767K
Net Assets (End of Year)$942K
Net Income$174K
Employer EIN660316012
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Puerto Rico

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

Empresas Ortiz Brunet, Inc. 1081.0.1(D) Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -1000100200300400500 Total assets ($M) Participants Empresas Ortiz Brunet, Inc. 1081.0.1(D) Plan, Total assets ($M): 0.94156 · Participants: 79Empresas Ortiz Brunet, Inc. 1081.0.1(D) 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
Empresas Ortiz Brunet, Inc. 1081.0.1(D) Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants
Compare Empresas Ortiz Brunet, Inc. 1081.0.1(D) Plan side-by-side with 3 peers →

Empresas Ortiz Brunet, Inc. 1081.0.1(D) Plan's out-of-state 401(k) peers by assets and headcount

Outside Puerto Rico, the nearest 401(k) by assets is Ralph E Lewis II 401(k) Profit Sharing Plan & Trust in KS ($942K); by covered participants it is Cvca 401(k)Plan in VA (79 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (79 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 Empresas Ortiz Brunet, Inc. 1081.0.1(D) Plan assets move in 2024? ▼
Empresas Ortiz Brunet, Inc. 1081.0.1(D) Plan grew sharply - up 22.7% during 2024, from $767K to $942K. Reported net income was $174K.
How have Empresas Ortiz Brunet, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Empresas Ortiz Brunet, Inc.'s sponsor-wide assets grew 57.1%, from $599K to $942K.
Where does Empresas Ortiz Brunet, Inc. 1081.0.1(D) Plan rank by assets among Form 5500 filers? ▼
Empresas Ortiz Brunet, Inc. 1081.0.1(D) Plan ranks in the 23rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Empresas Ortiz Brunet, Inc. 1081.0.1(D) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ralph E Lewis II 401(k) Profit Sharing Plan & Trust in KS ($942K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Empresas Ortiz Brunet, Inc. 1081.0.1(D) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cvca 401(k)Plan in VA (79 participants, $17M 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 660316012.

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.