Defined Benefit (Pension) · DOL Form 5500 · 2023

Mendez & Co., Inc. Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
9
Participants Small participant base
36th
Percentile by assets National rank
$335,243
Avg per participant High balance/head
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Official DOL plan name: Mendez & Co., Inc. Employees' Retirement Plan · Sponsored by Mendez & Co., Inc. · Puerto Rico · Wholesale Trade

$3M in assets, 9 participants

Mendez & Co., Inc.'s Mendez & Co., Inc. Employees' Retirement Plan reported $3M in total assets and 9 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.

  • #1,570 in Wholesale Trade (6,309 peers)

Mendez & Co., Inc. multi-year trail

Mendez & Co., Inc.'s plans moved -19.2% in assets from 2022 to 2024; this filing shows Mendez & Co., Inc. Employees' Retirement Plan at $3M / 9 participants.

#1,570
in Wholesale Trade (6,309 peers)
-74.9%
assets change YoY

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mendez & Co., Inc. Employees' Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers

Mendez & Co., Inc. Employees' Retirement Plan vs every filed plan by assets

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

$3,017,188 36th percentile higher than 36% 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

Mendez & Co., Inc. Employees' Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mendez & Co., Inc. Employees' Retirement Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mendez & Co., Inc. Employees' Retirement Plan reported net income fell from $358K in the plan year 2022 filing to -$9M in the plan year 2023 filing.
  • Mendez & Co., Inc. Employees' Retirement Plan end-of-year assets fell from $12M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Mendez & Co., Inc. Employees' Retirement Plan reported participants fell from 10 in the plan year 2022 filing to 9 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 660177198 · Mendez & Co., Inc. PY 2023 · Defined Benefit (Pension)

Mendez & Co., Inc. Employees' Retirement Plan · $3M · 9 · 36th

  • SCH $3M
  • EBSA 9
  • PART 36th
  • TYPE Defined Benefit (Pension)
  • NET near Hendricks Interests, LLC Employees Pension Plan and Trust
  • BOOK ind #1570

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 →

Mendez & Co., Inc. Employees' Retirement Plan in the asset neighbourhood

Westcorp Capital, Inc. Retirement PlanWestcorp Capital, Inc. Retir…$3MMendez & Co., Inc. Employees' Retirement PlanMendez & Co., Inc. Employees…$3MHendricks Interests, LLC Employees Pension Plan and TrustHendricks Interests, LLC Emp…$3MExeter Capital Management, LLC Defined Benefit Pension PlanExeter Capital Management, L…$3MSligh Furniture Co. Defined Benefit Pension PlanSligh Furniture Co. Defined …$3M
End-of-year total assets ($M) among Mendez & Co., Inc. Employees' Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Mendez & Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Mendez & Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 19.24832274165505% vs 2022
2024 filing year
$22M$24M$26M$28M$30M$32M 202220232024 $30.9M $25M ▼ -19.2%
Year Plans Participants Total Assets
2022 2 488 $31M
2023 2 505 $24M
2024 2 515 $25M

Mendez & Co., Inc. filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$3M
Net Income-$9M
Employer EIN660177198
Plan Effective Date1966-06-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Puerto Rico

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Mendez & Co., Inc. Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -20002004006008001000 Total assets ($M) Participants Mendez & Co., Inc. Employees' Retirement Plan, Total assets ($M): 3.017188 · Participants: 9Mendez & Co., Inc. Employees' Retirement PlanPuerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees, Total assets ($M): 800.425311 · Participants: 1638Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly EmployeesBanco Popular De Puerto Rico Retirement Plan, Total assets ($M): 632.455069 · Participants: 1952Banco Popular De Puerto Rico Retirement PlanMsd Puerto Rico Pension Plan, Total assets ($M): 416.908543 · Participants: 507Msd Puerto Rico Pension PlanThe Retirement Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 335.326883 · Participants: 1144The Retirement Plan for Lilly Affiliate Employees in Puerto RicoComponents Pension Plan for Puerto Rico, Total assets ($M): 177.084845 · Participants: 93Components Pension Plan for Puerto Rico
Mendez & Co., Inc. Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Puerto Rico, assets vs. participants
Compare Mendez & Co., Inc. Employees' Retirement Plan side-by-side with 3 peers →

Mendez & Co., Inc. Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Puerto Rico, the nearest Defined Benefit (Pension) by assets is Hendricks Interests, LLC Employees Pension Plan and Trust in TX ($3M); by covered participants it is Symphony Management Cash Balance Plan in FL (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Mendez & Co., Inc. Employees' Retirement Plan assets move in 2023? ▼
Mendez & Co., Inc. Employees' Retirement Plan contracted severely - down 74.9% during 2023, from $12M to $3M. Reported net income was -$9M.
How have Mendez & Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mendez & Co., Inc.'s sponsor-wide assets declined 19.2%, from $31M to $25M.
Which Defined Benefit (Pension) plans are similar in size to Mendez & Co., Inc. Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Hendricks Interests, LLC Employees Pension Plan and Trust in TX ($3M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Mendez & Co., Inc. Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Symphony Management Cash Balance Plan in FL (9 participants, $3M 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 660177198.

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.