401(k) · DOL Form 5500 · 2024

Caribbean Marketing Reps, Inc. 401(k) Plan

Data updated 2026-08-25

$406K
Total assets Small plan by assets
93
Participants Small participant base
16th
Percentile by assets National rank
$4,365
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Caribbean Marketing Reps Retirement Plan · Sponsored by Caribbean Marketing Reps, Inc. · Puerto Rico · Professional & Technical Services

$406K in assets, 93 participants

Caribbean Marketing Reps, Inc.'s Caribbean Marketing Reps Retirement Plan reported $406K in total assets and 93 participants in its 2024 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,474 in Professional & Technical Services (20,173 peers)

Caribbean Marketing Reps, Inc. multi-year trail

Caribbean Marketing Reps, Inc.'s plans moved +115.4% in assets from 2022 to 2024; this filing shows Caribbean Marketing Reps Retirement Plan at $406K / 93 participants.

#2,474
in Professional & Technical Services (20,173 peers)
+35.1%
assets growth YoY

Caribbean Marketing Reps Retirement Plan among the smaller filed plans by assets

Caribbean Marketing Reps Retirement Plan vs every filed plan by assets

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

$405,954 16th percentile higher than 16% 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

Caribbean Marketing Reps 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. Caribbean Marketing Reps Retirement Plan is a small filing (93 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Caribbean Marketing Reps Retirement Plan end-of-year assets rose from $300K in the plan year 2023 filing to $406K in the plan year 2024 filing.
  • Caribbean Marketing Reps Retirement Plan reported participants rose from 81 in the plan year 2023 filing to 93 in the plan year 2024 filing.
  • Caribbean Marketing Reps Retirement Plan reported net income fell from $112K in the plan year 2023 filing to $105K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 660483957 · Caribbean Marketing Reps, Inc. PY 2024 · 401(k)

Caribbean Marketing Reps Retirement Plan · $406K · 93 · 16th

  • PHOTO $406K
  • IND 93
  • EOY 16th
  • 5500 401(k)
  • ASSETS near J Family Investments, Inc. 401(k) Plan
  • PCT ind #2474

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 Professional & Technical Services retirement plans → · Plans in Puerto Rico →

Caribbean Marketing Reps Retirement Plan in the asset neighbourhood

Caribbean Marketing Reps Retirement PlanCaribbean Marketing Reps Ret…$406KJ Family Investments, Inc. 401(k) PlanJ Family Investments, Inc. 4…$406KClarendon Investment Holdings 401(k) Profit Sharing Plan & TrustClarendon Investment Holding…$406KFunbox, Inc. 401(k) Plan$406KGcsb, Inc. 401(k) Plan$406K
End-of-year total assets ($M) among Caribbean Marketing Reps Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Caribbean Marketing Reps, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Caribbean Marketing Reps, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$406K 115.36820996005157% vs 2022
2024 filing year
$0.1M$0.2M$0.3M$0.4M$0.5M 202220232024 $0.19M $0.41M ▲ +115.8%
Year Plans Participants Total Assets
2022 1 6 $188K
2023 1 81 $300K
2024 1 93 $406K

Caribbean Marketing Reps, Inc. filing trail (2024)

Total Assets (Beginning of Year)$300K
Net Assets (End of Year)$406K
Net Income$105K
Employer EIN660483957
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Puerto Rico

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

Caribbean Marketing Reps Retirement Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -1000100200300400500 Total assets ($M) Participants Caribbean Marketing Reps Retirement Plan, Total assets ($M): 0.405954 · Participants: 93Caribbean Marketing Reps Retirement 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
Caribbean Marketing Reps Retirement Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants
Compare Caribbean Marketing Reps Retirement Plan side-by-side with 3 peers →

Caribbean Marketing Reps Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Puerto Rico, the nearest 401(k) by assets is J Family Investments, Inc. 401(k) Plan in TN ($406K); by covered participants it is Burns Pest Elimination, Inc. 401(k) Plan in AZ (93 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($406K here).

Similar participant headcount

Nearest other-state filings by covered participants (93 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 Caribbean Marketing Reps Retirement Plan assets move in 2024? ▼
Caribbean Marketing Reps Retirement Plan surged - up 35.1% during 2024, from $300K to $406K. Reported net income was $105K.
How have Caribbean Marketing Reps, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caribbean Marketing Reps, Inc.'s sponsor-wide assets grew 115.4%, from $188K to $406K.
Where does Caribbean Marketing Reps Retirement Plan rank by assets among Form 5500 filers? ▼
Caribbean Marketing Reps Retirement Plan ranks in the 16th 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 Caribbean Marketing Reps Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is J Family Investments, Inc. 401(k) Plan in TN ($406K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Caribbean Marketing Reps Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burns Pest Elimination, Inc. 401(k) Plan in AZ (93 participants, $2M 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 660483957.

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.