Other · DOL Form 5500 · 2023

Cesar Castillo LLC Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
278
Participants Below avg headcount
45th
Percentile by assets National rank
$18,450
Avg per participant Low balance/head
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Official DOL plan name: Cesar Castillo Inc Saving and Retirement Plan · Sponsored by Cesar Castillo LLC · Puerto Rico · Retail Trade

$5M in assets, 278 participants

Cesar Castillo LLC's Cesar Castillo Inc Saving and Retirement Plan reported $5M in total assets and 278 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #4,657 in Retail Trade (8,414 peers)

Coverage in Puerto Rico

Cesar Castillo Inc Saving and Retirement Plan covers 278 participants in Puerto Rico, 3.1x the typical Puerto Rico plan (state average ~89 per filing). Assets: $5M.

#4,657
in Retail Trade (8,414 peers)
+20.0%
assets growth YoY

Cesar Castillo Inc Saving and Retirement Plan's mid-pack asset rank among Retail Trade and all filers

Cesar Castillo Inc Saving and Retirement Plan vs every filed plan by assets

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

$5,129,076 45th percentile higher than 45% 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

Cesar Castillo Inc Saving and Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cesar Castillo Inc Saving and Retirement Plan sits mid-pack in the medium band (278 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cesar Castillo Inc Saving and Retirement Plan reported net income rose from $260K in the plan year 2022 filing to $856K in the plan year 2023 filing.
  • Cesar Castillo Inc Saving and Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Cesar Castillo Inc Saving and Retirement Plan reported participants rose from 240 in the plan year 2022 filing to 278 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 660175629 · Cesar Castillo LLC PY 2023 · Other

Cesar Castillo Inc Saving and Retirement Plan · $5M · 278 · 45th

  • TYPE $5M
  • TYPE 278
  • TYPE 45th
  • TYPE Other
  • TYPE near Kelberman Center, Inc. 403(b) Plan
  • TYPE ind #4657

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 Retail Trade retirement plans → · Plans in Puerto Rico →

Cesar Castillo Inc Saving and Retirement Plan in the asset neighbourhood

Cesar Castillo Inc Saving and Retirement PlanCesar Castillo Inc Saving an…$5MKelberman Center, Inc. 403(b) PlanKelberman Center, Inc. 403(b…$5M403(b) Thrift Plan for Prairiestar Health Center, Inc.403(b) Thrift Plan for Prair…$5MRetirement Plan of Eton AcademyRetirement Plan of Eton Acad…$5MInternational Institute of New England 403(b) PlanInternational Institute of N…$5M
End-of-year total assets ($M) among Cesar Castillo Inc Saving and Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$856K
Employer EIN660175629
Plan Effective Date2009-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cesar Castillo LLC)

Sponsor-wide plan assets over time

All Cesar Castillo LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 40.01990304054987% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.27M $5.98M ▲ +40.0%
Year Plans Participants Total Assets
2022 1 240 $4M
2023 1 278 $5M
2024 1 292 $6M

Nearby Other Plans in Puerto Rico

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

Cesar Castillo Inc Saving and Retirement Plan vs. nearby Other plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. 01000200030004000 050100150 Total assets ($M) Participants Cesar Castillo Inc Saving and Retirement Plan, Total assets ($M): 5.129076 · Participants: 278Cesar Castillo Inc Saving and Retirement PlanEvertec Group, LLC Savings & Investment Plan Savings and Investment Plan, Total assets ($M): 101.79785 · Participants: 1314Evertec Group, LLC Savings & Investment Plan Savings and Investment PlanBd Savings Plan for Puerto Rico Employees, Total assets ($M): 70.223915 · Participants: 1390Bd Savings Plan for Puerto Rico EmployeesUnion De Tronquistas De Puerto Rico Local 901 of Crowley Liner Services Puerto Rico Inc Defined Contribution Retirement Plan, Total assets ($M): 24.584273 · Participants: 208Union De Tronquistas De Puerto Rico Local 901 of Crowley Liner Services Puerto Rico Inc Defined Contribution Retirement PlanSarco Employees Retirement Plan, Total assets ($M): 22.842442 · Participants: 3515Sarco Employees Retirement PlanRetirement Plan of Henkel Puerto Rico, Inc., Total assets ($M): 18.174946 · Participants: 232Retirement Plan of Henkel Puerto Rico, Inc.
Cesar Castillo Inc Saving and Retirement Plan vs. nearby Other plans in Puerto Rico, assets vs. participants
Compare Cesar Castillo Inc Saving and Retirement Plan side-by-side with 3 peers →

Cesar Castillo Inc Saving and Retirement Plan's out-of-state Other peers by assets and headcount

Outside Puerto Rico, the nearest Other by assets is Kelberman Center, Inc. 403(b) Plan in NY ($5M); by covered participants it is Charles E. Smith Jewish Day School Defined Contribution Plan in MD (278 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (278 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 Cesar Castillo Inc Saving and Retirement Plan assets move in 2023? ▼
Cesar Castillo Inc Saving and Retirement Plan grew sharply - up 20.0% during 2023, from $4M to $5M. Reported net income was $856K.
How have Cesar Castillo LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cesar Castillo LLC's sponsor-wide assets grew 40.0%, from $4M to $6M.
Which Other plans are similar in size to Cesar Castillo Inc Saving and Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Kelberman Center, Inc. 403(b) Plan in NY ($5M, 285 participants).
Which Other plans cover a similar participant headcount to Cesar Castillo Inc Saving and Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Charles E. Smith Jewish Day School Defined Contribution Plan in MD (278 participants, $89M 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 660175629.

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.