401(k) · DOL Form 5500 · 2024
Island Finance, LLC 401(k) Plan
Data updated 2026-08-11
- $12M
- Total assets
- 465
- Participants
- 60th
- Percentile by assets
- $26,174
- Avg per participant
Official DOL plan name: Plan De Ahorro Empleados Island Finance · Sponsored by Island Finance, LLC · Puerto Rico · Finance & Insurance
$12M in assets, 465 participants
Island Finance, LLC's Plan De Ahorro Empleados Island Finance reported $12M in total assets and 465 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.
- 60th percentile by assets (of 123,622 plans)
- #3,756 in Finance & Insurance (8,549 peers)
Coverage in Puerto Rico
Plan De Ahorro Empleados Island Finance covers 465 participants in Puerto Rico, 5.2x the typical Puerto Rico plan (state average ~89 per filing). Assets: $12M.
- $12M
- total plan assets (2024 EOY)
- 465
- covered participants
- 60th
- percentile by assets (of 123,622 plans)
- $26,174
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Plan De Ahorro Empleados Island Finance reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Plan De Ahorro Empleados Island Finance end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Plan De Ahorro Empleados Island Finance reported participants rose from 407 in the plan year 2023 filing to 465 in the plan year 2024 filing.
Participants vs Puerto Rico filers
In Puerto Rico, the average filing covers about 89 participants across 1,924 plans. Plan De Ahorro Empleados Island Finance reports 465 participants - 5.2x that state average ($12M EOY assets).
Puerto Rico filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 660878299 |
| Plan Effective Date | 2006-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Island Finance, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 410 | $9M |
| 2023 | 1 | 407 | $10M |
| 2024 | 1 | 465 | $12M |
Nearby 401(k) Plans in Puerto Rico
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Plan De Ahorro Empleados Island Finance vs. nearby 401(k) plans in Puerto Rico, assets vs. participants
- Pfizer Savings Plan for Employees Resident in Puerto Rico $395M · 88
- Msd Puerto Rico Savings and Security Plan $232M · 542
- Inter American University of Pr Defined Contribution Retirement Plan $199M · 1,552
- Popular, Inc. USA 401(k) Savings & Investment Plan $170M · 942
- Firstbank 401(k) Retirement Plan for Residents of Puerto Rico $164M · 2,826
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Plan De Ahorro Empleados Island Finance by total assets, not by location.
- Tigerpoly Manufacturing, Inc Associates Retirement Plan (OH) $12M · 349
- Concern Professional Services 401(k) Plan (PA) $12M · 350
- Inviso Corp. 401(k) Plan (WA) $12M · 91
- Absolutecare, LLC 401(k) Plan (MD) $12M · 460
Frequently Asked Questions
How did Plan De Ahorro Empleados Island Finance assets move in 2024? ▼
How have Island Finance, LLC plan assets changed over time? ▼
Which 401(k) plans are similar in size to Plan De Ahorro Empleados Island Finance? ▼
Next read for Plan De Ahorro Empleados Island Finance
Filing takeaways
Ways to act on Plan De Ahorro Empleados Island Finance's numbers.
- By total assets, Plan De Ahorro Empleados Island Finance ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Puerto Rico. Compare plans
- Island Finance, LLC's sponsor-wide assets have grown 33.2% since 2022 across 3 plan years on file. More Finance & Insurance plans