401(k) · DOL Form 5500 · 2024
Island Finance, LLC 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 465
- Participants Below avg headcount
- 60th
- Percentile by assets National rank
- $26,174
- Avg per participant Low balance/head
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.
- #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.
- #3,756
- in Finance & Insurance (8,549 peers)
- +17.8%
- assets growth YoY
Plan De Ahorro Empleados Island Finance's mid-pack asset rank among Finance & Insurance and all filers
Plan De Ahorro Empleados Island Finance vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,171,078 Top 40% higher than 60% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Plan De Ahorro Empleados Island Finance among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Plan De Ahorro Empleados Island Finance sits mid-pack in the medium band (465 participants).
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.
DOL schedule card
Filing strip 660878299 · Island Finance, LLC PY 2024 · 401(k)
Plan De Ahorro Empleados Island Finance · $12M · 465 · 60th
- PCT $12M
- EIN 465
- RANK 60th
- PHOTO 401(k)
- IND near Tigerpoly Manufacturing, Inc Associates Retirement Plan
- EOY ind #3756
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 Finance & Insurance retirement plans → · Plans in Puerto Rico →
Plan De Ahorro Empleados Island Finance in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Island Finance, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 33.165780322838785% vs 2022
- 2024 filing year
| 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.
- 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
Plan De Ahorro Empleados Island Finance's out-of-state 401(k) peers by assets and headcount
Outside Puerto Rico, the nearest 401(k) by assets is Tigerpoly Manufacturing, Inc Associates Retirement Plan in OH ($12M); by covered participants it is Aurora Solar, Inc. 401(k) Plan in CA (465 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (465 participants); asset peers above are excluded.
- Aurora Solar, Inc. 401(k) Plan (CA) 465 · 0 off
- Maine Employers' Mutual Insurance Company 401(k) Plan (ME) 465 · 0 off
- Network Health, Inc. 401(k) Plan (WI) 465 · 0 off
- Mclaughlin Employees Profit Sharing Plan (RI) 465 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.