401(k) · DOL Form 5500 · 2024

Edgewell Personal Care Puerto Rico Inc 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
6
Participants Small participant base
30th
Percentile by assets National rank
$366,103
Avg per participant High balance/head
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Official DOL plan name: Edgewell Personal Care Puerto Rico, Inc 401(k) Pension Plan · Sponsored by Edgewell Personal Care Puerto Rico Inc · Puerto Rico · Retail Trade

$2M in assets, 6 participants

Edgewell Personal Care Puerto Rico Inc's Edgewell Personal Care Puerto Rico, Inc 401(k) Pension Plan reported $2M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #3,434 in Retail Trade (8,048 peers)

Edgewell Personal Care Puerto Rico Inc multi-year trail

Edgewell Personal Care Puerto Rico Inc's plans moved +17.1% in assets from 2022 to 2024; this filing shows Edgewell Personal Care Puerto Rico, Inc 401(k) Pension Plan at $2M / 6 participants.

#3,434
in Retail Trade (8,048 peers)
+7.4%
assets growth YoY

Edgewell Personal Care Puerto Rico, Inc 401(k) Pension Plan among the smaller filed plans by assets

Edgewell Personal Care Puerto Rico, Inc 401(k) Pension Plan vs every filed plan by assets

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

$2,196,618 30th percentile higher than 30% 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

Edgewell Personal Care Puerto Rico, Inc 401(k) Pension Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Edgewell Personal Care Puerto Rico, Inc 401(k) Pension Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Edgewell Personal Care Puerto Rico, Inc 401(k) Pension Plan reported participants fell from 53 in the plan year 2023 filing to 6 in the plan year 2024 filing.
  • Edgewell Personal Care Puerto Rico, Inc 401(k) Pension Plan reported net income fell from $169K in the plan year 2023 filing to $151K in the plan year 2024 filing.
  • Edgewell Personal Care Puerto Rico, Inc 401(k) Pension Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 660431679 · Edgewell Personal Care Puerto Rico Inc PY 2024 · 401(k)

Edgewell Personal Care Puerto Rico, Inc 401(k) Pension Plan · $2M · 6 · 30th

  • IND $2M
  • IND 6
  • IND 30th
  • IND 401(k)
  • IND near Teller Levit & Silvertrust, P.C. 401(k) Profit Sharing Plan and Trust
  • IND ind #3434

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 →

Edgewell Personal Care Puerto Rico, Inc 401(k) Pension Plan in the asset neighbourhood

Edgewell Personal Care Puerto Rico, Inc 401(k) Pension PlanEdgewell Personal Care Puert…$2MTeller Levit & Silvertrust, P.C. 401(k) Profit Sharing Plan and TrustTeller Levit & Silvertrust, …$2MRedmond Asset Management LLC 401(k) Profit Sharing Plan & TrustRedmond Asset Management LLC…$2MSkc, Inc. 401(k) Plan$2MUnion County Community Action Inc. 401(k) PlanUnion County Community Actio…$2M
End-of-year total assets ($M) among Edgewell Personal Care Puerto Rico, Inc 401(k) Pension Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Edgewell Personal Care Puerto Rico Inc multi-year asset trail

Sponsor-wide plan assets over time

All Edgewell Personal Care Puerto Rico Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 17.05332421043208% vs 2022
2024 filing year
$1.8M$1.9M$2M$2.1M$2.2M$2.3M 202220232024 $1.88M $2.2M ▲ +17.0%
Year Plans Participants Total Assets
2022 1 57 $2M
2023 1 53 $2M
2024 1 6 $2M

Edgewell Personal Care Puerto Rico Inc filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$151K
Employer EIN660431679
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Puerto Rico

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

Edgewell Personal Care Puerto Rico, Inc 401(k) Pension Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -1000100200300400500 Total assets ($M) Participants Edgewell Personal Care Puerto Rico, Inc 401(k) Pension Plan, Total assets ($M): 2.196618 · Participants: 6Edgewell Personal Care Puerto Rico, Inc 401(k) Pension 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
Edgewell Personal Care Puerto Rico, Inc 401(k) Pension Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants

Edgewell Personal Care Puerto Rico, Inc 401(k) Pension Plan's out-of-state 401(k) peers by assets and headcount

Outside Puerto Rico, the nearest 401(k) by assets is Teller Levit & Silvertrust, P.C. 401(k) Profit Sharing Plan and Trust in IL ($2M); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Edgewell Personal Care Puerto Rico, Inc 401(k) Pension Plan assets move in 2024?
Edgewell Personal Care Puerto Rico, Inc 401(k) Pension Plan grew at a solid clip - up 7.4% during 2024, from $2M to $2M. Reported net income was $151K.
How have Edgewell Personal Care Puerto Rico Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Edgewell Personal Care Puerto Rico Inc's sponsor-wide assets grew 17.1%, from $2M to $2M.
Which 401(k) plans are similar in size to Edgewell Personal Care Puerto Rico, Inc 401(k) Pension Plan?
Among 401(k) plans in other states, the closest by assets is Teller Levit & Silvertrust, P.C. 401(k) Profit Sharing Plan and Trust in IL ($2M, 11 participants).
Which 401(k) plans cover a similar participant headcount to Edgewell Personal Care Puerto Rico, Inc 401(k) Pension Plan?
Among 401(k) plans in other states, the closest by covered participants is Caliche, Ltd 401(k) in TX (6 participants, N/A in assets).