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
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
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.
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 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
| 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 EIN | 660431679 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
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
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
- Caliche, Ltd 401(k) (TX) 6 · 0 off
- Pat Nguyen Safe Harbor 401(k) Plan (GA) 6 · 0 off
- Toyota Lift Northwest 401(k) Plan (OR) 6 · 0 off
- Johnston Tobey Baruch P.C. 401(k) Profit Sharing Plan and Trust (TX) 6 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.