401(k) · DOL Form 5500 · 2024
Sistema Universitario Ana G Mendez 401(k) Plan
Data updated 2026-08-25
- $41M
- Total assets Below avg plan size
- 1,375
- Participants Near avg headcount
- 82nd
- Percentile by assets National rank
- $29,522
- Avg per participant Low balance/head
Official DOL plan name: Sistema Universitario Ana G Mendez Employees Savings Investment Plan · Sponsored by Sistema Universitario Ana G Mendez · Puerto Rico · Professional & Technical Services
$41M in assets, 1,375 participants
Sistema Universitario Ana G Mendez's Sistema Universitario Ana G Mendez Employees Savings Investment Plan reported $41M in total assets and 1,375 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- #16,575 in Professional & Technical Services (20,173 peers)
Coverage in Puerto Rico
Sistema Universitario Ana G Mendez Employees Savings Investment Plan covers 1,375 participants in Puerto Rico, 15x the typical Puerto Rico plan (state average ~89 per filing). Assets: $41M.
- #16,575
- in Professional & Technical Services (20,173 peers)
- +11.2%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Sistema Universitario Ana G Mendez Employees Savings Investment Plan's outsized position by total assets
Sistema Universitario Ana G Mendez Employees Savings Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$40,592,288 Top 18% higher than 82% 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
Sistema Universitario Ana G Mendez Employees Savings Investment Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sistema Universitario Ana G Mendez Employees Savings Investment Plan lands in the large band (1,375 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sistema Universitario Ana G Mendez Employees Savings Investment Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Sistema Universitario Ana G Mendez Employees Savings Investment Plan end-of-year assets rose from $37M in the plan year 2023 filing to $41M in the plan year 2024 filing.
- Sistema Universitario Ana G Mendez Employees Savings Investment Plan reported participants fell from 1,435 in the plan year 2023 filing to 1,375 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 660201206 · Sistema Universitario Ana G Mendez PY 2024 · 401(k)
Sistema Universitario Ana G Mendez Employees Savings Investment Plan · $41M · 1,375 · 82nd
- RANK $41M
- RANK 1,375
- RANK 82nd
- RANK 401(k)
- RANK near Chandler (U.S.a), Inc. 401(k) Thrift Plan
- RANK ind #16575
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 Professional & Technical Services retirement plans → · Plans in Puerto Rico →
Sistema Universitario Ana G Mendez Employees Savings Investment Plan in the asset neighbourhood
Puerto Rico filing particulars
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $41M |
| Net Income | $4M |
| Employer EIN | 660201206 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sistema Universitario Ana G Mendez)
Sponsor-wide plan assets over time
All Sistema Universitario Ana G Mendez plans reported in each filing year
- Latest sponsor-wide plan assets
- $88M 5.606832996072876% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,526 | $83M |
| 2023 | 2 | 1,465 | $86M |
| 2024 | 2 | 1,398 | $88M |
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
Sistema Universitario Ana G Mendez Employees Savings Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Puerto Rico, the nearest 401(k) by assets is Chandler (U.S.a), Inc. 401(k) Thrift Plan in OK ($41M); by covered participants it is C3i Solutions 401(k) Plan in PA (1,375 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($41M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,375 participants); asset peers above are excluded.
- C3i Solutions 401(k) Plan (PA) 1,375 · 0 off
- The Waters 401(k) Retirement Plan (MN) 1,375 · 0 off
- Carollo Engineers, Inc. 401(k) Profit Sharing Plan (AZ) 1,375 · 0 off
- Webco Industries, Inc. Employee Investment Plan (OK) 1,375 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.