401(k)
2024 plan-year 401(k) DOL Form 5500

PUERTO RICO ENERGY LLC RETIREMENT SAVINGS PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

PUERTO RICO ENERGY LLC

This 401(k) plan holds $20M in total assets and serves 200 participants as of 2024. It is sponsored by PUERTO RICO ENERGY LLC in Puerto Rico. The plan reported positive net income of $1M for the year.

Total Assets (2023)
$20M
Participants
200
State
Industry
Wholesale Trade

What the Filing Says About PUERTO RICO ENERGY LLC RETIREMENT SAVINGS PLAN

PUERTO RICO ENERGY LLC RETIREMENT SAVINGS PLAN is a 401(k) retirement plan sponsored by PUERTO RICO ENERGY LLC, headquartered in Puerto Rico. As of the 2024 Form 5500 filing, the plan reports $20M in total end-of-year assets and covers 200 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 660759525, and the plan has been effective since 2011-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $19M at the beginning of 2024 to $20M at year-end — a gain of 5.3%. Net assets (after liabilities) closed the year at $20M, with reported net income of $1M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$19M
Total Assets (End of Year)$20M
Net Assets (End of Year)$20M
Net Income$1M
Plan Type401(k)
Employer EIN660759525
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (PUERTO RICO ENERGY LLC)

Year Plans Participants Total Assets
2022 1 217 $17M
2023 1 195 $19M
2024 1 200 $20M

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Frequently Asked Questions

How much money is in the PUERTO RICO ENERGY LLC RETIREMENT SAVINGS PLAN?
As of the 2024 Form 5500 filing, PUERTO RICO ENERGY LLC RETIREMENT SAVINGS PLAN holds $20M in total assets with 200 participants. It is sponsored by PUERTO RICO ENERGY LLC.
What type of plan is PUERTO RICO ENERGY LLC RETIREMENT SAVINGS PLAN?
PUERTO RICO ENERGY LLC RETIREMENT SAVINGS PLAN is a 401(k) plan. It has been effective since 2011-01-01. The plan is filed with the U.S. Department of Labor under EIN 660759525.
Who sponsors the PUERTO RICO ENERGY LLC RETIREMENT SAVINGS PLAN?
PUERTO RICO ENERGY LLC RETIREMENT SAVINGS PLAN is sponsored by PUERTO RICO ENERGY LLC, located in Puerto Rico. The sponsor's EIN is 660759525 and the plan operates in the Wholesale Trade industry.
How did PUERTO RICO ENERGY LLC RETIREMENT SAVINGS PLAN perform in 2024?
PUERTO RICO ENERGY LLC RETIREMENT SAVINGS PLAN grew by 5.3% during 2024, moving from $19M to $20M in total assets. Net income was $1M.
Where can I find official filings for PUERTO RICO ENERGY LLC RETIREMENT SAVINGS PLAN?
Official Form 5500 filings for PUERTO RICO ENERGY LLC RETIREMENT SAVINGS PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 660759525 or plan name at efast.dol.gov.
How does PUERTO RICO ENERGY LLC RETIREMENT SAVINGS PLAN compare to other plans?
You can compare PUERTO RICO ENERGY LLC RETIREMENT SAVINGS PLAN against other 401(k) plans on the plan type page, or view plans in Puerto Rico on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 660759525.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.