401(k) · DOL Form 5500 · 2024

Island Marine 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
13
Participants Small participant base
30th
Percentile by assets National rank
$162,817
Avg per participant Above avg balance/head
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Official DOL plan name: Island Marine Retirement Plan · Sponsored by Island Marine · Puerto Rico · Transportation & Warehousing

$2M in assets, 13 participants

Island Marine's Island Marine Retirement Plan reported $2M in total assets and 13 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.

  • #1,007 in Transportation & Warehousing (3,299 peers)

Island Marine multi-year trail

Island Marine's plans moved +36.8% in assets from 2022 to 2024; this filing shows Island Marine Retirement Plan at $2M / 13 participants.

#1,007
in Transportation & Warehousing (3,299 peers)
+14.1%
assets growth YoY

Island Marine Retirement Plan among the smaller filed plans by assets

Island Marine Retirement Plan vs every filed plan by assets

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

$2,116,625 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

Island Marine Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Island Marine Retirement Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Island Marine Retirement Plan reported net income fell from $307K in the plan year 2023 filing to $262K in the plan year 2024 filing.
  • Island Marine Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Island Marine Retirement Plan reported participants fell from 14 in the plan year 2023 filing to 13 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 660476071 · Island Marine PY 2024 · 401(k)

Island Marine Retirement Plan · $2M · 13 · 30th

  • RANK $2M
  • RANK 13
  • RANK 30th
  • RANK 401(k)
  • RANK near Treez Inc. 401(k) Plan
  • RANK ind #1007

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 Transportation & Warehousing retirement plans → · Plans in Puerto Rico →

Island Marine Retirement Plan in the asset neighbourhood

Island Marine Retirement Plan$2MTreez Inc. 401(k) Plan$2MVarion Capital Corporation 401(k) PlanVarion Capital Corporation 4…$2MBgasoft 401(k) Plan$2MEl Paso Cosmetic & Plastic Sur 401(k) Profit Sharing Plan & TrustEl Paso Cosmetic & Plastic S…$2M
End-of-year total assets ($M) among Island Marine Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Island Marine multi-year asset trail

Sponsor-wide plan assets over time

All Island Marine plans reported in each filing year

Latest sponsor-wide plan assets
$2M 36.77405472189948% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M$2.2M 202220232024 $1.55M $2.12M ▲ +36.8%
Year Plans Participants Total Assets
2022 1 10 $2M
2023 1 14 $2M
2024 2 26 $2M

Island Marine filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$262K
Employer EIN660476071
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.

Island Marine Retirement Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -1000100200300400500 Total assets ($M) Participants Island Marine Retirement Plan, Total assets ($M): 2.116625 · Participants: 13Island Marine Retirement 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
Island Marine Retirement Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants
Compare Island Marine Retirement Plan side-by-side with 3 peers →

Island Marine Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Puerto Rico, the nearest 401(k) by assets is Treez Inc. 401(k) Plan in CA ($2M); by covered participants it is Kaspien Inc. 401(k) Plan in WA (13 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 (13 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 Island Marine Retirement Plan assets move in 2024? ▼
Island Marine Retirement Plan grew at a solid clip - up 14.1% during 2024, from $2M to $2M. Reported net income was $262K.
How have Island Marine plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Island Marine's sponsor-wide assets grew 36.8%, from $2M to $2M.
Which 401(k) plans are similar in size to Island Marine Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Treez Inc. 401(k) Plan in CA ($2M, 89 participants).
Which 401(k) plans cover a similar participant headcount to Island Marine Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kaspien Inc. 401(k) Plan in WA (13 participants, N/A in assets).

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 660476071.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.