Puerto Rico Financial Retirement Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Wells Fargo & Company · Minnesota · Management of Enterprises
What the 2023 filing shows
Puerto Rico Financial Retirement Plan holds $53M for N/A participants, up 2.0% over the 2024 plan year.
- $53M
- total plan assets (2024 EOY)
- N/A
- covered participants
- +2.0%
- assets growth YoY
What the Filing Says About Puerto Rico Financial Retirement Plan
Puerto Rico Financial Retirement Plan is a Defined Benefit (Pension) retirement plan sponsored by Wells Fargo & Company, headquartered in Minnesota. As of the 2024 Form 5500 filing, the plan reports $53M in total end-of-year assets and covers N/A participants across the Management of Enterprises industry. The sponsor's EIN on file with the U.S. Department of Labor is 410449260, and the plan has been effective since 1995-05-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $52M at the beginning of 2024 to $53M at year-end — a gain of 2.0%. Net assets (after liabilities) closed the year at $53M, 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) | $52M |
| Total Assets (End of Year) | $53M |
| Net Assets (End of Year) | $53M |
| Net Income | $1M |
| Plan Type | Defined Benefit (Pension) |
| Employer EIN | 410449260 |
| Plan Effective Date | 1995-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wells Fargo & Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 265,006 | $54.6B |
| 2023 | 3 | 247,447 | $60.7B |
| 2024 | 3 | 225,951 | $66.2B |
Nearby Defined Benefit (Pension) Plans in Minnesota
Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.
- 3M Employee Retirement Income Plan $14.3B · 10,638
- Mayo Pension Plan $11.0B · 69,155
- The Travelers Pension Plan $4.2B · 24,884
- General Mills Pension Plan I $4.0B · 383
- U.S. Bank Pension Plan $4.0B · 56,287
Related Data
Guides
Frequently Asked Questions
How much money is in the Puerto Rico Financial Retirement Plan? ▼
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How did Puerto Rico Financial Retirement Plan perform in 2024? ▼
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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 410449260.
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.
Read our methodology — how this data is sourced, computed, and verified.