Profit Sharing · DOL Form 5500 · 2024

Optum Services (Puerto Rico) LLC Profit Sharing Plan

Data updated 2026-08-11

$15M
Total assets
2,447
Participants
64th
Percentile by assets
$6,022
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Unitedhealth Group Puerto Rico Savings Plan · Sponsored by Optum Services (Puerto Rico) LLC · Minnesota · Finance & Insurance

$15M in assets, 2,447 participants

Optum Services (Puerto Rico) LLC's Unitedhealth Group Puerto Rico Savings Plan reported $15M in total assets and 2,447 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • 64th percentile by assets (of 123,622 plans)
  • #4,122 in Finance & Insurance (8,549 peers)

Coverage in Minnesota

Unitedhealth Group Puerto Rico Savings Plan covers 2,447 participants in Minnesota, 2.2x the typical Minnesota plan (state average ~1,126 per filing). Assets: $15M.

$15M
total plan assets (2024 EOY)
2,447
covered participants
64th
percentile by assets (of 123,622 plans)
$6,022
avg assets per participant

Where Unitedhealth Group Puerto Rico Savings Plan sits by total assets

Unitedhealth Group Puerto Rico Savings Plan vs every filed plan by assets

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

$14,736,488 Top 36% higher than 64% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Unitedhealth Group Puerto Rico Savings Plan end-of-year assets rose from $10M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Unitedhealth Group Puerto Rico Savings Plan reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Unitedhealth Group Puerto Rico Savings Plan reported participants rose from 2,400 in the plan year 2023 filing to 2,447 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Minnesota
Industry
Finance & Insurance

Participants vs Minnesota filers

In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. Unitedhealth Group Puerto Rico Savings Plan reports 2,447 participants - 2.2x that state average ($15M EOY assets).

Minnesota filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$15M
Net Income$4M
Employer EIN660870003
Plan Effective Date2018-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Optum Services (Puerto Rico) LLC)

$5M$10M$15M$20M 202220232024 $6.12M $14.7M ▲ +140.8%
Total plan assets by year, all Optum Services (Puerto Rico) LLC plans on file
Year Plans Participants Total Assets
2022 1 1,518 $6M
2023 1 2,400 $10M
2024 1 2,447 $15M

Nearby Profit Sharing Plans in Minnesota

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Unitedhealth Group Puerto Rico Savings Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 -0.500.511.52 Total assets ($B) Participants Unitedhealth Group P…, Total assets ($B): 0.014736488 · Participants: 2447Unitedhealth Group P…Pipe Trades Services…, Total assets ($B): 1.820221913 · Participants: 6017Pipe Trades Services…Allina 403(b) Retire…, Total assets ($B): 0.902491999 · Participants: 8757Allina 403(b) Retire…Fairview Health Serv…, Total assets ($B): 0.64405166 · Participants: 4702Fairview Health Serv…Cargill Employee Ret…, Total assets ($B): 0.612718536 · Participants: 20683Cargill Employee Ret…Regions Hospital Ret…, Total assets ($B): 0.601951844 · Participants: 6323Regions Hospital Ret…
Unitedhealth Group Puerto Rico Savings Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants
Compare Unitedhealth Group Puerto Rico Savings P… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Unitedhealth Group Puerto Rico Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Unitedhealth Group Puerto Rico Savings Plan assets move in 2024? ▼
Unitedhealth Group Puerto Rico Savings Plan surged - up 43.5% during 2024, from $10M to $15M. Reported net income was $4M.
How have Optum Services (Puerto Rico) LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Optum Services (Puerto Rico) LLC's sponsor-wide assets grew 140.8%, from $6M to $15M.
Which Profit Sharing plans are similar in size to Unitedhealth Group Puerto Rico Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Clinical and Support Options, Inc. 403(b) Plan in MA ($15M, 647 participants).

Next read for Unitedhealth Group Puerto Rico Savings P…

Filing takeaways

Ways to act on Unitedhealth Group Puerto Rico Savings Plan's numbers.

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 660870003.

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.