Profit Sharing · DOL Form 5500 · 2024

Optum Services (Puerto Rico) LLC Profit Sharing Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
2,447
Participants Above avg headcount
64th
Percentile by assets National rank
$6,022
Avg per participant Low balance/head
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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.

  • #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.

#4,122
in Finance & Insurance (8,549 peers)
+43.5%
assets growth YoY

Unitedhealth Group Puerto Rico Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

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 $2,050,000,000 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

Unitedhealth Group Puerto Rico Savings 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. Unitedhealth Group Puerto Rico Savings Plan lands in the large band (2,447 participants).

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 →

Form 5500 schedule snapshot

Filing strip 660870003 · Optum Services (Puerto Rico) LLC PY 2024 · Profit Sharing

Unitedhealth Group Puerto Rico Savings Plan · $15M · 2,447 · 64th

  • RANK $15M
  • PHOTO 2,447
  • IND 64th
  • EOY Profit Sharing
  • 5500 near Clinical and Support Options, Inc. 403(b) Plan
  • ASSETS ind #4122

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 Finance & Insurance retirement plans → · Plans in Minnesota →

Unitedhealth Group Puerto Rico Savings Plan in the asset neighbourhood

Wgs 401(k) Plan$15MHenderson Behavioral Health Inc Revenue Sharing PlanHenderson Behavioral Health …$15MUnitedhealth Group Puerto Rico Savings PlanUnitedhealth Group Puerto Ri…$15MClinical and Support Options, Inc. 403(b) PlanClinical and Support Options…$15MSouthwest Rubber & Supply Co., Inc. Profit Sharing Plan and TrustSouthwest Rubber & Supply Co…$15M
End-of-year total assets ($M) among Unitedhealth Group Puerto Rico Savings Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

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)

Sponsor-wide plan assets over time

All Optum Services (Puerto Rico) LLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 140.8271130710895% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $6.12M $14.7M ▲ +140.8%
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 ($B) Participants Unitedhealth Group Puerto Rico Savings Plan, Total assets ($B): 0.014736488 · Participants: 2447Unitedhealth Group Puerto Rico Savings PlanPipe Trades Services Mn Pension Supplement Fund, Total assets ($B): 1.820221913 · Participants: 6017Pipe Trades Services Mn Pension Supplement FundAllina 403(b) Retirement Savings Plan, Total assets ($B): 0.902491999 · Participants: 8757Allina 403(b) Retirement Savings PlanFairview Health Services Pension Plan, Total assets ($B): 0.64405166 · Participants: 4702Fairview Health Services Pension PlanCargill Employee Retirement Account Plan, Total assets ($B): 0.612718536 · Participants: 20683Cargill Employee Retirement Account PlanRegions Hospital Retirement Savings 401(k) Plan, Total assets ($B): 0.601951844 · Participants: 6323Regions Hospital Retirement Savings 401(k) Plan
Unitedhealth Group Puerto Rico Savings Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants
Compare Unitedhealth Group Puerto Rico Savings Plan side-by-side with 3 peers →

Unitedhealth Group Puerto Rico Savings Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Minnesota, the nearest Profit Sharing by assets is Clinical and Support Options, Inc. 403(b) Plan in MA ($15M); by covered participants it is The Emory Clinic, Inc. Retirement Savings Plan in GA (2,448 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,447 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 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).
Which Profit Sharing plans cover a similar participant headcount to Unitedhealth Group Puerto Rico Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is The Emory Clinic, Inc. Retirement Savings Plan in GA (2,448 participants, $1.0B 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 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.