401(k) · DOL Form 5500 · 2024

Empresas Berrios, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
687
Participants Below avg headcount
53rd
Percentile by assets National rank
$13,092
Avg per participant Low balance/head
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Official DOL plan name: Mueblerias Berrios Retirement Plan · Sponsored by Empresas Berrios, Inc. · Puerto Rico · Other Services

$9M in assets, 687 participants

Empresas Berrios, Inc.'s Mueblerias Berrios Retirement Plan reported $9M in total assets and 687 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #5,637 in Other Services (7,719 peers)

Coverage in Puerto Rico

Mueblerias Berrios Retirement Plan covers 687 participants in Puerto Rico, 7.7x the typical Puerto Rico plan (state average ~89 per filing). Assets: $9M.

#5,637
in Other Services (7,719 peers)
+16.6%
assets growth YoY

Mueblerias Berrios Retirement Plan's mid-pack asset rank among Other Services and all filers

Mueblerias Berrios Retirement Plan vs every filed plan by assets

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

$8,994,168 Top 47% higher than 53% 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

Mueblerias Berrios Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mueblerias Berrios Retirement Plan sits mid-pack in the medium band (687 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mueblerias Berrios Retirement Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Mueblerias Berrios Retirement Plan reported participants rose from 641 in the plan year 2023 filing to 687 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 660580021 · Empresas Berrios, Inc. PY 2024 · 401(k)

Mueblerias Berrios Retirement Plan · $9M · 687 · 53rd

  • PART $9M
  • PART 687
  • PART 53rd
  • PART 401(k)
  • PART near Stumptown Coffee 401(k) Plan
  • PART ind #5637

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 Other Services retirement plans → · Plans in Puerto Rico →

Mueblerias Berrios Retirement Plan in the asset neighbourhood

Mueblerias Berrios Retirement PlanMueblerias Berrios Retiremen…$9MStumptown Coffee 401(k) Plan$9MAgamatrix, Inc. 401(k) Plan$9MSampson Morris Group, Inc. 401(k) PlanSampson Morris Group, Inc. 4…$9MChild Guidance & Family Solutions 401(k) Retirement Savings PlanChild Guidance & Family Solu…$9M
End-of-year total assets ($M) among Mueblerias Berrios Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN660580021
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Empresas Berrios, Inc.)

Sponsor-wide plan assets over time

All Empresas Berrios, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 39.21347865913023% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.46M $8.99M ▲ +39.2%
Year Plans Participants Total Assets
2022 1 602 $6M
2023 1 641 $8M
2024 1 687 $9M

Nearby 401(k) Plans in Puerto Rico

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Mueblerias Berrios Retirement Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -1000100200300400500 Total assets ($M) Participants Mueblerias Berrios Retirement Plan, Total assets ($M): 8.994168 · Participants: 687Mueblerias Berrios 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
Mueblerias Berrios Retirement Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants

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

Outside Puerto Rico, the nearest 401(k) by assets is Stumptown Coffee 401(k) Plan in OR ($9M); by covered participants it is Bob Moore & Affiliates Retirement Savings Plan in OK (687 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (687 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 Mueblerias Berrios Retirement Plan assets move in 2024?
Mueblerias Berrios Retirement Plan grew sharply - up 16.6% during 2024, from $8M to $9M. Reported net income was $1M.
How have Empresas Berrios, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Empresas Berrios, Inc.'s sponsor-wide assets grew 39.2%, from $6M to $9M.
Which 401(k) plans are similar in size to Mueblerias Berrios Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Stumptown Coffee 401(k) Plan in OR ($9M, 229 participants).
Which 401(k) plans cover a similar participant headcount to Mueblerias Berrios Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Bob Moore & Affiliates Retirement Savings Plan in OK (687 participants, $46M in assets).