401(k) · DOL Form 5500 · 2024

B. Fernandez & Hnos., Inc. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
924
Participants Near avg headcount
76th
Percentile by assets National rank
$30,249
Avg per participant Low balance/head
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Official DOL plan name: B. Fernandez & Hnos., Inc. Retirement Savings Plan · Sponsored by B. Fernandez & Hnos., Inc. · Puerto Rico · Wholesale Trade

$28M in assets, 924 participants

B. Fernandez & Hnos., Inc.'s B. Fernandez & Hnos., Inc. Retirement Savings Plan reported $28M in total assets and 924 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #4,514 in Wholesale Trade (6,080 peers)

Coverage in Puerto Rico

B. Fernandez & Hnos., Inc. Retirement Savings Plan covers 924 participants in Puerto Rico, 10x the typical Puerto Rico plan (state average ~89 per filing). Assets: $28M.

#4,514
in Wholesale Trade (6,080 peers)
+10.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

B. Fernandez & Hnos., Inc. Retirement Savings Plan's outsized position by total assets

B. Fernandez & Hnos., Inc. Retirement Savings Plan vs every filed plan by assets

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

$27,950,088 Top 24% higher than 76% 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

B. Fernandez & Hnos., Inc. Retirement Savings 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. B. Fernandez & Hnos., Inc. Retirement Savings Plan sits mid-pack in the medium band (924 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • B. Fernandez & Hnos., Inc. Retirement Savings Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • B. Fernandez & Hnos., Inc. Retirement Savings Plan end-of-year assets rose from $25M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • B. Fernandez & Hnos., Inc. Retirement Savings Plan reported participants rose from 844 in the plan year 2023 filing to 924 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 660209037 · B. Fernandez & Hnos., Inc. PY 2024 · 401(k)

B. Fernandez & Hnos., Inc. Retirement Savings Plan · $28M · 924 · 76th

  • RANK $28M
  • PHOTO 924
  • IND 76th
  • EOY 401(k)
  • 5500 near The Firestone Polymers Savings Plan
  • ASSETS ind #4514

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 Wholesale Trade retirement plans → · Plans in Puerto Rico →

B. Fernandez & Hnos., Inc. Retirement Savings Plan in the asset neighbourhood

B. Fernandez & Hnos., Inc. Retirement Savings PlanB. Fernandez & Hnos., Inc. R…$28MThe Firestone Polymers Savings PlanThe Firestone Polymers Savin…$28MCredit Union of America Capital Accumulation PlanCredit Union of America Capi…$28MGreystone, Incorporated Profit Sharing & Savings PlanGreystone, Incorporated Prof…$28MCozen Oconnor Associates 401(k) Plan and TrustCozen Oconnor Associates 401…$28M
End-of-year total assets ($M) among B. Fernandez & Hnos., Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$28M
Net Income$3M
Employer EIN660209037
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (B. Fernandez & Hnos., Inc.)

Sponsor-wide plan assets over time

All B. Fernandez & Hnos., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 32.00697674748113% vs 2022
2024 filing year
$20M$25M$30M 202220232024 $21.2M $28M ▲ +32.0%
Year Plans Participants Total Assets
2022 1 813 $21M
2023 1 844 $25M
2024 1 924 $28M

Nearby 401(k) Plans in Puerto Rico

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

B. Fernandez & Hnos., Inc. Retirement Savings Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -10000100020003000 0100200300400500 Total assets ($M) Participants B. Fernandez & Hnos., Inc. Retirement Savings Plan, Total assets ($M): 27.950088 · Participants: 924B. Fernandez & Hnos., Inc. Retirement Savings 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
B. Fernandez & Hnos., Inc. Retirement Savings Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants
Compare B. Fernandez & Hnos., Inc. Retirement Savings Plan side-by-side with 3 peers →

B. Fernandez & Hnos., Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Puerto Rico, the nearest 401(k) by assets is The Firestone Polymers Savings Plan in TN ($28M); by covered participants it is Columbus Community Hospital, Inc. Employees' Retirement Plan in NE (924 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (924 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 B. Fernandez & Hnos., Inc. Retirement Savings Plan assets move in 2024? ▼
B. Fernandez & Hnos., Inc. Retirement Savings Plan grew at a solid clip - up 10.1% during 2024, from $25M to $28M. Reported net income was $3M.
How have B. Fernandez & Hnos., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), B. Fernandez & Hnos., Inc.'s sponsor-wide assets grew 32.0%, from $21M to $28M.
Where does B. Fernandez & Hnos., Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
B. Fernandez & Hnos., Inc. Retirement Savings Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to B. Fernandez & Hnos., Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Firestone Polymers Savings Plan in TN ($28M, 175 participants).
Which 401(k) plans cover a similar participant headcount to B. Fernandez & Hnos., Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Columbus Community Hospital, Inc. Employees' Retirement Plan in NE (924 participants, $43M 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 660209037.

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.