401(k) · DOL Form 5500 · 2024
Puerto Rico Science Technology and Reseach Trust 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 200
- Participants Below avg headcount
- 35th
- Percentile by assets National rank
- $16,685
- Avg per participant Low balance/head
Official DOL plan name: Puerto Rico Science Technology and Research Trust Retirement Plan · Sponsored by Puerto Rico Science Technology and Reseach Trust · Puerto Rico · Professional & Technical Services
$3M in assets, 200 participants
Puerto Rico Science Technology and Reseach Trust's Puerto Rico Science Technology and Research Trust Retirement Plan reported $3M in total assets and 200 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.
- #6,505 in Professional & Technical Services (20,173 peers)
Coverage in Puerto Rico
Puerto Rico Science Technology and Research Trust Retirement Plan covers 200 participants in Puerto Rico, 2.2x the typical Puerto Rico plan (state average ~89 per filing). Assets: $3M.
- #6,505
- in Professional & Technical Services (20,173 peers)
- +46.8%
- assets growth YoY
Puerto Rico Science Technology and Research Trust Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers
Puerto Rico Science Technology and Research Trust Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,336,923 35th percentile higher than 35% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Puerto Rico Science Technology and Research Trust 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. Puerto Rico Science Technology and Research Trust Retirement Plan sits mid-pack in the medium band (200 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Puerto Rico Science Technology and Research Trust Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Puerto Rico Science Technology and Research Trust Retirement Plan reported participants rose from 155 in the plan year 2023 filing to 200 in the plan year 2024 filing.
- Puerto Rico Science Technology and Research Trust Retirement Plan reported net income rose from $864K in the plan year 2023 filing to $1M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 660675963 · Puerto Rico Science Technology and Reseach Trust PY 2024 · 401(k)
Puerto Rico Science Technology and Research Trust Retirement Plan · $3M · 200 · 35th
- BOOK $3M
- BOOK 200
- BOOK 35th
- BOOK 401(k)
- BOOK near Augmedix, Inc. 401(k) Plan
- BOOK ind #6505
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 Professional & Technical Services retirement plans → · Plans in Puerto Rico →
Puerto Rico Science Technology and Research Trust Retirement Plan in the asset neighbourhood
Puerto Rico filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $1M |
| Employer EIN | 660675963 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Puerto Rico Science Technology and Reseach Trust)
Sponsor-wide plan assets over time
All Puerto Rico Science Technology and Reseach Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 136.95563565508348% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 159 | $1M |
| 2023 | 1 | 155 | $2M |
| 2024 | 1 | 200 | $3M |
Nearby 401(k) Plans in Puerto Rico
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Pfizer Savings Plan for Employees Resident in Puerto Rico $395M · 88
- Msd Puerto Rico Savings and Security Plan $232M · 542
- Inter American University of Pr Defined Contribution Retirement Plan $199M · 1,552
- Popular, Inc. USA 401(k) Savings & Investment Plan $170M · 942
- Firstbank 401(k) Retirement Plan for Residents of Puerto Rico $164M · 2,826
Puerto Rico Science Technology and Research Trust Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Puerto Rico, the nearest 401(k) by assets is Augmedix, Inc. 401(k) Plan in CA ($3M); by covered participants it is Tata Elxsi 401(k) Plan in MI (200 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Augmedix, Inc. 401(k) Plan (CA) $3M · 107
- Brand Content 401(k) Plan (MA) $3M · 8
- Glad-Stl Acquisition Corp. 401(k) Plan (MO) $3M · 11
- Delaware River Stevedores, Inc. 401(k) Plan (PA) $3M · 32
Similar participant headcount
Nearest other-state filings by covered participants (200 participants); asset peers above are excluded.
- Tata Elxsi 401(k) Plan (MI) 200 · 0 off
- Holistic Care Home Health Agency, Inc. 401(k) Plan (TX) 200 · 0 off
- Atlantic Coast Dining Inc 401(k) Plan (VA) 200 · 0 off
- Golden State Medical Supply, Inc. 401(k) Plan (CA) 200 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.