Profit Sharing · DOL Form 5500 · 2024

Fenwal International, Inc. Profit Sharing Plan

Data updated 2026-07-24

$29M
Total assets: 910
Participants: 77th
Percentile by assets: $32,234
Avg per participant

Official DOL plan name: Fenwal International, Inc. Savings and Retirement Plan · Sponsored by Fenwal International, Inc. · Puerto Rico · Healthcare & Social Assistance

$29M in assets, 910 participants

Fenwal International, Inc.'s Fenwal International, Inc. Savings and Retirement Plan reported $29M in total assets and 910 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

77th percentile by assets (of 116,472 plans)

Coverage in Puerto Rico

Fenwal International, Inc. Savings and Retirement Plan covers 910 participants in Puerto Rico, 10x the typical Puerto Rico plan (state average ~89 per filing). Assets: $29M.

$29M
total plan assets (2024 EOY): 910
covered participants: 77th
percentile by assets (of 116,472 plans): $32,234
avg assets per participant

Fenwal International, Inc. Savings and Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Fenwal International, Inc. Savings and Retirement Plan end-of-year assets rose from $26M in the plan year 2023 filing to $29M in the plan year 2024 filing.
Fenwal International, Inc. Savings and Retirement Plan reported participants rose from 869 in the plan year 2023 filing to 910 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Puerto Rico

Industry

Healthcare & Social Assistance

Participants vs Puerto Rico filers

In Puerto Rico, the average filing covers about 89 participants across 1,881 plans. Fenwal International, Inc. Savings and Retirement Plan reports 910 participants - 10x that state average ($29M EOY assets).

Puerto Rico filing particulars

Total Assets (Beginning of Year)	$26M
Net Assets (End of Year)	$29M
Net Income	$3M
Employer EIN	980517868
Plan Effective Date	2007-03-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Fenwal International, Inc.)

Total plan assets by year, all Fenwal International, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	1,122	$22M
2023	1	869	$26M
2024	1	910	$29M

Nearby Profit Sharing Plans in Puerto Rico

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

Fenwal International, Inc. Savings and Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

Popular, Inc. Pr Savings and Investment Plan $819M · 8,332
The Retirement and Savings Plan for Amgen Manufacturing Limited LLC $780M · 2,608
Abbvie Puerto Rico Savings Plan $560M · 1,349
The Savings Plan for Lilly Affiliate Employees in Puerto Rico $519M · 1,140
Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $228M · 758

Compare Fenwal International, Inc. Savings and R… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Fenwal International, Inc. Savings and Retirement Plan by total assets, not by location.

Brockton Neighborhood Health Center 403(b) Plan (MA) $29M · 757
Maine Dartmouth Family Medicine Residency 403(b) Plan (ME) $29M · 121
R.D.M. Electric Co., Inc. Profit Sharing Plan (CA) $30M · 204
Hillcrest Educational Foundation, Inc. 403(b) Plan (MA) $29M · 563

Frequently Asked Questions

How did Fenwal International, Inc. Savings and Retirement Plan assets move in 2024? ▼

Fenwal International, Inc. Savings and Retirement Plan grew at a solid clip - up 12.5% during 2024, from $26M to $29M. Reported net income was $3M.

How have Fenwal International, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Fenwal International, Inc.'s sponsor-wide assets grew 34.4%, from $22M to $29M.

Where does Fenwal International, Inc. Savings and Retirement Plan rank by assets among Form 5500 filers? ▼

Fenwal International, Inc. Savings and Retirement Plan ranks in the 77th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which Profit Sharing plans are similar in size to Fenwal International, Inc. Savings and Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Brockton Neighborhood Health Center 403(b) Plan in MA ($29M, 757 participants).

Next read for Fenwal International, Inc. Savings and R…

Filing takeaways

Ways to act on Fenwal International, Inc. Savings and Retirement Plan's numbers.

By total assets, Fenwal International, Inc. Savings and Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Puerto Rico. Compare plans
Fenwal International, Inc.'s sponsor-wide assets have grown 34.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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 980517868.

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.