Other · DOL Form 5500 · 2024
Evertec Group, LLC Retirement Plan
Data updated 2026-08-11
- $118M
- Total assets
- 1,289
- Participants
- 92nd
- Percentile by assets
- $91,220
- Avg per participant
Official DOL plan name: Evertec Group, LLC Savings & Investment Plan · Sponsored by Evertec Group, LLC · Puerto Rico · Information & Media
$118M in assets, 1,289 participants
Evertec Group, LLC's Evertec Group, LLC Savings & Investment Plan reported $118M in total assets and 1,289 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 123,622 plans)
- #2,480 in Information & Media (2,822 peers)
Coverage in Puerto Rico
Evertec Group, LLC Savings & Investment Plan covers 1,289 participants in Puerto Rico, 14x the typical Puerto Rico plan (state average ~89 per filing). Assets: $118M.
- $118M
- total plan assets (2024 EOY)
- 1,289
- covered participants
- 92nd
- percentile by assets (of 123,622 plans)
- $91,220
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Evertec Group, LLC Savings & Investment Plan end-of-year assets rose from $102M in the plan year 2023 filing to $118M in the plan year 2024 filing.
- Evertec Group, LLC Savings & Investment Plan reported net income fell from $17M in the plan year 2023 filing to $16M in the plan year 2024 filing.
- Evertec Group, LLC Savings & Investment Plan reported participants fell from 1,314 in the plan year 2023 filing to 1,289 in the plan year 2024 filing.
Participants vs Puerto Rico filers
In Puerto Rico, the average filing covers about 89 participants across 1,924 plans. Evertec Group, LLC Savings & Investment Plan reports 1,289 participants - 14x that state average ($118M EOY assets).
Puerto Rico filing particulars
| Total Assets (Beginning of Year) | $102M |
|---|---|
| Net Assets (End of Year) | $118M |
| Net Income | $16M |
| Employer EIN | 660449729 |
| Plan Effective Date | 2010-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Evertec Group, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,287 | $85M |
| 2023 | 1 | 1,314 | $102M |
| 2024 | 1 | 1,289 | $118M |
Nearby Other Plans in Puerto Rico
Peer Other plans, same state, same plan type, ranked by total assets.
Evertec Group, LLC Savings & Investment Plan vs. nearby Other plans in Puerto Rico, assets vs. participants
- Bd Savings Plan for Puerto Rico Employees $90M · 1,353
- Sarco Employees Retirement Plan $25M · 2,696
- Union De Tronquistas De Puerto Rico of Crowley Liner Services Puerto Rico, Inc. Defined Contribution Retirement Plan $24M · 207
- Toyota De Puerto Rico Corp. Savings and Investment Plan $21M · 133
- Retirement Plan of Henkel Puerto Rico, Inc. $20M · 205
Similar-Sized Other Plans Nationally
Other plans in other states closest to Evertec Group, LLC Savings & Investment Plan by total assets, not by location.
- Hampden-Sydney College Defined Contribution Retirement Plan (VA) $118M · 411
- Salve Regina University 403(b) Retirement Plan (RI) $117M · 529
- Stevenson University, Inc. Retirement Savings Plan (MD) $118M · 1,120
- Aurora University Retirement Plan (IL) $118M · 487
Frequently Asked Questions
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Filing takeaways
Ways to act on Evertec Group, LLC Savings & Investment Plan's numbers.
- By total assets, Evertec Group, LLC Savings & Investment Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Puerto Rico. Compare plans
- Evertec Group, LLC's sponsor-wide assets have grown 38.7% since 2022 across 3 plan years on file. More Information & Media plans