Other · DOL Form 5500 · 2024
Evertec Group, LLC Retirement Plan
Data updated 2026-08-25
- $118M
- Total assets Near avg plan size
- 1,289
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $91,220
- Avg per participant Below avg balance/head
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.
- #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.
- #2,480
- in Information & Media (2,822 peers)
- +15.5%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Evertec Group, LLC Savings & Investment Plan's outsized position by total assets
Evertec Group, LLC Savings & Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$117,583,093 Top 8% higher than 92% 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
Evertec Group, LLC Savings & Investment Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Evertec Group, LLC Savings & Investment Plan lands in the large band (1,289 participants).
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.
Form 5500 schedule snapshot
Filing strip 660449729 · Evertec Group, LLC PY 2024 · Other
Evertec Group, LLC Savings & Investment Plan · $118M · 1,289 · 92nd
- PART $118M
- PART 1,289
- PART 92nd
- PART Other
- PART near Hampden-Sydney College Defined Contribution Retirement Plan
- PART ind #2480
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 Information & Media retirement plans → · Plans in Puerto Rico →
Evertec Group, LLC Savings & Investment Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Evertec Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $118M 38.662985295447285% vs 2022
- 2024 filing year
| 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.
- 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
Evertec Group, LLC Savings & Investment Plan's out-of-state Other peers by assets and headcount
Outside Puerto Rico, the nearest Other by assets is Hampden-Sydney College Defined Contribution Retirement Plan in VA ($118M); by covered participants it is Drake University Mandatory Tax-Deferred Annuity Retirement Plan in IA (1,285 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($118M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,289 participants); asset peers above are excluded.
- Drake University Mandatory Tax-Deferred Annuity Retirement Plan (IA) 1,285 · 4 off
- Acmc System Savings Investment Plan (OH) 1,293 · 4 off
- University Physicians and Surgeons, Inc. Retirement Plan (WV) 1,294 · 5 off
- Wellesley College 403(b) Retirement Plan (MA) 1,294 · 5 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.