401(k) · DOL Form 5500 · 2024

Mocoroa & Castellanos, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
15
Participants Small participant base
26th
Percentile by assets National rank
$89,371
Avg per participant Below avg balance/head
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Official DOL plan name: Mocoroa & Castellanos, Inc. 1165(e) Plan · Sponsored by Mocoroa & Castellanos, Inc. · Puerto Rico · Other Services

$1M in assets, 15 participants

Mocoroa & Castellanos, Inc.'s Mocoroa & Castellanos, Inc. 1165(e) Plan reported $1M in total assets and 15 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #3,870 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Mocoroa & Castellanos, Inc. 1165(e) Plan ranks #3,870 of 7,719 2024 filers by assets (1497% of the sector average)-$1M for 15 participants.

#3,870
in Other Services (7,719 peers)
+19.5%
assets growth YoY

Mocoroa & Castellanos, Inc. 1165(e) Plan among the smaller filed plans by assets

Mocoroa & Castellanos, Inc. 1165(e) Plan vs every filed plan by assets

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

$1,340,564 26th percentile higher than 26% 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

Mocoroa & Castellanos, Inc. 1165(e) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mocoroa & Castellanos, Inc. 1165(e) Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mocoroa & Castellanos, Inc. 1165(e) Plan reported net income rose from $169K in the plan year 2023 filing to $219K in the plan year 2024 filing.
  • Mocoroa & Castellanos, Inc. 1165(e) Plan reported participants rose from 12 in the plan year 2023 filing to 15 in the plan year 2024 filing.
  • Mocoroa & Castellanos, Inc. 1165(e) Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 660361444 · Mocoroa & Castellanos, Inc. PY 2024 · 401(k)

Mocoroa & Castellanos, Inc. 1165(e) Plan · $1M · 15 · 26th

  • TYPE $1M
  • NET 15
  • BOOK 26th
  • VS-ST 401(k)
  • BOY near Southland Utility Services, Inc. Retirement Savings Plan
  • SCH ind #3870

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 Other Services retirement plans → · Plans in Puerto Rico →

Mocoroa & Castellanos, Inc. 1165(e) Plan in the asset neighbourhood

Mocoroa & Castellanos, Inc. 1165(e) PlanMocoroa & Castellanos, Inc. …$1MSouthland Utility Services, Inc. Retirement Savings PlanSouthland Utility Services, …$1MChildren's Day Nursery and Family Center 401(k) Profit Sharing PlanChildren's Day Nursery and F…$1MMills River Logistics, Inc. 401(k) PlanMills River Logistics, Inc. …$1MGary R. Zeigler, P.C. 401(k) Profit Sharing PlanGary R. Zeigler, P.C. 401(k)…$1M
End-of-year total assets ($M) among Mocoroa & Castellanos, Inc. 1165(e) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$219K
Employer EIN660361444
Plan Effective Date2003-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mocoroa & Castellanos, Inc.)

Sponsor-wide plan assets over time

All Mocoroa & Castellanos, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 40.73601263151706% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M 202220232024 $0.95M $1.34M ▲ +41.1%
Year Plans Participants Total Assets
2022 1 7 $953K
2023 1 12 $1M
2024 1 15 $1M

Nearby 401(k) Plans in Puerto Rico

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

Mocoroa & Castellanos, Inc. 1165(e) Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -1000100200300400500 Total assets ($M) Participants Mocoroa & Castellanos, Inc. 1165(e) Plan, Total assets ($M): 1.340564 · Participants: 15Mocoroa & Castellanos, Inc. 1165(e) 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
Mocoroa & Castellanos, Inc. 1165(e) Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants
Compare Mocoroa & Castellanos, Inc. 1165(e) Plan side-by-side with 3 peers →

Mocoroa & Castellanos, Inc. 1165(e) Plan's out-of-state 401(k) peers by assets and headcount

Outside Puerto Rico, the nearest 401(k) by assets is Southland Utility Services, Inc. Retirement Savings Plan in FL ($1M); by covered participants it is Sanztosalas, Inc 401(k) Plan in NC (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Mocoroa & Castellanos, Inc. 1165(e) Plan assets move in 2024? ▼
Mocoroa & Castellanos, Inc. 1165(e) Plan grew sharply - up 19.5% during 2024, from $1M to $1M. Reported net income was $219K.
How have Mocoroa & Castellanos, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mocoroa & Castellanos, Inc.'s sponsor-wide assets grew 40.7%, from $953K to $1M.
Which 401(k) plans are similar in size to Mocoroa & Castellanos, Inc. 1165(e) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Southland Utility Services, Inc. Retirement Savings Plan in FL ($1M, 67 participants).
Which 401(k) plans cover a similar participant headcount to Mocoroa & Castellanos, Inc. 1165(e) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sanztosalas, Inc 401(k) Plan in NC (15 participants, $8K 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 660361444.

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.