401(k)
2024 plan-year 401(k) DOL Form 5500

Costa Salud Savings and Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Costa Salud Community Health Center , Inc. · Puerto Rico · Healthcare & Social Assistance

What the 2023 filing shows

Costa Salud Savings and Retirement Plan holds $1M for 145 participants — about $8,747 per participant, up 47.5% over the 2024 plan year.

$1M
total plan assets (2024 EOY)
145
covered participants
$8,747
avg assets per participant
+47.5%
assets growth YoY
Total Assets (2023)
$1M
Participants
145
State
Industry
Healthcare & Social Assistance

What the Filing Says About Costa Salud Savings and Retirement Plan

Costa Salud Savings and Retirement Plan is a 401(k) retirement plan sponsored by Costa Salud Community Health Center , Inc., headquartered in Puerto Rico. As of the 2024 Form 5500 filing, the plan reports $1M in total end-of-year assets and covers 145 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 660428488, and the plan has been effective since 2021-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $860K at the beginning of 2024 to $1M at year-end — a gain of 47.5%. Net assets (after liabilities) closed the year at $1M, with reported net income of $408K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$860K
Total Assets (End of Year)$1M
Net Assets (End of Year)$1M
Net Income$408K
Plan Type401(k)
Employer EIN660428488
Plan Effective Date2021-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Costa Salud Community Health Center , Inc.)

Year Plans Participants Total Assets
2022 1 119 $396K
2023 1 138 $860K
2024 1 145 $1M

Nearby 401(k) Plans in Puerto Rico

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Frequently Asked Questions

How much money is in the Costa Salud Savings and Retirement Plan?
As of the 2024 Form 5500 filing, Costa Salud Savings and Retirement Plan holds $1M in total assets with 145 participants. It is sponsored by Costa Salud Community Health Center , Inc..
What type of plan is Costa Salud Savings and Retirement Plan?
Costa Salud Savings and Retirement Plan is a 401(k) plan. It has been effective since 2021-07-01. The plan is filed with the U.S. Department of Labor under EIN 660428488.
Who sponsors the Costa Salud Savings and Retirement Plan?
Costa Salud Savings and Retirement Plan is sponsored by Costa Salud Community Health Center , Inc., located in Puerto Rico. The sponsor's EIN is 660428488 and the plan operates in the Healthcare & Social Assistance industry.
How did Costa Salud Savings and Retirement Plan perform in 2024?
Costa Salud Savings and Retirement Plan grew by 47.5% during 2024, moving from $860K to $1M in total assets. Net income was $408K.
Where can I find official filings for Costa Salud Savings and Retirement Plan?
Official Form 5500 filings for Costa Salud Savings and Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 660428488 or plan name at efast.dol.gov.
How does Costa Salud Savings and Retirement Plan compare to other plans?
You can compare Costa Salud Savings and Retirement Plan against other 401(k) plans on the plan type page, or view plans in Puerto Rico on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 660428488.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.