Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees Union De Tronquistas De Puerto Rico Local 901 Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets: 60
Participants Small participant base: 24th
Percentile by assets National rank: $19,564
Avg per participant Low balance/head

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Official DOL plan name: Union De Tronquistas De Puerto Rico Local 901 - Pension Plan · Sponsored by Board of Trustees Union De Tronquistas De Puerto Rico Local 901 · Puerto Rico · Other Services

$1M in assets, 60 participants

Board of Trustees Union De Tronquistas De Puerto Rico Local 901's Union De Tronquistas De Puerto Rico Local 901 - Pension Plan reported $1M in total assets and 60 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

#3,772 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Union De Tronquistas De Puerto Rico Local 901 - Pension Plan ranks #3,772 of 7,719 2024 filers by assets (1710% of the sector average)-$1M for 60 participants.

#3,772
in Other Services (7,719 peers): -14.2%
assets change YoY

The plan reported a net loss of $30K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Union De Tronquistas De Puerto Rico Local 901 - Pension Plan among the smaller filed plans by assets

Union De Tronquistas De Puerto Rico Local 901 - Pension Plan vs every filed plan by assets

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

$1,173,817 24th percentile higher than 24% 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

Union De Tronquistas De Puerto Rico Local 901 - Pension 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. Union De Tronquistas De Puerto Rico Local 901 - Pension Plan is a small filing (60 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Union De Tronquistas De Puerto Rico Local 901 - Pension Plan reported net income rose from -$105K in the plan year 2023 filing to -$30K in the plan year 2024 filing.
Union De Tronquistas De Puerto Rico Local 901 - Pension Plan end-of-year assets fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Union De Tronquistas De Puerto Rico Local 901 - Pension Plan reported participants fell from 62 in the plan year 2023 filing to 60 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 660344357 · Board of Trustees Union De Tronquistas De Puerto Rico Local 901 PY 2024 · Defined Benefit (Pension)

Union De Tronquistas De Puerto Rico Local 901 - Pension Plan · $1M · 60 · 24th

IND $1M
EOY 60
5500 24th
ASSETS Defined Benefit (Pension)
PCT near Sierra Retirement Plan
EIN ind #3772

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 →

End-of-year total assets ($M) among Union De Tronquistas De Puerto Rico Local 901 - Pension Plan and nearest nationwide Defined Benefit (Pension) 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	-$30K
Employer EIN	660344357
Plan Effective Date	1970-09-22
Filing Status	FILING RECEIVED

Sponsor Plan History (Board of Trustees Union De Tronquistas De Puerto Rico Local 901)

Latest sponsor-wide plan assets: $4M 26.4879708773333% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	390	$3M
2023	2	428	$4M
2024	2	430	$4M

Nearby Defined Benefit (Pension) Plans in Puerto Rico

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Union De Tronquistas De Puerto Rico Local 901 - Pension Plan vs. nearby Defined Benefit (Pension) plans in Puerto Rico, assets vs. participants

Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees $797M · 1,468
Banco Popular De Puerto Rico Retirement Plan $607M · 1,845
Abbvie Puerto Rico Pension Plan $472M · 1,070
Msd Puerto Rico Pension Plan $414M · 490
The Retirement Plan for Lilly Affiliate Employees in Puerto Rico $335M · 1,175

Compare Union De Tronquistas De Puerto Rico Local 901 - Pension Plan side-by-side with 3 peers →

Union De Tronquistas De Puerto Rico Local 901 - Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Puerto Rico, the nearest Defined Benefit (Pension) by assets is Sierra Retirement Plan in VA ($1M); by covered participants it is Parkwood LLC Pension Plan in OH (60 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Sierra Retirement Plan (VA) $1M · 5
Rkb Energy LLC Pension Plan (TX) $1M · 2
Yuma Area Housing Opportunity Inc Retirement Plan (AZ) $1M · N/A
David Sun, D.D.S., Inc. Pension Plan (CA) $1M · 3

Similar participant headcount

Nearest other-state filings by covered participants (60 participants); asset peers above are excluded.

Parkwood LLC Pension Plan (OH) 60 · 0 off
Burke & Herbert Bank & Trust Company Retirement Plan (VA) 60 · 0 off
First Federal Bank Retirement Plan (MO) 60 · 0 off
Pension Plan for Hourly Employees of Timber Products Co and Affiliates (OR) 60 · 0 off

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 Union De Tronquistas De Puerto Rico Local 901 - Pension Plan assets move in 2024? ▼

Union De Tronquistas De Puerto Rico Local 901 - Pension Plan pulled back noticeably - down 14.2% during 2024, from $1M to $1M. Reported net income was -$30K.

How have Board of Trustees Union De Tronquistas De Puerto Rico Local 901 plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees Union De Tronquistas De Puerto Rico Local 901's sponsor-wide assets grew 26.5%, from $3M to $4M.

Where does Union De Tronquistas De Puerto Rico Local 901 - Pension Plan rank by assets among Form 5500 filers? ▼

Union De Tronquistas De Puerto Rico Local 901 - Pension Plan ranks in the 24th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).

Which Defined Benefit (Pension) plans are similar in size to Union De Tronquistas De Puerto Rico Local 901 - Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Sierra Retirement Plan in VA ($1M, 5 participants).

Which Defined Benefit (Pension) plans cover a similar participant headcount to Union De Tronquistas De Puerto Rico Local 901 - Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Parkwood LLC Pension Plan in OH (60 participants, N/A 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 660344357.