Profit Sharing · DOL Form 5500 · 2024

Oracle Caribbean, Inc. Profit Sharing Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
47
Participants Small participant base
57th
Percentile by assets National rank
$227,378
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Oracle Caribbean Savings and Investment Plan · Sponsored by Oracle Caribbean, Inc. · Puerto Rico · Professional & Technical Services

$11M in assets, 47 participants

Oracle Caribbean, Inc.'s Oracle Caribbean Savings and Investment Plan reported $11M in total assets and 47 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #11,195 in Professional & Technical Services (20,173 peers)

Oracle Caribbean, Inc. multi-year trail

Oracle Caribbean, Inc.'s plans moved +34.8% in assets from 2022 to 2024; this filing shows Oracle Caribbean Savings and Investment Plan at $11M / 47 participants.

#11,195
in Professional & Technical Services (20,173 peers)
+16.8%
assets growth YoY

Oracle Caribbean Savings and Investment Plan's mid-pack asset rank among Professional & Technical Services and all filers

Oracle Caribbean Savings and Investment Plan vs every filed plan by assets

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

$10,686,766 Top 43% higher than 57% 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

Oracle Caribbean Savings and Investment 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. Oracle Caribbean Savings and Investment Plan is a small filing (47 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oracle Caribbean Savings and Investment Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Oracle Caribbean Savings and Investment Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Oracle Caribbean Savings and Investment Plan reported participants fell from 49 in the plan year 2023 filing to 47 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 660483103 · Oracle Caribbean, Inc. PY 2024 · Profit Sharing

Oracle Caribbean Savings and Investment Plan · $11M · 47 · 57th

  • TYPE $11M
  • TYPE 47
  • TYPE 57th
  • TYPE Profit Sharing
  • TYPE near Ips Enterprises, Inc. 403(b) Retirement Savings Plan
  • TYPE ind #11195

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 Professional & Technical Services retirement plans → · Plans in Puerto Rico →

Oracle Caribbean Savings and Investment Plan in the asset neighbourhood

Whetstone Industries, Inc. Profit Sharing PlanWhetstone Industries, Inc. P…$11MOracle Caribbean Savings and Investment PlanOracle Caribbean Savings and…$11MIps Enterprises, Inc. 403(b) Retirement Savings PlanIps Enterprises, Inc. 403(b)…$11MComfort Systems USA, Inc. Prevailing Wage PlanComfort Systems USA, Inc. Pr…$11MDevelopmental Disabilities Assoc. of Nj Profit Sharing PlanDevelopmental Disabilities A…$11M
End-of-year total assets ($M) among Oracle Caribbean Savings and Investment Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Oracle Caribbean, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Oracle Caribbean, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 34.829965685545965% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.93M $10.7M ▲ +34.8%
Year Plans Participants Total Assets
2022 1 50 $8M
2023 1 49 $9M
2024 1 47 $11M

Oracle Caribbean, Inc. filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN660483103
Plan Effective Date1999-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Oracle Caribbean Savings and Investment Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Oracle Caribbean Savings and Investment Plan, Total assets ($M): 10.686766 · Participants: 47Oracle Caribbean Savings and Investment PlanPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 818.605332 · Participants: 8332Popular, Inc. Pr Savings and Investment PlanThe Retirement and Savings Plan for Amgen Manufacturing Limited LLC, Total assets ($M): 779.532675 · Participants: 2608The Retirement and Savings Plan for Amgen Manufacturing Limited LLCAbbvie Puerto Rico Savings Plan, Total assets ($M): 560.135241 · Participants: 1349Abbvie Puerto Rico Savings PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 519.253084 · Participants: 1140The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 228.453278 · Participants: 758Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan
Oracle Caribbean Savings and Investment Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Oracle Caribbean Savings and Investment Plan side-by-side with 3 peers →

Oracle Caribbean Savings and Investment Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Ips Enterprises, Inc. 403(b) Retirement Savings Plan in TX ($11M); by covered participants it is Ko Door Profit Sharing Plan in CO (47 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (47 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 Oracle Caribbean Savings and Investment Plan assets move in 2024? ▼
Oracle Caribbean Savings and Investment Plan grew sharply - up 16.8% during 2024, from $9M to $11M. Reported net income was $2M.
How have Oracle Caribbean, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oracle Caribbean, Inc.'s sponsor-wide assets grew 34.8%, from $8M to $11M.
Which Profit Sharing plans are similar in size to Oracle Caribbean Savings and Investment Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Ips Enterprises, Inc. 403(b) Retirement Savings Plan in TX ($11M, 1,165 participants).
Which Profit Sharing plans cover a similar participant headcount to Oracle Caribbean Savings and Investment Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Ko Door Profit Sharing Plan in CO (47 participants, $7M 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 660483103.

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.