401(k) · DOL Form 5500 · 2024
Hospital Episcopal San Lucas Ponce 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 529
- Participants Below avg headcount
- 27th
- Percentile by assets National rank
- $2,850
- Avg per participant Low balance/head
Official DOL plan name: Plan De Retiro San Lucas · Sponsored by Hospital Episcopal San Lucas Ponce · Puerto Rico · Healthcare & Social Assistance
$2M in assets, 529 participants
Hospital Episcopal San Lucas Ponce's Plan De Retiro San Lucas reported $2M in total assets and 529 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.
- #3,982 in Healthcare & Social Assistance (16,916 peers)
Coverage in Puerto Rico
Plan De Retiro San Lucas covers 529 participants in Puerto Rico, 5.9x the typical Puerto Rico plan (state average ~89 per filing). Assets: $2M.
- #3,982
- in Healthcare & Social Assistance (16,916 peers)
- +109.7%
- assets growth YoY
Plan De Retiro San Lucas among the smaller filed plans by assets
Plan De Retiro San Lucas vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,507,575 27th percentile higher than 27% 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
Plan De Retiro San Lucas among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Plan De Retiro San Lucas sits mid-pack in the medium band (529 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Plan De Retiro San Lucas end-of-year assets rose from $719K in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Plan De Retiro San Lucas reported net income rose from $640K in the plan year 2023 filing to $769K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 660589727 · Hospital Episcopal San Lucas Ponce PY 2024 · 401(k)
Plan De Retiro San Lucas · $2M · 529 · 27th
- PHOTO $2M
- IND 529
- EOY 27th
- 5500 401(k)
- ASSETS near Unimacts 401(k) Plan
- PCT ind #3982
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 Healthcare & Social Assistance retirement plans → · Plans in Puerto Rico →
Plan De Retiro San Lucas in the asset neighbourhood
Puerto Rico filing particulars
| Total Assets (Beginning of Year) | $719K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $769K |
| Employer EIN | 660589727 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hospital Episcopal San Lucas Ponce)
Sponsor-wide plan assets over time
All Hospital Episcopal San Lucas Ponce plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 2776.4476922783383% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 529 | $52K |
| 2023 | 1 | 529 | $719K |
| 2024 | 1 | 529 | $2M |
Nearby 401(k) Plans in Puerto Rico
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Pfizer Savings Plan for Employees Resident in Puerto Rico $395M · 88
- Msd Puerto Rico Savings and Security Plan $232M · 542
- Inter American University of Pr Defined Contribution Retirement Plan $199M · 1,552
- Popular, Inc. USA 401(k) Savings & Investment Plan $170M · 942
- Firstbank 401(k) Retirement Plan for Residents of Puerto Rico $164M · 2,826
Plan De Retiro San Lucas's out-of-state 401(k) peers by assets and headcount
Outside Puerto Rico, the nearest 401(k) by assets is Unimacts 401(k) Plan in TX ($2M); by covered participants it is Your 401(k) Retirement Plan in OR (529 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
- Unimacts 401(k) Plan (TX) $2M · 158
- Coast Acquisition Corporation 401(k) Plan (NY) $2M · 16
- Allcomp Inc 401(k) Profit Sharing Plan and Trust (MD) $2M · N/A
- Mission Autism Clinics 401(k) Plan (PA) $2M · 243
Similar participant headcount
Nearest other-state filings by covered participants (529 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.