Medical Card System Savings Plan
ERISA Form 5500 plan record drawn from DOL EBSA โ verify with linked source filings below.
Sponsored by Medical Card System, Inc. ยท Puerto Rico ยท Finance & Insurance
What the 2023 filing shows
Medical Card System Savings Plan holds $78M for 2,284 participants - about $34,018 per participant, up 16.8% over the 2024 plan year.
- $78M
- total plan assets (2024 EOY)
- 2,284
- covered participants
- $34,018
- avg assets per participant
- +16.8%
- assets growth YoY
What the Filing Says About Medical Card System Savings Plan
Medical Card System Savings Plan is a 401(k) retirement plan sponsored by Medical Card System, Inc., headquartered in Puerto Rico. As of the 2024 Form 5500 filing, the plan reports $78M in total end-of-year assets and covers 2,284 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 660702991, and the plan has been effective since 2001-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $67M at the beginning of 2024 to $78M at year-end โ a gain of 16.8%. Net assets (after liabilities) closed the year at $78M, with reported net income of $11M 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 โ 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) | $67M |
| Total Assets (End of Year) | $78M |
| Net Assets (End of Year) | $78M |
| Net Income | $11M |
| Plan Type | 401(k) |
| Employer EIN | 660702991 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Medical Card System, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,180 | $52M |
| 2023 | 1 | 2,205 | $67M |
| 2024 | 1 | 2,284 | $78M |
Nearby 401(k) Plans in Puerto Rico
Peer 401(k) plans โ same state, same plan type โ ranked by total assets.
- The Retirement and Savings Plan for Amgen Manufacturing Limited LLC $719M ยท 2,713
- Popular, Inc. Pr Savings and Investment Plan $701M ยท 8,134
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico $442M ยท 1,114
- Pfizer Savings Plan for Employees Resident in Puerto Rico $385M ยท 87
- Msd Puerto Rico Savings and Security Plan $224M ยท 679
Related Data
Guides
Frequently Asked Questions
How much money is in the Medical Card System Savings Plan? ▼
What type of plan is Medical Card System Savings Plan? ▼
Who sponsors the Medical Card System Savings Plan? ▼
How did Medical Card System Savings Plan perform in 2024? ▼
Where can I find official filings for Medical Card System Savings Plan? ▼
How does Medical Card System Savings Plan compare to other plans? ▼
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) โ original filing retrieval by EIN 660702991.
Reference: IRS Publication 560 โ Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B โ Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology โ how this data is sourced, computed, and verified.