Profit Sharing · DOL Form 5500 · 2024

Genera Pr LLC Profit Sharing Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
711
Participants Below avg headcount
56th
Percentile by assets National rank
$14,351
Avg per participant Low balance/head
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Official DOL plan name: Genera Pr Saving Plan · Sponsored by Genera Pr LLC · Puerto Rico · Utilities

$10M in assets, 711 participants

Genera Pr LLC's Genera Pr Saving Plan reported $10M in total assets and 711 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #185 in Utilities (732 peers)

Coverage in Puerto Rico

Genera Pr Saving Plan covers 711 participants in Puerto Rico, 8.0x the typical Puerto Rico plan (state average ~89 per filing). Assets: $10M.

#185
in Utilities (732 peers)
+241.2%
assets growth YoY

Genera Pr Saving Plan's mid-pack asset rank among Utilities and all filers

Genera Pr Saving Plan vs every filed plan by assets

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

$10,203,711 Top 44% higher than 56% 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

Genera Pr Saving Plan 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. Genera Pr Saving Plan sits mid-pack in the medium band (711 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Genera Pr Saving Plan end-of-year assets rose from $3M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Genera Pr Saving Plan reported net income rose from $3M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Genera Pr Saving Plan reported participants rose from 640 in the plan year 2023 filing to 711 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 660994219 · Genera Pr LLC PY 2024 · Profit Sharing

Genera Pr Saving Plan · $10M · 711 · 56th

  • 5500 $10M
  • 5500 711
  • 5500 56th
  • 5500 Profit Sharing
  • 5500 near Murco Wall Products, Inc. Employees Profit Sharing Plan
  • 5500 ind #185

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 Utilities retirement plans → · Plans in Puerto Rico →

Genera Pr Saving Plan in the asset neighbourhood

Murco Wall Products, Inc. Employees Profit Sharing PlanMurco Wall Products, Inc. Em…$10MMurco Wall Products, Inc. Employees Profit Sharing PlanMurco Wall Products, Inc. Em…$10MSohn Linen Service Employees Profit Sharing PlanSohn Linen Service Employees…$10MGenera Pr Saving Plan$10MJackson Child Development Corporation Profit Sharing Plan and TrustJackson Child Development Co…$10M
End-of-year total assets ($M) among Genera Pr Saving Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$10M
Net Income$7M
Employer EIN660994219
Plan Effective Date2023-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Genera Pr LLC)

Sponsor-wide plan assets over time

All Genera Pr LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 241.17006860039743% vs 2023
2024 filing year
$0M$5M$10M$15M 20232024 $2.99M $10.2M ▲ +241.1%
Year Plans Participants Total Assets
2023 1 640 $3M
2024 1 711 $10M

Nearby Profit Sharing Plans in Puerto Rico

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

Genera Pr Saving Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 -20002004006008001000 Total assets ($M) Participants Genera Pr Saving Plan, Total assets ($M): 10.203711 · Participants: 711Genera Pr Saving 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
Genera Pr Saving Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Genera Pr Saving Plan side-by-side with 3 peers →

Genera Pr Saving Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Murco Wall Products, Inc. Employees Profit Sharing Plan in TX ($10M); by covered participants it is Horizon House, Inc. Employer Retirement Plan and Trust in PA (713 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (711 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 Genera Pr Saving Plan assets move in 2024? ▼
Genera Pr Saving Plan surged - up 241.2% during 2024, from $3M to $10M. Reported net income was $7M.
How have Genera Pr LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Genera Pr LLC's sponsor-wide assets grew 241.2%, from $3M to $10M.
Which Profit Sharing plans are similar in size to Genera Pr Saving Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Murco Wall Products, Inc. Employees Profit Sharing Plan in TX ($10M, 217 participants).
Which Profit Sharing plans cover a similar participant headcount to Genera Pr Saving Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Horizon House, Inc. Employer Retirement Plan and Trust in PA (713 participants, $6M 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 660994219.

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.