Profit Sharing · DOL Form 5500 · 2024
Genera Pr LLC Profit Sharing Plan
Data updated 2026-07-24
- $10M
- Total assets
- 711
- Participants
- 56th
- Percentile by assets
- $14,351
- Avg per participant
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.
- 56th percentile by assets (of 116,472 plans)
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.
- $10M
- total plan assets (2024 EOY)
- 711
- covered participants
- 56th
- percentile by assets (of 116,472 plans)
- $14,351
- avg assets per participant
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.
Participants vs Puerto Rico filers
In Puerto Rico, the average filing covers about 89 participants across 1,881 plans. Genera Pr Saving Plan reports 711 participants - 8.0x that state average ($10M EOY assets).
Puerto Rico filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $7M |
| Employer EIN | 660994219 |
| Plan Effective Date | 2023-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Genera Pr LLC)
| 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
- Popular, Inc. Pr Savings and Investment Plan $819M · 8,332
- The Retirement and Savings Plan for Amgen Manufacturing Limited LLC $780M · 2,608
- Abbvie Puerto Rico Savings Plan $560M · 1,349
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico $519M · 1,140
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $228M · 758
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Genera Pr Saving Plan by total assets, not by location.
Frequently Asked Questions
How did Genera Pr Saving Plan assets move in 2024? ▼
How have Genera Pr LLC plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Genera Pr Saving Plan? ▼
Next read for Genera Pr Saving Plan
Filing takeaways
Ways to act on Genera Pr Saving Plan's numbers.
- By total assets, Genera Pr Saving Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Puerto Rico. Compare plans
- Genera Pr LLC's sponsor-wide assets have grown 241.2% since 2023 across 2 plan years on file. More Utilities plans
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.