401(k) · DOL Form 5500 · 2024

Empresas Pepe Abad LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 193
Participants Below avg headcount: 27th
Percentile by assets National rank: $8,466
Avg per participant Low balance/head

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Official DOL plan name: Pepe Abad Retirement Plan · Sponsored by Empresas Pepe Abad LLC · Puerto Rico · Retail Trade

$2M in assets, 193 participants

Empresas Pepe Abad LLC's Pepe Abad Retirement Plan reported $2M in total assets and 193 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.

#3,231 in Retail Trade (8,048 peers)

Coverage in Puerto Rico

Pepe Abad Retirement Plan covers 193 participants in Puerto Rico, 2.2x the typical Puerto Rico plan (state average ~89 per filing). Assets: $2M.

#3,231
in Retail Trade (8,048 peers): +79.6%
assets growth YoY

Pepe Abad Retirement Plan among the smaller filed plans by assets

Pepe Abad Retirement Plan vs every filed plan by assets

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

$1,633,946 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

Pepe Abad Retirement 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. Pepe Abad Retirement Plan sits mid-pack in the medium band (193 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Pepe Abad Retirement Plan end-of-year assets rose from $910K in the plan year 2023 filing to $2M in the plan year 2024 filing.
Pepe Abad Retirement Plan reported net income fell from $786K in the plan year 2023 filing to $724K in the plan year 2024 filing.
Pepe Abad Retirement Plan reported participants rose from 180 in the plan year 2023 filing to 193 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 660999701 · Empresas Pepe Abad LLC PY 2024 · 401(k)

Pepe Abad Retirement Plan · $2M · 193 · 27th

PHOTO $2M
IND 193
EOY 27th
5500 401(k)
ASSETS near Beta Corporation 401 K Plan
PCT ind #3231

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 Retail Trade retirement plans → · Plans in Puerto Rico →

End-of-year total assets ($M) among Pepe Abad Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Puerto Rico filing particulars

Total Assets (Beginning of Year)	$910K
Net Assets (End of Year)	$2M
Net Income	$724K
Employer EIN	660999701
Plan Effective Date	2022-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Empresas Pepe Abad LLC)

Latest sponsor-wide plan assets: $2M 79.63563763414025% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	180	$910K
2024	1	193	$2M

Nearby 401(k) Plans in Puerto Rico

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Pepe Abad Retirement Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants

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

Compare Pepe Abad Retirement Plan side-by-side with 3 peers →

Pepe Abad Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Puerto Rico, the nearest 401(k) by assets is Beta Corporation 401 K Plan in WV ($2M); by covered participants it is Spartan Race, Inc. 401(k) Plan in MA (193 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Beta Corporation 401 K Plan (WV) $2M · 1
Acoustical Spray Insulators 401(k) Ps Plan (PA) $2M · 13
Kfk Group/Srg 401(k) Retirement Plan (LA) $2M · 448
Skyline Equipment Sales, Inc. 401(k) Plan (VA) $2M · 5

Similar participant headcount

Nearest other-state filings by covered participants (193 participants); asset peers above are excluded.

Spartan Race, Inc. 401(k) Plan (MA) 193 · 0 off
Glenstone Foundation 401(k) Plan (MD) 193 · 0 off
Security Risk Advisors Intl, LLC 401(k) Profit Sharing Plan (PA) 193 · 0 off
Royal Plywood Co., LLC Profit Sharing Plan (CA) 193 · 0 off

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 Pepe Abad Retirement Plan assets move in 2024? ▼

Pepe Abad Retirement Plan surged - up 79.6% during 2024, from $910K to $2M. Reported net income was $724K.

How have Empresas Pepe Abad LLC plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Empresas Pepe Abad LLC's sponsor-wide assets grew 79.6%, from $910K to $2M.

Which 401(k) plans are similar in size to Pepe Abad Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Beta Corporation 401 K Plan in WV ($2M, 1 participant).

Which 401(k) plans cover a similar participant headcount to Pepe Abad Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Spartan Race, Inc. 401(k) Plan in MA (193 participants, $5M 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 660999701.