401(k) · DOL Form 5500 · 2024

Hospital Espanol Auxilio Mutuo De Puerto Rico Inc 401(k) Plan

Data updated 2026-08-11

$39M
Total assets
1,742
Participants
81st
Percentile by assets
$22,640
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Sociedad Espanola De Auxilio Mutuo Y Beneficiencia De Puerto Rico Retirement Plan · Sponsored by Hospital Espanol Auxilio Mutuo De Puerto Rico Inc · Puerto Rico · Healthcare & Social Assistance

$39M in assets, 1,742 participants

Hospital Espanol Auxilio Mutuo De Puerto Rico Inc's Sociedad Espanola De Auxilio Mutuo Y Beneficiencia De Puerto Rico Retirement Plan reported $39M in total assets and 1,742 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • 81st percentile by assets (of 123,622 plans)
  • #14,194 in Healthcare & Social Assistance (16,916 peers)

Coverage in Puerto Rico

Sociedad Espanola De Auxilio Mutuo Y Beneficiencia De Puerto Rico Retirement Plan covers 1,742 participants in Puerto Rico, 20x the typical Puerto Rico plan (state average ~89 per filing). Assets: $39M.

$39M
total plan assets (2024 EOY)
1,742
covered participants
81st
percentile by assets (of 123,622 plans)
$22,640
avg assets per participant

Where Sociedad Espanola De Auxilio Mutuo Y Beneficiencia De Puerto Rico Retirement Plan sits by total assets

Sociedad Espanola De Auxilio Mutuo Y Beneficiencia De Puerto Rico Retirement Plan vs every filed plan by assets

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

$39,438,758 Top 19% higher than 81% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sociedad Espanola De Auxilio Mutuo Y Beneficiencia De Puerto Rico Retirement Plan end-of-year assets rose from $35M in the plan year 2023 filing to $39M in the plan year 2024 filing.
  • Sociedad Espanola De Auxilio Mutuo Y Beneficiencia De Puerto Rico Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Sociedad Espanola De Auxilio Mutuo Y Beneficiencia De Puerto Rico Retirement Plan reported participants fell from 1,788 in the plan year 2023 filing to 1,742 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Puerto Rico
Industry
Healthcare & Social Assistance

Participants vs Puerto Rico filers

In Puerto Rico, the average filing covers about 89 participants across 1,924 plans. Sociedad Espanola De Auxilio Mutuo Y Beneficiencia De Puerto Rico Retirement Plan reports 1,742 participants - 20x that state average ($39M EOY assets).

Puerto Rico filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$39M
Net Income$4M
Employer EIN660486907
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hospital Espanol Auxilio Mutuo De Puerto Rico Inc)

$25M$30M$35M$40M$45M 202220232024 $30.3M $39.4M ▲ +30.0%
Total plan assets by year, all Hospital Espanol Auxilio Mutuo De Puerto Rico Inc plans on file
Year Plans Participants Total Assets
2022 1 1,811 $30M
2023 1 1,788 $35M
2024 1 1,742 $39M

Nearby 401(k) Plans in Puerto Rico

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

Sociedad Espanola De Auxilio Mutuo Y Beneficiencia De Puerto Rico Retirement Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -10000100020003000 0100200300400500 Total assets ($M) Participants Sociedad Espanola De…, Total assets ($M): 39.438758 · Participants: 1742Sociedad Espanola De…Pfizer Savings Plan …, Total assets ($M): 395.418432 · Participants: 88Pfizer Savings Plan …Msd Puerto Rico Savi…, Total assets ($M): 231.602491 · Participants: 542Msd Puerto Rico Savi…Inter American Unive…, Total assets ($M): 199.102479 · Participants: 1552Inter American Unive…Popular, Inc. USA 40…, Total assets ($M): 170.397343 · Participants: 942Popular, Inc. USA 40…Firstbank 401(k) Ret…, Total assets ($M): 164.421743 · Participants: 2826Firstbank 401(k) Ret…
Sociedad Espanola De Auxilio Mutuo Y Beneficiencia De Puerto Rico Retirement Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants
Compare Sociedad Espanola De Auxilio Mutuo Y Ben… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Sociedad Espanola De Auxilio Mutuo Y Beneficiencia De Puerto Rico Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Sociedad Espanola De Auxilio Mutuo Y Beneficiencia De Puerto Rico Retirement Plan assets move in 2024? ▼
Sociedad Espanola De Auxilio Mutuo Y Beneficiencia De Puerto Rico Retirement Plan grew at a solid clip - up 12.4% during 2024, from $35M to $39M. Reported net income was $4M.
How have Hospital Espanol Auxilio Mutuo De Puerto Rico Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hospital Espanol Auxilio Mutuo De Puerto Rico Inc's sponsor-wide assets grew 30.0%, from $30M to $39M.
Where does Sociedad Espanola De Auxilio Mutuo Y Beneficiencia De Puerto Rico Retirement Plan rank by assets among Form 5500 filers? ▼
Sociedad Espanola De Auxilio Mutuo Y Beneficiencia De Puerto Rico Retirement Plan ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Sociedad Espanola De Auxilio Mutuo Y Beneficiencia De Puerto Rico Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Federal Defender Program, Inc. Pension Plan in GA ($39M, 71 participants).

Next read for Sociedad Espanola De Auxilio Mutuo Y Ben…

Filing takeaways

Ways to act on Sociedad Espanola De Auxilio Mutuo Y Beneficiencia De Puerto Rico Retirement Plan's numbers.

  • By total assets, Sociedad Espanola De Auxilio Mutuo Y Beneficiencia De Puerto Rico Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Puerto Rico. Compare plans
  • Hospital Espanol Auxilio Mutuo De Puerto Rico Inc's sponsor-wide assets have grown 30.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance 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 660486907.

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.