401(k) · DOL Form 5500 · 2024
Hospital Espanol Auxilio Mutuo De Puerto Rico Inc 401(k) Plan
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 1,742
- Participants Near avg headcount
- 81st
- Percentile by assets National rank
- $22,640
- Avg per participant Low balance/head
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.
- #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.
- #14,194
- in Healthcare & Social Assistance (16,916 peers)
- +12.4%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Sociedad Espanola De Auxilio Mutuo Y Beneficiencia De Puerto Rico Retirement Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Sociedad Espanola De Auxilio Mutuo Y Beneficiencia De Puerto Rico Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sociedad Espanola De Auxilio Mutuo Y Beneficiencia De Puerto Rico Retirement Plan lands in the large band (1,742 participants).
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.
Form 5500 schedule snapshot
Filing strip 660486907 · Hospital Espanol Auxilio Mutuo De Puerto Rico Inc PY 2024 · 401(k)
Sociedad Espanola De Auxilio Mutuo Y Beneficiencia De Puerto Rico Retirement Plan · $39M · 1,742 · 81st
- EBSA $39M
- EBSA 1,742
- EBSA 81st
- EBSA 401(k)
- EBSA near Federal Defender Program, Inc. Pension Plan
- EBSA ind #14194
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 Healthcare & Social Assistance retirement plans → · Plans in Puerto Rico →
Sociedad Espanola De Auxilio Mutuo Y Beneficiencia De Puerto Rico Retirement Plan in the asset neighbourhood
Puerto Rico filing particulars
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | $4M |
| Employer EIN | 660486907 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hospital Espanol Auxilio Mutuo De Puerto Rico Inc)
Sponsor-wide plan assets over time
All Hospital Espanol Auxilio Mutuo De Puerto Rico Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $39M 30.041764043065093% vs 2022
- 2024 filing year
| 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.
- 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
Sociedad Espanola De Auxilio Mutuo Y Beneficiencia De Puerto Rico Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Puerto Rico, the nearest 401(k) by assets is Federal Defender Program, Inc. Pension Plan in GA ($39M); by covered participants it is Newrest USA Holdings, Inc. 401(k) Plan in GA (1,742 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
- Federal Defender Program, Inc. Pension Plan (GA) $39M · 71
- Kriete Group Retirement Savings Plan (WI) $39M · 525
- Price Family 401(k) Plan (CA) $39M · 1,172
- San Jose Sharks 401(k) Plan (CA) $39M · 516
Similar participant headcount
Nearest other-state filings by covered participants (1,742 participants); asset peers above are excluded.
- Newrest USA Holdings, Inc. 401(k) Plan (GA) 1,742 · 0 off
- Celebration Restaurant Group 401(k) Plan (FL) 1,742 · 0 off
- Sonny's Enterprises, LLC 401(k) Profit Plan (FL) 1,742 · 0 off
- Suncrest Health Services LLC 401(k) Plan (UT) 1,742 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.