Defined Benefit (Pension) · DOL Form 5500 · 2024
Luis a. Segarra Financial & Insurance Services Pension Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $800,708
- Avg per participant High balance/head
Official DOL plan name: Luis a Segarra Financial & Insurance Services Defined Benefit Plan · Sponsored by Luis a. Segarra Financial & Insurance Services · Puerto Rico · Finance & Insurance
$2M in assets, 2 participants
Luis a. Segarra Financial & Insurance Services's Luis a Segarra Financial & Insurance Services Defined Benefit Plan reported $2M in total assets and 2 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.
- #1,430 in Finance & Insurance (8,549 peers)
Luis a. Segarra Financial & Insurance Services multi-year trail
Luis a. Segarra Financial & Insurance Services's plans moved +132.9% in assets from 2022 to 2024; this filing shows Luis a Segarra Financial & Insurance Services Defined Benefit Plan at $2M / 2 participants.
- #1,430
- in Finance & Insurance (8,549 peers)
- +32.0%
- assets growth YoY
Luis a Segarra Financial & Insurance Services Defined Benefit Plan among the smaller filed plans by assets
Luis a Segarra Financial & Insurance Services Defined Benefit Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,601,416 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
Luis a Segarra Financial & Insurance Services Defined Benefit Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Luis a Segarra Financial & Insurance Services Defined Benefit Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Luis a Segarra Financial & Insurance Services Defined Benefit Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 660525786 · Luis a. Segarra Financial & Insurance Services PY 2024 · Defined Benefit (Pension)
Luis a Segarra Financial & Insurance Services Defined Benefit Plan · $2M · 2 · 27th
- EOY $2M
- 5500 2
- ASSETS 27th
- PCT Defined Benefit (Pension)
- EIN near West Coast Trial Lawyers, Aplc Cash Balance Plan
- RANK ind #1430
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 Finance & Insurance retirement plans → · Plans in Puerto Rico →
Luis a Segarra Financial & Insurance Services Defined Benefit Plan in the asset neighbourhood
Luis a. Segarra Financial & Insurance Services multi-year asset trail
Sponsor-wide plan assets over time
All Luis a. Segarra Financial & Insurance Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 132.86043041090386% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $2M |
| 2023 | 2 | 4 | $3M |
| 2024 | 2 | 4 | $4M |
Luis a. Segarra Financial & Insurance Services filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $388K |
| Employer EIN | 660525786 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Puerto Rico
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees $797M · 1,468
- Banco Popular De Puerto Rico Retirement Plan $607M · 1,845
- Abbvie Puerto Rico Pension Plan $472M · 1,070
- Msd Puerto Rico Pension Plan $414M · 490
- The Retirement Plan for Lilly Affiliate Employees in Puerto Rico $335M · 1,175
Luis a Segarra Financial & Insurance Services Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Puerto Rico, the nearest Defined Benefit (Pension) by assets is West Coast Trial Lawyers, Aplc Cash Balance Plan in CA ($2M); by covered participants it is Avh Enterprises, Inc. Retirement Plan in VA (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Avh Enterprises, Inc. Retirement Plan (VA) 2 · 0 off
- Sterling Builder Group, Inc. DB Plan (GA) 2 · 0 off
- Marriagemax, Inc. Defined Benefit Plan & Trust (MD) 2 · 0 off
- Maja Inc. Defined Benefit Plan (CA) 2 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.