401(k) · DOL Form 5500 · 2024

Marsh Puerto Rico, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
115
Participants Small participant base
67th
Percentile by assets National rank
$145,938
Avg per participant Above avg balance/head
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Official DOL plan name: Marsh Puerto Rico, Inc. Salary Savings Plan · Sponsored by Marsh Puerto Rico, Inc. · Puerto Rico · Finance & Insurance

$17M in assets, 115 participants

Marsh Puerto Rico, Inc.'s Marsh Puerto Rico, Inc. Salary Savings Plan reported $17M in total assets and 115 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,376 in Finance & Insurance (8,549 peers)

Marsh Puerto Rico, Inc. multi-year trail

Marsh Puerto Rico, Inc.'s plans moved +19.8% in assets from 2022 to 2024; this filing shows Marsh Puerto Rico, Inc. Salary Savings Plan at $17M / 115 participants.

#4,376
in Finance & Insurance (8,549 peers)
+3.1%
assets growth YoY

Marsh Puerto Rico, Inc. Salary Savings Plan's outsized position by total assets

Marsh Puerto Rico, Inc. Salary Savings Plan vs every filed plan by assets

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

$16,782,821 Top 33% higher than 67% of 123,620 filed plans

This plan $0 $2,050,000,000 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

Marsh Puerto Rico, Inc. Salary Savings 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. Marsh Puerto Rico, Inc. Salary Savings Plan sits mid-pack in the medium band (115 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Marsh Puerto Rico, Inc. Salary Savings Plan reported net income fell from $2M in the plan year 2023 filing to $511K in the plan year 2024 filing.
  • Marsh Puerto Rico, Inc. Salary Savings Plan end-of-year assets rose from $16M in the plan year 2023 filing to $17M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 660307769 · Marsh Puerto Rico, Inc. PY 2024 · 401(k)

Marsh Puerto Rico, Inc. Salary Savings Plan · $17M · 115 · 67th

  • ASSETS $17M
  • ASSETS 115
  • ASSETS 67th
  • ASSETS 401(k)
  • ASSETS near Plumb House, Inc. 401(k) Retirement Plan
  • ASSETS ind #4376

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 →

Marsh Puerto Rico, Inc. Salary Savings Plan in the asset neighbourhood

Marsh Puerto Rico, Inc. Salary Savings PlanMarsh Puerto Rico, Inc. Sala…$17MPlumb House, Inc. 401(k) Retirement PlanPlumb House, Inc. 401(k) Ret…$17MBank of the James Financial Group, Inc 401(k) Profit Sharing Plan and TrustBank of the James Financial …$17MCommercial Bag Company, Inc. 401(k) Profit Sharing PlanCommercial Bag Company, Inc.…$17MTrl Systems, Inc. 401(k) Plan$17M
End-of-year total assets ($M) among Marsh Puerto Rico, Inc. Salary Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Marsh Puerto Rico, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Marsh Puerto Rico, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 19.776201742871873% vs 2022
2024 filing year
$13M$14M$15M$16M$17M$18M 202220232024 $14M $16.8M ▲ +19.8%
Year Plans Participants Total Assets
2022 1 107 $14M
2023 1 115 $16M
2024 1 115 $17M

Marsh Puerto Rico, Inc. filing trail (2024)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$17M
Net Income$511K
Employer EIN660307769
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Puerto Rico

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

Marsh Puerto Rico, Inc. Salary Savings Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -1000100200300400500 Total assets ($M) Participants Marsh Puerto Rico, Inc. Salary Savings Plan, Total assets ($M): 16.782821 · Participants: 115Marsh Puerto Rico, Inc. Salary Savings PlanPfizer Savings Plan for Employees Resident in Puerto Rico, Total assets ($M): 395.418432 · Participants: 88Pfizer Savings Plan for Employees Resident in Puerto RicoMsd Puerto Rico Savings and Security Plan, Total assets ($M): 231.602491 · Participants: 542Msd Puerto Rico Savings and Security PlanInter American University of Pr Defined Contribution Retirement Plan, Total assets ($M): 199.102479 · Participants: 1552Inter American University of Pr Defined Contribution Retirement PlanPopular, Inc. USA 401(k) Savings & Investment Plan, Total assets ($M): 170.397343 · Participants: 942Popular, Inc. USA 401(k) Savings & Investment PlanFirstbank 401(k) Retirement Plan for Residents of Puerto Rico, Total assets ($M): 164.421743 · Participants: 2826Firstbank 401(k) Retirement Plan for Residents of Puerto Rico
Marsh Puerto Rico, Inc. Salary Savings Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants
Compare Marsh Puerto Rico, Inc. Salary Savings Plan side-by-side with 3 peers →

Marsh Puerto Rico, Inc. Salary Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Puerto Rico, the nearest 401(k) by assets is Plumb House, Inc. 401(k) Retirement Plan in MA ($17M); by covered participants it is Dhillon Healthcare Group 401(k) Profit Sharing in CA (115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (115 participants); asset peers above are excluded.

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 Marsh Puerto Rico, Inc. Salary Savings Plan assets move in 2024? ▼
Marsh Puerto Rico, Inc. Salary Savings Plan edged up modestly - up 3.1% during 2024, from $16M to $17M. Reported net income was $511K.
How have Marsh Puerto Rico, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marsh Puerto Rico, Inc.'s sponsor-wide assets grew 19.8%, from $14M to $17M.
Which 401(k) plans are similar in size to Marsh Puerto Rico, Inc. Salary Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Plumb House, Inc. 401(k) Retirement Plan in MA ($17M, 153 participants).
Which 401(k) plans cover a similar participant headcount to Marsh Puerto Rico, Inc. Salary Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dhillon Healthcare Group 401(k) Profit Sharing in CA (115 participants, $2M 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 660307769.

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.