Profit Sharing · DOL Form 5500 · 2024
Abarca Health LLC Profit Sharing Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 522
- Participants Below avg headcount
- 62nd
- Percentile by assets National rank
- $25,765
- Avg per participant Low balance/head
Official DOL plan name: Abarca Health Savings & Retirement Plan & Retirement Plan · Sponsored by Abarca Health LLC · Puerto Rico · Healthcare & Social Assistance
$13M in assets, 522 participants
Abarca Health LLC's Abarca Health Savings & Retirement Plan & Retirement Plan reported $13M in total assets and 522 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.
- #11,383 in Healthcare & Social Assistance (16,916 peers)
Coverage in Puerto Rico
Abarca Health Savings & Retirement Plan & Retirement Plan covers 522 participants in Puerto Rico, 5.9x the typical Puerto Rico plan (state average ~89 per filing). Assets: $13M.
- #11,383
- in Healthcare & Social Assistance (16,916 peers)
- +38.5%
- assets growth YoY
Abarca Health Savings & Retirement Plan & Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Abarca Health Savings & Retirement Plan & Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,449,330 Top 38% higher than 62% 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
Abarca Health Savings & Retirement Plan & 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. Abarca Health Savings & Retirement Plan & Retirement Plan sits mid-pack in the medium band (522 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Abarca Health Savings & Retirement Plan & Retirement Plan end-of-year assets rose from $10M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Abarca Health Savings & Retirement Plan & Retirement Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Abarca Health Savings & Retirement Plan & Retirement Plan reported participants rose from 459 in the plan year 2023 filing to 522 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 660742627 · Abarca Health LLC PY 2024 · Profit Sharing
Abarca Health Savings & Retirement Plan & Retirement Plan · $13M · 522 · 62nd
- NET $13M
- NET 522
- NET 62nd
- NET Profit Sharing
- NET near T & R Market Profit Sharing Plan
- NET ind #11383
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 →
Abarca Health Savings & Retirement Plan & Retirement Plan in the asset neighbourhood
Puerto Rico filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $4M |
| Employer EIN | 660742627 |
| Plan Effective Date | 2013-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Abarca Health LLC)
Sponsor-wide plan assets over time
All Abarca Health LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 104.26216905032497% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 331 | $7M |
| 2023 | 1 | 459 | $10M |
| 2024 | 1 | 522 | $13M |
Nearby Profit Sharing Plans in Puerto Rico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Popular, Inc. Pr Savings and Investment Plan $819M · 8,332
- The Retirement and Savings Plan for Amgen Manufacturing Limited LLC $780M · 2,608
- Abbvie Puerto Rico Savings Plan $560M · 1,349
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico $519M · 1,140
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $228M · 758
Abarca Health Savings & Retirement Plan & Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is T & R Market Profit Sharing Plan in NM ($13M); by covered participants it is Green Chimneys Children's Service Profit Sharing Plan in NY (522 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (522 participants); asset peers above are excluded.
- Green Chimneys Children's Service Profit Sharing Plan (NY) 522 · 0 off
- Insulators Local No. 2 Annuity Plan (PA) 521 · 1 off
- See's Profit Sharing Plan (CA) 523 · 1 off
- Propel Schools 403(b) Plan (PA) 524 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.