Money Purchase · DOL Form 5500 · 2024

Caribbean Retailers Inc Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
15
Participants Small participant base
29th
Percentile by assets National rank
$132,358
Avg per participant Near avg balance/head
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Official DOL plan name: Caribbean Retailers Inc Employee Retirement Plan · Sponsored by Caribbean Retailers Inc · Puerto Rico · Retail Trade

$2M in assets, 15 participants

Caribbean Retailers Inc's Caribbean Retailers Inc Employee Retirement Plan reported $2M in total assets and 15 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #3,371 in Retail Trade (8,048 peers)

Caribbean Retailers Inc multi-year trail

Caribbean Retailers Inc's plans moved +10.5% in assets from 2022 to 2024; this filing shows Caribbean Retailers Inc Employee Retirement Plan at $2M / 15 participants.

#3,371
in Retail Trade (8,048 peers)
-0.0%
assets change YoY

The plan reported a net loss of $628 for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Caribbean Retailers Inc Employee Retirement Plan among the smaller filed plans by assets

Caribbean Retailers Inc Employee Retirement Plan vs every filed plan by assets

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

$1,985,373 29th percentile higher than 29% 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

Caribbean Retailers Inc Employee Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Caribbean Retailers Inc Employee Retirement Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Caribbean Retailers Inc Employee Retirement Plan reported net income fell from $189K in the plan year 2023 filing to -$628 in the plan year 2024 filing.
  • Caribbean Retailers Inc Employee Retirement Plan reported participants fell from 17 in the plan year 2023 filing to 15 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 980231243 · Caribbean Retailers Inc PY 2024 · Money Purchase

Caribbean Retailers Inc Employee Retirement Plan · $2M · 15 · 29th

  • EOY $2M
  • EOY 15
  • EOY 29th
  • EOY Money Purchase
  • EOY near Tami Meyerson Money Purchase Plan
  • EOY ind #3371

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 Retail Trade retirement plans → · Plans in Puerto Rico →

Caribbean Retailers Inc Employee Retirement Plan in the asset neighbourhood

Caribbean Retailers Inc Employee Retirement PlanCaribbean Retailers Inc Empl…$2MData Management Consultants Retirement FundData Management Consultants …$2MLa Mesa Farms Money Purchase Pension Plan and TrusLa Mesa Farms Money Purchase…$2MTami Meyerson Money Purchase PlanTami Meyerson Money Purchase…$2MDaniel T Williams Money Purchase PlanDaniel T Williams Money Purc…$2M
End-of-year total assets ($M) among Caribbean Retailers Inc Employee Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Caribbean Retailers Inc multi-year asset trail

Sponsor-wide plan assets over time

All Caribbean Retailers Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 10.507789474621658% vs 2022
2024 filing year
$1.7M$1.8M$1.9M$2M$2.1M 202220232024 $1.8M $1.99M ▲ +10.6%
Year Plans Participants Total Assets
2022 1 17 $2M
2023 1 17 $2M
2024 1 15 $2M

Caribbean Retailers Inc filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$628
Employer EIN980231243
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Caribbean Retailers Inc Employee Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 02468 Total assets ($M) Participants Caribbean Retailers Inc Employee Retirement Plan, Total assets ($M): 1.985373 · Participants: 15Caribbean Retailers Inc Employee Retirement PlanColegio Marista Money Purchase Thrift Plan, Total assets ($M): 7.091851 · Participants: 180Colegio Marista Money Purchase Thrift PlanJimenez, Graffam & Lausell Pension Plan, Total assets ($M): 5.421253 · Participants: 26Jimenez, Graffam & Lausell Pension PlanDuenas Trailers Rental Inc. Retirement Plan, Total assets ($M): 5.314325 · Participants: 78Duenas Trailers Rental Inc. Retirement PlanPrograma Head Start Iglesia Bautista De Quintana Retirement Plan Trust, Total assets ($M): 4.820148 · Participants: 349Programa Head Start Iglesia Bautista De Quintana Retirement Plan TrustGustavo Antonio Hernandez Maldonado Retirement Plan, Total assets ($M): 3.591599 · Participants: 6Gustavo Antonio Hernandez Maldonado Retirement Plan
Caribbean Retailers Inc Employee Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Caribbean Retailers Inc Employee Retirement Plan side-by-side with 3 peers →

Caribbean Retailers Inc Employee Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Tami Meyerson Money Purchase Plan in NY ($2M); by covered participants it is Argus Community, Inc. Pension Plan in NY (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Caribbean Retailers Inc Employee Retirement Plan assets move in 2024? ▼
Caribbean Retailers Inc Employee Retirement Plan held essentially flat - down 0.0% during 2024, from $2M to $2M. Reported net income was -$628.
How have Caribbean Retailers Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caribbean Retailers Inc's sponsor-wide assets grew 10.5%, from $2M to $2M.
Which Money Purchase plans are similar in size to Caribbean Retailers Inc Employee Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Tami Meyerson Money Purchase Plan in NY ($2M, 1 participant).
Which Money Purchase plans cover a similar participant headcount to Caribbean Retailers Inc Employee Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Argus Community, Inc. Pension Plan in NY (15 participants, N/A 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 980231243.

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.