Money Purchase · DOL Form 5500 · 2024
Caribbean Retailers Inc Money Purchase Plan
Data updated 2026-08-11
- $2M
- Total assets
- 15
- Participants
- 29th
- Percentile by assets
- $132,358
- Avg per participant
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.
- 29th percentile by assets (of 123,622 plans)
- #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.
- $2M
- total plan assets (2024 EOY)
- 15
- covered participants
- 29th
- percentile by assets (of 123,622 plans)
- $132,358
- avg assets per participant
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.
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.
Caribbean Retailers Inc across 3 plan years on file
Across the 3 plan years Caribbean Retailers Inc has on file (2022-2024), sponsor-wide plan assets have moved from $2M to $2M, a gain of 10.5%, while reported participants moved from 17 to 15 (-11.8%). Peak year by sponsor assets: 2023 ($2M); trough: 2022 ($2M).
Caribbean Retailers Inc multi-year asset trail
| 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 EIN | 980231243 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Caribbean Retailers Inc Employee Retirement Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Caribbean Retailers Inc Employee Retirement Plan's numbers.
- By total assets, Caribbean Retailers Inc Employee Retirement Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Puerto Rico. Compare plans
- Caribbean Retailers Inc's sponsor-wide assets have grown 10.5% since 2022 across 3 plan years on file. More Retail Trade plans