Other · DOL Form 5500 · 2024
Cesar Castillo LLC Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 292
- Participants Below avg headcount
- 45th
- Percentile by assets National rank
- $20,489
- Avg per participant Low balance/head
Official DOL plan name: Cesar Castillo Inc Saving and Retirement Plan · Sponsored by Cesar Castillo LLC · Puerto Rico · Retail Trade
$6M in assets, 292 participants
Cesar Castillo LLC's Cesar Castillo Inc Saving and Retirement Plan reported $6M in total assets and 292 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.
- #4,497 in Retail Trade (8,048 peers)
Coverage in Puerto Rico
Cesar Castillo Inc Saving and Retirement Plan covers 292 participants in Puerto Rico, 3.3x the typical Puerto Rico plan (state average ~89 per filing). Assets: $6M.
- #4,497
- in Retail Trade (8,048 peers)
- +16.6%
- assets growth YoY
Cesar Castillo Inc Saving and Retirement Plan's mid-pack asset rank among Retail Trade and all filers
Cesar Castillo Inc Saving and Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,982,650 45th percentile higher than 45% 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
Cesar Castillo Inc Saving and 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. Cesar Castillo Inc Saving and Retirement Plan sits mid-pack in the medium band (292 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cesar Castillo Inc Saving and Retirement Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Cesar Castillo Inc Saving and Retirement Plan reported participants rose from 278 in the plan year 2023 filing to 292 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 660175629 · Cesar Castillo LLC PY 2024 · Other
Cesar Castillo Inc Saving and Retirement Plan · $6M · 292 · 45th
- PART $6M
- TYPE 292
- NET 45th
- BOOK Other
- VS-ST near American Ceramic Society Tax Deferred Account Plan
- BOY ind #4497
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 →
Cesar Castillo Inc Saving and Retirement Plan in the asset neighbourhood
Puerto Rico filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $854K |
| Employer EIN | 660175629 |
| Plan Effective Date | 2009-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cesar Castillo LLC)
Sponsor-wide plan assets over time
All Cesar Castillo LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 40.01990304054987% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 240 | $4M |
| 2023 | 1 | 278 | $5M |
| 2024 | 1 | 292 | $6M |
Nearby Other Plans in Puerto Rico
Peer Other plans, same state, same plan type, ranked by total assets.
- Evertec Group, LLC Savings & Investment Plan $118M · 1,289
- Bd Savings Plan for Puerto Rico Employees $90M · 1,353
- Sarco Employees Retirement Plan $25M · 2,696
- Union De Tronquistas De Puerto Rico of Crowley Liner Services Puerto Rico, Inc. Defined Contribution Retirement Plan $24M · 207
- Toyota De Puerto Rico Corp. Savings and Investment Plan $21M · 133
Cesar Castillo Inc Saving and Retirement Plan's out-of-state Other peers by assets and headcount
Outside Puerto Rico, the nearest Other by assets is American Ceramic Society Tax Deferred Account Plan in OH ($6M); by covered participants it is Federation of American Societies for Experimental Biology DC Plan in MD (292 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (292 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.