· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MULERO OCASIO, INC. — FARMACIA RUIZ BELVIS SAN LORENZO RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250505131453NAL0012634240001
MULERO OCASIO, INC.
Form 5500-SF
FILING_RECEIVED
FARMACIA RUIZ BELVIS SAN LORENZO RETIREMENT PLAN
401(k) retirement plan
Active participants
13
Accounts w/ balance
13
Plan assets (EOY)
$533K
Net assets (EOY)
$533K
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MULERO OCASIO, INC.
.
Find decision makers
Plan sponsor
Name
MULERO OCASIO, INC.
EIN
66-0817387
Address
BO QUEMADO · KM 1 CARR 181 · SAN LORENZO, PR · 00754
Phone
(787) 715-3300
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-05
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3C · Not intended to be qualified
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
SUTHEP ARORA MD PLLC
SUTHEP ARORA MD PLLC 401(K) P/S PLAN
$538K · 1 participants
MARKEY CANCER FOUNDATION
MARKEY CANCER FOUNDATION 403(B) PLAN
$528K · 1 participants
TROPHY CLUB ANIMAL HOSPITAL, INC. DBA TROPHY CLUB ANIMAL HOSPITAL
TROPHY CLUB ANIMAL HOSPITAL 401(K) PLAN
$523K · 23 participants
TOP OF TEXAS PLLC
RETIREMENT INCOME SECURITY PLAN-TOP OF TEXAS ORTHOPEDICS
$520K · 17 participants
PHOEBE WORTH MEDICAL CENTER, INC.
PHOEBE WORTH MEDICAL CENTER 403(B) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$519K · 46 participants
FOSTORIA HOSPITAL ASSOCIATION
FOSTORIA HOSPITAL ASSOCIATION DBA FOSTORIA COMMUNITY HOSPITAL PLAN AND TRUST
$517K · 10 participants
Large plans in Puerto Rico
BPAS TRUST CO OF PUERTO RICO
PR CAPITAL PRESERVATION FUND
$2.4B
POPULAR FIDUCIARY SERVICES 725
PUERTO RICO TELEPHONE COMPANY MASTER TRUST
$841.8M
POPULAR, INC.
POPULAR, INC. PR SAVINGS AND INVESTMENT PLAN
$818.6M · 8,410 participants
PUERTO RICO TELEPHONE COMPANY
PUERTO RICO TELEPHONE COMPANY CONSOLIDATED RETIREMENT PLAN FOR SALARIED AND HOURLY EMPLOYEES
$797.4M · 1,291 participants
AMGEN MANUFACTURING LIMITED LLC
THE RETIREMENT AND SAVINGS PLAN FOR AMGEN MANUFACTURING LIMITED LLC
$779.5M · 2,589 participants
BANCO POPULAR DE PUERTO RICO
BANCO POPULAR DE PUERTO RICO RETIREMENT PLAN
$607.5M · 1,733 participants
