Ser De Puerto Rico Inc
Plan context: Ser Retirement Plan
EIN 66-0207947 • San Juan, PR • 22 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
91
2024 Assets
$1,745,521
2024 Contributions
$138,977
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 91 | $1,745,521 | $138,977 | $1,527iApproximate average salary by contribution assumption: employee only about $38,180 at 4% or $25,454 at 6%; with 50% employer match about $25,454 at 4% or $16,969 at 6%; with 100% employer match about $19,090 at 4% or $12,727 at 6%. |
| Ser Retirement Plan | - | 91 | $1,745,521 | $138,977 | $1,527iApproximate average salary by contribution assumption: employee only about $38,180 at 4% or $25,454 at 6%; with 50% employer match about $25,454 at 4% or $16,969 at 6%; with 100% employer match about $19,090 at 4% or $12,727 at 6%. |
| 2023 | 1 | 85 | $1,509,249 | $127,294 | $1,498iApproximate average salary by contribution assumption: employee only about $37,439 at 4% or $24,960 at 6%; with 50% employer match about $24,960 at 4% or $16,640 at 6%; with 100% employer match about $18,720 at 4% or $12,480 at 6%. |
| Ser Retirement Plan | - | 85 | $1,509,249 | $127,294 | $1,498iApproximate average salary by contribution assumption: employee only about $37,439 at 4% or $24,960 at 6%; with 50% employer match about $24,960 at 4% or $16,640 at 6%; with 100% employer match about $18,720 at 4% or $12,480 at 6%. |
| 2022 | 1 | 83 | $1,437,985 | $117,038 | $1,410iApproximate average salary by contribution assumption: employee only about $35,252 at 4% or $23,502 at 6%; with 50% employer match about $23,502 at 4% or $15,668 at 6%; with 100% employer match about $17,626 at 4% or $11,751 at 6%. |
| Ser Retirement Plan | - | 83 | $1,437,985 | $117,038 | $1,410iApproximate average salary by contribution assumption: employee only about $35,252 at 4% or $23,502 at 6%; with 50% employer match about $23,502 at 4% or $15,668 at 6%; with 100% employer match about $17,626 at 4% or $11,751 at 6%. |
| 2021 | 1 | 84 | $1,623,225 | $106,992 | $1,274iApproximate average salary by contribution assumption: employee only about $31,843 at 4% or $21,229 at 6%; with 50% employer match about $21,229 at 4% or $14,152 at 6%; with 100% employer match about $15,921 at 4% or $10,614 at 6%. |
| Ser Retirement Plan | - | 84 | $1,623,225 | $106,992 | $1,274iApproximate average salary by contribution assumption: employee only about $31,843 at 4% or $21,229 at 6%; with 50% employer match about $21,229 at 4% or $14,152 at 6%; with 100% employer match about $15,921 at 4% or $10,614 at 6%. |
| 2020 | 1 | 79 | $1,391,585 | $82,695 | $1,047iApproximate average salary by contribution assumption: employee only about $26,169 at 4% or $17,446 at 6%; with 50% employer match about $17,446 at 4% or $11,631 at 6%; with 100% employer match about $13,085 at 4% or $8,723 at 6%. |
| Ser Retirement Plan | - | 79 | $1,391,585 | $82,695 | $1,047iApproximate average salary by contribution assumption: employee only about $26,169 at 4% or $17,446 at 6%; with 50% employer match about $17,446 at 4% or $11,631 at 6%; with 100% employer match about $13,085 at 4% or $8,723 at 6%. |
| 2019 | 1 | 67 | $1,163,915 | $68,361 | $1,020iApproximate average salary by contribution assumption: employee only about $25,508 at 4% or $17,005 at 6%; with 50% employer match about $17,005 at 4% or $11,337 at 6%; with 100% employer match about $12,754 at 4% or $8,503 at 6%. |
| Ser Retirement Plan | - | 67 | $1,163,915 | $68,361 | $1,020iApproximate average salary by contribution assumption: employee only about $25,508 at 4% or $17,005 at 6%; with 50% employer match about $17,005 at 4% or $11,337 at 6%; with 100% employer match about $12,754 at 4% or $8,503 at 6%. |
| 2018 | 1 | 67 | $957,076 | $62,626 | $935iApproximate average salary by contribution assumption: employee only about $23,368 at 4% or $15,579 at 6%; with 50% employer match about $15,579 at 4% or $10,386 at 6%; with 100% employer match about $11,684 at 4% or $7,789 at 6%. |
| Ser Retirement Plan | - | 67 | $957,076 | $62,626 | $935iApproximate average salary by contribution assumption: employee only about $23,368 at 4% or $15,579 at 6%; with 50% employer match about $15,579 at 4% or $10,386 at 6%; with 100% employer match about $11,684 at 4% or $7,789 at 6%. |
| 2017 | 1 | 47 | $996,721 | $101,110 | $2,151iApproximate average salary by contribution assumption: employee only about $53,782 at 4% or $35,855 at 6%; with 50% employer match about $35,855 at 4% or $23,903 at 6%; with 100% employer match about $26,891 at 4% or $17,927 at 6%. |
| Ser Retirement Plan | - | 47 | $996,721 | $101,110 | $2,151iApproximate average salary by contribution assumption: employee only about $53,782 at 4% or $35,855 at 6%; with 50% employer match about $35,855 at 4% or $23,903 at 6%; with 100% employer match about $26,891 at 4% or $17,927 at 6%. |
| 2016 | 1 | 47 | $793,542 | $19,271 | $410iApproximate average salary by contribution assumption: employee only about $10,251 at 4% or $6,834 at 6%; with 50% employer match about $6,834 at 4% or $4,556 at 6%; with 100% employer match about $5,125 at 4% or $3,417 at 6%. |
| Ser Retirement Plan | - | 47 | $793,542 | $19,271 | $410iApproximate average salary by contribution assumption: employee only about $10,251 at 4% or $6,834 at 6%; with 50% employer match about $6,834 at 4% or $4,556 at 6%; with 100% employer match about $5,125 at 4% or $3,417 at 6%. |
| 2015 | 1 | 45 | $715,014 | $26,983 | $600iApproximate average salary by contribution assumption: employee only about $14,991 at 4% or $9,994 at 6%; with 50% employer match about $9,994 at 4% or $6,662 at 6%; with 100% employer match about $7,495 at 4% or $4,997 at 6%. |
| Ser Retirement Plan | - | 45 | $715,014 | $26,983 | $600iApproximate average salary by contribution assumption: employee only about $14,991 at 4% or $9,994 at 6%; with 50% employer match about $9,994 at 4% or $6,662 at 6%; with 100% employer match about $7,495 at 4% or $4,997 at 6%. |
| 2014 | 1 | 35 | $726,110 | $23,389 | $668iApproximate average salary by contribution assumption: employee only about $16,706 at 4% or $11,138 at 6%; with 50% employer match about $11,138 at 4% or $7,425 at 6%; with 100% employer match about $8,353 at 4% or $5,569 at 6%. |
| Ser Retirement Plan | - | 35 | $726,110 | $23,389 | $668iApproximate average salary by contribution assumption: employee only about $16,706 at 4% or $11,138 at 6%; with 50% employer match about $11,138 at 4% or $7,425 at 6%; with 100% employer match about $8,353 at 4% or $5,569 at 6%. |
| 2013 | 1 | 39 | $686,613 | $23,373 | $599iApproximate average salary by contribution assumption: employee only about $14,983 at 4% or $9,988 at 6%; with 50% employer match about $9,988 at 4% or $6,659 at 6%; with 100% employer match about $7,491 at 4% or $4,994 at 6%. |
| Ser Retirement Plan | - | 39 | $686,613 | $23,373 | $599iApproximate average salary by contribution assumption: employee only about $14,983 at 4% or $9,988 at 6%; with 50% employer match about $9,988 at 4% or $6,659 at 6%; with 100% employer match about $7,491 at 4% or $4,994 at 6%. |
| 2012 | 1 | 70 | $593,618 | $15,266 | $218iApproximate average salary by contribution assumption: employee only about $5,452 at 4% or $3,635 at 6%; with 50% employer match about $3,635 at 4% or $2,423 at 6%; with 100% employer match about $2,726 at 4% or $1,817 at 6%. |
| Ser Retirement Plan | - | 70 | $593,618 | $15,266 | $218iApproximate average salary by contribution assumption: employee only about $5,452 at 4% or $3,635 at 6%; with 50% employer match about $3,635 at 4% or $2,423 at 6%; with 100% employer match about $2,726 at 4% or $1,817 at 6%. |
| 2011 | 1 | 70 | $564,917 | $45,603 | $651iApproximate average salary by contribution assumption: employee only about $16,287 at 4% or $10,858 at 6%; with 50% employer match about $10,858 at 4% or $7,239 at 6%; with 100% employer match about $8,143 at 4% or $5,429 at 6%. |
| Ser Retirement Plan | - | 70 | $564,917 | $45,603 | $651iApproximate average salary by contribution assumption: employee only about $16,287 at 4% or $10,858 at 6%; with 50% employer match about $10,858 at 4% or $7,239 at 6%; with 100% employer match about $8,143 at 4% or $5,429 at 6%. |
| 2010 | 1 | 45 | $590,177 | $0 | - |
| Ser Retirement Plan | - | 45 | $590,177 | $0 | - |
| 2009 | 1 | 57 | $797,174 | $145,022 | $2,544iApproximate average salary by contribution assumption: employee only about $63,606 at 4% or $42,404 at 6%; with 50% employer match about $42,404 at 4% or $28,269 at 6%; with 100% employer match about $31,803 at 4% or $21,202 at 6%. |
| Ser Retirement Plan | - | 57 | $797,174 | $145,022 | $2,544iApproximate average salary by contribution assumption: employee only about $63,606 at 4% or $42,404 at 6%; with 50% employer match about $42,404 at 4% or $28,269 at 6%; with 100% employer match about $31,803 at 4% or $21,202 at 6%. |
| 2008 | 1 | 64 | $646,191 | $85,773 | $1,340iApproximate average salary by contribution assumption: employee only about $33,505 at 4% or $22,337 at 6%; with 50% employer match about $22,337 at 4% or $14,891 at 6%; with 100% employer match about $16,753 at 4% or $11,168 at 6%. |
| Ser Retirement Plan | - | 64 | $646,191 | $85,773 | $1,340iApproximate average salary by contribution assumption: employee only about $33,505 at 4% or $22,337 at 6%; with 50% employer match about $22,337 at 4% or $14,891 at 6%; with 100% employer match about $16,753 at 4% or $11,168 at 6%. |
| 2007 | 1 | 99 | $853,842 | $85,032 | $859iApproximate average salary by contribution assumption: employee only about $21,473 at 4% or $14,315 at 6%; with 50% employer match about $14,315 at 4% or $9,543 at 6%; with 100% employer match about $10,736 at 4% or $7,158 at 6%. |
| Ser Retirement Plan | - | 99 | $853,842 | $85,032 | $859iApproximate average salary by contribution assumption: employee only about $21,473 at 4% or $14,315 at 6%; with 50% employer match about $14,315 at 4% or $9,543 at 6%; with 100% employer match about $10,736 at 4% or $7,158 at 6%. |
| 2006 | 1 | 101 | $735,334 | $104,343 | $1,033iApproximate average salary by contribution assumption: employee only about $25,827 at 4% or $17,218 at 6%; with 50% employer match about $17,218 at 4% or $11,479 at 6%; with 100% employer match about $12,914 at 4% or $8,609 at 6%. |
| Ser Retirement Plan | - | 101 | $735,334 | $104,343 | $1,033iApproximate average salary by contribution assumption: employee only about $25,827 at 4% or $17,218 at 6%; with 50% employer match about $17,218 at 4% or $11,479 at 6%; with 100% employer match about $12,914 at 4% or $8,609 at 6%. |
| 2005 | 1 | 99 | $562,153 | $95,339 | $963iApproximate average salary by contribution assumption: employee only about $24,076 at 4% or $16,050 at 6%; with 50% employer match about $16,050 at 4% or $10,700 at 6%; with 100% employer match about $12,038 at 4% or $8,025 at 6%. |
| Ser Retirement Plan | - | 99 | $562,153 | $95,339 | $963iApproximate average salary by contribution assumption: employee only about $24,076 at 4% or $16,050 at 6%; with 50% employer match about $16,050 at 4% or $10,700 at 6%; with 100% employer match about $12,038 at 4% or $8,025 at 6%. |
| 2004 | 1 | 98 | $457,679 | $108,271 | $1,105iApproximate average salary by contribution assumption: employee only about $27,620 at 4% or $18,413 at 6%; with 50% employer match about $18,413 at 4% or $12,276 at 6%; with 100% employer match about $13,810 at 4% or $9,207 at 6%. |
| Ser Retirement Plan | - | 98 | $457,679 | $108,271 | $1,105iApproximate average salary by contribution assumption: employee only about $27,620 at 4% or $18,413 at 6%; with 50% employer match about $18,413 at 4% or $12,276 at 6%; with 100% employer match about $13,810 at 4% or $9,207 at 6%. |
| 2003 | 1 | 98 | $0 | $0 | - |
| Ser Retirement Plan | - | 98 | - | - | - |