Puerto Rico › Retail trade › 500 to 999 participants
Form 5500 statement · plan year 1 Jan 2025 to 31 Dec 2025
Supermercados Econo, Inc. Savings and Retirement Plan
Sponsored by Supermercados Econo, Inc., Canovanas, PR
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.
In the plan year ending 31 Dec 2025, Supermercados Econo, Inc. Savings and Retirement Plan covered 507 participants and held $2.3M in net assets. The plan is a profit-sharing plan sponsored by Supermercados Econo, Inc. of Canovanas, Puerto Rico.
Net assets came to $3,033 per participant in plan year 2024, well below the $48,746 median for defined contribution plans with 250 to 499 participants and well below the $36,708 median for defined contribution plans in retail trade. The figure is an average across everyone in the plan, including former employees with small balances; Form 5500 holds no individual account data.
The filing reports no service provider compensation on Schedule C. That is common where fees are paid by the employer or taken from investment returns, neither of which appears there. Administrative expenses charged to the plan were $1,018.
Across the filings on record, net assets went from $89K in 2021 to $2.3M in 2025 (up 2499%), and participants from 433 to 507 (up 17%).
The independent accountant's opinion on the financial statements was unmodified (unqualified), from an audit whose scope was limited under ERISA section 103(a)(3)(C) to exclude investment information certified by a bank or insurer.
Compared with similar plans
| Measure, plan year 2024 | This plan | Same size | Same industry | All US DC plans |
|---|---|---|---|---|
| Net assets per participant | $3,033 | $48,746 | $36,708 | $53,102 |
| Employer contributions per active participant | $555 | $2,017 | $999 | $2,175 |
| Schedule C compensation per participant | — | $141 | $121 | $123 |
| Schedule C compensation, share of net assets | — | 0.30% | 0.36% | 0.26% |
| Administrative expenses per participant | $1.41 | $133 | $114 | $116 |
Peer columns are medians for plan year 2024 across defined contribution plans with 100 or more participants: 250 to 499 participants (17,456 plans), retail trade (3,794) and all US plans (63,460). Fee medians cover plans that report an amount.
Trend by plan year
| Plan year | Participants | Net assets | Per participant | Employer contributions | Participant contributions | Schedule C compensation |
|---|---|---|---|---|---|---|
| 2025 | 507 | $2.3M | $4,562 | — | $484K | $0 |
| 2024 | 496 | $1.5M | $3,032 | $219K | $472K | $0 |
| 2023 | 540 | $743K | $1,376 | $149K | $343K | $0 |
| 2022 | 367 | $218K | $594 | $40K | $178K | $0 |
| 2021 | 433 | $89K | $206 | $18K | $68K | $0 |
Years in which the plan filed the full Form 5500 with 100 or more participants, from 2009. Plan year is the year in which the plan year began.
Statement for the year
- Net assets, beginning of year$1,504,358
- Employer contributions—
- Participant contributions$483,633
- Rollovers and other contributions$223,193
- Total contributions$706,826
- Total income, including investment results$1,045,329
- Benefits paid$235,384
- Administrative expenses$1,018
- Total expenses$236,402
- Net income$808,927
- Net transfers$0
- Net assets, end of year$2,313,285
Participants
- Active participants386
- Retired or separated, receiving benefits1
- Retired or separated, entitled to future benefits120
- Participants with account balances456
- Total participants, end of year507
Fees and service providers
No service provider organisations are listed on Schedule C for this plan year.
Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.
Administrative expenses on Schedule H
- Other administrative expenses$1,018
- Total administrative expenses$1,018
Investment structure
Assets at year end by Schedule H category. The form shows the kind of vehicle holding the money, not the funds on the menu.
- Registered investment companies (mutual funds)$2.3M · 98.9%
- Cash (interest and non-interest bearing)$25K · 1.1%
Audit and compliance answers, as filed
- Accountant's opinionUnmodified (unqualified)
- Audit scope limited under ERISA section 103(a)(3)(C)Yes
- Accounting firmGalindez LLC
- Participant contributions reported as transmitted lateNo
- Covered by a fidelity bondYes, $25,000
- Blackout period during the yearYes
These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.
Plan characteristics
2EProfit-sharing plan2FERISA section 404(c) plan2GTotal participant-directed account plan2TTotal or partial participant-directed account plan with a default investment account3CPlan not intended to be qualified2S401(k) plan or 403(b) plan that provides for automatic enrollment
Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 445110: Supermarkets and Other Grocery (except Convenience) Stores.
Similar plans in Puerto Rico
| Plan | Sponsor | Participants | Net assets | Per participant |
|---|---|---|---|---|
| Autocentro Toyota 1165(E) Savings Plan | Autokirei LLC | 522 | $7.4M | $14,101 |
| Triangle Dealers Group Retirement Plan | HVPH Motor Corp. | 420 | $12.4M | $29,475 |
| SMS Econo Retirement Plan | Store Management System LLC | 584 | $744K | $1,274 |
| Supermercado Econo Facundo, Inc. Retirement Plan | Supermercado Econo Facundo, Inc. | 372 | $3.2M | $8,560 |
| Bella International Employee Retirement Plan | Bella International, LLC | 642 | $18.8M | $29,275 |
| Caribbean Produce Exchange Profit Sharing Plan | Caribbean Produce Exchange, LLC | 359 | $2.7M | $7,517 |
Defined contribution plans in retail trade closest in size.
Questions and answers
How big is Supermercados Econo, Inc. Savings and Retirement Plan?
507 participants at the end of the plan year ending 31 Dec 2025, of whom 386 were active employees, with net assets of $2,313,285. Among defined contribution plans that places it in the 500 to 999 participants band, which held 17,456 plans in plan year 2024.
What does Supermercados Econo, Inc. contribute per participant?
This filing has no Schedule H financial statement, so employer contributions are not reported here.
What fees does the plan pay and how do they compare?
Schedule C reports no provider compensation for the year. Administrative expenses on Schedule H were $1,018. Investment costs deducted inside mutual funds and other pooled vehicles are not itemised on Form 5500, so these figures are a floor rather than a full cost.
Who runs the plan?
The sponsor is Supermercados Econo, Inc.. The financial statements were audited by Galindez LLC. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.
Was the audit opinion unqualified?
The filing reports an unmodified (unqualified) opinion from a limited-scope audit, in which the accountant did not audit investment information certified by a bank or insurance company. Unmodified (formerly "unqualified") is the standard clean opinion.
How current is this, and does it show my balance?
This is the Form 5500 for the plan year 1 Jan 2025 to 31 Dec 2025, received by the Department of Labor on 24 Jul 2026. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Aug 2026. This page shows the latest filing on record for EIN 66-0329639, plan 001, received 24 Jul 2026; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.