Plan Ledger DOL Form 5500 · updated monthly

Goya de Puerto Rico, Inc.Profit-sharing plan

PLAN DE RETIRO 1081.01(D) PARA EMPLEADOS DE GOYA DE PUERTO RICO, INC. · BAYAMON, PR · plan year 2025

Reported admin expense ratio · 2025
0.04%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Goya de Puerto Rico, Inc. reported $6,314 in plan administrative expenses for 2025: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,303 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio rose from 0.03% to 0.04%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other wholesale trade employers. By assets it is the 79th-largest of 323 plans among PR employers on file, and 2,126th of 4,246 in wholesale trade. In 2025, employees put in $1.73 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,396,171
Participants with balances331
Active participants271
Employer contributions$353,172
Employee contributions$609,646
Employer contribution per active participant$1,303
Average account balance$52,556
Benefits paid to participants$703,836
Plan auditUnmodified (clean) audit opinion
AuditorR.S. & ASSOCIATES
Plan history4
Yearassets · accounts · employer contribution
2025$17.4M · 331 accts · $353K emplr
2024$15.0M · 323 accts · $341K emplr
2023$13.1M · 325 accts · $333K emplr
2022$11.3M · 334 accts · $316K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$6,314
Total administrative$6,314
Employer contributions to the Goya de Puerto Rico, Inc. plan · 2025
Employer contribution per active participant$1,303
Median for plans this size$2,666
2025$1,303 per active participant
2024$1,261 per active participant
2023$1,205 per active participant
2022$1,093 per active participant

Goya de Puerto Rico, Inc.'s 2025 employer contribution ran below the $2,666 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history4
2025$6,314 · 0.04%
2024$4,755 · 0.03%
2023$3,185 · 0.03%
2022$3,178 · 0.03%
Similar plansWholesale Trade · PR
B. Fernandez & Hnos., Inc. PR$28.0M · 0.68%
Mendez & Co., Inc. PR$24.8M · 1.08%
Puerto Rico Energy LLC PR$20.3M · 0.43%
Rr Group Retirement Plan PR$8.9M · 0.94%
Able Sales Co. Inc. PR$8.6M · 0.58%
Colomer & Suarez, Inc. PR$7.5M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 660429097 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.