Oracle Caribbean retirement plan: assets, participants and fees
What Oracle Caribbean's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Benefit Plans Admin Services, Inc. | Schedule C ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 173,170 defined-contribution plans in professional, scientific, and technical services with fewer than 100 participants.
| Oracle Caribbean: employer contribution per participant | $1,403 | |
| Peer median | $2,367 |
| Oracle Caribbean: average balance | $121,262 | |
| Peer median | $65,744 |
| Oracle Caribbean: admin expenses ÷ assets | 0.02% | |
| Peer median | 0.38% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $9.5M at the end of plan year 2021 to $10.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 104 | $10.7M | $123K | $1,403 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 102 | $9.1M | $134K | $1,484 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 102 | $7.9M | $120K | $1,315 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 104 | $9.5M | $123K | $1,304 | 0.22% | Not published | Form 5500 ↗ |
Common questions
Does Oracle Caribbean match 401(k) contributions?
The match terms for the Oracle Caribbean Savings and Investment Plan have not been published from its filing yet. The plan year 2024 filing reports $123K in employer contributions, about $1,403 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Oracle Caribbean 401(k) match vested?
The vesting schedule for the Oracle Caribbean Savings and Investment Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Oracle Caribbean 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Benefit Plans Admin Services, Inc.. The plan administrator is Oracle Caribbean, Inc..
I left Oracle Caribbean. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Oracle Caribbean, Inc., (787) 999-3100) or the recordkeeper, Benefit Plans Admin Services, Inc.. The Oracle Caribbean old 401(k) page lists the contacts from every plan filing. Find an old Oracle Caribbean 401(k)
Data from the public Form 5500 annual reports Oracle Caribbean filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Oracle Caribbean. Not financial advice. Report a correction · Methodology