Profit Sharing · DOL Form 5500 · 2022

Oriental Bank Profit Sharing Plan

Data updated 2026-08-25

$110M
Total assets Near avg plan size
2,082
Participants Near avg headcount
93rd
Percentile by assets National rank
$53,070
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Oriental Bank Coda Profit Sharing Plan · Sponsored by Oriental Bank · Puerto Rico · Finance & Insurance

$110M in assets, 2,082 participants

Oriental Bank's The Oriental Bank Coda Profit Sharing Plan reported $110M in total assets and 2,082 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #8,259 in Finance & Insurance (9,261 peers)

Coverage in Puerto Rico

The Oriental Bank Coda Profit Sharing Plan covers 2,082 participants in Puerto Rico, 23x the typical Puerto Rico plan (state average ~89 per filing). Assets: $110M.

#8,259
in Finance & Insurance (9,261 peers)
-17.7%
assets change YoY
1.1×
vs typical plan assets (national mean)

The plan reported a net loss of $24M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Oriental Bank Coda Profit Sharing Plan's outsized position by total assets

The Oriental Bank Coda Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$110,491,013 Top 7% higher than 93% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

The Oriental Bank Coda Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Oriental Bank Coda Profit Sharing Plan lands in the large band (2,082 participants).

EBSA filing schedule strip

Filing strip 660259436 · Oriental Bank PY 2022 · Profit Sharing

The Oriental Bank Coda Profit Sharing Plan · $110M · 2,082 · 93rd

  • IND $110M
  • EOY 2,082
  • 5500 93rd
  • ASSETS Profit Sharing
  • PCT near Byer California Retirement Savings Plan
  • EIN ind #8259

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Puerto Rico →

The Oriental Bank Coda Profit Sharing Plan in the asset neighbourhood

True Companies Employees Profit Sharing PlanTrue Companies Employees Pro…$111MOtterbein University Tax Deferred Annuity and Defined Contribution Retirement PlanOtterbein University Tax Def…$111MByer California Retirement Savings PlanByer California Retirement S…$111MThe Oriental Bank Coda Profit Sharing PlanThe Oriental Bank Coda Profi…$110MThe Seaport Group, LLC Profit Sharing PlanThe Seaport Group, LLC Profi…$110M
End-of-year total assets ($M) among The Oriental Bank Coda Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$134M
Net Assets (End of Year)$110M
Net Income-$24M
Employer EIN660259436
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oriental Bank)

Sponsor-wide plan assets over time

All Oriental Bank plans reported in each filing year

Latest sponsor-wide plan assets
$157M 42.295077881130474% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $110M $157M ▲ +42.3%
Year Plans Participants Total Assets
2022 1 2,082 $110M
2023 1 2,096 $135M
2024 1 2,084 $157M

Nearby Profit Sharing Plans in Puerto Rico

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

The Oriental Bank Coda Profit Sharing Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 0200400600800 Total assets ($M) Participants The Oriental Bank Coda Profit Sharing Plan, Total assets ($M): 110.491013 · Participants: 2082The Oriental Bank Coda Profit Sharing PlanThe Retirement and Savings Plan for Amgen Manufacturing, Limited, Total assets ($M): 610.714871 · Participants: 2614The Retirement and Savings Plan for Amgen Manufacturing, LimitedPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 560.659802 · Participants: 7773Popular, Inc. Pr Savings and Investment PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 335.866134 · Participants: 1038The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 157.996201 · Participants: 743Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation PlanBoston Scientific Corporation 401(k) Retirement Savings Plan for Puerto Rico Affiliates, Total assets ($M): 74.439468 · Participants: 901Boston Scientific Corporation 401(k) Retirement Savings Plan for Puerto Rico Affiliates
The Oriental Bank Coda Profit Sharing Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare The Oriental Bank Coda Profit Sharing Plan side-by-side with 3 peers →

The Oriental Bank Coda Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Byer California Retirement Savings Plan in CA ($111M); by covered participants it is Jefferson University Physicians Voluntary 403(b) Tda Plan in PA (2,095 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,082 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Oriental Bank Coda Profit Sharing Plan assets move in 2022? ▼
The Oriental Bank Coda Profit Sharing Plan declined sharply - down 17.7% during 2022, from $134M to $110M. Reported net income was -$24M.
How have Oriental Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oriental Bank's sponsor-wide assets grew 42.3%, from $110M to $157M.
Where does The Oriental Bank Coda Profit Sharing Plan rank by assets among Form 5500 filers? ▼
The Oriental Bank Coda Profit Sharing Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Profit Sharing plans are similar in size to The Oriental Bank Coda Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Byer California Retirement Savings Plan in CA ($111M, 257 participants).
Which Profit Sharing plans cover a similar participant headcount to The Oriental Bank Coda Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Jefferson University Physicians Voluntary 403(b) Tda Plan in PA (2,095 participants, $202M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 660259436.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.