401(k) · DOL Form 5500 · 2022
Popular, Inc. 401(k) Plan
Data updated 2026-08-25
- $127M
- Total assets Near avg plan size
- 806
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $157,304
- Avg per participant Above avg balance/head
Official DOL plan name: Popular, Inc. USA 401(k) Savings & Investment Plan · Sponsored by Popular, Inc. · Puerto Rico · Finance & Insurance
$127M in assets, 806 participants
Popular, Inc.'s Popular, Inc. USA 401(k) Savings & Investment Plan reported $127M in total assets and 806 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- #8,340 in Finance & Insurance (9,261 peers)
Coverage in Puerto Rico
Popular, Inc. USA 401(k) Savings & Investment Plan covers 806 participants in Puerto Rico, 9.0x the typical Puerto Rico plan (state average ~89 per filing). Assets: $127M.
- #8,340
- in Finance & Insurance (9,261 peers)
- -11.4%
- assets change YoY
- 1.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Popular, Inc. USA 401(k) Savings & Investment Plan's outsized position by total assets
Popular, Inc. USA 401(k) Savings & Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$126,787,407 Top 6% higher than 94% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Popular, Inc. USA 401(k) Savings & Investment Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Popular, Inc. USA 401(k) Savings & Investment Plan sits mid-pack in the medium band (806 participants).
Plan-year Form 5500 strip
Filing strip 660667416 · Popular, Inc. PY 2022 · 401(k)
Popular, Inc. USA 401(k) Savings & Investment Plan · $127M · 806 · 94th
- TYPE $127M
- NET 806
- BOOK 94th
- VS-ST 401(k)
- BOY near Ts Tech 401(k) Savings Plan
- SCH ind #8340
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 →
Popular, Inc. USA 401(k) Savings & Investment Plan in the asset neighbourhood
Puerto Rico filing particulars
| Total Assets (Beginning of Year) | $143M |
|---|---|
| Net Assets (End of Year) | $127M |
| Net Income | -$16M |
| Employer EIN | 660667416 |
| Plan Effective Date | 1991-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Popular, Inc.)
Sponsor-wide plan assets over time
All Popular, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $989M 43.8659815695026% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 8,579 | $687M |
| 2023 | 2 | 9,001 | $850M |
| 2024 | 2 | 9,274 | $989M |
Nearby 401(k) Plans in Puerto Rico
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Pfizer Savings Plan for Employees Resident in Puerto Rico $396M · 99
- Msd Puerto Rico Savings and Security Plan $199M · 680
- Inter American University of Pr Defined Contribution Retirement Plan $173M · 1,776
- First Bank 401(k) Retirement Plan for Residents of Puerto Rico $118M · 2,767
- Ipr Pharmaceuticals, Inc. Profit Sharing, Retirement & Savings Plan $110M · 182
Popular, Inc. USA 401(k) Savings & Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Puerto Rico, the nearest 401(k) by assets is Ts Tech 401(k) Savings Plan in OH ($127M); by covered participants it is Lereta, LLC 401(k) Plan in CA (806 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($127M here).
- Ts Tech 401(k) Savings Plan (OH) $127M · 3,127
- The Restoration Hardware 401(k) Plan (CA) $127M · 5,652
- Nsf International 401(k) Plan (MI) $127M · 1,054
- Central Florida Investments, Inc. 401(k) Savings and Retirement Plan (FL) $127M · 5,232
Similar participant headcount
Nearest other-state filings by covered participants (806 participants); asset peers above are excluded.
- Lereta, LLC 401(k) Plan (CA) 806 · 0 off
- Brown Integrated Logistics, Inc. 401(k) Plan (GA) 806 · 0 off
- Allegiance Mobile Health 401(k) Plan (TX) 806 · 0 off
- Superior Construction Co., Inc. Employees' 401(k) Savings Plan (FL) 806 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.