401(k) · DOL Form 5500 · 2022
Popular, Inc. 401(k) Plan
Data updated 2026-08-11
- $127M
- Total assets
- 806
- Participants
- 94th
- Percentile by assets
- $157,304
- Avg per participant
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.
- 94th percentile by assets (of 139,126 plans)
- #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.
- $127M
- total plan assets (2022 EOY)
- 806
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $157,304
- avg assets per participant
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.
Participants vs Puerto Rico filers
In Puerto Rico, the average filing covers about 89 participants across 1,924 plans. Popular, Inc. USA 401(k) Savings & Investment Plan reports 806 participants - 9.0x that state average ($127M EOY assets).
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.)
| 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.
Popular, Inc. USA 401(k) Savings & Investment Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Popular, Inc. USA 401(k) Savings & Investment Plan by total assets, not by location.
- 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
Frequently Asked Questions
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Filing takeaways
Ways to act on Popular, Inc. USA 401(k) Savings & Investment Plan's numbers.
- By total assets, Popular, Inc. USA 401(k) Savings & Investment Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Puerto Rico. Compare plans
- Popular, Inc.'s sponsor-wide assets have grown 43.9% since 2022 across 3 plan years on file. More Finance & Insurance plans