Profit Sharing · DOL Form 5500 · 2022
Popular, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $561M
- Total assets Above avg plan size
- 7,773
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $72,129
- Avg per participant Below avg balance/head
Official DOL plan name: Popular, Inc. Pr Savings and Investment Plan · Sponsored by Popular, Inc. · Puerto Rico · Finance & Insurance
$561M in assets, 7,773 participants
Popular, Inc.'s Popular, Inc. Pr Savings and Investment Plan reported $561M in total assets and 7,773 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #8,932 in Finance & Insurance (9,261 peers)
Coverage in Puerto Rico
Popular, Inc. Pr Savings and Investment Plan covers 7,773 participants in Puerto Rico, 87x the typical Puerto Rico plan (state average ~89 per filing). Assets: $561M.
- #8,932
- in Finance & Insurance (9,261 peers)
- -13.2%
- assets change YoY
- 5.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $86M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Popular, Inc. Pr Savings and Investment Plan's outsized position by total assets
Popular, Inc. Pr Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$560,659,802 Top 2% higher than 98% 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. Pr Savings and Investment 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. Popular, Inc. Pr Savings and Investment Plan lands in the large band (7,773 participants).
Plan-year Form 5500 strip
Filing strip 660667416 · Popular, Inc. PY 2022 · Profit Sharing
Popular, Inc. Pr Savings and Investment Plan · $561M · 7,773 · 98th
- 5500 $561M
- ASSETS 7,773
- PCT 98th
- EIN Profit Sharing
- RANK near St. Luke's Health System Performance Incentive and 401(a) Matching Plan
- PHOTO ind #8932
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. Pr Savings and Investment Plan in the asset neighbourhood
Puerto Rico filing particulars
| Total Assets (Beginning of Year) | $646M |
|---|---|
| Net Assets (End of Year) | $560M |
| Net Income | -$86M |
| Employer EIN | 660667416 |
| Plan Effective Date | 1996-01-01 |
| 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 Profit Sharing Plans in Puerto Rico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Retirement and Savings Plan for Amgen Manufacturing, Limited $611M · 2,614
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico $336M · 1,038
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $158M · 743
- The Oriental Bank Coda Profit Sharing Plan $110M · 2,082
- Boston Scientific Corporation 401(k) Retirement Savings Plan for Puerto Rico Affiliates $74M · 901
Scale composition for Popular, Inc. Pr Savings and Investment Plan
Popular, Inc. Pr Savings and Investment Plan reports $561M in end-of-year assets across 7,773 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $72,129 per participant (52% of the national average assets-per-participant) . Net income for plan year 2022 was -$86M.
This plan identity (EIN 660667416, plan #006) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $561M to $819M (+46.0%) while covered participants moved from 7,773 to 8,332 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,773 | $561M | This page |
| 2023 | 8,134 | $701M | Open filing |
| 2024 · index core | 8,332 | $819M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Popular, Inc. Pr Savings and Investment Plan (Profit Sharing, $819M, 8,332 participants)
- Popular, Inc. USA 401(k) Savings & Investment Plan (401(k), $170M, 942 participants)
Popular, Inc. Pr Savings and Investment Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is St. Luke's Health System Performance Incentive and 401(a) Matching Plan in ID ($562M); by covered participants it is The Agma Retirement Plan in NY (7,814 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($561M here).
- St. Luke's Health System Performance Incentive and 401(a) Matching Plan (ID) $562M · 15,768
- Steamfitters' Industry Supplemental Retirement Fund (NY) $558M · 3,897
- Morgan, Lewis & Bockius LLP Defined Contribution Plan (PA) $558M · 2,434
- Legacy Health Defined Contribution Retirement Plan (OR) $557M · 10,849
Similar participant headcount
Nearest other-state filings by covered participants (7,773 participants); asset peers above are excluded.
- The Agma Retirement Plan (NY) 7,814 · 41 off
- Golub Corporation Profit Sharing Plan (NY) 7,834 · 61 off
- University of Maryland Medical System 401(a) Defined Contribution Plan (MD) 7,605 · 168 off
- Carpenters Savings Plan of Philadelphia and Vicinity (PA) 7,961 · 188 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.