Profit Sharing · DOL Form 5500 · 2022
Popular, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $561M
- Total assets
- 7,773
- Participants
- 98th
- Percentile by assets
- $72,129
- Avg per participant
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.
- 98th percentile by assets (of 139,126 plans)
- #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.
- $561M
- total plan assets (2022 EOY)
- 7,773
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $72,129
- avg assets per participant
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.
Participants vs Puerto Rico filers
In Puerto Rico, the average filing covers about 89 participants across 1,924 plans. Popular, Inc. Pr Savings and Investment Plan reports 7,773 participants - 87x that state average ($561M EOY assets).
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.)
| 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.
Popular, Inc. Pr Savings and Investment Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
- 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)
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Popular, Inc. Pr Savings and Investment Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Popular, Inc. Pr Savings and Investment Plan assets move in 2022? ▼
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Where does Popular, Inc. Pr Savings and Investment Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Popular, Inc. Pr Savings and Investment Plan's numbers.
- By total assets, Popular, Inc. Pr Savings and Investment Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing 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