401(k) · DOL Form 5500 · 2022

First Bank of Puerto Rico 401(k) Plan

Data updated 2026-08-11

$118M
Total assets
2,767
Participants
94th
Percentile by assets
$42,661
Avg per participant
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Official DOL plan name: First Bank 401(k) Retirement Plan for Residents of Puerto Rico · Sponsored by First Bank of Puerto Rico · Puerto Rico · Finance & Insurance

$118M in assets, 2,767 participants

First Bank of Puerto Rico's First Bank 401(k) Retirement Plan for Residents of Puerto Rico reported $118M in total assets and 2,767 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)
  • #8,301 in Finance & Insurance (9,261 peers)

Coverage in Puerto Rico

First Bank 401(k) Retirement Plan for Residents of Puerto Rico covers 2,767 participants in Puerto Rico, 31x the typical Puerto Rico plan (state average ~89 per filing). Assets: $118M.

$118M
total plan assets (2022 EOY)
2,767
covered participants
94th
percentile by assets (of 139,126 plans)
$42,661
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. First Bank 401(k) Retirement Plan for Residents of Puerto Rico reports 2,767 participants - 31x that state average ($118M EOY assets).

Puerto Rico filing particulars

Total Assets (Beginning of Year)$134M
Net Assets (End of Year)$118M
Net Income-$16M
Employer EIN660183103
Plan Effective Date1965-05-15
Filing StatusFILING RECEIVED

Sponsor Plan History (First Bank of Puerto Rico)

$210M$220M$230M$240M$250M 202220232024 $214M $234M ▲ +9.6%
Total plan assets by year, all First Bank of Puerto Rico plans on file
Year Plans Participants Total Assets
2022 4 3,294 $214M
2023 4 3,402 $242M
2024 3 3,351 $234M

Nearby 401(k) Plans in Puerto Rico

Peer 401(k) plans, same state, same plan type, ranked by total assets.

First Bank 401(k) Retirement Plan for Residents of Puerto Rico vs. nearby 401(k) plans in Puerto Rico, assets vs. participants

First Bank 401(k) Retirement Plan for Residents of Puerto Rico vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -10000100020003000 0100200300400500 Total assets ($M) Participants First Bank 401(k) Re…Pfizer Savings Plan …Msd Puerto Rico Savi…Inter American Unive…Popular, Inc. USA 40…Ipr Pharmaceuticals,…
First Bank 401(k) Retirement Plan for Residents of Puerto Rico vs. nearby 401(k) plans in Puerto Rico, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to First Bank 401(k) Retirement Plan for Residents of Puerto Rico by total assets, not by location.

Frequently Asked Questions

How did First Bank 401(k) Retirement Plan for Residents of Puerto Rico assets move in 2022?
First Bank 401(k) Retirement Plan for Residents of Puerto Rico pulled back noticeably - down 11.9% during 2022, from $134M to $118M. Reported net income was -$16M.
How have First Bank of Puerto Rico plan assets changed over time?
Across 3 plan years on file (2022-2024), First Bank of Puerto Rico's sponsor-wide assets grew 9.6%, from $214M to $234M.
Where does First Bank 401(k) Retirement Plan for Residents of Puerto Rico rank by assets among Form 5500 filers?
First Bank 401(k) Retirement Plan for Residents of Puerto Rico ranks in the 94th 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 401(k) plans are similar in size to First Bank 401(k) Retirement Plan for Residents of Puerto Rico?
Among 401(k) plans in other states, the closest by assets is Cabot Oil and Gas Corporation Savings Investment Plan in TX ($118M, 264 participants).

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Filing takeaways

Ways to act on First Bank 401(k) Retirement Plan for Residents of Puerto Rico's numbers.

  • By total assets, First Bank 401(k) Retirement Plan for Residents of Puerto Rico 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
  • First Bank of Puerto Rico's sponsor-wide assets have grown 9.6% since 2022 across 3 plan years on file. More Finance & Insurance plans