Profit Sharing · DOL Form 5500 · 2022
Chubb Ina Holdings Inc. (Formerly Ace - Puerto Rico) Profit Sharing Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 94
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $158,546
- Avg per participant Above avg balance/head
Official DOL plan name: Chubb Puerto Rico Retirement Savings Plan · Sponsored by Chubb Ina Holdings Inc. (Formerly Ace - Puerto Rico) · Pennsylvania · Finance & Insurance
$15M in assets, 94 participants
Chubb Ina Holdings Inc. (Formerly Ace - Puerto Rico)'s Chubb Puerto Rico Retirement Savings Plan reported $15M in total assets and 94 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.
- #5,307 in Finance & Insurance (9,261 peers)
Chubb Ina Holdings Inc. (Formerly Ace - Puerto Rico) multi-year trail
Chubb Ina Holdings Inc. (Formerly Ace - Puerto Rico)'s plans moved +33.7% in assets from 2022 to 2024; this filing shows Chubb Puerto Rico Retirement Savings Plan at $15M / 94 participants.
- #5,307
- in Finance & Insurance (9,261 peers)
- -17.7%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Chubb Puerto Rico Retirement Savings Plan's outsized position by total assets
Chubb Puerto Rico Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,903,311 Top 28% higher than 72% 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
Chubb Puerto Rico Retirement Savings Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Chubb Puerto Rico Retirement Savings Plan is a small filing (94 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 952371728 · Chubb Ina Holdings Inc. (Formerly Ace - Puerto Rico) PY 2022 · Profit Sharing
Chubb Puerto Rico Retirement Savings Plan · $15M · 94 · 72nd
- BOOK $15M
- VS-ST 94
- BOY 72nd
- SCH Profit Sharing
- EBSA near Long Beach Gastroenterology Associates, a Medical Group Employees Profit Sharing Plan
- PART ind #5307
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 Pennsylvania →
Chubb Puerto Rico Retirement Savings Plan in the asset neighbourhood
Chubb Ina Holdings Inc. (Formerly Ace - Puerto Rico) multi-year asset trail
Sponsor-wide plan assets over time
All Chubb Ina Holdings Inc. (Formerly Ace - Puerto Rico) plans reported in each filing year
- Latest sponsor-wide plan assets
- $5.0B 33.740808905431216% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 15,071 | $3.7B |
| 2023 | 2 | 15,507 | $4.4B |
| 2024 | 2 | 15,501 | $5.0B |
Chubb Ina Holdings Inc. (Formerly Ace - Puerto Rico) filing trail (2022)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$3M |
| Employer EIN | 952371728 |
| Plan Effective Date | 1999-07-02 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.0B · 8,058
- University of Pennsylvania Basic Plan $1.4B · 14,515
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $958M · 3,904
- Temple University Health System, Inc. Defined Contribution Retirement Plan $640M · 9,017
- Steamfitters Local Union No. 420 Srp $587M · 6,353
Chubb Puerto Rico Retirement Savings Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Long Beach Gastroenterology Associates, a Medical Group Employees Profit Sharing Plan in CA ($15M); by covered participants it is University at Buffalo Surgeons, Inc. Retirement Plan in NY (94 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Long Beach Gastroenterology Associates, a Medical Group Employees Profit Sharing Plan (CA) $15M · 38
- Perry Chemical Corporation Profit Sharing Plan (NY) $15M · 9
- Architectural Millwork of Santa Barbara, Inc. Profit Sharing Plan (CA) $15M · 36
- Weico Wire and Cable Corp. Profit Sharing Plan (NY) $15M · 13
Similar participant headcount
Nearest other-state filings by covered participants (94 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.