Profit Sharing · DOL Form 5500 · 2022
Chubb Ina Holdings Inc. (Formerly Ace - Puerto Rico) Profit Sharing Plan
Data updated 2026-08-11
- $15M
- Total assets
- 94
- Participants
- 72nd
- Percentile by assets
- $158,546
- Avg per participant
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.
- 72nd percentile by assets (of 139,126 plans)
- #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.
- $15M
- total plan assets (2022 EOY)
- 94
- covered participants
- 72nd
- percentile by assets (of 139,126 plans)
- $158,546
- avg assets per participant
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.
Where Chubb Puerto Rico Retirement Savings Plan sits 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 Ina Holdings Inc. (Formerly Ace - Puerto Rico) across 3 plan years on file
Across the 3 plan years Chubb Ina Holdings Inc. (Formerly Ace - Puerto Rico) has on file (2022-2024), sponsor-wide plan assets have moved from $3.7B to $5.0B, a gain of 33.7%, while reported participants moved from 15,071 to 15,501 (+2.9%). Peak year by sponsor assets: 2024 ($5.0B); trough: 2022 ($3.7B).
Chubb Ina Holdings Inc. (Formerly Ace - Puerto Rico) multi-year asset trail
| 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.
Chubb Puerto Rico Retirement Savings Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Chubb Puerto Rico Retirement Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Chubb Puerto Rico Retirement Savings Plan assets move in 2022? ▼
How have Chubb Ina Holdings Inc. (Formerly Ace - Puerto Rico) plan assets changed over time? ▼
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Next read for Chubb Puerto Rico Retirement Savings Pla…
Multi-year trail
Ways to act on Chubb Puerto Rico Retirement Savings Plan's numbers.
- By total assets, Chubb Puerto Rico Retirement Savings Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Pennsylvania. Compare plans
- Chubb Ina Holdings Inc. (Formerly Ace - Puerto Rico)'s sponsor-wide assets have grown 33.7% since 2022 across 3 plan years on file. More Finance & Insurance plans