401(k) · DOL Form 5500 · 2022

Amcor Healthcare Packaging De Puerto Rico, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
90
Participants Small participant base
34th
Percentile by assets National rank
$21,929
Avg per participant Low balance/head
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Official DOL plan name: Puerto Rico Investment Incentive Plan · Sponsored by Amcor Healthcare Packaging De Puerto Rico, Inc. · Wisconsin · Information & Media

$2M in assets, 90 participants

Amcor Healthcare Packaging De Puerto Rico, Inc.'s Puerto Rico Investment Incentive Plan reported $2M in total assets and 90 participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.

  • #553 in Information & Media (2,911 peers)

Amcor Healthcare Packaging De Puerto Rico, Inc. multi-year trail

Amcor Healthcare Packaging De Puerto Rico, Inc.'s plans moved +56.6% in assets from 2022 to 2024; this filing shows Puerto Rico Investment Incentive Plan at $2M / 90 participants.

#553
in Information & Media (2,911 peers)
-28.3%
assets change YoY

The plan reported a net loss of $766K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Puerto Rico Investment Incentive Plan's mid-pack asset rank among Information & Media and all filers

Puerto Rico Investment Incentive Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,973,584 34th percentile higher than 34% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Puerto Rico Investment Incentive 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. Puerto Rico Investment Incentive Plan is a small filing (90 participants) on this national headcount ladder.

DOL schedule card

Filing strip 660429975 · Amcor Healthcare Packaging De Puerto Rico, Inc. PY 2022 · 401(k)

Puerto Rico Investment Incentive Plan · $2M · 90 · 34th

  • IND $2M
  • EOY 90
  • 5500 34th
  • ASSETS 401(k)
  • PCT near Insights Consulting 401(k) Plan
  • EIN ind #553

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 Information & Media retirement plans → · Plans in Wisconsin →

Puerto Rico Investment Incentive Plan in the asset neighbourhood

Puerto Rico Investment Incentive PlanPuerto Rico Investment Incen…$2MInsights Consulting 401(k) PlanInsights Consulting 401(k) P…$2MKopesky Enterprises Retirement PlanKopesky Enterprises Retireme…$2MCooperativa De Ahorro Y Credito Aibonitena 1165(e) PlanCooperativa De Ahorro Y Cred…$2MMindoula Health Inc 401(k) Profit Sharing Plan & TrustMindoula Health Inc 401(k) P…$2M
End-of-year total assets ($M) among Puerto Rico Investment Incentive Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Amcor Healthcare Packaging De Puerto Rico, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Amcor Healthcare Packaging De Puerto Rico, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 56.58857185708842% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.97M $3.09M ▲ +56.9%
Year Plans Participants Total Assets
2022 1 90 $2M
2023 1 120 $3M
2024 1 113 $3M

Amcor Healthcare Packaging De Puerto Rico, Inc. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$766K
Employer EIN660429975
Plan Effective Date1998-04-20
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Puerto Rico Investment Incentive Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Puerto Rico Investment Incentive Plan, Total assets ($B): 0.001973584 · Participants: 90Puerto Rico Investment Incentive PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Puerto Rico Investment Incentive Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Puerto Rico Investment Incentive Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Insights Consulting 401(k) Plan in IN ($2M); by covered participants it is Choicelegal Retirement Savings Plan in FL (90 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (90 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.

Frequently Asked Questions

How did Puerto Rico Investment Incentive Plan assets move in 2022?
Puerto Rico Investment Incentive Plan declined sharply - down 28.3% during 2022, from $3M to $2M. Reported net income was -$766K.
How have Amcor Healthcare Packaging De Puerto Rico, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Amcor Healthcare Packaging De Puerto Rico, Inc.'s sponsor-wide assets grew 56.6%, from $2M to $3M.
Which 401(k) plans are similar in size to Puerto Rico Investment Incentive Plan?
Among 401(k) plans in other states, the closest by assets is Insights Consulting 401(k) Plan in IN ($2M, 316 participants).
Which 401(k) plans cover a similar participant headcount to Puerto Rico Investment Incentive Plan?
Among 401(k) plans in other states, the closest by covered participants is Choicelegal Retirement Savings Plan in FL (90 participants, $318K in assets).