Profit Sharing · DOL Form 5500 · 2022
Holsum De Puerto Rico, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 978
- Participants Near avg headcount
- 75th
- Percentile by assets National rank
- $17,666
- Avg per participant Low balance/head
Official DOL plan name: Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc. · Sponsored by Holsum De Puerto Rico, Inc. · Puerto Rico · Manufacturing
$17M in assets, 978 participants
Holsum De Puerto Rico, Inc.'s Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc. reported $17M in total assets and 978 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.
- #13,404 in Manufacturing (20,602 peers)
Coverage in Puerto Rico
Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc. covers 978 participants in Puerto Rico, 11x the typical Puerto Rico plan (state average ~89 per filing). Assets: $17M.
- #13,404
- in Manufacturing (20,602 peers)
- -13.5%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
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.
Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc.'s outsized position by total assets
Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$17,277,024 Top 25% higher than 75% 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
Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc. among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc. sits mid-pack in the medium band (978 participants).
DOL schedule card
Filing strip 660563016 · Holsum De Puerto Rico, Inc. PY 2022 · Profit Sharing
Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc. · $17M · 978 · 75th
- ASSETS $17M
- PCT 978
- EIN 75th
- RANK Profit Sharing
- PHOTO near Michigan Pathology Specialists PC P/S Plan & Trust
- IND ind #13404
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 Manufacturing retirement plans → · Plans in Puerto Rico →
Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc. in the asset neighbourhood
Puerto Rico filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | -$3M |
| Employer EIN | 660563016 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Holsum De Puerto Rico, Inc.)
Sponsor-wide plan assets over time
All Holsum De Puerto Rico, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $33M 27.32570406646344% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,255 | $26M |
| 2023 | 2 | 1,702 | $30M |
| 2024 | 2 | 971 | $33M |
Nearby Profit Sharing Plans in Puerto Rico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Retirement and Savings Plan for Amgen Manufacturing, Limited $611M · 2,614
- Popular, Inc. Pr Savings and Investment Plan $561M · 7,773
- 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
Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc.'s out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Michigan Pathology Specialists PC P/S Plan & Trust in MI ($17M); by covered participants it is Haynes and Boone Investment Directed Profit Sharing Plan in TX (977 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Michigan Pathology Specialists PC P/S Plan & Trust (MI) $17M · 28
- Sharjo, Inc. Profit Sharing Plan (CA) $17M · 170
- The Riverwoods Group 403(b) Plan (NH) $17M · 809
- Ar Profit Sharing Plan (PA) $17M · 159
Similar participant headcount
Nearest other-state filings by covered participants (978 participants); asset peers above are excluded.
- Haynes and Boone Investment Directed Profit Sharing Plan (TX) 977 · 1 off
- Food & Beverage Workers Union Local 23 & Employers Pension Plan (MD) 977 · 1 off
- Baillie Lumber Co., L.P. 401(k) Plan (NY) 976 · 2 off
- Drywall Tapers Annuity Fund (NY) 981 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.