Profit Sharing · DOL Form 5500 · 2022
Holsum De Puerto Rico, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $17M
- Total assets
- 978
- Participants
- 75th
- Percentile by assets
- $17,666
- Avg per participant
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.
- 75th percentile by assets (of 139,126 plans)
- #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.
- $17M
- total plan assets (2022 EOY)
- 978
- covered participants
- 75th
- percentile by assets (of 139,126 plans)
- $17,666
- 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.
Participants vs Puerto Rico filers
In Puerto Rico, the average filing covers about 89 participants across 1,924 plans. Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc. reports 978 participants - 11x that state average ($17M EOY assets).
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.)
| 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.
Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc. vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc. by total assets, not by location.
- 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
Frequently Asked Questions
How did Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc. assets move in 2022? ▼
How have Holsum De Puerto Rico, Inc. plan assets changed over time? ▼
Where does Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc. rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc.? ▼
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Filing takeaways
Ways to act on Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc.'s numbers.
- By total assets, Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc. ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Puerto Rico. Compare plans
- Holsum De Puerto Rico, Inc.'s sponsor-wide assets have grown 27.3% since 2022 across 3 plan years on file. More Manufacturing plans