Defined Benefit (Pension) · DOL Form 5500 · 2022

Holsum De Puerto Rico, Inc. Pension Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
277
Participants Below avg headcount
62nd
Percentile by assets National rank
$30,672
Avg per participant Low balance/head
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Official DOL plan name: Holsum De Puerto Rico, Inc. Employees' Retirement Plan · Sponsored by Holsum De Puerto Rico, Inc. · Puerto Rico · Manufacturing

$8M in assets, 277 participants

Holsum De Puerto Rico, Inc.'s Holsum De Puerto Rico, Inc. Employees' Retirement Plan reported $8M in total assets and 277 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #9,875 in Manufacturing (20,602 peers)

Coverage in Puerto Rico

Holsum De Puerto Rico, Inc. Employees' Retirement Plan covers 277 participants in Puerto Rico, 3.1x the typical Puerto Rico plan (state average ~89 per filing). Assets: $8M.

#9,875
in Manufacturing (20,602 peers)
-24.0%
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.

Holsum De Puerto Rico, Inc. Employees' Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Holsum De Puerto Rico, Inc. Employees' Retirement Plan vs every filed plan by assets

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

$8,496,182 Top 38% higher than 62% 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

Holsum De Puerto Rico, Inc. Employees' Retirement Plan 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. Holsum De Puerto Rico, Inc. Employees' Retirement Plan sits mid-pack in the medium band (277 participants).

DOL schedule card

Filing strip 660563016 · Holsum De Puerto Rico, Inc. PY 2022 · Defined Benefit (Pension)

Holsum De Puerto Rico, Inc. Employees' Retirement Plan · $8M · 277 · 62nd

  • BOOK $8M
  • BOOK 277
  • BOOK 62nd
  • BOOK Defined Benefit (Pension)
  • BOOK near Commoloco Retirement Plan
  • BOOK ind #9875

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 →

Holsum De Puerto Rico, Inc. Employees' Retirement Plan in the asset neighbourhood

Whiting Swenson Employees Retirement PlanWhiting Swenson Employees Re…$9MAm General LLC UAW Retirement Income PlanAm General LLC UAW Retiremen…$9MGyrus Acmi, Inc. Pension Plan - Norwalk Union EmployeesGyrus Acmi, Inc. Pension Pla…$9MHolsum De Puerto Rico, Inc. Employees' Retirement PlanHolsum De Puerto Rico, Inc. …$8MCommoloco Retirement Plan$8M
End-of-year total assets ($M) among Holsum De Puerto Rico, Inc. Employees' Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$8M
Net Income-$3M
Employer EIN660563016
Plan Effective Date2014-01-01
Filing StatusFILING 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
$25M$30M$35M 202220232024 $25.8M $32.8M ▲ +27.4%
Year Plans Participants Total Assets
2022 2 1,255 $26M
2023 2 1,702 $30M
2024 2 971 $33M

Nearby Defined Benefit (Pension) Plans in Puerto Rico

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Holsum De Puerto Rico, Inc. Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. 05001000150020002500 -20002004006008001000 Total assets ($M) Participants Holsum De Puerto Rico, Inc. Employees' Retirement Plan, Total assets ($M): 8.496182 · Participants: 277Holsum De Puerto Rico, Inc. Employees' Retirement PlanPuerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees, Total assets ($M): 857.564471 · Participants: 1841Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly EmployeesBanco Popular De Puerto Rico Retirement Plan, Total assets ($M): 592.325263 · Participants: 2057Banco Popular De Puerto Rico Retirement PlanMsd Puerto Rico Pension Plan, Total assets ($M): 389.527088 · Participants: 510Msd Puerto Rico Pension PlanThe Retirement Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 323.80921 · Participants: 1067The Retirement Plan for Lilly Affiliate Employees in Puerto RicoComponents Pension Plan for Puerto Rico, Total assets ($M): 180.354302 · Participants: 130Components Pension Plan for Puerto Rico
Holsum De Puerto Rico, Inc. Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Puerto Rico, assets vs. participants
Compare Holsum De Puerto Rico, Inc. Employees' Retirement Plan side-by-side with 3 peers →

Holsum De Puerto Rico, Inc. Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Puerto Rico, the nearest Defined Benefit (Pension) by assets is Commoloco Retirement Plan in IN ($8M); by covered participants it is Plumbers & Pipefitters Local 104 Pension Plan in MA (277 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (277 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 Holsum De Puerto Rico, Inc. Employees' Retirement Plan assets move in 2022? ▼
Holsum De Puerto Rico, Inc. Employees' Retirement Plan declined sharply - down 24.0% during 2022, from $11M to $8M. Reported net income was -$3M.
How have Holsum De Puerto Rico, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Holsum De Puerto Rico, Inc.'s sponsor-wide assets grew 27.3%, from $26M to $33M.
Which Defined Benefit (Pension) plans are similar in size to Holsum De Puerto Rico, Inc. Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Commoloco Retirement Plan in IN ($8M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Holsum De Puerto Rico, Inc. Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Plumbers & Pipefitters Local 104 Pension Plan in MA (277 participants, $101M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 660563016.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.