Defined Benefit (Pension) · DOL Form 5500 · 2022

Banco Popular De Puerto Rico Pension Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
9
Participants Small participant base
82nd
Percentile by assets National rank
$3.1M
Avg per participant High balance/head
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Official DOL plan name: Banco Popular De Pr Tax Qualified Ret. Restoration Plan · Sponsored by Banco Popular De Puerto Rico · Puerto Rico · Finance & Insurance

$28M in assets, 9 participants

Banco Popular De Puerto Rico's Banco Popular De Pr Tax Qualified Ret. Restoration Plan reported $28M in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,542 in Finance & Insurance (9,261 peers)

Where Banco Popular De Pr Tax Qualified Ret. Restoration Plan sits by assets

Banco Popular De Pr Tax Qualified Ret. Restoration Plan sits in the top quartile of all filed plans by assets, $28M for 9 participants (~$3.1M/participant), down 28.1% in 2022.

#6,542
in Finance & Insurance (9,261 peers)
-28.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Banco Popular De Pr Tax Qualified Ret. Restoration Plan's outsized position by total assets

Banco Popular De Pr Tax Qualified Ret. Restoration Plan vs every filed plan by assets

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

$27,757,836 Top 18% higher than 82% 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

Banco Popular De Pr Tax Qualified Ret. Restoration Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Banco Popular De Pr Tax Qualified Ret. Restoration Plan is a micro filing (9 participants), the leftmost band.

DOL schedule card

Filing strip 660561870 · Banco Popular De Puerto Rico PY 2022 · Defined Benefit (Pension)

Banco Popular De Pr Tax Qualified Ret. Restoration Plan · $28M · 9 · 82nd

  • TYPE $28M
  • NET 9
  • BOOK 82nd
  • VS-ST Defined Benefit (Pension)
  • BOY near Teamsters Joint Council No. 73 Pension & Trust Fund
  • SCH ind #6542

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 Finance & Insurance retirement plans → · Plans in Puerto Rico →

Banco Popular De Pr Tax Qualified Ret. Restoration Plan in the asset neighbourhood

Banco Popular De Pr Tax Qualified Ret. Restoration PlanBanco Popular De Pr Tax Qual…$28MTeamsters Joint Council No. 73 Pension & Trust FundTeamsters Joint Council No. …$28MIron Workers Local 498 Defined Benefit PlanIron Workers Local 498 Defin…$28MSheet Metal Workers Local #20 South Bend Area Pension FundSheet Metal Workers Local #2…$28MLocal 400 Food Terminal Employees' Pension PlanLocal 400 Food Terminal Empl…$28M
End-of-year total assets ($M) among Banco Popular De Pr Tax Qualified Ret. Restoration Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$28M
Net Income-$11M
Employer EIN660561870
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Banco Popular De Puerto Rico)

Sponsor-wide plan assets over time

All Banco Popular De Puerto Rico plans reported in each filing year

Latest sponsor-wide plan assets
$636M 2.5112858300948466% vs 2022
2024 filing year
$600M$620M$640M$660M$680M 202220232024 $620M $636M ▲ +2.5%
Year Plans Participants Total Assets
2022 2 2,066 $620M
2023 2 1,961 $662M
2024 2 1,852 $636M

Nearby Defined Benefit (Pension) Plans in Puerto Rico

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

Banco Popular De Pr Tax Qualified Ret. Restoration Plan vs. nearby Defined Benefit (Pension) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -20002004006008001000 Total assets ($M) Participants Banco Popular De Pr Tax Qualified Ret. Restoration Plan, Total assets ($M): 27.757836 · Participants: 9Banco Popular De Pr Tax Qualified Ret. Restoration 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
Banco Popular De Pr Tax Qualified Ret. Restoration Plan vs. nearby Defined Benefit (Pension) plans in Puerto Rico, assets vs. participants
Compare Banco Popular De Pr Tax Qualified Ret. Restoration Plan side-by-side with 3 peers →

Banco Popular De Pr Tax Qualified Ret. Restoration Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Puerto Rico, the nearest Defined Benefit (Pension) by assets is Teamsters Joint Council No. 73 Pension & Trust Fund in NJ ($28M); by covered participants it is Teamsters Union Local 970 Pension Plan for Metal-Matic, Inc. in MN (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Banco Popular De Pr Tax Qualified Ret. Restoration Plan assets move in 2022? ▼
Banco Popular De Pr Tax Qualified Ret. Restoration Plan declined sharply - down 28.1% during 2022, from $39M to $28M. Reported net income was -$11M.
How have Banco Popular De Puerto Rico plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Banco Popular De Puerto Rico's sponsor-wide assets grew 2.5%, from $620M to $636M.
Where does Banco Popular De Pr Tax Qualified Ret. Restoration Plan rank by assets among Form 5500 filers? ▼
Banco Popular De Pr Tax Qualified Ret. Restoration Plan ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Banco Popular De Pr Tax Qualified Ret. Restoration Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Teamsters Joint Council No. 73 Pension & Trust Fund in NJ ($28M, 116 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Banco Popular De Pr Tax Qualified Ret. Restoration Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Teamsters Union Local 970 Pension Plan for Metal-Matic, Inc. in MN (9 participants, N/A 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 660561870.

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.