Profit Sharing · DOL Form 5500 · 2022
Ballester Hermanos Inc. Profit Sharing Plan
Data updated 2026-08-11
- $23M
- Total assets
- 533
- Participants
- 79th
- Percentile by assets
- $43,408
- Avg per participant
Official DOL plan name: Ballester Hermanos, Inc. Retirement Plan · Sponsored by Ballester Hermanos Inc. · Puerto Rico · Wholesale Trade
$23M in assets, 533 participants
Ballester Hermanos Inc.'s Ballester Hermanos, Inc. Retirement Plan reported $23M in total assets and 533 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.
- 79th percentile by assets (of 139,126 plans)
- #5,344 in Wholesale Trade (6,843 peers)
Coverage in Puerto Rico
Ballester Hermanos, Inc. Retirement Plan covers 533 participants in Puerto Rico, 6.0x the typical Puerto Rico plan (state average ~89 per filing). Assets: $23M.
- $23M
- total plan assets (2022 EOY)
- 533
- covered participants
- 79th
- percentile by assets (of 139,126 plans)
- $43,408
- avg assets per participant
The plan reported a net loss of $4M 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. Ballester Hermanos, Inc. Retirement Plan reports 533 participants - 6.0x that state average ($23M EOY assets).
Puerto Rico filing particulars
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | -$4M |
| Employer EIN | 660175269 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ballester Hermanos Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 533 | $23M |
| 2023 | 1 | 561 | $30M |
| 2024 | 1 | 641 | $36M |
Nearby Profit Sharing Plans in Puerto Rico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Ballester Hermanos, Inc. Retirement Plan 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 Ballester Hermanos, Inc. Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Ballester Hermanos, Inc. Retirement Plan assets move in 2022? ▼
How have Ballester Hermanos Inc. plan assets changed over time? ▼
Where does Ballester Hermanos, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Ballester Hermanos, Inc. Retirement Plan? ▼
Next read for Ballester Hermanos, Inc. Retirement Plan
Filing takeaways
Ways to act on Ballester Hermanos, Inc. Retirement Plan's numbers.
- By total assets, Ballester Hermanos, Inc. Retirement Plan 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
- Ballester Hermanos Inc.'s sponsor-wide assets have grown 57.7% since 2022 across 3 plan years on file. More Wholesale Trade plans