Profit Sharing · DOL Form 5500 · 2022

Ballester Hermanos Inc. Profit Sharing Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
533
Participants Below avg headcount
79th
Percentile by assets National rank
$43,408
Avg per participant Low balance/head
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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.

  • #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.

#5,344
in Wholesale Trade (6,843 peers)
-13.3%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Ballester Hermanos, Inc. Retirement Plan's outsized position by total assets

Ballester Hermanos, Inc. Retirement Plan vs every filed plan by assets

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

$23,136,631 Top 21% higher than 79% 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

Ballester Hermanos, Inc. 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. Ballester Hermanos, Inc. Retirement Plan sits mid-pack in the medium band (533 participants).

Plan-year Form 5500 strip

Filing strip 660175269 · Ballester Hermanos Inc. PY 2022 · Profit Sharing

Ballester Hermanos, Inc. Retirement Plan · $23M · 533 · 79th

  • EBSA $23M
  • PART 533
  • TYPE 79th
  • NET Profit Sharing
  • BOOK near Employee Benefits Plan of International Medical Corps
  • VS-ST ind #5344

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 Wholesale Trade retirement plans → · Plans in Puerto Rico →

Ballester Hermanos, Inc. Retirement Plan in the asset neighbourhood

R.D.M. Electric Co., Inc. Profit Sharing PlanR.D.M. Electric Co., Inc. Pr…$23MFiduciary Services Group 401(k) PlanFiduciary Services Group 401…$23MEmployee Benefits Plan of International Medical CorpsEmployee Benefits Plan of In…$23MBallester Hermanos, Inc. Retirement PlanBallester Hermanos, Inc. Ret…$23MSanta Rosa Community Health Centers 403(b) PlanSanta Rosa Community Health …$23M
End-of-year total assets ($M) among Ballester Hermanos, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$23M
Net Income-$4M
Employer EIN660175269
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ballester Hermanos Inc.)

Sponsor-wide plan assets over time

All Ballester Hermanos Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 57.683000606268045% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $23.1M $36.5M ▲ +57.6%
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 Scatter plot of 6 data points. 0200040006000800010000 -2000200400600800 Total assets ($M) Participants Ballester Hermanos, Inc. Retirement Plan, Total assets ($M): 23.136631 · Participants: 533Ballester Hermanos, Inc. Retirement PlanThe Retirement and Savings Plan for Amgen Manufacturing, Limited, Total assets ($M): 610.714871 · Participants: 2614The Retirement and Savings Plan for Amgen Manufacturing, LimitedPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 560.659802 · Participants: 7773Popular, Inc. Pr Savings and Investment PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 335.866134 · Participants: 1038The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 157.996201 · Participants: 743Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation PlanThe Oriental Bank Coda Profit Sharing Plan, Total assets ($M): 110.491013 · Participants: 2082The Oriental Bank Coda Profit Sharing Plan
Ballester Hermanos, Inc. Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Ballester Hermanos, Inc. Retirement Plan side-by-side with 3 peers →

Ballester Hermanos, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Employee Benefits Plan of International Medical Corps in CA ($23M); by covered participants it is Citrin Cooperman & Company LLP Profit Sharing Plan - Plan No. 1 in NY (533 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (533 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 Ballester Hermanos, Inc. Retirement Plan assets move in 2022? ▼
Ballester Hermanos, Inc. Retirement Plan pulled back noticeably - down 13.3% during 2022, from $27M to $23M. Reported net income was -$4M.
How have Ballester Hermanos Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ballester Hermanos Inc.'s sponsor-wide assets grew 57.7%, from $23M to $36M.
Where does Ballester Hermanos, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Ballester Hermanos, Inc. Retirement Plan ranks in the 79th 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 Profit Sharing plans are similar in size to Ballester Hermanos, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Employee Benefits Plan of International Medical Corps in CA ($23M, 327 participants).
Which Profit Sharing plans cover a similar participant headcount to Ballester Hermanos, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Citrin Cooperman & Company LLP Profit Sharing Plan - Plan No. 1 in NY (533 participants, $5M 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 660175269.

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.