Profit Sharing · DOL Form 5500 · 2023

Oriental Bank Profit Sharing Plan

Data updated 2026-08-11

$135M
Total assets
2,096
Participants
93rd
Percentile by assets
$64,219
Avg per participant
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Official DOL plan name: The Oriental Bank Coda Profit Sharing Plan · Sponsored by Oriental Bank · Puerto Rico · Finance & Insurance

$135M in assets, 2,096 participants

Oriental Bank's The Oriental Bank Coda Profit Sharing Plan reported $135M in total assets and 2,096 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 127,072 plans)
  • #7,894 in Finance & Insurance (8,869 peers)

Coverage in Puerto Rico

The Oriental Bank Coda Profit Sharing Plan covers 2,096 participants in Puerto Rico, 23x the typical Puerto Rico plan (state average ~89 per filing). Assets: $135M.

$135M
total plan assets (2023 EOY)
2,096
covered participants
93rd
percentile by assets (of 127,072 plans)
$64,219
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Oriental Bank Coda Profit Sharing Plan reported net income rose from -$24M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • The Oriental Bank Coda Profit Sharing Plan end-of-year assets rose from $110M in the plan year 2022 filing to $135M in the plan year 2023 filing.
  • The Oriental Bank Coda Profit Sharing Plan reported participants rose from 2,082 in the plan year 2022 filing to 2,096 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Puerto Rico
Industry
Finance & Insurance

Participants vs Puerto Rico filers

In Puerto Rico, the average filing covers about 89 participants across 1,924 plans. The Oriental Bank Coda Profit Sharing Plan reports 2,096 participants - 23x that state average ($135M EOY assets).

Puerto Rico filing particulars

Total Assets (Beginning of Year)$110M
Net Assets (End of Year)$135M
Net Income$24M
Employer EIN660259436
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oriental Bank)

$100M$120M$140M$160M$180M 202220232024 $110M $157M ▲ +42.3%
Total plan assets by year, all Oriental Bank plans on file
Year Plans Participants Total Assets
2022 1 2,082 $110M
2023 1 2,096 $135M
2024 1 2,084 $157M

Nearby Profit Sharing Plans in Puerto Rico

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

The Oriental Bank Coda Profit Sharing Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

The Oriental Bank Coda Profit Sharing Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 0200400600800 Total assets ($M) Participants The Oriental Bank Co…The Retirement and S…Popular, Inc. Pr Sav…The Savings Plan for…Hewlett Packard Ente…Boston Scientific Co…
The Oriental Bank Coda Profit Sharing Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare The Oriental Bank Coda Profit Sharing Pl… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to The Oriental Bank Coda Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did The Oriental Bank Coda Profit Sharing Plan assets move in 2023? ▼
The Oriental Bank Coda Profit Sharing Plan grew sharply - up 21.8% during 2023, from $110M to $135M. Reported net income was $24M.
How have Oriental Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oriental Bank's sponsor-wide assets grew 42.3%, from $110M to $157M.
Where does The Oriental Bank Coda Profit Sharing Plan rank by assets among Form 5500 filers? ▼
The Oriental Bank Coda Profit Sharing Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Profit Sharing plans are similar in size to The Oriental Bank Coda Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Medical Center Emergency Services Retirement Savings Thrift Plan in MI ($133M, 80 participants).

Next read for The Oriental Bank Coda Profit Sharing Pl…

Filing takeaways

Ways to act on The Oriental Bank Coda Profit Sharing Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 660259436.

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.