Profit Sharing · DOL Form 5500 · 2023

Oriental Bank Profit Sharing Plan

Data updated 2026-08-25

$135M
Total assets Near avg plan size
2,096
Participants Near avg headcount
93rd
Percentile by assets National rank
$64,219
Avg per participant Low balance/head
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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.

  • #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.

#7,894
in Finance & Insurance (8,869 peers)
+21.8%
assets growth YoY
1.4×
vs typical plan assets (national mean)

The Oriental Bank Coda Profit Sharing Plan's outsized position by total assets

The Oriental Bank Coda Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$134,602,051 Top 7% higher than 93% of 127,068 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 2023

The Oriental Bank Coda Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Oriental Bank Coda Profit Sharing Plan lands in the large band (2,096 participants).

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 →

Plan-year Form 5500 strip

Filing strip 660259436 · Oriental Bank PY 2023 · Profit Sharing

The Oriental Bank Coda Profit Sharing Plan · $135M · 2,096 · 93rd

  • BOY $135M
  • SCH 2,096
  • EBSA 93rd
  • PART Profit Sharing
  • TYPE near Medical Center Emergency Services Retirement Savings Thrift Plan
  • NET ind #7894

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 →

The Oriental Bank Coda Profit Sharing Plan in the asset neighbourhood

Wilson Tool International, Inc. Profit Sharing PlanWilson Tool International, I…$138MThe Oriental Bank Coda Profit Sharing PlanThe Oriental Bank Coda Profi…$135MMedical Center Emergency Services Retirement Savings Thrift PlanMedical Center Emergency Ser…$133MGbmc, Inc. 401(a) Defined Contribution PlanGbmc, Inc. 401(a) Defined Co…$132MIuoe Local 57 Annuity Plan$132M
End-of-year total assets ($M) among The Oriental Bank Coda Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Oriental Bank plans reported in each filing year

Latest sponsor-wide plan assets
$157M 42.295077881130474% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $110M $157M ▲ +42.3%
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 Scatter plot of 6 data points. 0200040006000800010000 0200400600800 Total assets ($M) Participants The Oriental Bank Coda Profit Sharing Plan, Total assets ($M): 134.602051 · Participants: 2096The Oriental Bank Coda Profit Sharing PlanThe Retirement and Savings Plan for Amgen Manufacturing Limited LLC, Total assets ($M): 719.343985 · Participants: 2713The Retirement and Savings Plan for Amgen Manufacturing Limited LLCPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 700.721578 · Participants: 8134Popular, Inc. Pr Savings and Investment PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 441.870695 · Participants: 1114The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 195.772357 · Participants: 751Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation PlanBoston Scientific Corporation 401(k) Retirement Savings Plan for Puerto Rico Affiliates, Total assets ($M): 92.89388 · Participants: 952Boston Scientific Corporation 401(k) Retirement Savings Plan for Puerto Rico Affiliates
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 Plan side-by-side with 3 peers →

The Oriental Bank Coda Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Medical Center Emergency Services Retirement Savings Thrift Plan in MI ($133M); by covered participants it is Carpenter Co. Profit-Sharing Plan in VA (2,085 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,096 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which Profit Sharing plans cover a similar participant headcount to The Oriental Bank Coda Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Carpenter Co. Profit-Sharing Plan in VA (2,085 participants, $299M in assets).

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.