401(k) · DOL Form 5500 · 2023

Popular, Inc. 401(k) Plan

Data updated 2026-08-25

$150M
Total assets Near avg plan size
867
Participants Near avg headcount
94th
Percentile by assets National rank
$172,497
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Popular, Inc. USA 401(k) Savings & Investment Plan · Sponsored by Popular, Inc. · Puerto Rico · Finance & Insurance

$150M in assets, 867 participants

Popular, Inc.'s Popular, Inc. USA 401(k) Savings & Investment Plan reported $150M in total assets and 867 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #7,975 in Finance & Insurance (8,869 peers)

Coverage in Puerto Rico

Popular, Inc. USA 401(k) Savings & Investment Plan covers 867 participants in Puerto Rico, 9.7x the typical Puerto Rico plan (state average ~89 per filing). Assets: $150M.

#7,975
in Finance & Insurance (8,869 peers)
+18.0%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Popular, Inc. USA 401(k) Savings & Investment Plan's outsized position by total assets

Popular, Inc. USA 401(k) Savings & Investment Plan vs every filed plan by assets

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

$149,554,638 Top 6% higher than 94% 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

Popular, Inc. USA 401(k) Savings & Investment Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Popular, Inc. USA 401(k) Savings & Investment Plan sits mid-pack in the medium band (867 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Popular, Inc. USA 401(k) Savings & Investment Plan reported net income rose from -$16M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Popular, Inc. USA 401(k) Savings & Investment Plan end-of-year assets rose from $127M in the plan year 2022 filing to $150M in the plan year 2023 filing.
  • Popular, Inc. USA 401(k) Savings & Investment Plan reported participants rose from 806 in the plan year 2022 filing to 867 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 660667416 · Popular, Inc. PY 2023 · 401(k)

Popular, Inc. USA 401(k) Savings & Investment Plan · $150M · 867 · 94th

  • BOOK $150M
  • BOOK 867
  • BOOK 94th
  • BOOK 401(k)
  • BOOK near Mayville Engineering Company, Inc. 401(k) Plan
  • BOOK ind #7975

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 →

Popular, Inc. USA 401(k) Savings & Investment Plan in the asset neighbourhood

Moss & Associates, LLC 401(k) Profit Sharing PlanMoss & Associates, LLC 401(k…$150MMayville Engineering Company, Inc. 401(k) PlanMayville Engineering Company…$150MPopular, Inc. USA 401(k) Savings & Investment PlanPopular, Inc. USA 401(k) Sav…$150MClarion Partners, LLC 401(k) Profit Sharing PlanClarion Partners, LLC 401(k)…$149MBunn-O-Matic Corporation 401(k) Savings Plan and TrustBunn-O-Matic Corporation 401…$149M
End-of-year total assets ($M) among Popular, Inc. USA 401(k) Savings & Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$127M
Net Assets (End of Year)$149M
Net Income$23M
Employer EIN660667416
Plan Effective Date1991-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Popular, Inc.)

Sponsor-wide plan assets over time

All Popular, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$989M 43.8659815695026% vs 2022
2024 filing year
$600M$700M$800M$900M$1,000M$1,100M 202220232024 $687M $989M ▲ +43.9%
Year Plans Participants Total Assets
2022 2 8,579 $687M
2023 2 9,001 $850M
2024 2 9,274 $989M

Nearby 401(k) Plans in Puerto Rico

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Popular, Inc. USA 401(k) Savings & Investment Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 100200300400 Total assets ($M) Participants Popular, Inc. USA 401(k) Savings & Investment Plan, Total assets ($M): 149.554638 · Participants: 867Popular, Inc. USA 401(k) Savings & Investment PlanPfizer Savings Plan for Employees Resident in Puerto Rico, Total assets ($M): 385.326556 · Participants: 87Pfizer Savings Plan for Employees Resident in Puerto RicoMsd Puerto Rico Savings and Security Plan, Total assets ($M): 224.042082 · Participants: 679Msd Puerto Rico Savings and Security PlanInter American University of Pr Defined Contribution Retirement Plan, Total assets ($M): 187.642756 · Participants: 1601Inter American University of Pr Defined Contribution Retirement PlanFirstbank 401(k) Retirement Plan for Residents of Puerto Rico, Total assets ($M): 142.903396 · Participants: 2875Firstbank 401(k) Retirement Plan for Residents of Puerto RicoIpr Pharmaceuticals, Inc Profit Sharing, Retirement & Savings Plan, Total assets ($M): 129.068427 · Participants: 180Ipr Pharmaceuticals, Inc Profit Sharing, Retirement & Savings Plan
Popular, Inc. USA 401(k) Savings & Investment Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants
Compare Popular, Inc. USA 401(k) Savings & Investment Plan side-by-side with 3 peers →

Popular, Inc. USA 401(k) Savings & Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Puerto Rico, the nearest 401(k) by assets is Mayville Engineering Company, Inc. 401(k) Plan in WI ($150M); by covered participants it is Upwork Retirement Savings Plan in CA (867 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (867 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 Popular, Inc. USA 401(k) Savings & Investment Plan assets move in 2023? ▼
Popular, Inc. USA 401(k) Savings & Investment Plan grew sharply - up 18.0% during 2023, from $127M to $150M. Reported net income was $23M.
How have Popular, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Popular, Inc.'s sponsor-wide assets grew 43.9%, from $687M to $989M.
Where does Popular, Inc. USA 401(k) Savings & Investment Plan rank by assets among Form 5500 filers? ▼
Popular, Inc. USA 401(k) Savings & Investment Plan ranks in the 94th 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 401(k) plans are similar in size to Popular, Inc. USA 401(k) Savings & Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mayville Engineering Company, Inc. 401(k) Plan in WI ($150M, 2,531 participants).
Which 401(k) plans cover a similar participant headcount to Popular, Inc. USA 401(k) Savings & Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Upwork Retirement Savings Plan in CA (867 participants, $93M 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 660667416.

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.