401(k) · DOL Form 5500 · 2023
Firstbank of Puerto Rico 401(k) Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 343
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $66,579
- Avg per participant Below avg balance/head
Official DOL plan name: Firstbank 401(k) Retirement Plan for Residents of the U.S. Virgin Islands and the USA · Sponsored by Firstbank of Puerto Rico · Puerto Rico · Finance & Insurance
$23M in assets, 343 participants
Firstbank of Puerto Rico's Firstbank 401(k) Retirement Plan for Residents of the U.S. Virgin Islands and the USA reported $23M in total assets and 343 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.
- #5,524 in Finance & Insurance (8,869 peers)
Coverage in Puerto Rico
Firstbank 401(k) Retirement Plan for Residents of the U.S. Virgin Islands and the USA covers 343 participants in Puerto Rico, 3.8x the typical Puerto Rico plan (state average ~89 per filing). Assets: $23M.
- #5,524
- in Finance & Insurance (8,869 peers)
- +16.8%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Firstbank 401(k) Retirement Plan for Residents of the U.S. Virgin Islands and the USA's outsized position by total assets
Firstbank 401(k) Retirement Plan for Residents of the U.S. Virgin Islands and the USA vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$22,836,477 Top 25% higher than 75% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Firstbank 401(k) Retirement Plan for Residents of the U.S. Virgin Islands and the USA 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. Firstbank 401(k) Retirement Plan for Residents of the U.S. Virgin Islands and the USA sits mid-pack in the medium band (343 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Firstbank 401(k) Retirement Plan for Residents of the U.S. Virgin Islands and the USA reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Firstbank 401(k) Retirement Plan for Residents of the U.S. Virgin Islands and the USA end-of-year assets rose from $20M in the plan year 2022 filing to $23M in the plan year 2023 filing.
- Firstbank 401(k) Retirement Plan for Residents of the U.S. Virgin Islands and the USA reported participants rose from 337 in the plan year 2022 filing to 343 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 660183103 · Firstbank of Puerto Rico PY 2023 · 401(k)
Firstbank 401(k) Retirement Plan for Residents of the U.S. Virgin Islands and the USA · $23M · 343 · 75th
- EOY $23M
- EOY 343
- EOY 75th
- EOY 401(k)
- EOY near Norr LLC 401(k) Plan
- EOY ind #5524
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 →
Firstbank 401(k) Retirement Plan for Residents of the U.S. Virgin Islands and the USA in the asset neighbourhood
Puerto Rico filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $3M |
| Employer EIN | 660183103 |
| Plan Effective Date | 1991-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Firstbank of Puerto Rico)
Sponsor-wide plan assets over time
All Firstbank of Puerto Rico plans reported in each filing year
- Latest sponsor-wide plan assets
- $234M 9.59720287232389% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 3,294 | $214M |
| 2023 | 4 | 3,402 | $242M |
| 2024 | 3 | 3,351 | $234M |
Nearby 401(k) Plans in Puerto Rico
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Pfizer Savings Plan for Employees Resident in Puerto Rico $385M · 87
- Msd Puerto Rico Savings and Security Plan $224M · 679
- Inter American University of Pr Defined Contribution Retirement Plan $188M · 1,601
- Popular, Inc. USA 401(k) Savings & Investment Plan $150M · 867
- Firstbank 401(k) Retirement Plan for Residents of Puerto Rico $143M · 2,875
Firstbank 401(k) Retirement Plan for Residents of the U.S. Virgin Islands and the USA's out-of-state 401(k) peers by assets and headcount
Outside Puerto Rico, the nearest 401(k) by assets is Norr LLC 401(k) Plan in MI ($23M); by covered participants it is Maos, Inc. 401(k) Salary Savings Plan in NY (343 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- Norr LLC 401(k) Plan (MI) $23M · 275
- The Daniel and Henry Co. Salary Savings Plan (MO) $23M · 126
- Skydance Productions, LLC 401(k) Profit Sharing Plan (CA) $23M · 255
- Midwest Hardwood Company 401(k) Plan (MN) $23M · 502
Similar participant headcount
Nearest other-state filings by covered participants (343 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.