Profit Sharing · DOL Form 5500 · 2023

Holsum De Puerto Rico, Inc. Profit Sharing Plan

Data updated 2026-08-11

$20M
Total assets: 1,437
Participants: 73rd
Percentile by assets: $13,931
Avg per participant

Official DOL plan name: Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc. · Sponsored by Holsum De Puerto Rico, Inc. · Puerto Rico · Manufacturing

$20M in assets, 1,437 participants

Holsum De Puerto Rico, Inc.'s Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc. reported $20M in total assets and 1,437 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

73rd percentile by assets (of 127,072 plans)
#11,705 in Manufacturing (18,722 peers)

Coverage in Puerto Rico

Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc. covers 1,437 participants in Puerto Rico, 16x the typical Puerto Rico plan (state average ~89 per filing). Assets: $20M.

$20M
total plan assets (2023 EOY): 1,437
covered participants: 73rd
percentile by assets (of 127,072 plans): $13,931
avg assets per participant

Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc. reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc. reported participants rose from 978 in the plan year 2022 filing to 1,437 in the plan year 2023 filing.
Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc. end-of-year assets rose from $17M in the plan year 2022 filing to $20M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Puerto Rico

Industry

Manufacturing

Participants vs Puerto Rico filers

In Puerto Rico, the average filing covers about 89 participants across 1,924 plans. Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc. reports 1,437 participants - 16x that state average ($20M EOY assets).

Puerto Rico filing particulars

Total Assets (Beginning of Year)	$17M
Net Assets (End of Year)	$20M
Net Income	$3M
Employer EIN	660563016
Plan Effective Date	2005-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Holsum De Puerto Rico, Inc.)

Total plan assets by year, all Holsum De Puerto Rico, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	1,255	$26M
2023	2	1,702	$30M
2024	2	971	$33M

Nearby Profit Sharing Plans in Puerto Rico

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

Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc. vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

The Retirement and Savings Plan for Amgen Manufacturing Limited LLC $719M · 2,713
Popular, Inc. Pr Savings and Investment Plan $701M · 8,134
The Savings Plan for Lilly Affiliate Employees in Puerto Rico $442M · 1,114
Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $196M · 751
The Oriental Bank Coda Profit Sharing Plan $135M · 2,096

Compare Plan De Ahorro, Inversiones Y Retiro De … side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc. by total assets, not by location.

Valley Emergency Room Associates, P.a. Profit-Sharing Plan (NJ) $20M · 23
Institute of Community Services, Inc. Retirement Plan (MS) $20M · 783
The Lakes Community Health Center, Inc. 403(b) Plan (WI) $20M · 371
IBEW Local Union No 237 Annuity Fund (NY) $20M · 204

Frequently Asked Questions

How did Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc. assets move in 2023? ▼

Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc. grew sharply - up 15.9% during 2023, from $17M to $20M. Reported net income was $3M.

How have Holsum De Puerto Rico, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Holsum De Puerto Rico, Inc.'s sponsor-wide assets grew 27.3%, from $26M to $33M.

Which Profit Sharing plans are similar in size to Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc.? ▼

Among Profit Sharing plans in other states, the closest by assets is Valley Emergency Room Associates, P.a. Profit-Sharing Plan in NJ ($20M, 23 participants).

Next read for Plan De Ahorro, Inversiones Y Retiro De …

Filing takeaways

Ways to act on Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc.'s numbers.

By total assets, Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc. ranks above the median plan by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Puerto Rico. Compare plans
Holsum De Puerto Rico, Inc.'s sponsor-wide assets have grown 27.3% since 2022 across 3 plan years on file. More Manufacturing plans

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 660563016.