Profit Sharing · DOL Form 5500 · 2023
Holsum De Puerto Rico, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 1,437
- Participants Near avg headcount
- 73rd
- Percentile by assets National rank
- $13,931
- Avg per participant Low balance/head
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.
- #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.
- #11,705
- in Manufacturing (18,722 peers)
- +15.9%
- assets growth YoY
Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc.'s outsized position by total assets
Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$20,018,317 Top 27% higher than 73% 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
Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc.'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. Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc. lands in the large band (1,437 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 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.
EBSA filing schedule strip
Filing strip 660563016 · Holsum De Puerto Rico, Inc. PY 2023 · Profit Sharing
Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc. · $20M · 1,437 · 73rd
- PART $20M
- PART 1,437
- PART 73rd
- PART Profit Sharing
- PART near Valley Emergency Room Associates, P.a. Profit-Sharing Plan
- PART ind #11705
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 Manufacturing retirement plans → · Plans in Puerto Rico →
Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc. in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Holsum De Puerto Rico, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $33M 27.32570406646344% vs 2022
- 2024 filing year
| 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.
- 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
Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc.'s out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Valley Emergency Room Associates, P.a. Profit-Sharing Plan in NJ ($20M); by covered participants it is Bac Local 5 New York Annuity Plan in NY (1,438 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,437 participants); asset peers above are excluded.
- Bac Local 5 New York Annuity Plan (NY) 1,438 · 1 off
- Healthalliance Partnership Retirement Savings Plan (MA) 1,438 · 1 off
- Steamfitters Surety Fund Local Union No 475 (NJ) 1,432 · 5 off
- The Kendal Corporation 401(a) Plan (DE) 1,446 · 9 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.