Defined Benefit (Pension) · DOL Form 5500 · 2023

Holsum De Puerto Rico, Inc. Pension Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
265
Participants Below avg headcount
57th
Percentile by assets National rank
$35,848
Avg per participant Low balance/head
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Official DOL plan name: Holsum De Puerto Rico, Inc. Employees' Retirement Plan · Sponsored by Holsum De Puerto Rico, Inc. · Puerto Rico · Manufacturing

$9M in assets, 265 participants

Holsum De Puerto Rico, Inc.'s Holsum De Puerto Rico, Inc. Employees' Retirement Plan reported $9M in total assets and 265 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #8,116 in Manufacturing (18,722 peers)

Coverage in Puerto Rico

Holsum De Puerto Rico, Inc. Employees' Retirement Plan covers 265 participants in Puerto Rico, 3.0x the typical Puerto Rico plan (state average ~89 per filing). Assets: $9M.

#8,116
in Manufacturing (18,722 peers)
+11.8%
assets growth YoY

Holsum De Puerto Rico, Inc. Employees' Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Holsum De Puerto Rico, Inc. Employees' Retirement Plan vs every filed plan by assets

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

$9,499,711 Top 43% higher than 57% 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

Holsum De Puerto Rico, Inc. Employees' Retirement 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. Holsum De Puerto Rico, Inc. Employees' Retirement Plan sits mid-pack in the medium band (265 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Holsum De Puerto Rico, Inc. Employees' Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Holsum De Puerto Rico, Inc. Employees' Retirement Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Holsum De Puerto Rico, Inc. Employees' Retirement Plan reported participants fell from 277 in the plan year 2022 filing to 265 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 660563016 · Holsum De Puerto Rico, Inc. PY 2023 · Defined Benefit (Pension)

Holsum De Puerto Rico, Inc. Employees' Retirement Plan · $9M · 265 · 57th

  • EOY $9M
  • EOY 265
  • EOY 57th
  • EOY Defined Benefit (Pension)
  • EOY near Retirement Benefit Plan for Salaried Employees of Southern Copper Corporation
  • EOY ind #8116

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 →

Holsum De Puerto Rico, Inc. Employees' Retirement Plan in the asset neighbourhood

Defined Benefit Pension Plan of Ladacin Network, Inc.Defined Benefit Pension Plan…$10MHolsum De Puerto Rico, Inc. Employees' Retirement PlanHolsum De Puerto Rico, Inc. …$9MRetirement Benefit Plan for Salaried Employees of Southern Copper CorporationRetirement Benefit Plan for …$9MAlaska Communications Systems Retirement PlanAlaska Communications System…$9MInvensys Pension Plan$9M
End-of-year total assets ($M) among Holsum De Puerto Rico, Inc. Employees' Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN660563016
Plan Effective Date2014-01-01
Filing StatusFILING 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
$25M$30M$35M 202220232024 $25.8M $32.8M ▲ +27.4%
Year Plans Participants Total Assets
2022 2 1,255 $26M
2023 2 1,702 $30M
2024 2 971 $33M

Nearby Defined Benefit (Pension) Plans in Puerto Rico

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Holsum De Puerto Rico, Inc. Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. 05001000150020002500 -20002004006008001000 Total assets ($M) Participants Holsum De Puerto Rico, Inc. Employees' Retirement Plan, Total assets ($M): 9.499711 · Participants: 265Holsum De Puerto Rico, Inc. Employees' Retirement PlanPuerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees, Total assets ($M): 800.425311 · Participants: 1638Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly EmployeesBanco Popular De Puerto Rico Retirement Plan, Total assets ($M): 632.455069 · Participants: 1952Banco Popular De Puerto Rico Retirement PlanMsd Puerto Rico Pension Plan, Total assets ($M): 416.908543 · Participants: 507Msd Puerto Rico Pension PlanThe Retirement Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 335.326883 · Participants: 1144The Retirement Plan for Lilly Affiliate Employees in Puerto RicoComponents Pension Plan for Puerto Rico, Total assets ($M): 177.084845 · Participants: 93Components Pension Plan for Puerto Rico
Holsum De Puerto Rico, Inc. Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Puerto Rico, assets vs. participants
Compare Holsum De Puerto Rico, Inc. Employees' Retirement Plan side-by-side with 3 peers →

Holsum De Puerto Rico, Inc. Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Puerto Rico, the nearest Defined Benefit (Pension) by assets is Retirement Benefit Plan for Salaried Employees of Southern Copper Corporation in AZ ($9M); by covered participants it is Employees' Retirement Plan of First Hawaiian, Inc. in HI (265 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (265 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 Holsum De Puerto Rico, Inc. Employees' Retirement Plan assets move in 2023? ▼
Holsum De Puerto Rico, Inc. Employees' Retirement Plan grew at a solid clip - up 11.8% during 2023, from $8M to $9M. Reported net income was $1M.
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 Defined Benefit (Pension) plans are similar in size to Holsum De Puerto Rico, Inc. Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Benefit Plan for Salaried Employees of Southern Copper Corporation in AZ ($9M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Holsum De Puerto Rico, Inc. Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Employees' Retirement Plan of First Hawaiian, Inc. in HI (265 participants, $78M 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 660563016.

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.