Defined Benefit (Pension) · DOL Form 5500 · 2023

Banco Popular De Puerto Rico Pension Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
9
Participants Small participant base
79th
Percentile by assets National rank
$3.2M
Avg per participant High balance/head
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Official DOL plan name: Banco Popular De Pr Tax Qualified Ret. Restoration Plan · Sponsored by Banco Popular De Puerto Rico · Puerto Rico · Finance & Insurance

$29M in assets, 9 participants

Banco Popular De Puerto Rico's Banco Popular De Pr Tax Qualified Ret. Restoration Plan reported $29M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #5,989 in Finance & Insurance (8,869 peers)

Where Banco Popular De Pr Tax Qualified Ret. Restoration Plan sits by assets

Banco Popular De Pr Tax Qualified Ret. Restoration Plan sits in the top quartile of all filed plans by assets, $29M for 9 participants (~$3.2M/participant), up 5.1% in 2023.

#5,989
in Finance & Insurance (8,869 peers)
+5.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Banco Popular De Pr Tax Qualified Ret. Restoration Plan's outsized position by total assets

Banco Popular De Pr Tax Qualified Ret. Restoration Plan vs every filed plan by assets

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

$29,183,232 Top 21% higher than 79% 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

Banco Popular De Pr Tax Qualified Ret. Restoration Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Banco Popular De Pr Tax Qualified Ret. Restoration Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Banco Popular De Pr Tax Qualified Ret. Restoration Plan reported net income rose from -$11M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Banco Popular De Pr Tax Qualified Ret. Restoration Plan end-of-year assets rose from $28M in the plan year 2022 filing to $29M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 660561870 · Banco Popular De Puerto Rico PY 2023 · Defined Benefit (Pension)

Banco Popular De Pr Tax Qualified Ret. Restoration Plan · $29M · 9 · 79th

  • PART $29M
  • PART 9
  • PART 79th
  • PART Defined Benefit (Pension)
  • PART near The Warren Employees' Retirement Plan
  • PART ind #5989

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 →

Banco Popular De Pr Tax Qualified Ret. Restoration Plan in the asset neighbourhood

American Postal Workers Union Health Plan Management Staff Pension PlanAmerican Postal Workers Unio…$29MBanco Popular De Pr Tax Qualified Ret. Restoration PlanBanco Popular De Pr Tax Qual…$29MThe Warren Employees' Retirement PlanThe Warren Employees' Retire…$29MGastronomical Workers Union Local 610 and Metropolitan Association Pension FundGastronomical Workers Union …$29MPension Plan of Danville Metal Stamping Co., IncPension Plan of Danville Met…$29M
End-of-year total assets ($M) among Banco Popular De Pr Tax Qualified Ret. Restoration Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$29M
Net Income$1M
Employer EIN660561870
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Banco Popular De Puerto Rico)

Sponsor-wide plan assets over time

All Banco Popular De Puerto Rico plans reported in each filing year

Latest sponsor-wide plan assets
$636M 2.5112858300948466% vs 2022
2024 filing year
$600M$620M$640M$660M$680M 202220232024 $620M $636M ▲ +2.5%
Year Plans Participants Total Assets
2022 2 2,066 $620M
2023 2 1,961 $662M
2024 2 1,852 $636M

Nearby Defined Benefit (Pension) Plans in Puerto Rico

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

Banco Popular De Pr Tax Qualified Ret. Restoration Plan vs. nearby Defined Benefit (Pension) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -20002004006008001000 Total assets ($M) Participants Banco Popular De Pr Tax Qualified Ret. Restoration Plan, Total assets ($M): 29.183232 · Participants: 9Banco Popular De Pr Tax Qualified Ret. Restoration 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
Banco Popular De Pr Tax Qualified Ret. Restoration Plan vs. nearby Defined Benefit (Pension) plans in Puerto Rico, assets vs. participants
Compare Banco Popular De Pr Tax Qualified Ret. Restoration Plan side-by-side with 3 peers →

Banco Popular De Pr Tax Qualified Ret. Restoration Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Puerto Rico, the nearest Defined Benefit (Pension) by assets is The Warren Employees' Retirement Plan in OK ($29M); by covered participants it is Symphony Management Cash Balance Plan in FL (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Banco Popular De Pr Tax Qualified Ret. Restoration Plan assets move in 2023? ▼
Banco Popular De Pr Tax Qualified Ret. Restoration Plan grew at a solid clip - up 5.1% during 2023, from $28M to $29M. Reported net income was $1M.
How have Banco Popular De Puerto Rico plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Banco Popular De Puerto Rico's sponsor-wide assets grew 2.5%, from $620M to $636M.
Where does Banco Popular De Pr Tax Qualified Ret. Restoration Plan rank by assets among Form 5500 filers? ▼
Banco Popular De Pr Tax Qualified Ret. Restoration Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Banco Popular De Pr Tax Qualified Ret. Restoration Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Warren Employees' Retirement Plan in OK ($29M, 22 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Banco Popular De Pr Tax Qualified Ret. Restoration Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Symphony Management Cash Balance Plan in FL (9 participants, $3M 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 660561870.

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.