Defined Benefit (Pension) · DOL Form 5500 · 2023
Banco Popular De Puerto Rico Pension Plan
Data updated 2026-08-11
- $29M
- Total assets
- 9
- Participants
- 79th
- Percentile by assets
- $3.2M
- Avg per participant
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.
- 79th percentile by assets (of 127,072 plans)
- #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.
- $29M
- total plan assets (2023 EOY)
- 9
- covered participants
- 79th
- percentile by assets (of 127,072 plans)
- $3.2M
- avg assets per participant
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.
Banco Popular De Pr Tax Qualified Ret. Restoration Plan vs the 2023 asset distribution
By assets, Banco Popular De Pr Tax Qualified Ret. Restoration Plan outranks 79% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $1M |
| Employer EIN | 660561870 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Banco Popular De Puerto Rico)
| 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
- Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees $800M · 1,638
- Banco Popular De Puerto Rico Retirement Plan $632M · 1,952
- Msd Puerto Rico Pension Plan $417M · 507
- The Retirement Plan for Lilly Affiliate Employees in Puerto Rico $335M · 1,144
- Components Pension Plan for Puerto Rico $177M · 93
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Banco Popular De Pr Tax Qualified Ret. Restoration Plan by total assets, not by location.
Frequently Asked Questions
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Ways to act on Banco Popular De Pr Tax Qualified Ret. Restoration Plan's numbers.
- By total assets, Banco Popular De Pr Tax Qualified Ret. Restoration Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Puerto Rico. Compare plans
- Banco Popular De Puerto Rico's sponsor-wide assets have grown 2.5% since 2022 across 3 plan years on file. More Finance & Insurance plans