Defined Benefit (Pension) · DOL Form 5500 · 2023
Banco Popular De Puerto Rico Pension Plan
Data updated 2026-08-25
- $632M
- Total assets Above avg plan size
- 1,952
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $324,004
- Avg per participant High balance/head
Official DOL plan name: Banco Popular De Puerto Rico Retirement Plan · Sponsored by Banco Popular De Puerto Rico · Puerto Rico · Finance & Insurance
$632M in assets, 1,952 participants
Banco Popular De Puerto Rico's Banco Popular De Puerto Rico Retirement Plan reported $632M in total assets and 1,952 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #8,538 in Finance & Insurance (8,869 peers)
Coverage in Puerto Rico
Banco Popular De Puerto Rico Retirement Plan covers 1,952 participants in Puerto Rico, 22x the typical Puerto Rico plan (state average ~89 per filing). Assets: $632M.
- #8,538
- in Finance & Insurance (8,869 peers)
- +6.8%
- assets growth YoY
- 6.3×
- vs typical plan assets (national mean)
Banco Popular De Puerto Rico Retirement Plan's outsized position by total assets
Banco Popular De Puerto Rico Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$632,455,069 Top 2% higher than 98% 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
Banco Popular De Puerto Rico Retirement Plan'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. Banco Popular De Puerto Rico Retirement Plan lands in the large band (1,952 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Banco Popular De Puerto Rico Retirement Plan reported net income rose from -$230M in the plan year 2022 filing to $31M in the plan year 2023 filing.
- Banco Popular De Puerto Rico Retirement Plan end-of-year assets rose from $592M in the plan year 2022 filing to $632M in the plan year 2023 filing.
- Banco Popular De Puerto Rico Retirement Plan reported participants fell from 2,057 in the plan year 2022 filing to 1,952 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 660561870 · Banco Popular De Puerto Rico PY 2023 · Defined Benefit (Pension)
Banco Popular De Puerto Rico Retirement Plan · $632M · 1,952 · 98th
- BOY $632M
- BOY 1,952
- BOY 98th
- BOY Defined Benefit (Pension)
- BOY near Mccormick Pension Plan
- BOY ind #8538
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 Puerto Rico Retirement Plan in the asset neighbourhood
Puerto Rico filing particulars
| Total Assets (Beginning of Year) | $592M |
|---|---|
| Net Assets (End of Year) | $622M |
| Net Income | $31M |
| Employer EIN | 660561870 |
| Plan Effective Date | 1946-01-01 |
| Filing Status | FILING 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
| 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.
- Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees $800M · 1,638
- 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
- Bristol-Myers Squibb Puerto Rico Inc, Retirement Income Plan $156M · 348
Banco Popular De Puerto Rico 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 Mccormick Pension Plan in MD ($633M); by covered participants it is Soft Drink and Brewery Workers Union Local 812 Retirement Fund in NY (1,948 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($632M here).
- Mccormick Pension Plan (MD) $633M · 1,000
- The Nemours Foundation Pension Plan (FL) $633M · 1,586
- Ubs Financial Services Inc. Pension Plan (NJ) $631M · 1,124
- I. a. T. S. E. National Pension Fund (NY) $630M · 16,809
Similar participant headcount
Nearest other-state filings by covered participants (1,952 participants); asset peers above are excluded.
- Soft Drink and Brewery Workers Union Local 812 Retirement Fund (NY) 1,948 · 4 off
- IBEW Local 716 Pension Plan (TX) 1,947 · 5 off
- Aarp Employees' Pension Plan (DC) 1,957 · 5 off
- New Century Energies, Inc. Retirement Plan for Public Service Company of Colorado Bargaining Unit Ees and Former Non-Bargaining Unit Ees (MN) 1,946 · 6 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.