Other · DOL Form 5500 · 2023

Henkel Puerto Rico, Inc. Retirement Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
232
Participants Below avg headcount
71st
Percentile by assets National rank
$78,340
Avg per participant Below avg balance/head
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Official DOL plan name: Retirement Plan of Henkel Puerto Rico, Inc. · Sponsored by Henkel Puerto Rico, Inc. · Puerto Rico · Manufacturing

$18M in assets, 232 participants

Henkel Puerto Rico, Inc.'s Retirement Plan of Henkel Puerto Rico, Inc. reported $18M in total assets and 232 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #11,269 in Manufacturing (18,722 peers)

Coverage in Puerto Rico

Retirement Plan of Henkel Puerto Rico, Inc. covers 232 participants in Puerto Rico, 2.6x the typical Puerto Rico plan (state average ~89 per filing). Assets: $18M.

#11,269
in Manufacturing (18,722 peers)
+11.8%
assets growth YoY

Retirement Plan of Henkel Puerto Rico, Inc.'s outsized position by total assets

Retirement Plan of Henkel Puerto Rico, Inc. vs every filed plan by assets

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

$18,174,946 Top 29% higher than 71% 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

Retirement Plan of Henkel Puerto Rico, Inc. 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. Retirement Plan of Henkel Puerto Rico, Inc. sits mid-pack in the medium band (232 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan of Henkel Puerto Rico, Inc. reported net income rose from -$5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Retirement Plan of Henkel Puerto Rico, Inc. reported participants rose from 196 in the plan year 2022 filing to 232 in the plan year 2023 filing.
  • Retirement Plan of Henkel Puerto Rico, Inc. end-of-year assets rose from $16M in the plan year 2022 filing to $18M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 660266147 · Henkel Puerto Rico, Inc. PY 2023 · Other

Retirement Plan of Henkel Puerto Rico, Inc. · $18M · 232 · 71st

  • BOOK $18M
  • VS-ST 232
  • BOY 71st
  • SCH Other
  • EBSA near Saint Marys School 403(b) Retirement Savings Plan
  • PART ind #11269

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 →

Retirement Plan of Henkel Puerto Rico, Inc. in the asset neighbourhood

Levan Internists, PC Profit Sharing Plan & TrustLevan Internists, PC Profit …$18MPhjc Ministries Retirement and Savings PlanPhjc Ministries Retirement a…$18MRetirement Plan of Henkel Puerto Rico, Inc.Retirement Plan of Henkel Pu…$18MSaint Marys School 403(b) Retirement Savings PlanSaint Marys School 403(b) Re…$18MThe Highlands Long Term Care Retirement PlanThe Highlands Long Term Care…$18M
End-of-year total assets ($M) among Retirement Plan of Henkel Puerto Rico, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN660266147
Plan Effective Date1972-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Henkel Puerto Rico, Inc.)

Sponsor-wide plan assets over time

All Henkel Puerto Rico, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 22.072249299936047% vs 2022
2024 filing year
$28M$30M$32M$34M$36M$38M 202220232024 $30M $36.6M ▲ +22.1%
Year Plans Participants Total Assets
2022 2 395 $30M
2023 2 465 $33M
2024 2 411 $37M

Nearby Other Plans in Puerto Rico

Peer Other plans, same state, same plan type, ranked by total assets.

Retirement Plan of Henkel Puerto Rico, Inc. vs. nearby Other plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 020406080100120 Total assets ($M) Participants Retirement Plan of Henkel Puerto Rico, Inc., Total assets ($M): 18.174946 · Participants: 232Retirement Plan of Henkel Puerto Rico, Inc.Evertec Group, LLC Savings & Investment Plan Savings and Investment Plan, Total assets ($M): 101.79785 · Participants: 1314Evertec Group, LLC Savings & Investment Plan Savings and Investment PlanBd Savings Plan for Puerto Rico Employees, Total assets ($M): 70.223915 · Participants: 1390Bd Savings Plan for Puerto Rico EmployeesUnion De Tronquistas De Puerto Rico Local 901 of Crowley Liner Services Puerto Rico Inc Defined Contribution Retirement Plan, Total assets ($M): 24.584273 · Participants: 208Union De Tronquistas De Puerto Rico Local 901 of Crowley Liner Services Puerto Rico Inc Defined Contribution Retirement PlanSarco Employees Retirement Plan, Total assets ($M): 22.842442 · Participants: 3515Sarco Employees Retirement PlanToyota De Puerto Rico, Corp. Savings and Investment, Total assets ($M): 17.940151 · Participants: 136Toyota De Puerto Rico, Corp. Savings and Investment
Retirement Plan of Henkel Puerto Rico, Inc. vs. nearby Other plans in Puerto Rico, assets vs. participants
Compare Retirement Plan of Henkel Puerto Rico, Inc. side-by-side with 3 peers →

Retirement Plan of Henkel Puerto Rico, Inc.'s out-of-state Other peers by assets and headcount

Outside Puerto Rico, the nearest Other by assets is Saint Marys School 403(b) Retirement Savings Plan in NC ($18M); by covered participants it is Emergycare 403(b) Plan in PA (232 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (232 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 Retirement Plan of Henkel Puerto Rico, Inc. assets move in 2023? ▼
Retirement Plan of Henkel Puerto Rico, Inc. grew at a solid clip - up 11.8% during 2023, from $16M to $18M. Reported net income was $2M.
How have Henkel Puerto Rico, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Henkel Puerto Rico, Inc.'s sponsor-wide assets grew 22.1%, from $30M to $37M.
Which Other plans are similar in size to Retirement Plan of Henkel Puerto Rico, Inc.? ▼
Among Other plans in other states, the closest by assets is Saint Marys School 403(b) Retirement Savings Plan in NC ($18M, 99 participants).
Which Other plans cover a similar participant headcount to Retirement Plan of Henkel Puerto Rico, Inc.? ▼
Among Other plans in other states, the closest by covered participants is Emergycare 403(b) Plan in PA (232 participants, $7M 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 660266147.

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.