Profit Sharing · DOL Form 5500 · 2023
Ballester Hermanos Inc. Profit Sharing Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 561
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $52,694
- Avg per participant Low balance/head
Official DOL plan name: Ballester Hermanos, Inc. Retirement Plan Hermanos, Inc. Retirement Plan · Sponsored by Ballester Hermanos Inc. · Puerto Rico · Wholesale Trade
$30M in assets, 561 participants
Ballester Hermanos Inc.'s Ballester Hermanos, Inc. Retirement Plan Hermanos, Inc. Retirement Plan reported $30M in total assets and 561 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.
- #4,933 in Wholesale Trade (6,309 peers)
Coverage in Puerto Rico
Ballester Hermanos, Inc. Retirement Plan Hermanos, Inc. Retirement Plan covers 561 participants in Puerto Rico, 6.3x the typical Puerto Rico plan (state average ~89 per filing). Assets: $30M.
- #4,933
- in Wholesale Trade (6,309 peers)
- +27.8%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Ballester Hermanos, Inc. Retirement Plan Hermanos, Inc. Retirement Plan's outsized position by total assets
Ballester Hermanos, Inc. Retirement Plan Hermanos, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$29,561,468 Top 21% higher than 79% 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
Ballester Hermanos, Inc. Retirement Plan Hermanos, Inc. 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. Ballester Hermanos, Inc. Retirement Plan Hermanos, Inc. Retirement Plan sits mid-pack in the medium band (561 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ballester Hermanos, Inc. Retirement Plan Hermanos, Inc. Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Ballester Hermanos, Inc. Retirement Plan Hermanos, Inc. Retirement Plan end-of-year assets rose from $23M in the plan year 2022 filing to $30M in the plan year 2023 filing.
- Ballester Hermanos, Inc. Retirement Plan Hermanos, Inc. Retirement Plan reported participants rose from 533 in the plan year 2022 filing to 561 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 660175269 · Ballester Hermanos Inc. PY 2023 · Profit Sharing
Ballester Hermanos, Inc. Retirement Plan Hermanos, Inc. Retirement Plan · $30M · 561 · 79th
- VS-ST $30M
- VS-ST 561
- VS-ST 79th
- VS-ST Profit Sharing
- VS-ST near Wmu Homer Stryker M.D. School of Medicine Employees' Retirement Plan
- VS-ST ind #4933
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 Wholesale Trade retirement plans → · Plans in Puerto Rico →
Ballester Hermanos, Inc. Retirement Plan Hermanos, Inc. Retirement Plan in the asset neighbourhood
Puerto Rico filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $6M |
| Employer EIN | 660175269 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ballester Hermanos Inc.)
Sponsor-wide plan assets over time
All Ballester Hermanos Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $36M 57.683000606268045% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 533 | $23M |
| 2023 | 1 | 561 | $30M |
| 2024 | 1 | 641 | $36M |
Nearby Profit Sharing Plans in Puerto Rico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Retirement and Savings Plan for Amgen Manufacturing Limited LLC $719M · 2,713
- Popular, Inc. Pr Savings and Investment Plan $701M · 8,134
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico $442M · 1,114
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $196M · 751
- The Oriental Bank Coda Profit Sharing Plan $135M · 2,096
Ballester Hermanos, Inc. Retirement Plan Hermanos, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Wmu Homer Stryker M.D. School of Medicine Employees' Retirement Plan in MI ($30M); by covered participants it is Tax Deferred Annuity Plan of Oats, Inc. in MO (560 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
- Wmu Homer Stryker M.D. School of Medicine Employees' Retirement Plan (MI) $30M · 785
- The Plumbers and Pipefitters of Southeastern Alaska Employees Supplemental Retirement Plan (AK) $30M · 139
- Mohawk Northeast, Inc. Retirement Plan (CT) $30M · 245
- Nan Ya Plastics Corporation, America Employees Pension Plan (NJ) $29M · 914
Similar participant headcount
Nearest other-state filings by covered participants (561 participants); asset peers above are excluded.
- Tax Deferred Annuity Plan of Oats, Inc. (MO) 560 · 1 off
- Laborers Local 785 Defined Contribution Plan (NY) 566 · 5 off
- Miller Electric Company Employees Profit Sharing Plan (FL) 555 · 6 off
- The Delta Pension Plan (PA) 553 · 8 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.