Profit Sharing · DOL Form 5500 · 2023

Pueblo Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
740
Participants Near avg headcount
34th
Percentile by assets National rank
$3,522
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pueblo Inc. Retirement Plan · Sponsored by Pueblo Inc. · Puerto Rico · Retail Trade

$3M in assets, 740 participants

Pueblo Inc.'s Pueblo Inc. Retirement Plan reported $3M in total assets and 740 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #3,821 in Retail Trade (8,414 peers)

Coverage in Puerto Rico

Pueblo Inc. Retirement Plan covers 740 participants in Puerto Rico, 8.3x the typical Puerto Rico plan (state average ~89 per filing). Assets: $3M.

#3,821
in Retail Trade (8,414 peers)
+74.3%
assets growth YoY

Pueblo Inc. Retirement Plan's mid-pack asset rank among Retail Trade and all filers

Pueblo Inc. Retirement Plan vs every filed plan by assets

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

$2,606,132 34th percentile higher than 34% 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

Pueblo 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. Pueblo Inc. Retirement Plan sits mid-pack in the medium band (740 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pueblo Inc. Retirement Plan reported net income rose from $606K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Pueblo Inc. Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Pueblo Inc. Retirement Plan reported participants fell from 818 in the plan year 2022 filing to 740 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 660702072 · Pueblo Inc. PY 2023 · Profit Sharing

Pueblo Inc. Retirement Plan · $3M · 740 · 34th

  • PCT $3M
  • PCT 740
  • PCT 34th
  • PCT Profit Sharing
  • PCT near The Mru Invest in Your Future Plan
  • PCT ind #3821

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 Retail Trade retirement plans → · Plans in Puerto Rico →

Pueblo Inc. Retirement Plan in the asset neighbourhood

Pueblo Inc. Retirement Plan$3MThe Mru Invest in Your Future PlanThe Mru Invest in Your Futur…$3MUst Logistical Systems 401(k) Profit Sharing Plan and TrustUst Logistical Systems 401(k…$3MGeorge R. Zehak Dds PC Employees Profit Sharing PlanGeorge R. Zehak Dds PC Emplo…$3MCarole Bayer Sager Music Inc Profit Sharing PlanCarole Bayer Sager Music Inc…$3M
End-of-year total assets ($M) among Pueblo Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN660702072
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pueblo Inc.)

Sponsor-wide plan assets over time

All Pueblo Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 190.85146890795878% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $1.49M $4.35M ▲ +191.9%
Year Plans Participants Total Assets
2022 1 818 $1M
2023 1 740 $3M
2024 1 1,611 $4M

Nearby Profit Sharing Plans in Puerto Rico

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

Pueblo Inc. Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 -2000200400600800 Total assets ($M) Participants Pueblo Inc. Retirement Plan, Total assets ($M): 2.606132 · Participants: 740Pueblo Inc. Retirement PlanThe Retirement and Savings Plan for Amgen Manufacturing Limited LLC, Total assets ($M): 719.343985 · Participants: 2713The Retirement and Savings Plan for Amgen Manufacturing Limited LLCPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 700.721578 · Participants: 8134Popular, Inc. Pr Savings and Investment PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 441.870695 · Participants: 1114The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 195.772357 · Participants: 751Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation PlanThe Oriental Bank Coda Profit Sharing Plan, Total assets ($M): 134.602051 · Participants: 2096The Oriental Bank Coda Profit Sharing Plan
Pueblo Inc. Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Pueblo Inc. Retirement Plan side-by-side with 3 peers →

Pueblo Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is The Mru Invest in Your Future Plan in FL ($3M); by covered participants it is Intl. Brotherhood of Electrical Workers Local Union No. 1919 Annuity Fund in NJ (739 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (740 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 Pueblo Inc. Retirement Plan assets move in 2023? ▼
Pueblo Inc. Retirement Plan surged - up 74.3% during 2023, from $1M to $3M. Reported net income was $1M.
How have Pueblo Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pueblo Inc.'s sponsor-wide assets grew 190.9%, from $1M to $4M.
Which Profit Sharing plans are similar in size to Pueblo Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is The Mru Invest in Your Future Plan in FL ($3M, 159 participants).
Which Profit Sharing plans cover a similar participant headcount to Pueblo Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Intl. Brotherhood of Electrical Workers Local Union No. 1919 Annuity Fund in NJ (739 participants, $15M 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 660702072.

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.