Profit Sharing · DOL Form 5500 · 2024
Oriental Bank Profit Sharing Plan
Data updated 2026-08-25
- $157M
- Total assets Near avg plan size
- 2,084
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $75,443
- Avg per participant Below avg balance/head
Official DOL plan name: The Oriental Bank Coda Profit Sharing Plan · Sponsored by Oriental Bank · Puerto Rico · Finance & Insurance
$157M in assets, 2,084 participants
Oriental Bank's The Oriental Bank Coda Profit Sharing Plan reported $157M in total assets and 2,084 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #7,623 in Finance & Insurance (8,549 peers)
Coverage in Puerto Rico
The Oriental Bank Coda Profit Sharing Plan covers 2,084 participants in Puerto Rico, 23x the typical Puerto Rico plan (state average ~89 per filing). Assets: $157M.
- #7,623
- in Finance & Insurance (8,549 peers)
- +16.8%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
The Oriental Bank Coda Profit Sharing Plan's outsized position by total assets
The Oriental Bank Coda Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$157,223,273 Top 7% higher than 93% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Oriental Bank Coda Profit Sharing Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Oriental Bank Coda Profit Sharing Plan lands in the large band (2,084 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Oriental Bank Coda Profit Sharing Plan end-of-year assets rose from $135M in the plan year 2023 filing to $157M in the plan year 2024 filing.
- The Oriental Bank Coda Profit Sharing Plan reported net income fell from $24M in the plan year 2023 filing to $23M in the plan year 2024 filing.
- The Oriental Bank Coda Profit Sharing Plan reported participants fell from 2,096 in the plan year 2023 filing to 2,084 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 660259436 · Oriental Bank PY 2024 · Profit Sharing
The Oriental Bank Coda Profit Sharing Plan · $157M · 2,084 · 93rd
- PCT $157M
- PCT 2,084
- PCT 93rd
- PCT Profit Sharing
- PCT near West Virginia Laborers Profit Sharing Plan
- PCT ind #7623
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 →
The Oriental Bank Coda Profit Sharing Plan in the asset neighbourhood
Puerto Rico filing particulars
| Total Assets (Beginning of Year) | $135M |
|---|---|
| Net Assets (End of Year) | $157M |
| Net Income | $23M |
| Employer EIN | 660259436 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oriental Bank)
Sponsor-wide plan assets over time
All Oriental Bank plans reported in each filing year
- Latest sponsor-wide plan assets
- $157M 42.295077881130474% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,082 | $110M |
| 2023 | 1 | 2,096 | $135M |
| 2024 | 1 | 2,084 | $157M |
Nearby Profit Sharing Plans in Puerto Rico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Popular, Inc. Pr Savings and Investment Plan $819M · 8,332
- The Retirement and Savings Plan for Amgen Manufacturing Limited LLC $780M · 2,608
- Abbvie Puerto Rico Savings Plan $560M · 1,349
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico $519M · 1,140
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $228M · 758
The Oriental Bank Coda Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is West Virginia Laborers Profit Sharing Plan in WV ($157M); by covered participants it is Baxter Regional Medical Center 401(a) Plan in AR (2,083 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($157M here).
- West Virginia Laborers Profit Sharing Plan (WV) $157M · 5,755
- Sheet Metal Workers Local Union No 25 New Jersey Annuity Fund (NJ) $158M · 410
- Plumbers Lu No 690 Supplemental Retirement Plan (PA) $156M · 1,044
- Independent Schools of Maryland and Greater Washington Multiple Employer Plan (MD) $155M · 696
Similar participant headcount
Nearest other-state filings by covered participants (2,084 participants); asset peers above are excluded.
- Baxter Regional Medical Center 401(a) Plan (AR) 2,083 · 1 off
- Kidspeace Tax Deferred Annuity Plan (PA) 2,076 · 8 off
- Plumbers and Gasfitters Local 5 Retirement Savings Plan (MD) 2,075 · 9 off
- Do It Best Corp. Restated Employees' Savings & Profit Sharing (IN) 2,068 · 16 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.