Profit Sharing · DOL Form 5500 · 2024
Popular, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $819M
- Total assets Above avg plan size
- 8,332
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $98,248
- Avg per participant Below avg balance/head
Official DOL plan name: Popular, Inc. Pr Savings and Investment Plan · Sponsored by Popular, Inc. · Puerto Rico · Finance & Insurance
$819M in assets, 8,332 participants
Popular, Inc.'s Popular, Inc. Pr Savings and Investment Plan reported $819M in total assets and 8,332 participants in its 2024 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.
- #8,256 in Finance & Insurance (8,549 peers)
Coverage in Puerto Rico
Popular, Inc. Pr Savings and Investment Plan covers 8,332 participants in Puerto Rico, 93x the typical Puerto Rico plan (state average ~89 per filing). Assets: $819M.
- #8,256
- in Finance & Insurance (8,549 peers)
- +16.8%
- assets growth YoY
- 8.2×
- vs typical plan assets (national mean)
Popular, Inc. Pr Savings and Investment Plan's outsized position by total assets
Popular, Inc. Pr Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$818,605,332 Top 2% higher than 98% 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
Popular, Inc. Pr Savings and Investment 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. Popular, Inc. Pr Savings and Investment Plan lands in the large band (8,332 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Popular, Inc. Pr Savings and Investment Plan end-of-year assets rose from $701M in the plan year 2023 filing to $819M in the plan year 2024 filing.
- Popular, Inc. Pr Savings and Investment Plan reported net income fell from $140M in the plan year 2023 filing to $118M in the plan year 2024 filing.
- Popular, Inc. Pr Savings and Investment Plan reported participants rose from 8,134 in the plan year 2023 filing to 8,332 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 660667416 · Popular, Inc. PY 2024 · Profit Sharing
Popular, Inc. Pr Savings and Investment Plan · $819M · 8,332 · 98th
- RANK $819M
- PHOTO 8,332
- IND 98th
- EOY Profit Sharing
- 5500 near Legacy Health Defined Contribution Retirement Plan
- ASSETS ind #8256
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 →
Popular, Inc. Pr Savings and Investment Plan in the asset neighbourhood
Puerto Rico filing particulars
| Total Assets (Beginning of Year) | $701M |
|---|---|
| Net Assets (End of Year) | $818M |
| Net Income | $118M |
| Employer EIN | 660667416 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Popular, Inc.)
Sponsor-wide plan assets over time
All Popular, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $989M 43.8659815695026% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 8,579 | $687M |
| 2023 | 2 | 9,001 | $850M |
| 2024 | 2 | 9,274 | $989M |
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 $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 $157M · 2,084
Scale composition for Popular, Inc. Pr Savings and Investment Plan
Popular, Inc. Pr Savings and Investment Plan reports $819M in end-of-year assets across 8,332 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $98,248 per participant (71% of the national average assets-per-participant) . Net income for plan year 2024 was $118M.
This plan identity (EIN 660667416, plan #006) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $561M to $819M (+46.0%) while covered participants moved from 7,773 to 8,332 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,773 | $561M | Open filing |
| 2023 | 8,134 | $701M | Open filing |
| 2024 · index core | 8,332 | $819M | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Popular, Inc. USA 401(k) Savings & Investment Plan (401(k), $170M, 942 participants)
Popular, Inc. Pr Savings and Investment Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Legacy Health Defined Contribution Retirement Plan in OR ($817M); by covered participants it is I.U.O.E. Local #132 Annuity & Savings Fund in WV (8,277 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($819M here).
- Legacy Health Defined Contribution Retirement Plan (OR) $817M · 12,025
- Thedacare Retirement and 403(b) Savings Plan (WI) $838M · 6,180
- Uma Retirement Plan (SC) $848M · 2,827
- Morgan, Lewis & Bockius LLP Defined Contribution Plan (PA) $781M · 2,477
Similar participant headcount
Nearest other-state filings by covered participants (8,332 participants); asset peers above are excluded.
- I.U.O.E. Local #132 Annuity & Savings Fund (WV) 8,277 · 55 off
- Operating Engineers Local 139 Defined Contribution Annuity Fund (WI) 8,450 · 118 off
- The Agma Retirement Plan (PA) 8,463 · 131 off
- Wgu Retirement Savings Plan (UT) 8,497 · 165 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.