Profit Sharing · DOL Form 5500 · 2024
Popular, Inc. Profit Sharing Plan
Data updated 2026-07-24
- $819M
- Total assets
- 8,332
- Participants
- 98th
- Percentile by assets
- $98,248
- Avg per participant
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.
- 98th percentile by assets (of 116,472 plans)
Coverage in Puerto Rico
Popular, Inc. Pr Savings and Investment Plan covers 8,332 participants in Puerto Rico, 94x the typical Puerto Rico plan (state average ~89 per filing). Assets: $819M.
- $819M
- total plan assets (2024 EOY)
- 8,332
- covered participants
- 98th
- percentile by assets (of 116,472 plans)
- $98,248
- avg assets per participant
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.
Participants vs Puerto Rico filers
In Puerto Rico, the average filing covers about 89 participants across 1,881 plans. Popular, Inc. Pr Savings and Investment Plan reports 8,332 participants - 94x that state average ($819M EOY assets).
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.)
| 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.
Popular, Inc. Pr Savings and Investment Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Popular, Inc. Pr Savings and Investment Plan by total assets, not by location.
- Legacy Health Defined Contribution Retirement Plan (OR) $817M · 12,025
- Thedacare Retirement and 403(b) Savings Plan (WI) $838M · 6,180
- I.U.O.E. Local 14-14b Annuity Fund (NY) $856M · 1,168
- Sutter Health Retirement Income Plan (CA) $865M · 12,414
Frequently Asked Questions
How did Popular, Inc. Pr Savings and Investment Plan assets move in 2024? ▼
How have Popular, Inc. plan assets changed over time? ▼
Where does Popular, Inc. Pr Savings and Investment Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Popular, Inc. Pr Savings and Investment Plan? ▼
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Filing takeaways
Ways to act on Popular, Inc. Pr Savings and Investment Plan's numbers.
- By total assets, Popular, Inc. Pr Savings and Investment Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Puerto Rico. Compare plans
- Popular, Inc.'s sponsor-wide assets have grown 43.9% since 2022 across 3 plan years on file. More Finance & Insurance plans
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.
Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 660667416.
Read our methodology - how this data is sourced, computed, and verified.