401(k) · DOL Form 5500 · 2024
Popular, Inc. 401(k) Plan
Data updated 2026-08-11
- $170M
- Total assets
- 942
- Participants
- 94th
- Percentile by assets
- $180,889
- Avg per participant
Official DOL plan name: Popular, Inc. USA 401(k) Savings & Investment Plan · Sponsored by Popular, Inc. · Puerto Rico · Finance & Insurance
$170M in assets, 942 participants
Popular, Inc.'s Popular, Inc. USA 401(k) Savings & Investment Plan reported $170M in total assets and 942 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 123,622 plans)
- #7,680 in Finance & Insurance (8,549 peers)
Coverage in Puerto Rico
Popular, Inc. USA 401(k) Savings & Investment Plan covers 942 participants in Puerto Rico, 11x the typical Puerto Rico plan (state average ~89 per filing). Assets: $170M.
- $170M
- total plan assets (2024 EOY)
- 942
- covered participants
- 94th
- percentile by assets (of 123,622 plans)
- $180,889
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Popular, Inc. USA 401(k) Savings & Investment Plan end-of-year assets rose from $150M in the plan year 2023 filing to $170M in the plan year 2024 filing.
- Popular, Inc. USA 401(k) Savings & Investment Plan reported participants rose from 867 in the plan year 2023 filing to 942 in the plan year 2024 filing.
- Popular, Inc. USA 401(k) Savings & Investment Plan reported net income fell from $23M in the plan year 2023 filing to $21M in the plan year 2024 filing.
Participants vs Puerto Rico filers
In Puerto Rico, the average filing covers about 89 participants across 1,924 plans. Popular, Inc. USA 401(k) Savings & Investment Plan reports 942 participants - 11x that state average ($170M EOY assets).
Puerto Rico filing particulars
| Total Assets (Beginning of Year) | $150M |
|---|---|
| Net Assets (End of Year) | $170M |
| Net Income | $21M |
| Employer EIN | 660667416 |
| Plan Effective Date | 1991-10-01 |
| 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 401(k) Plans in Puerto Rico
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Popular, Inc. USA 401(k) Savings & Investment Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants
- Pfizer Savings Plan for Employees Resident in Puerto Rico $395M · 88
- Msd Puerto Rico Savings and Security Plan $232M · 542
- Inter American University of Pr Defined Contribution Retirement Plan $199M · 1,552
- Firstbank 401(k) Retirement Plan for Residents of Puerto Rico $164M · 2,826
- Ipr Pharmaceuticals, Inc. Profit Sharing, Retirement and Savings Plan $145M · 180
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Popular, Inc. USA 401(k) Savings & Investment Plan by total assets, not by location.
- Rotary International 401(k) Plan (IL) $170M · 575
- Retirement Savings Plan of the Ford Meter Box Company, Inc. (IN) $170M · 868
- Infoblox 401(k) Retirement Plan (CA) $170M · 672
- Delta America Ltd. 401(k) Salary Savings Plan and Trust (CA) $170M · 367
Frequently Asked Questions
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Filing takeaways
Ways to act on Popular, Inc. USA 401(k) Savings & Investment Plan's numbers.
- By total assets, Popular, Inc. USA 401(k) Savings & Investment Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) 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