401(k) · DOL Form 5500 · 2024
Popular, Inc. 401(k) Plan
Data updated 2026-08-25
- $170M
- Total assets Near avg plan size
- 942
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $180,889
- Avg per participant Above avg balance/head
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.
- #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.
- #7,680
- in Finance & Insurance (8,549 peers)
- +13.9%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Popular, Inc. USA 401(k) Savings & Investment Plan's outsized position by total assets
Popular, Inc. USA 401(k) Savings & Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$170,397,343 Top 6% higher than 94% 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. USA 401(k) Savings & Investment Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Popular, Inc. USA 401(k) Savings & Investment Plan sits mid-pack in the medium band (942 participants).
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.
Published 5500 schedule card
Filing strip 660667416 · Popular, Inc. PY 2024 · 401(k)
Popular, Inc. USA 401(k) Savings & Investment Plan · $170M · 942 · 94th
- EBSA $170M
- EBSA 942
- EBSA 94th
- EBSA 401(k)
- EBSA near Rotary International 401(k) Plan
- EBSA ind #7680
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. USA 401(k) Savings & Investment Plan in the asset neighbourhood
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.)
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 401(k) Plans in Puerto Rico
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Popular, Inc. USA 401(k) Savings & Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Puerto Rico, the nearest 401(k) by assets is Rotary International 401(k) Plan in IL ($170M); by covered participants it is The Pokemon Company International, Inc. 401(k) Plan in WA (942 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($170M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (942 participants); asset peers above are excluded.
- The Pokemon Company International, Inc. 401(k) Plan (WA) 942 · 0 off
- Pack Automotive Group 401(k) Plan (TX) 942 · 0 off
- Southland Industries Employees' 401(k) Plan (CA) 942 · 0 off
- Guam Regional Medical City 401(k) Retirement Savings Plan (GU) 942 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.