401(k) · DOL Form 5500 · 2024

Firstbank of Puerto Rico 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
347
Participants Below avg headcount
75th
Percentile by assets National rank
$75,296
Avg per participant Below avg balance/head
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Official DOL plan name: Firstbank 401(k) Retirement Plan for Residents of the U.S. Virgin Islands and the USA · Sponsored by Firstbank of Puerto Rico · Puerto Rico · Finance & Insurance

$26M in assets, 347 participants

Firstbank of Puerto Rico's Firstbank 401(k) Retirement Plan for Residents of the U.S. Virgin Islands and the USA reported $26M in total assets and 347 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,267 in Finance & Insurance (8,549 peers)

Coverage in Puerto Rico

Firstbank 401(k) Retirement Plan for Residents of the U.S. Virgin Islands and the USA covers 347 participants in Puerto Rico, 3.9x the typical Puerto Rico plan (state average ~89 per filing). Assets: $26M.

#5,267
in Finance & Insurance (8,549 peers)
+14.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Firstbank 401(k) Retirement Plan for Residents of the U.S. Virgin Islands and the USA's outsized position by total assets

Firstbank 401(k) Retirement Plan for Residents of the U.S. Virgin Islands and the USA vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$26,127,581 Top 25% higher than 75% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Firstbank 401(k) Retirement Plan for Residents of the U.S. Virgin Islands and the USA 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. Firstbank 401(k) Retirement Plan for Residents of the U.S. Virgin Islands and the USA sits mid-pack in the medium band (347 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Firstbank 401(k) Retirement Plan for Residents of the U.S. Virgin Islands and the USA end-of-year assets rose from $23M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • Firstbank 401(k) Retirement Plan for Residents of the U.S. Virgin Islands and the USA reported participants rose from 343 in the plan year 2023 filing to 347 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 660183103 · Firstbank of Puerto Rico PY 2024 · 401(k)

Firstbank 401(k) Retirement Plan for Residents of the U.S. Virgin Islands and the USA · $26M · 347 · 75th

  • ASSETS $26M
  • ASSETS 347
  • ASSETS 75th
  • ASSETS 401(k)
  • ASSETS near Lb&b Associates Inc. Retirement Plan
  • ASSETS ind #5267

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 →

Firstbank 401(k) Retirement Plan for Residents of the U.S. Virgin Islands and the USA in the asset neighbourhood

Firstbank 401(k) Retirement Plan for Residents of the U.S. Virgin Islands and the USAFirstbank 401(k) Retirement …$26MLb&b Associates Inc. Retirement PlanLb&b Associates Inc. Retirem…$26MGeorgia Nut Company 401(k) Profit Sharing PlanGeorgia Nut Company 401(k) P…$26MBcci 401(k) Profit Sharing PlanBcci 401(k) Profit Sharing P…$26MEar Nose & Throat Associates of Corpus Christi 401(k) Retirement PlanEar Nose & Throat Associates…$26M
End-of-year total assets ($M) among Firstbank 401(k) Retirement Plan for Residents of the U.S. Virgin Islands and the USA and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$26M
Net Income$3M
Employer EIN660183103
Plan Effective Date1991-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Firstbank of Puerto Rico)

Sponsor-wide plan assets over time

All Firstbank of Puerto Rico plans reported in each filing year

Latest sponsor-wide plan assets
$234M 9.59720287232389% vs 2022
2024 filing year
$210M$220M$230M$240M$250M 202220232024 $214M $234M ▲ +9.6%
Year Plans Participants Total Assets
2022 4 3,294 $214M
2023 4 3,402 $242M
2024 3 3,351 $234M

Nearby 401(k) Plans in Puerto Rico

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Firstbank 401(k) Retirement Plan for Residents of the U.S. Virgin Islands and the USA vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -10000100020003000 0100200300400500 Total assets ($M) Participants Firstbank 401(k) Retirement Plan for Residents of the U.S. Virgin Islands and the USA, Total assets ($M): 26.127581 · Participants: 347Firstbank 401(k) Retirement Plan for Residents of the U.S. Virgin Islands and the USAPfizer Savings Plan for Employees Resident in Puerto Rico, Total assets ($M): 395.418432 · Participants: 88Pfizer Savings Plan for Employees Resident in Puerto RicoMsd Puerto Rico Savings and Security Plan, Total assets ($M): 231.602491 · Participants: 542Msd Puerto Rico Savings and Security PlanInter American University of Pr Defined Contribution Retirement Plan, Total assets ($M): 199.102479 · Participants: 1552Inter American University of Pr Defined Contribution Retirement PlanPopular, Inc. USA 401(k) Savings & Investment Plan, Total assets ($M): 170.397343 · Participants: 942Popular, Inc. USA 401(k) Savings & Investment PlanFirstbank 401(k) Retirement Plan for Residents of Puerto Rico, Total assets ($M): 164.421743 · Participants: 2826Firstbank 401(k) Retirement Plan for Residents of Puerto Rico
Firstbank 401(k) Retirement Plan for Residents of the U.S. Virgin Islands and the USA vs. nearby 401(k) plans in Puerto Rico, assets vs. participants
Compare Firstbank 401(k) Retirement Plan for Residents of the U.S. Virgin Islands and the USA side-by-side with 3 peers →

Firstbank 401(k) Retirement Plan for Residents of the U.S. Virgin Islands and the USA's out-of-state 401(k) peers by assets and headcount

Outside Puerto Rico, the nearest 401(k) by assets is Lb&b Associates Inc. Retirement Plan in MD ($26M); by covered participants it is Cosmetic Physician Partners LLC 401(k) Plan in TX (347 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (347 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Firstbank 401(k) Retirement Plan for Residents of the U.S. Virgin Islands and the USA assets move in 2024? ▼
Firstbank 401(k) Retirement Plan for Residents of the U.S. Virgin Islands and the USA grew at a solid clip - up 14.4% during 2024, from $23M to $26M. Reported net income was $3M.
How have Firstbank of Puerto Rico plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Firstbank of Puerto Rico's sponsor-wide assets grew 9.6%, from $214M to $234M.
Where does Firstbank 401(k) Retirement Plan for Residents of the U.S. Virgin Islands and the USA rank by assets among Form 5500 filers? ▼
Firstbank 401(k) Retirement Plan for Residents of the U.S. Virgin Islands and the USA ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Firstbank 401(k) Retirement Plan for Residents of the U.S. Virgin Islands and the USA? ▼
Among 401(k) plans in other states, the closest by assets is Lb&b Associates Inc. Retirement Plan in MD ($26M, 442 participants).
Which 401(k) plans cover a similar participant headcount to Firstbank 401(k) Retirement Plan for Residents of the U.S. Virgin Islands and the USA? ▼
Among 401(k) plans in other states, the closest by covered participants is Cosmetic Physician Partners LLC 401(k) Plan in TX (347 participants, $11M in assets).

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 660183103.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.