401(k) · DOL Form 5500 · 2024
Firstbank of Puerto Rico 401(k) Plan
Data updated 2026-08-25
- $164M
- Total assets Near avg plan size
- 2,826
- Participants Above avg headcount
- 93rd
- Percentile by assets National rank
- $58,182
- Avg per participant Low balance/head
Official DOL plan name: Firstbank 401(k) Retirement Plan for Residents of Puerto Rico · Sponsored by Firstbank of Puerto Rico · Puerto Rico · Finance & Insurance
$164M in assets, 2,826 participants
Firstbank of Puerto Rico's Firstbank 401(k) Retirement Plan for Residents of Puerto Rico reported $164M in total assets and 2,826 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #7,652 in Finance & Insurance (8,549 peers)
Coverage in Puerto Rico
Firstbank 401(k) Retirement Plan for Residents of Puerto Rico covers 2,826 participants in Puerto Rico, 32x the typical Puerto Rico plan (state average ~89 per filing). Assets: $164M.
- #7,652
- in Finance & Insurance (8,549 peers)
- +15.1%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
Firstbank 401(k) Retirement Plan for Residents of Puerto Rico's outsized position by total assets
Firstbank 401(k) Retirement Plan for Residents of Puerto Rico vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$164,421,743 Top 7% higher than 93% 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
Firstbank 401(k) Retirement Plan for Residents of Puerto Rico'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. Firstbank 401(k) Retirement Plan for Residents of Puerto Rico lands in the large band (2,826 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Firstbank 401(k) Retirement Plan for Residents of Puerto Rico end-of-year assets rose from $143M in the plan year 2023 filing to $164M in the plan year 2024 filing.
- Firstbank 401(k) Retirement Plan for Residents of Puerto Rico reported net income fell from $25M in the plan year 2023 filing to $22M in the plan year 2024 filing.
- Firstbank 401(k) Retirement Plan for Residents of Puerto Rico reported participants fell from 2,875 in the plan year 2023 filing to 2,826 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 660183103 · Firstbank of Puerto Rico PY 2024 · 401(k)
Firstbank 401(k) Retirement Plan for Residents of Puerto Rico · $164M · 2,826 · 93rd
- RANK $164M
- PHOTO 2,826
- IND 93rd
- EOY 401(k)
- 5500 near Dmt Solutions Global Corporation Retirement Plan
- ASSETS ind #7652
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 Puerto Rico in the asset neighbourhood
Puerto Rico filing particulars
| Total Assets (Beginning of Year) | $143M |
|---|---|
| Net Assets (End of Year) | $164M |
| Net Income | $22M |
| Employer EIN | 660183103 |
| Plan Effective Date | 1965-05-15 |
| Filing Status | FILING 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
| 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.
- 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
- Popular, Inc. USA 401(k) Savings & Investment Plan $170M · 942
- Ipr Pharmaceuticals, Inc. Profit Sharing, Retirement and Savings Plan $145M · 180
Firstbank 401(k) Retirement Plan for Residents of Puerto Rico's out-of-state 401(k) peers by assets and headcount
Outside Puerto Rico, the nearest 401(k) by assets is Dmt Solutions Global Corporation Retirement Plan in CT ($164M); by covered participants it is Rise Inc. 403(b) Employee Retirement Plan in AZ (2,826 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($164M here).
- Dmt Solutions Global Corporation Retirement Plan (CT) $164M · 968
- Kubota Tractor 401(k) Plan (TX) $164M · 1,348
- Ua Local 125 Retirement Savings Plan (IA) $164M · 1,042
- Straumann Manufacturing, Inc. 401(k) Savings Plan (MA) $164M · 1,379
Similar participant headcount
Nearest other-state filings by covered participants (2,826 participants); asset peers above are excluded.
- Rise Inc. 403(b) Employee Retirement Plan (AZ) 2,826 · 0 off
- The Hogan Retirement Savings Plan (MO) 2,827 · 1 off
- Carepro of New York 401(k) Savings Plan (NY) 2,827 · 1 off
- Leon Management International, LLC 401(k) Plan (FL) 2,827 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.