401(k) · DOL Form 5500 · 2024

Firstbank of Puerto Rico 401(k) Plan

Data updated 2026-08-11

$164M
Total assets: 2,826
Participants: 93rd
Percentile by assets: $58,182
Avg per participant

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.

93rd percentile by assets (of 123,622 plans)
#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.

$164M
total plan assets (2024 EOY): 2,826
covered participants: 93rd
percentile by assets (of 123,622 plans): $58,182
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Puerto Rico

Industry

Finance & Insurance

Participants vs Puerto Rico filers

In Puerto Rico, the average filing covers about 89 participants across 1,924 plans. Firstbank 401(k) Retirement Plan for Residents of Puerto Rico reports 2,826 participants - 32x that state average ($164M EOY assets).

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)

Total plan assets by year, all Firstbank of Puerto Rico plans on file

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 Puerto Rico 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
Popular, Inc. USA 401(k) Savings & Investment Plan $170M · 942
Ipr Pharmaceuticals, Inc. Profit Sharing, Retirement and Savings Plan $145M · 180

Compare Firstbank 401(k) Retirement Plan for Res… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Firstbank 401(k) Retirement Plan for Residents of Puerto Rico by total assets, not by location.

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

Frequently Asked Questions

How did Firstbank 401(k) Retirement Plan for Residents of Puerto Rico assets move in 2024? ▼

Firstbank 401(k) Retirement Plan for Residents of Puerto Rico grew sharply - up 15.1% during 2024, from $143M to $164M. Reported net income was $22M.

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 Puerto Rico rank by assets among Form 5500 filers? ▼

Firstbank 401(k) Retirement Plan for Residents of Puerto Rico ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Firstbank 401(k) Retirement Plan for Residents of Puerto Rico? ▼

Among 401(k) plans in other states, the closest by assets is Dmt Solutions Global Corporation Retirement Plan in CT ($164M, 968 participants).

Next read for Firstbank 401(k) Retirement Plan for Res…

Filing takeaways

Ways to act on Firstbank 401(k) Retirement Plan for Residents of Puerto Rico's numbers.

By total assets, Firstbank 401(k) Retirement Plan for Residents of Puerto Rico 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
Firstbank of Puerto Rico's sponsor-wide assets have grown 9.6% 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 660183103.