Defined Benefit (Pension) · DOL Form 5500 · 2024

Holsum De Puerto Rico, Inc. Pension Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
252
Participants Below avg headcount
56th
Percentile by assets National rank
$39,712
Avg per participant Low balance/head
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Official DOL plan name: Holsum De Puerto Rico, Inc. Employees' Retirement Plan · Sponsored by Holsum De Puerto Rico, Inc. · Puerto Rico · Manufacturing

$10M in assets, 252 participants

Holsum De Puerto Rico, Inc.'s Holsum De Puerto Rico, Inc. Employees' Retirement Plan reported $10M in total assets and 252 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #7,392 in Manufacturing (17,777 peers)

Coverage in Puerto Rico

Holsum De Puerto Rico, Inc. Employees' Retirement Plan covers 252 participants in Puerto Rico, 2.8x the typical Puerto Rico plan (state average ~89 per filing). Assets: $10M.

#7,392
in Manufacturing (17,777 peers)
+5.3%
assets growth YoY

Holsum De Puerto Rico, Inc. Employees' Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Holsum De Puerto Rico, Inc. Employees' Retirement Plan vs every filed plan by assets

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

$10,007,461 Top 44% higher than 56% 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

Holsum De Puerto Rico, Inc. Employees' Retirement 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. Holsum De Puerto Rico, Inc. Employees' Retirement Plan sits mid-pack in the medium band (252 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Holsum De Puerto Rico, Inc. Employees' Retirement Plan reported net income fell from $1M in the plan year 2023 filing to $508K in the plan year 2024 filing.
  • Holsum De Puerto Rico, Inc. Employees' Retirement Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Holsum De Puerto Rico, Inc. Employees' Retirement Plan reported participants fell from 265 in the plan year 2023 filing to 252 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 660563016 · Holsum De Puerto Rico, Inc. PY 2024 · Defined Benefit (Pension)

Holsum De Puerto Rico, Inc. Employees' Retirement Plan · $10M · 252 · 56th

  • BOY $10M
  • SCH 252
  • EBSA 56th
  • PART Defined Benefit (Pension)
  • TYPE near Community Hospitals of Indiana Replacement Plan
  • NET ind #7392

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 Manufacturing retirement plans → · Plans in Puerto Rico →

Holsum De Puerto Rico, Inc. Employees' Retirement Plan in the asset neighbourhood

Hb Performance Systems, Inc. Defined Benefit PlanHb Performance Systems, Inc.…$10MJones Dairy Farm Non Union Employees Pension PlanJones Dairy Farm Non Union E…$10MCommunity Hospitals of Indiana Replacement PlanCommunity Hospitals of India…$10MHolsum De Puerto Rico, Inc. Employees' Retirement PlanHolsum De Puerto Rico, Inc. …$10MRetirement Income Plan for Employees of Ahf, LLCRetirement Income Plan for E…$10M
End-of-year total assets ($M) among Holsum De Puerto Rico, Inc. Employees' Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$508K
Employer EIN660563016
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Holsum De Puerto Rico, Inc.)

Sponsor-wide plan assets over time

All Holsum De Puerto Rico, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 27.32570406646344% vs 2022
2024 filing year
$25M$30M$35M 202220232024 $25.8M $32.8M ▲ +27.4%
Year Plans Participants Total Assets
2022 2 1,255 $26M
2023 2 1,702 $30M
2024 2 971 $33M

Nearby Defined Benefit (Pension) Plans in Puerto Rico

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Holsum De Puerto Rico, Inc. Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -20002004006008001000 Total assets ($M) Participants Holsum De Puerto Rico, Inc. Employees' Retirement Plan, Total assets ($M): 10.007461 · Participants: 252Holsum De Puerto Rico, Inc. Employees' Retirement PlanPuerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees, Total assets ($M): 797.449957 · Participants: 1468Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly EmployeesBanco Popular De Puerto Rico Retirement Plan, Total assets ($M): 607.491669 · Participants: 1845Banco Popular De Puerto Rico Retirement PlanAbbvie Puerto Rico Pension Plan, Total assets ($M): 471.531499 · Participants: 1070Abbvie Puerto Rico Pension PlanMsd Puerto Rico Pension Plan, Total assets ($M): 413.783139 · Participants: 490Msd Puerto Rico Pension PlanThe Retirement Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 334.73853 · Participants: 1175The Retirement Plan for Lilly Affiliate Employees in Puerto Rico
Holsum De Puerto Rico, Inc. Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Puerto Rico, assets vs. participants
Compare Holsum De Puerto Rico, Inc. Employees' Retirement Plan side-by-side with 3 peers →

Holsum De Puerto Rico, Inc. Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Puerto Rico, the nearest Defined Benefit (Pension) by assets is Community Hospitals of Indiana Replacement Plan in IN ($10M); by covered participants it is Wolverine Employees' Pension Plan in MI (252 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (252 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 Holsum De Puerto Rico, Inc. Employees' Retirement Plan assets move in 2024? ▼
Holsum De Puerto Rico, Inc. Employees' Retirement Plan grew at a solid clip - up 5.3% during 2024, from $9M to $10M. Reported net income was $508K.
How have Holsum De Puerto Rico, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Holsum De Puerto Rico, Inc.'s sponsor-wide assets grew 27.3%, from $26M to $33M.
Which Defined Benefit (Pension) plans are similar in size to Holsum De Puerto Rico, Inc. Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Community Hospitals of Indiana Replacement Plan in IN ($10M, 117 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Holsum De Puerto Rico, Inc. Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Wolverine Employees' Pension Plan in MI (252 participants, $187M 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 660563016.

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.