Profit Sharing · DOL Form 5500 · 2024

Holsum De Puerto Rico, Inc. Profit Sharing Plan

Data updated 2026-07-24

$23M
Total assets: 719
Participants: 73rd
Percentile by assets: $31,722
Avg per participant

Official DOL plan name: Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc. · Sponsored by Holsum De Puerto Rico, Inc. · Puerto Rico · Manufacturing

$23M in assets, 719 participants

Holsum De Puerto Rico, Inc.'s Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc. reported $23M in total assets and 719 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

73rd percentile by assets (of 116,472 plans)

Coverage in Puerto Rico

Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc. covers 719 participants in Puerto Rico, 8.1x the typical Puerto Rico plan (state average ~89 per filing). Assets: $23M.

$23M
total plan assets (2024 EOY): 719
covered participants: 73rd
percentile by assets (of 116,472 plans): $31,722
avg assets per participant

Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc. reported participants fell from 1,437 in the plan year 2023 filing to 719 in the plan year 2024 filing.
Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc. end-of-year assets rose from $20M in the plan year 2023 filing to $23M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Puerto Rico

Industry

Manufacturing

Participants vs Puerto Rico filers

In Puerto Rico, the average filing covers about 89 participants across 1,881 plans. Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc. reports 719 participants - 8.1x that state average ($23M EOY assets).

Puerto Rico filing particulars

Total Assets (Beginning of Year)	$20M
Net Assets (End of Year)	$23M
Net Income	$3M
Employer EIN	660563016
Plan Effective Date	2005-01-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Holsum De Puerto Rico, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	1,255	$26M
2023	2	1,702	$30M
2024	2	971	$33M

Nearby Profit Sharing Plans in Puerto Rico

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc. vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

Popular, Inc. Pr Savings and Investment Plan $819M · 8,332
The Retirement and Savings Plan for Amgen Manufacturing Limited LLC $780M · 2,608
Abbvie Puerto Rico Savings Plan $560M · 1,349
The Savings Plan for Lilly Affiliate Employees in Puerto Rico $519M · 1,140
Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $228M · 758

Compare Plan De Ahorro, Inversiones Y Retiro De … side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc. by total assets, not by location.

Casa Dorinda Tax-Deferred Annuity Plan (CA) $23M · 316
The Gordon School 403(b) Retirement Plan (RI) $23M · 80
Dechert LLP Participant-Directed Retirement Plan No. 1 (PA) $23M · 246
North Platte Physical Therapy Services, Inc. Profit Sharing Plan (WY) $23M · 108

Frequently Asked Questions

How did Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc. assets move in 2024? ▼

Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc. grew at a solid clip - up 13.9% during 2024, from $20M to $23M. Reported net income was $3M.

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 Profit Sharing plans are similar in size to Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc.? ▼

Among Profit Sharing plans in other states, the closest by assets is Casa Dorinda Tax-Deferred Annuity Plan in CA ($23M, 316 participants).

Next read for Plan De Ahorro, Inversiones Y Retiro De …

Filing takeaways

Ways to act on Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc.'s numbers.

By total assets, Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc. ranks above the median plan by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Puerto Rico. Compare plans
Holsum De Puerto Rico, Inc.'s sponsor-wide assets have grown 27.3% since 2022 across 3 plan years on file. More Manufacturing 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 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.