Profit Sharing · DOL Form 5500 · 2024
Holsum De Puerto Rico, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 719
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $31,722
- Avg per participant Low balance/head
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.
- #11,160 in Manufacturing (17,777 peers)
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.
- #11,160
- in Manufacturing (17,777 peers)
- +13.9%
- assets growth YoY
Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc.'s outsized position by total assets
Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$22,808,455 Top 27% higher than 73% 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
Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc. 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. Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc. sits mid-pack in the medium band (719 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
DOL schedule card
Filing strip 660563016 · Holsum De Puerto Rico, Inc. PY 2024 · Profit Sharing
Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc. · $23M · 719 · 73rd
- 5500 $23M
- 5500 719
- 5500 73rd
- 5500 Profit Sharing
- 5500 near Casa Dorinda Tax-Deferred Annuity Plan
- 5500 ind #11160
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 →
Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc. in the asset neighbourhood
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.)
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
| 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.
- 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
Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc.'s out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Casa Dorinda Tax-Deferred Annuity Plan in CA ($23M); by covered participants it is Paul, Weiss, Rifkind, Wharton & Garrison LLP Defined Contribution Retirement Plan in NY (720 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
Similar participant headcount
Nearest other-state filings by covered participants (719 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.