Defined Benefit (Pension) · DOL Form 5500 · 2024
Banco Popular De Puerto Rico Pension Plan
Data updated 2026-08-25
- $607M
- Total assets Above avg plan size
- 1,845
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $329,264
- Avg per participant High balance/head
Official DOL plan name: Banco Popular De Puerto Rico Retirement Plan · Sponsored by Banco Popular De Puerto Rico · Puerto Rico · Finance & Insurance
$607M in assets, 1,845 participants
Banco Popular De Puerto Rico's Banco Popular De Puerto Rico Retirement Plan reported $607M in total assets and 1,845 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #8,185 in Finance & Insurance (8,549 peers)
Coverage in Puerto Rico
Banco Popular De Puerto Rico Retirement Plan covers 1,845 participants in Puerto Rico, 21x the typical Puerto Rico plan (state average ~89 per filing). Assets: $607M.
- #8,185
- in Finance & Insurance (8,549 peers)
- -3.9%
- assets change YoY
- 6.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $34M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Banco Popular De Puerto Rico Retirement Plan's outsized position by total assets
Banco Popular De Puerto Rico Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$607,491,669 Top 2% higher than 98% 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
Banco Popular De Puerto Rico Retirement Plan'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. Banco Popular De Puerto Rico Retirement Plan lands in the large band (1,845 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Banco Popular De Puerto Rico Retirement Plan reported net income fell from $31M in the plan year 2023 filing to -$34M in the plan year 2024 filing.
- Banco Popular De Puerto Rico Retirement Plan reported participants fell from 1,952 in the plan year 2023 filing to 1,845 in the plan year 2024 filing.
- Banco Popular De Puerto Rico Retirement Plan end-of-year assets fell from $632M in the plan year 2023 filing to $607M in the plan year 2024 filing.
DOL schedule card
Filing strip 660561870 · Banco Popular De Puerto Rico PY 2024 · Defined Benefit (Pension)
Banco Popular De Puerto Rico Retirement Plan · $607M · 1,845 · 98th
- BOY $607M
- SCH 1,845
- EBSA 98th
- PART Defined Benefit (Pension)
- TYPE near Smart Local 265 Pension Fund
- NET ind #8185
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 →
Banco Popular De Puerto Rico Retirement Plan in the asset neighbourhood
Puerto Rico filing particulars
| Total Assets (Beginning of Year) | $632M |
|---|---|
| Net Assets (End of Year) | $589M |
| Net Income | -$34M |
| Employer EIN | 660561870 |
| Plan Effective Date | 1946-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Banco Popular De Puerto Rico)
Sponsor-wide plan assets over time
All Banco Popular De Puerto Rico plans reported in each filing year
- Latest sponsor-wide plan assets
- $636M 2.5112858300948466% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,066 | $620M |
| 2023 | 2 | 1,961 | $662M |
| 2024 | 2 | 1,852 | $636M |
Nearby Defined Benefit (Pension) Plans in Puerto Rico
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees $797M · 1,468
- Abbvie Puerto Rico Pension Plan $472M · 1,070
- Msd Puerto Rico Pension Plan $414M · 490
- The Retirement Plan for Lilly Affiliate Employees in Puerto Rico $335M · 1,175
- Components Pension Plan for Puerto Rico $163M · 85
Banco Popular De Puerto Rico 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 Smart Local 265 Pension Fund in IL ($607M); by covered participants it is Iron Workers' Local No. 25 Pension Fund in MI (1,839 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($607M here).
- Smart Local 265 Pension Fund (IL) $607M · 1,224
- Local 338 Retirement Fund (NY) $607M · 1,782
- Retirement Plan for Children's Hospital & Research Center at Oakland (CA) $607M · 1,652
- Teamsters Local Union No. 727 Pension Plan (IL) $607M · 2,295
Similar participant headcount
Nearest other-state filings by covered participants (1,845 participants); asset peers above are excluded.
- Iron Workers' Local No. 25 Pension Fund (MI) 1,839 · 6 off
- Pension Plan of Justice Resource Institute, Inc. (MA) 1,838 · 7 off
- Sheet Metal Workers Pension Fund of Local Union No. 19 (PA) 1,838 · 7 off
- Massachusetts Bricklayers & Masons Pension Plan (MA) 1,837 · 8 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.