Defined Benefit (Pension) · DOL Form 5500 · 2024

Banco Popular De Puerto Rico Pension Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
7
Participants Small participant base
76th
Percentile by assets National rank
$4.0M
Avg per participant High balance/head
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Official DOL plan name: Banco Popular De Pr Tax Qualified Ret. Restoration Plan · Sponsored by Banco Popular De Puerto Rico · Puerto Rico · Finance & Insurance

$28M in assets, 7 participants

Banco Popular De Puerto Rico's Banco Popular De Pr Tax Qualified Ret. Restoration Plan reported $28M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,421 in Finance & Insurance (8,549 peers)

Where Banco Popular De Pr Tax Qualified Ret. Restoration Plan sits by assets

Banco Popular De Pr Tax Qualified Ret. Restoration Plan sits in the top quartile of all filed plans by assets, $28M for 7 participants (~$4.0M/participant), down 3.5% in 2024.

#5,421
in Finance & Insurance (8,549 peers)
-3.5%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Banco Popular De Pr Tax Qualified Ret. Restoration Plan's outsized position by total assets

Banco Popular De Pr Tax Qualified Ret. Restoration Plan vs every filed plan by assets

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

$28,163,489 Top 24% higher than 76% 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

Banco Popular De Pr Tax Qualified Ret. Restoration Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Banco Popular De Pr Tax Qualified Ret. Restoration Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Banco Popular De Pr Tax Qualified Ret. Restoration Plan reported net income fell from $1M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Banco Popular De Pr Tax Qualified Ret. Restoration Plan reported participants fell from 9 in the plan year 2023 filing to 7 in the plan year 2024 filing.
  • Banco Popular De Pr Tax Qualified Ret. Restoration Plan end-of-year assets fell from $29M in the plan year 2023 filing to $28M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 660561870 · Banco Popular De Puerto Rico PY 2024 · Defined Benefit (Pension)

Banco Popular De Pr Tax Qualified Ret. Restoration Plan · $28M · 7 · 76th

  • RANK $28M
  • RANK 7
  • RANK 76th
  • RANK Defined Benefit (Pension)
  • RANK near Robins Kaplan LLP Cash Balance Pension Plan
  • RANK ind #5421

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 Pr Tax Qualified Ret. Restoration Plan in the asset neighbourhood

The Retirement Plan for Employees of Middlesex Federal Savings, F.a.The Retirement Plan for Empl…$28MNECA Employees' Pension Plan$28MBanco Popular De Pr Tax Qualified Ret. Restoration PlanBanco Popular De Pr Tax Qual…$28MRobins Kaplan LLP Cash Balance Pension PlanRobins Kaplan LLP Cash Balan…$28MClifford Chance US LLP Partner Pension Plan IIClifford Chance US LLP Partn…$28M
End-of-year total assets ($M) among Banco Popular De Pr Tax Qualified Ret. Restoration Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$28M
Net Income-$1M
Employer EIN660561870
Plan Effective Date2001-01-01
Filing StatusFILING 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
$600M$620M$640M$660M$680M 202220232024 $620M $636M ▲ +2.5%
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.

Banco Popular De Pr Tax Qualified Ret. Restoration Plan vs. nearby Defined Benefit (Pension) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -20002004006008001000 Total assets ($M) Participants Banco Popular De Pr Tax Qualified Ret. Restoration Plan, Total assets ($M): 28.163489 · Participants: 7Banco Popular De Pr Tax Qualified Ret. Restoration 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
Banco Popular De Pr Tax Qualified Ret. Restoration Plan vs. nearby Defined Benefit (Pension) plans in Puerto Rico, assets vs. participants
Compare Banco Popular De Pr Tax Qualified Ret. Restoration Plan side-by-side with 3 peers →

Banco Popular De Pr Tax Qualified Ret. Restoration Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Puerto Rico, the nearest Defined Benefit (Pension) by assets is Robins Kaplan LLP Cash Balance Pension Plan in MN ($28M); by covered participants it is Financial Alternatives, Inc. Defined Benefit Pension Plan in CA (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Banco Popular De Pr Tax Qualified Ret. Restoration Plan assets move in 2024? ▼
Banco Popular De Pr Tax Qualified Ret. Restoration Plan edged down modestly - down 3.5% during 2024, from $29M to $28M. Reported net income was -$1M.
How have Banco Popular De Puerto Rico plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Banco Popular De Puerto Rico's sponsor-wide assets grew 2.5%, from $620M to $636M.
Where does Banco Popular De Pr Tax Qualified Ret. Restoration Plan rank by assets among Form 5500 filers? ▼
Banco Popular De Pr Tax Qualified Ret. Restoration Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Banco Popular De Pr Tax Qualified Ret. Restoration Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Robins Kaplan LLP Cash Balance Pension Plan in MN ($28M, 99 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Banco Popular De Pr Tax Qualified Ret. Restoration Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Financial Alternatives, Inc. Defined Benefit Pension Plan in CA (7 participants, N/A 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 660561870.

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.