Profit Sharing · DOL Form 5500 · 2024

Pueblo Inc. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
1,611
Participants Near avg headcount
40th
Percentile by assets National rank
$2,699
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pueblo Inc. Retirement Plan · Sponsored by Pueblo Inc. · Puerto Rico · Retail Trade

$4M in assets, 1,611 participants

Pueblo Inc.'s Pueblo Inc. Retirement Plan reported $4M in total assets and 1,611 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #4,061 in Retail Trade (8,048 peers)

Coverage in Puerto Rico

Pueblo Inc. Retirement Plan covers 1,611 participants in Puerto Rico, 18x the typical Puerto Rico plan (state average ~89 per filing). Assets: $4M.

#4,061
in Retail Trade (8,048 peers)
+66.8%
assets growth YoY

Pueblo Inc. Retirement Plan's mid-pack asset rank among Retail Trade and all filers

Pueblo Inc. Retirement Plan vs every filed plan by assets

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

$4,347,799 40th percentile higher than 40% 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

Pueblo Inc. 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. Pueblo Inc. Retirement Plan lands in the large band (1,611 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pueblo Inc. Retirement Plan reported participants rose from 740 in the plan year 2023 filing to 1,611 in the plan year 2024 filing.
  • Pueblo Inc. Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Pueblo Inc. Retirement Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 660702072 · Pueblo Inc. PY 2024 · Profit Sharing

Pueblo Inc. Retirement Plan · $4M · 1,611 · 40th

  • EOY $4M
  • 5500 1,611
  • ASSETS 40th
  • PCT Profit Sharing
  • EIN near Vermont Adult Learning Retirement Plan
  • RANK ind #4061

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 Retail Trade retirement plans → · Plans in Puerto Rico →

Pueblo Inc. Retirement Plan in the asset neighbourhood

Pueblo Inc. Retirement Plan$4MVermont Adult Learning Retirement PlanVermont Adult Learning Retir…$4MRed Cart Market, Inc. Profit Sharing PlanRed Cart Market, Inc. Profit…$4MFalletti's Finer Foods, Inc. Profit Sharing PlanFalletti's Finer Foods, Inc.…$4MAlex Hecht, D.D.S. Profit Sharing PlanAlex Hecht, D.D.S. Profit Sh…$4M
End-of-year total assets ($M) among Pueblo Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$2M
Employer EIN660702072
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pueblo Inc.)

Sponsor-wide plan assets over time

All Pueblo Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 190.85146890795878% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $1.49M $4.35M ▲ +191.9%
Year Plans Participants Total Assets
2022 1 818 $1M
2023 1 740 $3M
2024 1 1,611 $4M

Nearby Profit Sharing Plans in Puerto Rico

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

Pueblo Inc. Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 -20002004006008001000 Total assets ($M) Participants Pueblo Inc. Retirement Plan, Total assets ($M): 4.347799 · Participants: 1611Pueblo Inc. Retirement PlanPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 818.605332 · Participants: 8332Popular, Inc. Pr Savings and Investment PlanThe Retirement and Savings Plan for Amgen Manufacturing Limited LLC, Total assets ($M): 779.532675 · Participants: 2608The Retirement and Savings Plan for Amgen Manufacturing Limited LLCAbbvie Puerto Rico Savings Plan, Total assets ($M): 560.135241 · Participants: 1349Abbvie Puerto Rico Savings PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 519.253084 · Participants: 1140The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 228.453278 · Participants: 758Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan
Pueblo Inc. Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

Pueblo Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Vermont Adult Learning Retirement Plan in VT ($4M); by covered participants it is Metro-Ila Individual Account Retirement Plan in NJ (1,613 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,611 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 Pueblo Inc. Retirement Plan assets move in 2024?
Pueblo Inc. Retirement Plan surged - up 66.8% during 2024, from $3M to $4M. Reported net income was $2M.
How have Pueblo Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Pueblo Inc.'s sponsor-wide assets grew 190.9%, from $1M to $4M.
Which Profit Sharing plans are similar in size to Pueblo Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Vermont Adult Learning Retirement Plan in VT ($4M, 89 participants).
Which Profit Sharing plans cover a similar participant headcount to Pueblo Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Metro-Ila Individual Account Retirement Plan in NJ (1,613 participants, $278M in assets).