Profit Sharing · DOL Form 5500 · 2024

Pueblo Inc. Profit Sharing Plan

Data updated 2026-07-24

$4M
Total assets
1,611
Participants
39th
Percentile by assets
$2,699
Avg per participant
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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 39th 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.

  • 39th percentile by assets (of 116,472 plans)

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.

$4M
total plan assets (2024 EOY)
1,611
covered participants
39th
percentile by assets (of 116,472 plans)
$2,699
avg assets per participant

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 →

State
Industry

Participants vs Puerto Rico filers

In Puerto Rico, the average filing covers about 89 participants across 1,881 plans. Pueblo Inc. Retirement Plan reports 1,611 participants - 18x that state average ($4M EOY assets).

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.)

$1M$2M$3M$4M$5M 202220232024 $1.49M $4.35M ▲ +191.9%
Total plan assets by year, all Pueblo Inc. plans on file
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

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. Retireme…Popular, Inc. Pr Sav…The Retirement and S…Abbvie Puerto Rico S…The Savings Plan for…Hewlett Packard Ente…
Pueblo Inc. Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Pueblo Inc. Retirement Plan by total assets, not by location.

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).

Filing takeaways

Ways to act on Pueblo Inc. Retirement Plan's numbers.

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 660702072.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.