Profit Sharing · DOL Form 5500 · 2024

Ballester Hermanos Inc. Profit Sharing Plan

Data updated 2026-08-06

$36M
Total assets: 641
Participants: 80th
Percentile by assets: $56,915
Avg per participant

Official DOL plan name: Ballester Hermanos, Inc. Retirement Plan · Sponsored by Ballester Hermanos Inc. · Puerto Rico · Wholesale Trade

$36M in assets, 641 participants

Ballester Hermanos Inc.'s Ballester Hermanos, Inc. Retirement Plan reported $36M in total assets and 641 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

80th percentile by assets (of 116,472 plans)

Coverage in Puerto Rico

Ballester Hermanos, Inc. Retirement Plan covers 641 participants in Puerto Rico, 7.2x the typical Puerto Rico plan (state average ~89 per filing). Assets: $36M.

$36M
total plan assets (2024 EOY): 641
covered participants: 80th
percentile by assets (of 116,472 plans): $56,915
avg assets per participant

Ballester Hermanos, Inc. Retirement Plan end-of-year assets rose from $30M in the plan year 2023 filing to $36M in the plan year 2024 filing.
Ballester Hermanos, Inc. Retirement Plan reported participants rose from 561 in the plan year 2023 filing to 641 in the plan year 2024 filing.
Ballester Hermanos, Inc. Retirement Plan reported net income rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Puerto Rico

Industry

Wholesale Trade

Participants vs Puerto Rico filers

In Puerto Rico, the average filing covers about 89 participants across 1,881 plans. Ballester Hermanos, Inc. Retirement Plan reports 641 participants - 7.2x that state average ($36M EOY assets).

Puerto Rico filing particulars

Total Assets (Beginning of Year)	$30M
Net Assets (End of Year)	$36M
Net Income	$7M
Employer EIN	660175269
Plan Effective Date	2006-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Ballester Hermanos Inc.)

Total plan assets by year, all Ballester Hermanos Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	533	$23M
2023	1	561	$30M
2024	1	641	$36M

Nearby Profit Sharing Plans in Puerto Rico

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

Ballester Hermanos, Inc. Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

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

Compare Ballester Hermanos, Inc. Retirement Plan side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

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

Rail Group 401(k) & Profit Sharing Plan (WA) $36M · 1,395
Ncaa Qualified Savings Plan (IN) $36M · 571
Ohio Laborers Annuity Fund (OH) $36M · 11,222
Dyno Nobel Inc. Employee Savings and Investment Plan (UT) $36M · 331

Frequently Asked Questions

How did Ballester Hermanos, Inc. Retirement Plan assets move in 2024? ▼

Ballester Hermanos, Inc. Retirement Plan grew sharply - up 23.4% during 2024, from $30M to $36M. Reported net income was $7M.

How have Ballester Hermanos Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Ballester Hermanos Inc.'s sponsor-wide assets grew 57.7%, from $23M to $36M.

Where does Ballester Hermanos, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼

Ballester Hermanos, Inc. Retirement Plan ranks in the 80th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which Profit Sharing plans are similar in size to Ballester Hermanos, Inc. Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Rail Group 401(k) & Profit Sharing Plan in WA ($36M, 1,395 participants).

Next read for Ballester Hermanos, Inc. Retirement Plan

Filing takeaways

Ways to act on Ballester Hermanos, Inc. Retirement Plan's numbers.

By total assets, Ballester Hermanos, Inc. Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Puerto Rico. Compare plans
Ballester Hermanos Inc.'s sponsor-wide assets have grown 57.7% since 2022 across 3 plan years on file. More Wholesale Trade plans

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 660175269.

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.