Profit Sharing · DOL Form 5500 · 2024

Ballester Hermanos Inc. Profit Sharing Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
641
Participants Below avg headcount
80th
Percentile by assets National rank
$56,915
Avg per participant Low balance/head
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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.

  • #4,858 in Wholesale Trade (6,080 peers)

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.

#4,858
in Wholesale Trade (6,080 peers)
+23.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Ballester Hermanos, Inc. Retirement Plan's outsized position by total assets

Ballester Hermanos, Inc. Retirement Plan vs every filed plan by assets

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

$36,482,534 Top 20% higher than 80% 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

Ballester Hermanos, Inc. Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ballester Hermanos, Inc. Retirement Plan sits mid-pack in the medium band (641 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

Plan-year Form 5500 strip

Filing strip 660175269 · Ballester Hermanos Inc. PY 2024 · Profit Sharing

Ballester Hermanos, Inc. Retirement Plan · $36M · 641 · 80th

  • PART $36M
  • PART 641
  • PART 80th
  • PART Profit Sharing
  • PART near Parents in Community Action, Inc. Tda Retirement Plan
  • PART ind #4858

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 Wholesale Trade retirement plans → · Plans in Puerto Rico →

Ballester Hermanos, Inc. Retirement Plan in the asset neighbourhood

Ballester Hermanos, Inc. Retirement PlanBallester Hermanos, Inc. Ret…$36MParents in Community Action, Inc. Tda Retirement PlanParents in Community Action,…$36MRail Group 401(k) & Profit Sharing PlanRail Group 401(k) & Profit S…$36MNcaa Qualified Savings Plan$36MOhio Laborers Annuity Fund$36M
End-of-year total assets ($M) among Ballester Hermanos, 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)$30M
Net Assets (End of Year)$36M
Net Income$7M
Employer EIN660175269
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ballester Hermanos Inc.)

Sponsor-wide plan assets over time

All Ballester Hermanos Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 57.683000606268045% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $23.1M $36.5M ▲ +57.6%
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 Scatter plot of 6 data points. 0200040006000800010000 -20002004006008001000 Total assets ($M) Participants Ballester Hermanos, Inc. Retirement Plan, Total assets ($M): 36.482534 · Participants: 641Ballester Hermanos, 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
Ballester Hermanos, Inc. Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Ballester Hermanos, Inc. Retirement Plan side-by-side with 3 peers →

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

Outside Puerto Rico, the nearest Profit Sharing by assets is Parents in Community Action, Inc. Tda Retirement Plan in MN ($36M); by covered participants it is Cerenity Senior Care Employee Retirement Plan in MN (642 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($36M here).

Similar participant headcount

Nearest other-state filings by covered participants (641 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 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 123,622 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 Parents in Community Action, Inc. Tda Retirement Plan in MN ($36M, 372 participants).
Which Profit Sharing plans cover a similar participant headcount to Ballester Hermanos, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Cerenity Senior Care Employee Retirement Plan in MN (642 participants, $10M 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 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.