Profit Sharing · DOL Form 5500 · 2024

Hub International Puerto Rico, Inc. Profit Sharing Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
118
Participants Small participant base
56th
Percentile by assets National rank
$83,736
Avg per participant Below avg balance/head
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Official DOL plan name: Hub International Puerto Rico, Inc. Retirement Plan · Sponsored by Hub International Puerto Rico, Inc. · Puerto Rico · Professional & Technical Services

$10M in assets, 118 participants

Hub International Puerto Rico, Inc.'s Hub International Puerto Rico, Inc. Retirement Plan reported $10M in total assets and 118 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #10,847 in Professional & Technical Services (20,173 peers)

Hub International Puerto Rico, Inc. multi-year trail

Hub International Puerto Rico, Inc.'s plans moved +37.3% in assets from 2022 to 2024; this filing shows Hub International Puerto Rico, Inc. Retirement Plan at $10M / 118 participants.

#10,847
in Professional & Technical Services (20,173 peers)
+16.9%
assets growth YoY

Hub International Puerto Rico, Inc. Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Hub International Puerto Rico, Inc. Retirement Plan vs every filed plan by assets

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

$9,880,904 Top 44% higher than 56% 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

Hub International Puerto Rico, 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. Hub International Puerto Rico, Inc. Retirement Plan sits mid-pack in the medium band (118 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hub International Puerto Rico, Inc. Retirement Plan end-of-year assets rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Hub International Puerto Rico, Inc. Retirement Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Hub International Puerto Rico, Inc. Retirement Plan reported participants rose from 109 in the plan year 2023 filing to 118 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 660635623 · Hub International Puerto Rico, Inc. PY 2024 · Profit Sharing

Hub International Puerto Rico, Inc. Retirement Plan · $10M · 118 · 56th

  • RANK $10M
  • PHOTO 118
  • IND 56th
  • EOY Profit Sharing
  • 5500 near Mark Twain Behavioral Health Employees Tax Deferred
  • ASSETS ind #10847

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 Professional & Technical Services retirement plans → · Plans in Puerto Rico →

Hub International Puerto Rico, Inc. Retirement Plan in the asset neighbourhood

Kelly-Ryan, Inc. Profit Sharing PlanKelly-Ryan, Inc. Profit Shar…$10MAllegro School Defined Contribution Retirement PlanAllegro School Defined Contr…$10MMesser-Bowers Profit Sharing PlanMesser-Bowers Profit Sharing…$10MHub International Puerto Rico, Inc. Retirement PlanHub International Puerto Ric…$10MMark Twain Behavioral Health Employees Tax DeferredMark Twain Behavioral Health…$10M
End-of-year total assets ($M) among Hub International Puerto Rico, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Hub International Puerto Rico, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Hub International Puerto Rico, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 37.30728365172832% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $7.2M $9.88M ▲ +37.2%
Year Plans Participants Total Assets
2022 1 110 $7M
2023 1 109 $8M
2024 1 118 $10M

Hub International Puerto Rico, Inc. filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN660635623
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Hub International Puerto Rico, Inc. Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Hub International Puerto Rico, Inc. Retirement Plan, Total assets ($M): 9.880904 · Participants: 118Hub International Puerto Rico, 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
Hub International Puerto Rico, Inc. Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Hub International Puerto Rico, Inc. Retirement Plan side-by-side with 3 peers →

Hub International Puerto Rico, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Mark Twain Behavioral Health Employees Tax Deferred in MO ($10M); by covered participants it is Cps Puerto Rico, Inc. 1165(e) Plan in MN (118 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (118 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 Hub International Puerto Rico, Inc. Retirement Plan assets move in 2024? ▼
Hub International Puerto Rico, Inc. Retirement Plan grew sharply - up 16.9% during 2024, from $8M to $10M. Reported net income was $1M.
How have Hub International Puerto Rico, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hub International Puerto Rico, Inc.'s sponsor-wide assets grew 37.3%, from $7M to $10M.
Which Profit Sharing plans are similar in size to Hub International Puerto Rico, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Mark Twain Behavioral Health Employees Tax Deferred in MO ($10M, 233 participants).
Which Profit Sharing plans cover a similar participant headcount to Hub International Puerto Rico, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Cps Puerto Rico, Inc. 1165(e) Plan in MN (118 participants, $9M 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 660635623.

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.