State retirement profile · Form 5500
According to DOL Form 5500 filings (plan year 2024), employer-sponsored 401(k), pension, and other retirement plans headquartered in Puerto Rico report the totals below.
Data updated 2026-08-25
$13.1B across 1,924 plans
According to DOL Form 5500 filings (plan year 2024), Puerto Rico has 1,924 employer-sponsored retirement plans holding $13.1B in total assets for 171,609 participants, ranking 48th nationally by plan assets, with 17% structured as 401(k)s and an average of $7M per plan.
The state in one line
Puerto Rico hosts 1,924 employer-sponsored retirement plans holding $13.1B for 171,609 participants, the 48th-largest state by plan assets.
Puerto Rico: 1,924 employer-sponsored plans (318 401(k)), $13.1B aggregate assets, 171,609 participants. Average plan: $7M; largest is Popular, Inc. Pr Savings and Investment Plan at $819M. Leading sector by assets: Manufacturing (41%). These figures aggregate the 1,924 Form 5500 filings Puerto Rico sponsors submitted for plan year 2024, counted by sponsor headquarters rather than participant residence; a plan administered in Puerto Rico can cover workers across several states, and the methodology page details that HQ-vs-residence distinction. DOL Form 5500 methodology + HQ-vs-residence caveats →
Among plans headquartered here, Manufacturing accounts for $5.4B across 84 filings, ahead of Finance & Insurance at $3.0B. Sector mix is a Form 5500-derived signal: it reflects where sponsors file from, not where every participant lives.
DOL Form 5500 plan year 2024
Puerto Rico is a smaller Form 5500 host by plan assets (#48 of 56). A single large sponsor can move the state total; read the largest-plan share before treating the average as typical.
DOL Form 5500 plan year 2024
Puerto Rico's place in the national asset distribution
All states with reported Form 5500 plan assets · plan year 2024
$13,098,809,633 16th percentile higher than 16% of 56 states with reported plan assets
Dashed line + filled bar = this entry, among states with reported plan assets.
Source U.S. Department of Labor, EBSA Form 5500 public disclosure dataset · plan year 2024
Source: U.S. Department of Labor, EBSA Form 5500 public disclosure dataset · plan year 2024.
Top sectors by Form 5500 plan assets for sponsors headquartered here (plan year 2024).
| Industry | Plans | Assets |
|---|---|---|
| Manufacturing | 84 | $5.4B |
| Finance & Insurance | 139 | $3.0B |
| Information & Media | 34 | $1.2B |
| Healthcare & Social Assistance | 775 | $964M |
| Professional & Technical Services | 414 | $957M |
States ranked adjacent to Puerto Rico by total retirement plan assets.
Two DOL Form 5500-derived peer sets for Puerto Rico, each a different nationwide metric so the neighborhoods are not geographic containment (the asset-ranked nearby list above stays regional).
Nearest other states by reported employer plan filings (1,924 here).
Nearest other states by aggregate plan assets ($13.1B here).
Industry-mix reading
Ways to act on Puerto Rico's numbers.
Source: U.S. Department of Labor, EBSA Form 5500 public disclosure dataset. Shows the top 25 plans by total assets headquartered in Puerto Rico, out of 130,145 ERISA-covered plans nationally. Plan year 2024.
Source: DOL EFAST2 filing system (efast.dol.gov) - state is the plan sponsor's headquarters state as recorded on the Form 5500 filing.
Read our methodology - how this data is sourced, computed, and verified.