Popular 401(k) and pension plans

Popular, Inc., San Juan, PR. EIN 66-0667416. Annual reports 2009–2025. Also filed as Popular, Inc. USA.

Popular, Inc. has 2 active retirement plans on file. The largest is the Popular, Inc. PR Savings and Investment Plan Savings and Investment Plan, with 10,240 participants and $1.0 billion in assets in 2025.

Active plans: 2
Participants: 11,795
Plan assets: $1.2 billion
401(k) recordkeeper: Principal
Plans on file: 4
Industry: Finance and insurance

All 4 plans

Active plans first

Popular, Inc. PR Savings and Investment Plan Savings and Investment Plan

Profit-sharing planActive

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 006Employer EIN 66-0667416
Participants (2025): 10,240
Net assets (2025): $1.0 billion
Plan administrator: Popular, Inc. Benefits Committee
Po Box 362708, Mail Stop 914
San Juan, PR 00936
(787) 723-0077As filed for 2025
In effect since: January 1, 1996

Earlier plan names: Popular, Inc. PR Savings and Investment Plan.

Year by year, 2015 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	10,240	$1.0 billion	not listed
2024	10,165	$818 million	not listed
2023	10,044	$700 million	not listed
2022	9,941	$560 million	not listed
2021	9,548	$646 million	not listed
2020	10,226	$516 million	not listed
2019	11,263	$463 million	not listed
2018	10,761	$364 million	not listed
2017	9,988	$336 million	not listed
2016	12,066	$299 million	not listed
2015	14,425	$244 million	not listed

Popular, Inc. USA 401(k) Savings & Investment Plan

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 053Employer EIN 66-0667416
Participants (2025): 1,555
Net assets (2025): $191 million
Recordkeeper: Principal2009–2025
Plan administrator: Popular, Inc. Benefits Committee
Po Box 362708
San Juan, PR 00936
(787) 724-2103As filed for 2025
In effect since: October 1, 1991

Earlier sponsor: Popular, Inc. USA (2009–2010).

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	1,555	$191 million	Principal
2024	1,573	$170 million	Principal
2023	1,571	$149 million	Principal
2022	1,511	$127 million	Principal
2021	1,503	$143 million	Principal
2020	1,518	$122 million	Principal
2019	1,576	$112 million	Principal
2018	1,709	$90.8 million	Principal
2017	1,575	$91.5 million	Principal
2016	1,642	$84.1 million	Principal
2015	1,683	$78.0 million	Principal
2014	1,985	$89.4 million	Principal
2013	2,319	$91.7 million	Principal
2012	3,524	$80.4 million	Principal
2011	2,463	$74.0 million	Principal
2010	2,425	$82.2 million	Principal
2009	4,607	$74.1 million	Principal

Popular, Inc. PR Savings and Investment Plan

Profit-sharing planStopped filing

No annual report since the 2014 plan year, and no final report on record. The plan may have been merged, renamed or re-filed under another number; ask the plan administrator below.

Plan number: 006Employer EIN 66-0416582
Participants (2014): 13,878
Net assets (2014): $250 million
Plan administrator: Popular, Inc. Benefits Committees
Po Box 362708, Mail Stop 914
San Juan, PR 00936
(787) 723-0077As filed for 2014
In effect since: January 1, 1996

Year by year, 2009 to 2014

Plan year	Participants	Net assets	Recordkeeper
2014	13,878	$250 million	not listed
2013	14,123	$227 million	not listed
2012	13,953	$187 million	not listed
2011	12,459	$167 million	not listed
2010	12,477	$197 million	not listed
2009	11,931	$206 million	not listed

Popular, Inc. U.S.A. Retirement Plan

Pension (defined benefit), frozenClosed

Closed. The plan filed its final annual report for 2010, which means its assets were paid out or moved and it no longer exists.

Plan number: 003Employer EIN 66-0667416
Participants (2009): 1,364
Net assets (2009): $13.9 million
Plan administrator: Popular USA Benefits Committee
P. O Box 362708
San Juan, PR 00936
(787) 724-2103As filed for 2010
In effect since: January 1, 1999

Year by year, 2009 to 2010

Plan year	Participants	Net assets	Recordkeeper
2010	0	$0	not listed
2009	1,364	$13.9 million	not listed

If you had money in one of these plans

Call Principal (principal.com), which runs the Popular, Inc. USA 401(k) Savings & Investment Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((787) 723-0077). That number was filed for 2025; ask for the benefits or retirement plan office.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.