Civic Intelligence

Oriental Bank and Trust

Plan context: Oriental Bank & Trust Coda Profit Sharing Plan

EIN 66-0259436 • San Juan, PR • 106 filings • 27 plans

PO Box 191429San Juan, PR 00919
Current Snapshot

Latest Year

2024

2024 Participants

2,219

2024 Assets

$159,330,121

2024 Contributions

$9,381,597

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$159,330,121$79,665,061$0199920132024YearValue
$159,330,121Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

2,3471,1740199920122024YearValue
2,219Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202432,219$159,330,121$9,381,597$4,228iApproximate average salary by contribution assumption: employee only about $105,696 at 4% or $70,464 at 6%; with 50% employer match about $70,464 at 4% or $46,976 at 6%; with 100% employer match about $52,848 at 4% or $35,232 at 6%.
Oriental Bank & Trust Coda Profit Sharing Plan-2,052$157,223,273$9,030,220$4,401iApproximate average salary by contribution assumption: employee only about $110,017 at 4% or $73,345 at 6%; with 50% employer match about $73,345 at 4% or $48,897 at 6%; with 100% employer match about $55,009 at 4% or $36,672 at 6%.
THE ORIENTAL BANK USVI 401(K) PLAN-62$2,106,848$351,377$5,667iApproximate average salary by contribution assumption: employee only about $141,684 at 4% or $94,456 at 6%; with 50% employer match about $94,456 at 4% or $62,971 at 6%; with 100% employer match about $70,842 at 4% or $47,228 at 6%.
Ofg Bancorp Health and Welfare Plan-2,219---
202332,274$136,217,328$9,176,582$4,035iApproximate average salary by contribution assumption: employee only about $100,886 at 4% or $67,257 at 6%; with 50% employer match about $67,257 at 4% or $44,838 at 6%; with 100% employer match about $50,443 at 4% or $33,629 at 6%.
Oriental Bank & Trust Coda Profit Sharing Plan-2,077$134,602,051$8,811,908$4,243iApproximate average salary by contribution assumption: employee only about $106,065 at 4% or $70,710 at 6%; with 50% employer match about $70,710 at 4% or $47,140 at 6%; with 100% employer match about $53,033 at 4% or $35,355 at 6%.
THE ORIENTAL BANK USVI 401(K) PLAN-66$1,615,277$364,674$5,525iApproximate average salary by contribution assumption: employee only about $138,134 at 4% or $92,089 at 6%; with 50% employer match about $92,089 at 4% or $61,393 at 6%; with 100% employer match about $69,067 at 4% or $46,045 at 6%.
Ofg Bancorp Health and Welfare Plan-2,274---
202232,268$111,728,045$8,546,437$3,768iApproximate average salary by contribution assumption: employee only about $94,207 at 4% or $62,805 at 6%; with 50% employer match about $62,805 at 4% or $41,870 at 6%; with 100% employer match about $47,103 at 4% or $31,402 at 6%.
Oriental Bank & Trust Coda Profit Sharing Plan-2,088$110,491,013$8,206,054$3,930iApproximate average salary by contribution assumption: employee only about $98,253 at 4% or $65,502 at 6%; with 50% employer match about $65,502 at 4% or $43,668 at 6%; with 100% employer match about $49,126 at 4% or $32,751 at 6%.
THE ORIENTAL BANK USVI 401(K) PLAN-61$1,237,032$340,383$5,580iApproximate average salary by contribution assumption: employee only about $139,501 at 4% or $93,001 at 6%; with 50% employer match about $93,001 at 4% or $62,001 at 6%; with 100% employer match about $69,751 at 4% or $46,500 at 6%.
Ofg Bancorp Health and Welfare Plan-2,268---
202172,347$135,417,757$8,283,452$3,529iApproximate average salary by contribution assumption: employee only about $88,234 at 4% or $58,823 at 6%; with 50% employer match about $58,823 at 4% or $39,215 at 6%; with 100% employer match about $44,117 at 4% or $29,411 at 6%.
Oriental Bank & Trust Coda Profit Sharing Plan-2,086$134,279,643$7,912,591$3,793iApproximate average salary by contribution assumption: employee only about $94,830 at 4% or $63,220 at 6%; with 50% employer match about $63,220 at 4% or $42,147 at 6%; with 100% employer match about $47,415 at 4% or $31,610 at 6%.
THE ORIENTAL BANK USVI 401(K) PLAN-55$1,138,114$370,861$6,743iApproximate average salary by contribution assumption: employee only about $168,573 at 4% or $112,382 at 6%; with 50% employer match about $112,382 at 4% or $74,921 at 6%; with 100% employer match about $84,287 at 4% or $56,191 at 6%.
Ofg Bancorp Std Plan-784---
Ofg Bancorp Life Ins. Plan-2,110---
Ofg Bancorp Eap Ins. Plan-2,347---
Ofg Bancorp Ltd Ins. Plan-2,110---
Oriental Bank and Trust-1,957---
202082,345$119,384,971$8,202,234$3,498iApproximate average salary by contribution assumption: employee only about $87,444 at 4% or $58,296 at 6%; with 50% employer match about $58,296 at 4% or $38,864 at 6%; with 100% employer match about $43,722 at 4% or $29,148 at 6%.
Oriental Bank & Trust Coda Profit Sharing Plan-2,059$118,573,485$5,278,841$2,564iApproximate average salary by contribution assumption: employee only about $64,095 at 4% or $42,730 at 6%; with 50% employer match about $42,730 at 4% or $28,487 at 6%; with 100% employer match about $32,047 at 4% or $21,365 at 6%.
THE ORIENTAL BANK USVI 401(K) PLAN-54$811,486$353,608$6,548iApproximate average salary by contribution assumption: employee only about $163,707 at 4% or $109,138 at 6%; with 50% employer match about $109,138 at 4% or $72,759 at 6%; with 100% employer match about $81,854 at 4% or $54,569 at 6%.
Ofg Bancorp Eap Ins. Plan-2,345---
Oriental Bank and Trust-2,014---
Ofg Bancorp Ltd Ins. Plan-2,175---
Ofg Bancorp Life Ins. Plan-2,175---
Ofg Bancorp Std Plan-886---
RETIREMENT PLAN FOR THE EMPLOYEES OF SCOTIABANK DE PUERTO RICO 1081.01(A)-0-$2,569,785-
201961,393$104,599,733$8,530,916$6,124iApproximate average salary by contribution assumption: employee only about $153,103 at 4% or $102,069 at 6%; with 50% employer match about $102,069 at 4% or $68,046 at 6%; with 100% employer match about $76,552 at 4% or $51,034 at 6%.
Oriental Bank & Trust Coda Profit Sharing Plan-1,352$59,333,985$4,120,305$3,048iApproximate average salary by contribution assumption: employee only about $76,189 at 4% or $50,793 at 6%; with 50% employer match about $50,793 at 4% or $33,862 at 6%; with 100% employer match about $38,095 at 4% or $25,396 at 6%.
RETIREMENT PLAN FOR THE EMPLOYEES OF SCOTIABANK DE PUERTO RICO 1081.01(A)-1,014$45,265,748$4,410,611$4,350iApproximate average salary by contribution assumption: employee only about $108,743 at 4% or $72,495 at 6%; with 50% employer match about $72,495 at 4% or $48,330 at 6%; with 100% employer match about $54,371 at 4% or $36,248 at 6%.
Ofg Bancorp Eap Ins. Plan-1,393---
Ofg Bancorp Ltd Ins. Plan-1,347---
Ofg Bancorp Life Ins. Plan-1,347---
Oriental Bank and Trust-1,211---
201851,350$47,008,296$3,781,148$2,801iApproximate average salary by contribution assumption: employee only about $70,021 at 4% or $46,681 at 6%; with 50% employer match about $46,681 at 4% or $31,121 at 6%; with 100% employer match about $35,011 at 4% or $23,340 at 6%.
Oriental Bank & Trust Coda Profit Sharing Plan-1,297$47,008,296$3,781,148$2,915iApproximate average salary by contribution assumption: employee only about $72,883 at 4% or $48,588 at 6%; with 50% employer match about $48,588 at 4% or $32,392 at 6%; with 100% employer match about $36,441 at 4% or $24,294 at 6%.
Oriental Bank and Trust-1,158---
Ofg Bancorp Eap Ins. Plan-1,350---
Ofg Bancorp Ltd Ins. Plan-1,281---
Ofg Bancorp Life Ins. Plan-1,281---
201751,386$52,094,500$3,504,690$2,529iApproximate average salary by contribution assumption: employee only about $63,216 at 4% or $42,144 at 6%; with 50% employer match about $42,144 at 4% or $28,096 at 6%; with 100% employer match about $31,608 at 4% or $21,072 at 6%.
Oriental Bank & Trust Coda Profit Sharing Plan-1,386$52,094,500$3,504,690$2,529iApproximate average salary by contribution assumption: employee only about $63,216 at 4% or $42,144 at 6%; with 50% employer match about $42,144 at 4% or $28,096 at 6%; with 100% employer match about $31,608 at 4% or $21,072 at 6%.
Ofg Bancorp Eap Ins. Plan-1,380---
Ofg Bancorp Life Ins. Plan-1,379---
Ofg Bancorp Ltd Ins. Plan-1,379---
Oriental Bank and Trust-1,231---
201651,387$46,632,695$3,729,448$2,689iApproximate average salary by contribution assumption: employee only about $67,221 at 4% or $44,814 at 6%; with 50% employer match about $44,814 at 4% or $29,876 at 6%; with 100% employer match about $33,611 at 4% or $22,407 at 6%.
Oriental Bank & Trust Coda Profit Sharing Plan-1,354$46,632,695$3,729,448$2,754iApproximate average salary by contribution assumption: employee only about $68,860 at 4% or $45,907 at 6%; with 50% employer match about $45,907 at 4% or $30,604 at 6%; with 100% employer match about $34,430 at 4% or $22,953 at 6%.
Ofg Bancorp Eap Ins. Plan-1,387---
Ofg Bancorp Life Ins. Plan-1,327---
Ofg Bancorp Ltd Ins. Plan-1,327---
Oriental Bank and Trust-1,213---
201551,421$41,240,008$3,758,392$2,645iApproximate average salary by contribution assumption: employee only about $66,122 at 4% or $44,082 at 6%; with 50% employer match about $44,082 at 4% or $29,388 at 6%; with 100% employer match about $33,061 at 4% or $22,041 at 6%.
Oriental Bank & Trust Coda Profit Sharing Plan-1,389$41,240,008$3,758,392$2,706iApproximate average salary by contribution assumption: employee only about $67,646 at 4% or $45,097 at 6%; with 50% employer match about $45,097 at 4% or $30,065 at 6%; with 100% employer match about $33,823 at 4% or $22,549 at 6%.
Ofg Bancorp Life Ins. Plan-1,369---
Ofg Bancorp Ltd Ins. Plan-1,369---
Oriental Bank and Trust-1,278---
Ofg Bancorp Eap Ins. Plan-1,421---
201451,518$42,635,828$3,364,139$2,216iApproximate average salary by contribution assumption: employee only about $55,404 at 4% or $36,936 at 6%; with 50% employer match about $36,936 at 4% or $24,624 at 6%; with 100% employer match about $27,702 at 4% or $18,468 at 6%.
Oriental Bank & Trust Coda Profit Sharing Plan-1,503$42,635,828$3,364,139$2,238iApproximate average salary by contribution assumption: employee only about $55,957 at 4% or $37,305 at 6%; with 50% employer match about $37,305 at 4% or $24,870 at 6%; with 100% employer match about $27,979 at 4% or $18,652 at 6%.
Ofg Bancorp Life Ins. Plan-1,466---
Ofg Bancorp Eap Ins. Plan-1,518---
Ofg Bancorp Ltd Ins. Plan-1,466---
Oriental Bank and Trust-1,314---
201381,494$41,060,200$3,093,206$2,070iApproximate average salary by contribution assumption: employee only about $51,760 at 4% or $34,507 at 6%; with 50% employer match about $34,507 at 4% or $23,005 at 6%; with 100% employer match about $25,880 at 4% or $17,253 at 6%.
Oriental Bank & Trust Coda Profit Sharing Plan-1,462$40,983,038$3,086,480$2,111iApproximate average salary by contribution assumption: employee only about $52,778 at 4% or $35,186 at 6%; with 50% employer match about $35,186 at 4% or $23,457 at 6%; with 100% employer match about $26,389 at 4% or $17,593 at 6%.
BELK & GROVAS LAW OFFICES PSC RETIREMENT PLAN-4$77,162$25,598$6,400iApproximate average salary by contribution assumption: employee only about $159,988 at 4% or $106,658 at 6%; with 50% employer match about $106,658 at 4% or $71,106 at 6%; with 100% employer match about $79,994 at 4% or $53,329 at 6%.
Oriental Bank and Trust Health Ins Plan-0---
Oriental Bank and Trust-1,346---
Ofg Bancorp Life Ins. Plan-1,472---
Ofg Bancorp Ltd Ins. Plan-1,472---
Ofg Bancorp Eap Ins. Plan-1,494---
JOSE CHINEA MARTINEZ RETIREMENT PLAN-0$0-$18,872-
20129694$11,015,919$1,387,262$1,999iApproximate average salary by contribution assumption: employee only about $49,973 at 4% or $33,316 at 6%; with 50% employer match about $33,316 at 4% or $22,210 at 6%; with 100% employer match about $24,987 at 4% or $16,658 at 6%.
Oriental Bank & Trust Coda Profit Sharing Plan-683$10,383,118$1,374,692$2,013iApproximate average salary by contribution assumption: employee only about $50,318 at 4% or $33,545 at 6%; with 50% employer match about $33,545 at 4% or $22,364 at 6%; with 100% employer match about $25,159 at 4% or $16,773 at 6%.
UBS TRUST COMPANY OF PR JESUS R. AMPARO RETIREMENT PLAN-1$227,336$20,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
UBS TRUST COMPANY OF PR JUAN FUMERO RETIREMENT PLAN-1$201,739$10,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
UBS TRUST COMPANY OF PR JOSE R. GUTIERREZ RETIREMENT PLAN-3$151,084$1,442$481iApproximate average salary by contribution assumption: employee only about $12,017 at 4% or $8,011 at 6%; with 50% employer match about $8,011 at 4% or $5,341 at 6%; with 100% employer match about $6,008 at 4% or $4,006 at 6%.
JOSE CHINEA MARTINEZ RETIREMENT PLAN-1$52,642-$18,872-
Oriental Bank and Trust-585---
Ofg Bancorp Life Ins. Plan-694---
Ofg Bancorp Ltd Ins. Plan-694---
Ofg Bancorp Eap Ins. Plan-668---
20119685$18,203,048$2,601,977$3,799iApproximate average salary by contribution assumption: employee only about $94,963 at 4% or $63,308 at 6%; with 50% employer match about $63,308 at 4% or $42,206 at 6%; with 100% employer match about $47,481 at 4% or $31,654 at 6%.
Oriental Bank & Trust Coda Profit Sharing Plan-638$8,848,606$1,272,071$1,994iApproximate average salary by contribution assumption: employee only about $49,846 at 4% or $33,231 at 6%; with 50% employer match about $33,231 at 4% or $22,154 at 6%; with 100% employer match about $24,923 at 4% or $16,615 at 6%.
Oriental Bank & Trust Coda Profit Sharing Plan-638$8,848,606$1,272,071$1,994iApproximate average salary by contribution assumption: employee only about $49,846 at 4% or $33,231 at 6%; with 50% employer match about $33,231 at 4% or $22,154 at 6%; with 100% employer match about $24,923 at 4% or $16,615 at 6%.
UBS TRUST COMPANY OF PR JESUS R. AMPARO RETIREMENT PLAN-1$189,064$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
UBS TRUST COMPANY OF PRJUAN FUMERO RETIREMENT PLAN-1$182,631$12,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
MIGUEL A RAMIREZ & ALICIA MENDEZ RETIREMENT PLAN-3$134,141$15,835$5,278iApproximate average salary by contribution assumption: employee only about $131,958 at 4% or $87,972 at 6%; with 50% employer match about $87,972 at 4% or $58,648 at 6%; with 100% employer match about $65,979 at 4% or $43,986 at 6%.
Oriental Bank and Trust-579---
Ofg Bancorp Ltd Ins. Plan-650---
Ofg Bancorp Life Ins. Plan-650---
Ofg Bancorp Eap Ins. Plan-685---
20105672$8,212,647$873,163$1,299iApproximate average salary by contribution assumption: employee only about $32,484 at 4% or $21,656 at 6%; with 50% employer match about $21,656 at 4% or $14,437 at 6%; with 100% employer match about $16,242 at 4% or $10,828 at 6%.
Oriental Bank & Trust Coda Profit Sharing Plan-672$8,212,647$873,163$1,299iApproximate average salary by contribution assumption: employee only about $32,484 at 4% or $21,656 at 6%; with 50% employer match about $21,656 at 4% or $14,437 at 6%; with 100% employer match about $16,242 at 4% or $10,828 at 6%.
Ofg Bancorp Life Ins. Plan-631---
Ofg Bancorp Ltd Ins. Plan-631---
Oriental Bank and Trust-593---
Ofg Bancorp Eap Ins. Plan-665---
20093496$6,927,468$814,083$1,641iApproximate average salary by contribution assumption: employee only about $41,032 at 4% or $27,355 at 6%; with 50% employer match about $27,355 at 4% or $18,237 at 6%; with 100% employer match about $20,516 at 4% or $13,677 at 6%.
Oriental Bank & Trust Coda Profit Sharing Plan-496$6,927,468$814,083$1,641iApproximate average salary by contribution assumption: employee only about $41,032 at 4% or $27,355 at 6%; with 50% employer match about $27,355 at 4% or $18,237 at 6%; with 100% employer match about $20,516 at 4% or $13,677 at 6%.
Oriental Bank and Trust-443---
Oriental Bank and Trust-443---
20082467$4,049,640$825,594$1,768iApproximate average salary by contribution assumption: employee only about $44,197 at 4% or $29,464 at 6%; with 50% employer match about $29,464 at 4% or $19,643 at 6%; with 100% employer match about $22,098 at 4% or $14,732 at 6%.
Oriental Bank & Trust Coda Profit Sharing Plan-467$4,049,640$825,594$1,768iApproximate average salary by contribution assumption: employee only about $44,197 at 4% or $29,464 at 6%; with 50% employer match about $29,464 at 4% or $19,643 at 6%; with 100% employer match about $22,098 at 4% or $14,732 at 6%.
Oriental Bank and Trust-388---
20072476$6,060,778$756,962$1,590iApproximate average salary by contribution assumption: employee only about $39,756 at 4% or $26,504 at 6%; with 50% employer match about $26,504 at 4% or $17,670 at 6%; with 100% employer match about $19,878 at 4% or $13,252 at 6%.
Oriental Bank & Trust Coda Profit Sharing Plan-476$6,060,778$756,962$1,590iApproximate average salary by contribution assumption: employee only about $39,756 at 4% or $26,504 at 6%; with 50% employer match about $26,504 at 4% or $17,670 at 6%; with 100% employer match about $19,878 at 4% or $13,252 at 6%.
Oriental Bank and Trust-412---
20062475$5,964,153$732,586$1,542iApproximate average salary by contribution assumption: employee only about $38,557 at 4% or $25,705 at 6%; with 50% employer match about $25,705 at 4% or $17,137 at 6%; with 100% employer match about $19,279 at 4% or $12,852 at 6%.
Oriental Bank & Trust Coda Profit Sharing Plan-475$5,964,153$732,586$1,542iApproximate average salary by contribution assumption: employee only about $38,557 at 4% or $25,705 at 6%; with 50% employer match about $25,705 at 4% or $17,137 at 6%; with 100% employer match about $19,279 at 4% or $12,852 at 6%.
Oriental Bank and Trust-418---
20052416$5,923,294$674,445$1,621iApproximate average salary by contribution assumption: employee only about $40,532 at 4% or $27,021 at 6%; with 50% employer match about $27,021 at 4% or $18,014 at 6%; with 100% employer match about $20,266 at 4% or $13,511 at 6%.
Oriental Bank & Trust Coda Profit Sharing Plan-416$5,923,294$674,445$1,621iApproximate average salary by contribution assumption: employee only about $40,532 at 4% or $27,021 at 6%; with 50% employer match about $27,021 at 4% or $18,014 at 6%; with 100% employer match about $20,266 at 4% or $13,511 at 6%.
Oriental Bank and Trust-310---
20042440$8,983,913$844,266$1,919iApproximate average salary by contribution assumption: employee only about $47,970 at 4% or $31,980 at 6%; with 50% employer match about $31,980 at 4% or $21,320 at 6%; with 100% employer match about $23,985 at 4% or $15,990 at 6%.
Oriental Bank & Trust Coda Profit Sharing Plan-415$8,983,913$844,266$2,034iApproximate average salary by contribution assumption: employee only about $50,859 at 4% or $33,906 at 6%; with 50% employer match about $33,906 at 4% or $22,604 at 6%; with 100% employer match about $25,430 at 4% or $16,953 at 6%.
Oriental Bank and Trust-440---
20032465$7,074,681$546,555$1,175iApproximate average salary by contribution assumption: employee only about $29,385 at 4% or $19,590 at 6%; with 50% employer match about $19,590 at 4% or $13,060 at 6%; with 100% employer match about $14,692 at 4% or $9,795 at 6%.
Oriental Bank & Trust Coda Profit Sharing Plan-384$7,074,681$546,555$1,423iApproximate average salary by contribution assumption: employee only about $35,583 at 4% or $23,722 at 6%; with 50% employer match about $23,722 at 4% or $15,815 at 6%; with 100% employer match about $17,792 at 4% or $11,861 at 6%.
Oriental Bank and Trust-465---
20021567$0$0-
Oriental Bank and Trust-567---
20012540$4,447,650$477,068$883iApproximate average salary by contribution assumption: employee only about $22,086 at 4% or $14,724 at 6%; with 50% employer match about $14,724 at 4% or $9,816 at 6%; with 100% employer match about $11,043 at 4% or $7,362 at 6%.
Oriental Bank & Trust Coda Profit Sharing Plan-211$4,447,650$477,068$2,261iApproximate average salary by contribution assumption: employee only about $56,525 at 4% or $37,683 at 6%; with 50% employer match about $37,683 at 4% or $25,122 at 6%; with 100% employer match about $28,262 at 4% or $18,842 at 6%.
Oriental Bank and Trust-540---
20001210$0$0-
Oriental Bank & Trust Coda Profit Sharing Plan-210---
19991247$4,714,816$445,052$1,802iApproximate average salary by contribution assumption: employee only about $45,046 at 4% or $30,030 at 6%; with 50% employer match about $30,030 at 4% or $20,020 at 6%; with 100% employer match about $22,523 at 4% or $15,015 at 6%.
Oriental Bank & Trust Coda Profit Sharing Plan-247$4,714,816$445,052$1,802iApproximate average salary by contribution assumption: employee only about $45,046 at 4% or $30,030 at 6%; with 50% employer match about $30,030 at 4% or $20,020 at 6%; with 100% employer match about $22,523 at 4% or $15,015 at 6%.