401(k) · DOL Form 5500 · 2022

Bristol-Myers Squibb Puerto Rico, Inc. 401(k) Plan

Data updated 2026-08-25

$196M
Total assets Near avg plan size
1,619
Participants Near avg headcount
96th
Percentile by assets National rank
$121,278
Avg per participant Near avg balance/head
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Official DOL plan name: Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program · Sponsored by Bristol-Myers Squibb Puerto Rico, Inc. · · Manufacturing

$196M in assets, 1,619 participants

Bristol-Myers Squibb Puerto Rico, Inc.'s Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program reported $196M in total assets and 1,619 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #19,159 in Manufacturing (20,602 peers)

Where Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program sits by assets

Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program sits in the top 5% of all filed plans by assets, $196M for 1,619 participants (~$121,278/participant), down 13.5% in 2022.

#19,159
in Manufacturing (20,602 peers)
-13.5%
assets change YoY
2.0×
vs typical plan assets (national mean)

The plan reported a net loss of $31M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program's outsized position by total assets

Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$196,348,832 Top 4% higher than 96% of 139,123 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 2022

Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program lands in the large band (1,619 participants).

Published 5500 schedule card

Filing strip 660256665 · Bristol-Myers Squibb Puerto Rico, Inc. PY 2022 · 401(k)

Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program · $196M · 1,619 · 96th

  • 5500 $196M
  • ASSETS 1,619
  • PCT 96th
  • EIN 401(k)
  • RANK near Allegro Microsystems, LLC Employees' Retirement Savings Plan
  • PHOTO ind #19159

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 Manufacturing retirement plans →

Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program in the asset neighbourhood

Facey Medical Group, a Medical Corporation Retirement Savings PlanFacey Medical Group, a Medic…$196MBristol-Myers Squibb Puerto Rico, Inc. Savings and Investment ProgramBristol-Myers Squibb Puerto …$196MAllegro Microsystems, LLC Employees' Retirement Savings PlanAllegro Microsystems, LLC Em…$196MA-Dec, Inc. 401(k) Profit Sharing Retirement PlanA-Dec, Inc. 401(k) Profit Sh…$196MDigital Realty Trust, L.P. 401(k) PlanDigital Realty Trust, L.P. 4…$196M
End-of-year total assets ($M) among Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$227M
Net Assets (End of Year)$196M
Net Income-$31M
Employer EIN660256665
Plan Effective Date1986-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bristol-Myers Squibb Puerto Rico, Inc.)

Sponsor-wide plan assets over time

All Bristol-Myers Squibb Puerto Rico, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$239M 33.18122416501191% vs 2022
2024 filing year
$200M$250M$300M$350M$400M 202220232024 $358M $239M ▼ -33.2%
Year Plans Participants Total Assets
2022 2 1,986 $358M
2023 2 1,997 $383M
2024 2 2,019 $239M

Nearby 401(k) Plans in

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program vs. nearby 401(k) plans in , assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 00.511.522.5 Total assets ($B) Participants Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program, Total assets ($B): 0.196348832 · Participants: 1619Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment ProgramThe Magna Group of Companies Retirement Savings Plans, Total assets ($B): 2.103160697 · Participants: 22890The Magna Group of Companies Retirement Savings PlansTranscanada 401(k) and Savings Plan, Total assets ($B): 0.831893942 · Participants: 2989Transcanada 401(k) and Savings PlanFour Seasons Hotels Retirement Benefit Plan, Total assets ($B): 0.746656349 · Participants: 13795Four Seasons Hotels Retirement Benefit PlanTransocean U.S. Savings Plan, Total assets ($B): 0.626279886 · Participants: 1993Transocean U.S. Savings PlanDomtar US Salaried 401(k) Plan, Total assets ($B): 0.534916882 · Participants: 1532Domtar US Salaried 401(k) Plan
Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program vs. nearby 401(k) plans in , assets vs. participants
Compare Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program side-by-side with 3 peers →

Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program's out-of-state 401(k) peers by assets and headcount

Outside this state, the nearest 401(k) by assets is Allegro Microsystems, LLC Employees' Retirement Savings Plan in NH ($196M); by covered participants it is Sara Lee Frozen Bakery 401(k) Plan in IL (1,619 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,619 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program assets move in 2022? ▼
Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program pulled back noticeably - down 13.5% during 2022, from $227M to $196M. Reported net income was -$31M.
How have Bristol-Myers Squibb Puerto Rico, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bristol-Myers Squibb Puerto Rico, Inc.'s sponsor-wide assets declined 33.2%, from $358M to $239M.
Where does Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program rank by assets among Form 5500 filers? ▼
Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program? ▼
Among 401(k) plans in other states, the closest by assets is Allegro Microsystems, LLC Employees' Retirement Savings Plan in NH ($196M, 611 participants).
Which 401(k) plans cover a similar participant headcount to Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program? ▼
Among 401(k) plans in other states, the closest by covered participants is Sara Lee Frozen Bakery 401(k) Plan in IL (1,619 participants, $38M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 660256665.

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.