Defined Benefit (Pension) · DOL Form 5500 · 2022
Wells Fargo & Company Pension Plan
Data updated 2026-08-25
- $49M
- Total assets Below avg plan size
- N/A
- Participants Small participant base
- 88th
- Percentile by assets National rank
Official DOL plan name: Puerto Rico Financial Retirement Plan · Sponsored by Wells Fargo & Company · California · Management of Enterprises
$49M in assets, N/A participants
Wells Fargo & Company's Puerto Rico Financial Retirement Plan reported $49M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.
- #840 in Management of Enterprises (1,193 peers)
Where Puerto Rico Financial Retirement Plan sits by assets
Puerto Rico Financial Retirement Plan sits in the top quartile of all filed plans by assets, $49M for N/A participants, down 19.7% in 2022.
- #840
- in Management of Enterprises (1,193 peers)
- -19.7%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Puerto Rico Financial Retirement Plan's outsized position by total assets
Puerto Rico Financial Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$49,017,899 Top 12% higher than 88% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Filed plans by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
EBSA filing schedule strip
Filing strip 410449260 · Wells Fargo & Company PY 2022 · Defined Benefit (Pension)
Puerto Rico Financial Retirement Plan · $49M · N/A · 88th
- 5500 $49M
- 5500 N/A
- 5500 88th
- 5500 Defined Benefit (Pension)
- 5500 near Commonwealth Credit Union Pension Plan
- 5500 ind #840
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 Management of Enterprises retirement plans → · Plans in California →
Puerto Rico Financial Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $61M |
|---|---|
| Net Assets (End of Year) | $49M |
| Net Income | -$12M |
| Employer EIN | 410449260 |
| Plan Effective Date | 1995-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wells Fargo & Company)
Sponsor-wide plan assets over time
All Wells Fargo & Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $66.2B 21.282610322087823% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 265,006 | $54.6B |
| 2023 | 3 | 247,447 | $60.7B |
| 2024 | 3 | 225,951 | $66.2B |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $31.9B · 126,331
- Pacific Gas and Electric Company Retirement Plan $17.1B · 25,709
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.4B · 19,326
- Disney Salaried Pension Plan D $9.2B · 11,405
- Wells Fargo & Company Cash Balance Plan $8.8B · 59,141
Puerto Rico Financial Retirement Plan's closest out-of-state Defined Benefit (Pension) peers by assets
Outside California, the nearest Defined Benefit (Pension) by end-of-year assets is Commonwealth Credit Union Pension Plan in KY at $49M (this filing: $49M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($49M here).
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.