Defined Benefit (Pension) · DOL Form 5500 · 2022
Bristol-Myers Squibb Puerto Rico Pension Plan
Data updated 2026-08-25
- $162M
- Total assets Near avg plan size
- 367
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $441,295
- Avg per participant High balance/head
Official DOL plan name: Bristol-Myers Squibb Puerto Rico Inc, Retirement Income Plan · Sponsored by Bristol-Myers Squibb Puerto Rico · Puerto Rico · Manufacturing
$162M in assets, 367 participants
Bristol-Myers Squibb Puerto Rico's Bristol-Myers Squibb Puerto Rico Inc, Retirement Income Plan reported $162M in total assets and 367 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- #18,957 in Manufacturing (20,602 peers)
Coverage in Puerto Rico
Bristol-Myers Squibb Puerto Rico Inc, Retirement Income Plan covers 367 participants in Puerto Rico, 4.1x the typical Puerto Rico plan (state average ~89 per filing). Assets: $162M.
- #18,957
- in Manufacturing (20,602 peers)
- -28.3%
- assets change YoY
- 1.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $64M 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, Retirement Income Plan's outsized position by total assets
Bristol-Myers Squibb Puerto Rico Inc, Retirement Income Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$161,955,233 Top 5% higher than 95% 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
Bristol-Myers Squibb Puerto Rico Inc, Retirement Income Plan among mid-size filed plans by 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, Retirement Income Plan sits mid-pack in the medium band (367 participants).
Form 5500 schedule snapshot
Filing strip 660256665 · Bristol-Myers Squibb Puerto Rico PY 2022 · Defined Benefit (Pension)
Bristol-Myers Squibb Puerto Rico Inc, Retirement Income Plan · $162M · 367 · 95th
- BOY $162M
- SCH 367
- EBSA 95th
- PART Defined Benefit (Pension)
- TYPE near Dhl Retirement Pension Plan
- NET ind #18957
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 → · Plans in Puerto Rico →
Bristol-Myers Squibb Puerto Rico Inc, Retirement Income Plan in the asset neighbourhood
Puerto Rico filing particulars
| Total Assets (Beginning of Year) | $226M |
|---|---|
| Net Assets (End of Year) | $162M |
| Net Income | -$64M |
| Employer EIN | 660256665 |
| Plan Effective Date | 1971-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bristol-Myers Squibb Puerto Rico)
Sponsor-wide plan assets over time
All Bristol-Myers Squibb Puerto Rico plans reported in each filing year
- Latest sponsor-wide plan assets
- $239M 33.18122416501191% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,986 | $358M |
| 2023 | 2 | 1,997 | $383M |
| 2024 | 2 | 2,019 | $239M |
Nearby Defined Benefit (Pension) Plans in Puerto Rico
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees $858M · 1,841
- Banco Popular De Puerto Rico Retirement Plan $592M · 2,057
- Msd Puerto Rico Pension Plan $390M · 510
- The Retirement Plan for Lilly Affiliate Employees in Puerto Rico $324M · 1,067
- Components Pension Plan for Puerto Rico $180M · 130
Bristol-Myers Squibb Puerto Rico Inc, Retirement Income Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Puerto Rico, the nearest Defined Benefit (Pension) by assets is Dhl Retirement Pension Plan in FL ($162M); by covered participants it is U.S. Pension Plan for Partners and Employees of Shearman & Sterling LLP in NY (367 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($162M here).
- Dhl Retirement Pension Plan (FL) $162M · 2,466
- Retirement Plan and Trust for Employees of Credit Human Federal Credit Union (TX) $162M · 657
- The Bausch & Lomb Retirement Benefits Plan (NJ) $162M · 726
- Boston Medical Center Pension Plan (MA) $162M · 127
Similar participant headcount
Nearest other-state filings by covered participants (367 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.