401(k) · DOL Form 5500 · 2022

Pbg Puerto Rico LLC 401(k) Plan

Data updated 2026-08-11

$396M
Total assets
99
Participants
97th
Percentile by assets
$4.0M
Avg per participant
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Official DOL plan name: Pfizer Savings Plan for Employees Resident in Puerto Rico · Sponsored by Pbg Puerto Rico LLC · Puerto Rico · Manufacturing

$396M in assets, 99 participants

Pbg Puerto Rico LLC's Pfizer Savings Plan for Employees Resident in Puerto Rico reported $396M in total assets and 99 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • 97th percentile by assets (of 139,126 plans)
  • #19,740 in Manufacturing (20,602 peers)

Where Pfizer Savings Plan for Employees Resident in Puerto Rico sits by assets

Pfizer Savings Plan for Employees Resident in Puerto Rico sits in the top 5% of all filed plans by assets, $396M for 99 participants (~$4.0M/participant), down 23.5% in 2022.

$396M
total plan assets (2022 EOY)
99
covered participants
97th
percentile by assets (of 139,126 plans)
$4.0M
avg assets per participant

The plan reported a net loss of $121M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State
Industry

Pfizer Savings Plan for Employees Resident in Puerto Rico vs the 2022 asset distribution

By assets, Pfizer Savings Plan for Employees Resident in Puerto Rico outranks 97% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 4.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$517M
Net Assets (End of Year)$396M
Net Income-$121M
Employer EIN660914590
Plan Effective Date1990-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pbg Puerto Rico LLC)

$380M$385M$390M$395M$400M 202220232024 $396M $395M ▼ -0.1%
Total plan assets by year, all Pbg Puerto Rico LLC plans on file
Year Plans Participants Total Assets
2022 1 99 $396M
2023 1 87 $385M
2024 1 88 $395M

Nearby 401(k) Plans in Puerto Rico

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

Pfizer Savings Plan for Employees Resident in Puerto Rico vs. nearby 401(k) plans in Puerto Rico, assets vs. participants

Pfizer Savings Plan for Employees Resident in Puerto Rico vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -10000100020003000 0100200300400500 Total assets ($M) Participants Pfizer Savings Plan …Msd Puerto Rico Savi…Inter American Unive…Popular, Inc. USA 40…First Bank 401(k) Re…Ipr Pharmaceuticals,…
Pfizer Savings Plan for Employees Resident in Puerto Rico vs. nearby 401(k) plans in Puerto Rico, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Pfizer Savings Plan for Employees Resident in Puerto Rico by total assets, not by location.

Frequently Asked Questions

How did Pfizer Savings Plan for Employees Resident in Puerto Rico assets move in 2022?
Pfizer Savings Plan for Employees Resident in Puerto Rico declined sharply - down 23.5% during 2022, from $517M to $396M. Reported net income was -$121M.
How have Pbg Puerto Rico LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Pbg Puerto Rico LLC's sponsor-wide assets declined 0.1%, from $396M to $395M.
Where does Pfizer Savings Plan for Employees Resident in Puerto Rico rank by assets among Form 5500 filers?
Pfizer Savings Plan for Employees Resident in Puerto Rico ranks in the 97th 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 Pfizer Savings Plan for Employees Resident in Puerto Rico?
Among 401(k) plans in other states, the closest by assets is Umpqua Bank 401(k) and Profit Sharing Plan in WA ($396M, 3,679 participants).

Next read for Pfizer Savings Plan for Employees Reside…

Scale reading

Ways to act on Pfizer Savings Plan for Employees Resident in Puerto Rico's numbers.

  • By total assets, Pfizer Savings Plan for Employees Resident in Puerto Rico ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Puerto Rico. Compare plans
  • Pbg Puerto Rico LLC's sponsor-wide assets have declined 0.1% since 2022 across 3 plan years on file. More Manufacturing plans