401(k)
2022 plan-year 401(k) DOL Form 5500

Pfizer Savings Plan for Employees Resident in Puerto Rico

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Pbg Puerto Rico LLC · Puerto Rico · Manufacturing

What the 2023 filing shows

Pfizer Savings Plan for Employees Resident in Puerto Rico holds $396M for 99 participants — about $4.0M per participant, down 23.5% over the 2022 plan year.

$396M
total plan assets (2022 EOY)
99
covered participants
$4.0M
avg assets per participant
-23.5%
assets change YoY

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.

Total Assets (2023)
$396M
Participants
99
State
Industry
Manufacturing

What the Filing Says About Pfizer Savings Plan for Employees Resident in Puerto Rico

Pfizer Savings Plan for Employees Resident in Puerto Rico is a 401(k) retirement plan sponsored by Pbg Puerto Rico LLC, headquartered in Puerto Rico. As of the 2022 Form 5500 filing, the plan reports $396M in total end-of-year assets and covers 99 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 660914590, and the plan has been effective since 1990-02-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $517M at the beginning of 2022 to $396M at year-end — a decline of 23.5%. Net assets (after liabilities) closed the year at $396M, with reported net income of $-121,169,002 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$517M
Total Assets (End of Year)$396M
Net Assets (End of Year)$396M
Net Income$-121,169,002
Plan Type401(k)
Employer EIN660914590
Plan Effective Date1990-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pbg Puerto Rico LLC)

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.

Frequently Asked Questions

How much money is in the Pfizer Savings Plan for Employees Resident in Puerto Rico?
As of the 2022 Form 5500 filing, Pfizer Savings Plan for Employees Resident in Puerto Rico holds $396M in total assets with 99 participants. It is sponsored by Pbg Puerto Rico LLC.
What type of plan is Pfizer Savings Plan for Employees Resident in Puerto Rico?
Pfizer Savings Plan for Employees Resident in Puerto Rico is a 401(k) plan. It has been effective since 1990-02-01. The plan is filed with the U.S. Department of Labor under EIN 660914590.
Who sponsors the Pfizer Savings Plan for Employees Resident in Puerto Rico?
Pfizer Savings Plan for Employees Resident in Puerto Rico is sponsored by Pbg Puerto Rico LLC, located in Puerto Rico. The sponsor's EIN is 660914590 and the plan operates in the Manufacturing industry.
How did Pfizer Savings Plan for Employees Resident in Puerto Rico perform in 2022?
Pfizer Savings Plan for Employees Resident in Puerto Rico declined by 23.5% during 2022, moving from $517M to $396M in total assets. Net income was $-121,169,002.
Where can I find official filings for Pfizer Savings Plan for Employees Resident in Puerto Rico?
Official Form 5500 filings for Pfizer Savings Plan for Employees Resident in Puerto Rico are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 660914590 or plan name at efast.dol.gov.
How does Pfizer Savings Plan for Employees Resident in Puerto Rico compare to other plans?
You can compare Pfizer Savings Plan for Employees Resident in Puerto Rico against other 401(k) plans on the plan type page, or view plans in Puerto Rico on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 660914590.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.