401(k) · DOL Form 5500 · 2022

Pbg Puerto Rico LLC 401(k) Plan

Data updated 2026-08-25

$396M
Total assets Above avg plan size
99
Participants Small participant base
97th
Percentile by assets National rank
$4.0M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#19,740
in Manufacturing (20,602 peers)
-23.5%
assets change YoY
4.0×
vs typical plan assets (national mean)

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.

Pfizer Savings Plan for Employees Resident in Puerto Rico's outsized position by total assets

Pfizer Savings Plan for Employees Resident in Puerto Rico vs every filed plan by assets

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

$395,719,328 Top 3% higher than 97% 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

Pfizer Savings Plan for Employees Resident in Puerto Rico among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pfizer Savings Plan for Employees Resident in Puerto Rico is a small filing (99 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 660914590 · Pbg Puerto Rico LLC PY 2022 · 401(k)

Pfizer Savings Plan for Employees Resident in Puerto Rico · $396M · 99 · 97th

  • EBSA $396M
  • EBSA 99
  • EBSA 97th
  • EBSA 401(k)
  • EBSA near Umpqua Bank 401(k) and Profit Sharing Plan
  • EBSA ind #19740

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 →

Pfizer Savings Plan for Employees Resident in Puerto Rico in the asset neighbourhood

Jones Day Supplemental Savings PlanJones Day Supplemental Savin…$396MUmpqua Bank 401(k) and Profit Sharing PlanUmpqua Bank 401(k) and Profi…$396MPfizer Savings Plan for Employees Resident in Puerto RicoPfizer Savings Plan for Empl…$396MCanon Medical Systems USA, Inc. 401(k) Savings PlanCanon Medical Systems USA, I…$395MNorth American Lighting, Inc. Command Plus PlanNorth American Lighting, Inc…$395M
End-of-year total assets ($M) among Pfizer Savings Plan for Employees Resident in Puerto Rico and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Pbg Puerto Rico LLC plans reported in each filing year

Latest sponsor-wide plan assets
$395M 0.07603773147011915% vs 2022
2024 filing year
$380M$385M$390M$395M$400M 202220232024 $396M $395M ▼ -0.1%
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 Scatter plot of 6 data points. -10000100020003000 0100200300400500 Total assets ($M) Participants Pfizer Savings Plan for Employees Resident in Puerto Rico, Total assets ($M): 395.719328 · Participants: 99Pfizer Savings Plan for Employees Resident in Puerto RicoMsd Puerto Rico Savings and Security Plan, Total assets ($M): 199.441427 · Participants: 680Msd Puerto Rico Savings and Security PlanInter American University of Pr Defined Contribution Retirement Plan, Total assets ($M): 173.134958 · Participants: 1776Inter American University of Pr Defined Contribution Retirement PlanPopular, Inc. USA 401(k) Savings & Investment Plan, Total assets ($M): 126.787407 · Participants: 806Popular, Inc. USA 401(k) Savings & Investment PlanFirst Bank 401(k) Retirement Plan for Residents of Puerto Rico, Total assets ($M): 118.043413 · Participants: 2767First Bank 401(k) Retirement Plan for Residents of Puerto RicoIpr Pharmaceuticals, Inc. Profit Sharing, Retirement & Savings Plan, Total assets ($M): 109.633596 · Participants: 182Ipr Pharmaceuticals, Inc. Profit Sharing, Retirement & Savings Plan
Pfizer Savings Plan for Employees Resident in Puerto Rico vs. nearby 401(k) plans in Puerto Rico, assets vs. participants
Compare Pfizer Savings Plan for Employees Resident in Puerto Rico side-by-side with 3 peers →

Pfizer Savings Plan for Employees Resident in Puerto Rico's out-of-state 401(k) peers by assets and headcount

Outside Puerto Rico, the nearest 401(k) by assets is Umpqua Bank 401(k) and Profit Sharing Plan in WA ($396M); by covered participants it is Osco 401(k) Plan in OH (99 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($396M here).

Similar participant headcount

Nearest other-state filings by covered participants (99 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 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).
Which 401(k) plans cover a similar participant headcount to Pfizer Savings Plan for Employees Resident in Puerto Rico? ▼
Among 401(k) plans in other states, the closest by covered participants is Osco 401(k) Plan in OH (99 participants, $15M 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 660914590.

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.