Profit Sharing · DOL Form 5500 · 2022
CVS Health Corporation Profit Sharing Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 748
- Participants Near avg headcount
- 68th
- Percentile by assets National rank
- $15,656
- Avg per participant Low balance/head
Official DOL plan name: CVS Health Puerto Rico Savings Plan · Sponsored by CVS Health Corporation · Rhode Island · Retail Trade
$12M in assets, 748 participants
CVS Health Corporation's CVS Health Puerto Rico Savings Plan reported $12M in total assets and 748 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.
- #7,488 in Retail Trade (9,519 peers)
CVS Health Corporation multi-year trail
CVS Health Corporation's plans moved +24.1% in assets from 2022 to 2024; this filing shows CVS Health Puerto Rico Savings Plan at $12M / 748 participants.
- #7,488
- in Retail Trade (9,519 peers)
- -17.4%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
CVS Health Puerto Rico Savings Plan's outsized position by total assets
CVS Health Puerto Rico Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,710,560 Top 32% higher than 68% 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
CVS Health Puerto Rico Savings 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. CVS Health Puerto Rico Savings Plan sits mid-pack in the medium band (748 participants).
Published 5500 schedule card
Filing strip 050494040 · CVS Health Corporation PY 2022 · Profit Sharing
CVS Health Puerto Rico Savings Plan · $12M · 748 · 68th
- PCT $12M
- EIN 748
- RANK 68th
- PHOTO Profit Sharing
- IND near Comprehensive Mental Health Center of Tacoma-Pierce County 403 (B) Retirement Plan
- EOY ind #7488
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 Retail Trade retirement plans → · Plans in Rhode Island →
CVS Health Puerto Rico Savings Plan in the asset neighbourhood
CVS Health Corporation multi-year asset trail
Sponsor-wide plan assets over time
All CVS Health Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $30.1B 24.124614675754636% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 274,022 | $24.2B |
| 2023 | 2 | 266,473 | $27.6B |
| 2024 | 2 | 241,187 | $30.1B |
CVS Health Corporation filing trail (2022)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$2M |
| Employer EIN | 050494040 |
| Plan Effective Date | 2005-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Rhode Island
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Care New England 403(b) Match & Savings Plan $427M · 7,302
- Textron Retirement Account Plan Trust $291M · 10,515
- Brown Physicians, Inc. 401(a) Plan $237M · 949
- International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan $153M · 1,039
- Iuoe Local 57 Annuity Plan $120M · 871
CVS Health Puerto Rico Savings Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Rhode Island, the nearest Profit Sharing by assets is Comprehensive Mental Health Center of Tacoma-Pierce County 403 (B) Retirement Plan in WA ($12M); by covered participants it is Mental Health Systems, Inc. Retirement Plan in CA (748 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (748 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.