Profit Sharing · DOL Form 5500 · 2022
CVS Health Corporation Profit Sharing Plan
Data updated 2026-08-11
- $12M
- Total assets
- 748
- Participants
- 68th
- Percentile by assets
- $15,656
- Avg per participant
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.
- 68th percentile by assets (of 139,126 plans)
- #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.
- $12M
- total plan assets (2022 EOY)
- 748
- covered participants
- 68th
- percentile by assets (of 139,126 plans)
- $15,656
- avg assets per participant
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 Corporation across 3 plan years on file
Across the 3 plan years CVS Health Corporation has on file (2022-2024), sponsor-wide plan assets have moved from $24.2B to $30.1B, a gain of 24.1%, while reported participants moved from 274,022 to 241,187 (-12.0%). Peak year by sponsor assets: 2024 ($30.1B); trough: 2022 ($24.2B).
CVS Health Corporation multi-year asset trail
| 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.
CVS Health Puerto Rico Savings Plan vs. nearby Profit Sharing plans in Rhode Island, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to CVS Health Puerto Rico Savings Plan by total assets, not by location.
Frequently Asked Questions
How did CVS Health Puerto Rico Savings Plan assets move in 2022? ▼
How have CVS Health Corporation plan assets changed over time? ▼
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Next read for CVS Health Puerto Rico Savings Plan
Multi-year trail
Ways to act on CVS Health Puerto Rico Savings Plan's numbers.
- By total assets, CVS Health Puerto Rico Savings Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Rhode Island. Compare plans
- CVS Health Corporation's sponsor-wide assets have grown 24.1% since 2022 across 3 plan years on file. More Retail Trade plans