Profit Sharing · DOL Form 5500 · 2022
Lilly Del Caribe, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $336M
- Total assets
- 1,038
- Participants
- 97th
- Percentile by assets
- $323,570
- Avg per participant
Official DOL plan name: The Savings Plan for Lilly Affiliate Employees in Puerto Rico · Sponsored by Lilly Del Caribe, Inc. · Puerto Rico · Manufacturing
$336M in assets, 1,038 participants
Lilly Del Caribe, Inc.'s The Savings Plan for Lilly Affiliate Employees in Puerto Rico reported $336M in total assets and 1,038 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)
- #19,617 in Manufacturing (20,602 peers)
Coverage in Puerto Rico
The Savings Plan for Lilly Affiliate Employees in Puerto Rico covers 1,038 participants in Puerto Rico, 12x the typical Puerto Rico plan (state average ~89 per filing). Assets: $336M.
- $336M
- total plan assets (2022 EOY)
- 1,038
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $323,570
- avg assets per participant
The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Puerto Rico filers
In Puerto Rico, the average filing covers about 89 participants across 1,924 plans. The Savings Plan for Lilly Affiliate Employees in Puerto Rico reports 1,038 participants - 12x that state average ($336M EOY assets).
Puerto Rico filing particulars
| Total Assets (Beginning of Year) | $346M |
|---|---|
| Net Assets (End of Year) | $336M |
| Net Income | -$11M |
| Employer EIN | 980167031 |
| Plan Effective Date | 2010-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lilly Del Caribe, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,105 | $660M |
| 2023 | 2 | 2,258 | $777M |
| 2024 | 2 | 2,315 | $854M |
Nearby Profit Sharing Plans in Puerto Rico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
The Savings Plan for Lilly Affiliate Employees in Puerto Rico vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
- The Retirement and Savings Plan for Amgen Manufacturing, Limited $611M · 2,614
- Popular, Inc. Pr Savings and Investment Plan $561M · 7,773
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $158M · 743
- The Oriental Bank Coda Profit Sharing Plan $110M · 2,082
- Boston Scientific Corporation 401(k) Retirement Savings Plan for Puerto Rico Affiliates $74M · 901
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to The Savings Plan for Lilly Affiliate Employees in Puerto Rico by total assets, not by location.
- The Employees' Profit-Sharing Plan of Utility Trailer Manufacturing Company and Affiliated Companies (CA) $336M · 3,213
- Barnard College 403(b) Plan (NY) $339M · 738
- Kramer Levin Profit-Sharing Retirement Plan (NY) $331M · 331
- Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity Fund (NY) $330M · 1,221
Frequently Asked Questions
How did The Savings Plan for Lilly Affiliate Employees in Puerto Rico assets move in 2022? ▼
How have Lilly Del Caribe, Inc. plan assets changed over time? ▼
Where does The Savings Plan for Lilly Affiliate Employees in Puerto Rico rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to The Savings Plan for Lilly Affiliate Employees in Puerto Rico? ▼
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Filing takeaways
Ways to act on The Savings Plan for Lilly Affiliate Employees in Puerto Rico's numbers.
- By total assets, The Savings Plan for Lilly Affiliate Employees 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 Profit Sharing plans in Puerto Rico. Compare plans
- Lilly Del Caribe, Inc.'s sponsor-wide assets have grown 29.5% since 2022 across 3 plan years on file. More Manufacturing plans