Profit Sharing · DOL Form 5500 · 2022
Lilly Del Caribe, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $336M
- Total assets Above avg plan size
- 1,038
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $323,570
- Avg per participant High balance/head
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.
- #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.
- #19,617
- in Manufacturing (20,602 peers)
- -3.0%
- assets change YoY
- 3.4×
- vs typical plan assets (national mean)
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.
The Savings Plan for Lilly Affiliate Employees in Puerto Rico's outsized position by total assets
The Savings Plan for Lilly Affiliate Employees in Puerto Rico vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$335,866,134 Top 3% higher than 97% 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
The Savings Plan for Lilly Affiliate Employees in Puerto Rico's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Savings Plan for Lilly Affiliate Employees in Puerto Rico lands in the large band (1,038 participants).
Form 5500 schedule snapshot
Filing strip 980167031 · Lilly Del Caribe, Inc. PY 2022 · Profit Sharing
The Savings Plan for Lilly Affiliate Employees in Puerto Rico · $336M · 1,038 · 97th
- PHOTO $336M
- PHOTO 1,038
- PHOTO 97th
- PHOTO Profit Sharing
- PHOTO near The Employees' Profit-Sharing Plan of Utility Trailer Manufacturing Company and Affiliated Companies
- PHOTO ind #19617
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 →
The Savings Plan for Lilly Affiliate Employees in Puerto Rico in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Lilly Del Caribe, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $854M 29.45634875812487% vs 2022
- 2024 filing year
| 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 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
The Savings Plan for Lilly Affiliate Employees in Puerto Rico's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is The Employees' Profit-Sharing Plan of Utility Trailer Manufacturing Company and Affiliated Companies in CA ($336M); by covered participants it is Southern Tier Building Trades Laborers Profit Sharing Plan in NY (1,039 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($336M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,038 participants); asset peers above are excluded.
- Southern Tier Building Trades Laborers Profit Sharing Plan (NY) 1,039 · 1 off
- International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan (RI) 1,039 · 1 off
- Indiana State Council of Plasterers & Cement Masons Pension Fund (IN) 1,035 · 3 off
- Sheet Metal Workers Local Union No. 12 Annuity Fund (PA) 1,041 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.