Defined Benefit (Pension) · DOL Form 5500 · 2022
Lilly Del Caribe, Inc. Pension Plan
Data updated 2026-08-11
- $324M
- Total assets
- 1,067
- Participants
- 97th
- Percentile by assets
- $303,476
- Avg per participant
Official DOL plan name: The Retirement Plan for Lilly Affiliate Employees in Puerto Rico · Sponsored by Lilly Del Caribe, Inc. · Puerto Rico · Manufacturing
$324M in assets, 1,067 participants
Lilly Del Caribe, Inc.'s The Retirement Plan for Lilly Affiliate Employees in Puerto Rico reported $324M in total assets and 1,067 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)
- #19,594 in Manufacturing (20,602 peers)
Coverage in Puerto Rico
The Retirement Plan for Lilly Affiliate Employees in Puerto Rico covers 1,067 participants in Puerto Rico, 12x the typical Puerto Rico plan (state average ~89 per filing). Assets: $324M.
- $324M
- total plan assets (2022 EOY)
- 1,067
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $303,476
- avg assets per participant
The plan reported a net loss of $63M 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 Retirement Plan for Lilly Affiliate Employees in Puerto Rico reports 1,067 participants - 12x that state average ($324M EOY assets).
Puerto Rico filing particulars
| Total Assets (Beginning of Year) | $387M |
|---|---|
| Net Assets (End of Year) | $324M |
| Net Income | -$63M |
| Employer EIN | 980167031 |
| Plan Effective Date | 2011-01-01 |
| 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 Defined Benefit (Pension) Plans in Puerto Rico
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
The Retirement Plan for Lilly Affiliate Employees in Puerto Rico vs. nearby Defined Benefit (Pension) plans in Puerto Rico, assets vs. participants
- Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees $858M · 1,841
- Banco Popular De Puerto Rico Retirement Plan $592M · 2,057
- Msd Puerto Rico Pension Plan $390M · 510
- Components Pension Plan for Puerto Rico $180M · 130
- Bristol-Myers Squibb Puerto Rico Inc, Retirement Income Plan $162M · 367
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to The Retirement Plan for Lilly Affiliate Employees in Puerto Rico by total assets, not by location.
- Refrigeration, a/C & Service Div. (Ua-Nj) Pension Plan (NJ) $324M · 1,677
- Upstate New York Engineers Pension Fund (NY) $323M · 1,945
- Black Hills Retirement Plan (SD) $323M · 857
- Chanel, Inc. Pension Plan (NY) $325M · 2,011
Frequently Asked Questions
How did The Retirement 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 Retirement Plan for Lilly Affiliate Employees in Puerto Rico rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to The Retirement Plan for Lilly Affiliate Employees in Puerto Rico? ▼
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Filing takeaways
Ways to act on The Retirement Plan for Lilly Affiliate Employees in Puerto Rico's numbers.
- By total assets, The Retirement 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 Defined Benefit (Pension) 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