Defined Benefit (Pension) · DOL Form 5500 · 2022
Lilly Del Caribe, Inc. Pension Plan
Data updated 2026-08-25
- $324M
- Total assets Above avg plan size
- 1,067
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $303,476
- Avg per participant High balance/head
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.
- #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.
- #19,594
- in Manufacturing (20,602 peers)
- -16.4%
- assets change YoY
- 3.2×
- vs typical plan assets (national mean)
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.
The Retirement Plan for Lilly Affiliate Employees in Puerto Rico's outsized position by total assets
The Retirement 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
$323,809,210 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 Retirement 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 Retirement Plan for Lilly Affiliate Employees in Puerto Rico lands in the large band (1,067 participants).
Published 5500 schedule card
Filing strip 980167031 · Lilly Del Caribe, Inc. PY 2022 · Defined Benefit (Pension)
The Retirement Plan for Lilly Affiliate Employees in Puerto Rico · $324M · 1,067 · 97th
- BOY $324M
- SCH 1,067
- EBSA 97th
- PART Defined Benefit (Pension)
- TYPE near Refrigeration, a/C & Service Div. (Ua-Nj) Pension Plan
- NET ind #19594
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 Retirement Plan for Lilly Affiliate Employees in Puerto Rico in the asset neighbourhood
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.)
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 Defined Benefit (Pension) Plans in Puerto Rico
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- 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
The Retirement Plan for Lilly Affiliate Employees in Puerto Rico's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Puerto Rico, the nearest Defined Benefit (Pension) by assets is Refrigeration, a/C & Service Div. (Ua-Nj) Pension Plan in NJ ($324M); by covered participants it is Nissan Employee Retirement Plan B in TN (1,066 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($324M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,067 participants); asset peers above are excluded.
- Nissan Employee Retirement Plan B (TN) 1,066 · 1 off
- Pipe Trades District Council No 36 Pension Trust (CA) 1,066 · 1 off
- Steamfitters Local Union No. 464 Pension Plan (NE) 1,066 · 1 off
- Retirement Income Plan for Employees of El Paso Electric Company (TX) 1,065 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.