401(k) · DOL Form 5500 · 2023

Bristol-Myers Squibb Puerto Rico, Inc. 401(k) Plan

Data updated 2026-08-11

$227M
Total assets: 1,649
Participants: 95th
Percentile by assets: $137,483
Avg per participant

Official DOL plan name: Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program · Sponsored by Bristol-Myers Squibb Puerto Rico, Inc. · · Manufacturing

$227M in assets, 1,649 participants

Bristol-Myers Squibb Puerto Rico, Inc.'s Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program reported $227M in total assets and 1,649 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

95th percentile by assets (of 127,072 plans)
#17,308 in Manufacturing (18,722 peers)

Where Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program sits by assets

Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program sits in the top 5% of all filed plans by assets, $227M for 1,649 participants (~$137,483/participant), up 15.5% in 2023.

$227M
total plan assets (2023 EOY): 1,649
covered participants: 95th
percentile by assets (of 127,072 plans): $137,483
avg assets per participant

Where Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program sits by total assets

Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$226,708,922 Top 5% higher than 95% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program reported net income rose from -$31M in the plan year 2022 filing to $30M in the plan year 2023 filing.
Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program end-of-year assets rose from $196M in the plan year 2022 filing to $227M in the plan year 2023 filing.
Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program reported participants rose from 1,619 in the plan year 2022 filing to 1,649 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Industry

Manufacturing

Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program vs the 2023 asset distribution

By assets, Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$196M
Net Assets (End of Year)	$227M
Net Income	$30M
Employer EIN	660256665
Plan Effective Date	1986-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Bristol-Myers Squibb Puerto Rico, Inc.)

Total plan assets by year, all Bristol-Myers Squibb Puerto Rico, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	1,986	$358M
2023	2	1,997	$383M
2024	2	2,019	$239M

Nearby 401(k) Plans in

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program vs. nearby 401(k) plans in , assets vs. participants

The Magna Group of Companies Retirement Savings Plans $2.4B · 24,720
Transcanada 401(k) and Savings Plan $996M · 3,116
Four Seasons Hotels Retirement Benefit Plan $863M · 15,652
Transocean U.S. Savings Plan $747M · 2,090
Domtar US Salaried 401(k) Plan $620M · 1,608

Compare Bristol-Myers Squibb Puerto Rico, Inc. S… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program by total assets, not by location.

Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans (CA) $227M · 359
Corient Services LLC 401(k) Plan (FL) $227M · 922
The Cannon Corporation 401(k) Plan (NY) $227M · 1,151
Sky Chefs, Inc. Moneysmart 401(k) Savings and Retirement Plan (TX) $227M · 12,308

Frequently Asked Questions

How did Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program assets move in 2023? ▼

Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program grew sharply - up 15.5% during 2023, from $196M to $227M. Reported net income was $30M.

How have Bristol-Myers Squibb Puerto Rico, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Bristol-Myers Squibb Puerto Rico, Inc.'s sponsor-wide assets declined 33.2%, from $358M to $239M.

Where does Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program rank by assets among Form 5500 filers? ▼

Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program? ▼

Among 401(k) plans in other states, the closest by assets is Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans in CA ($227M, 359 participants).

Next read for Bristol-Myers Squibb Puerto Rico, Inc. S…

→ Manufacturing retirement plans

Scale reading

Ways to act on Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program's numbers.

By total assets, Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in . Compare plans
Bristol-Myers Squibb Puerto Rico, Inc.'s sponsor-wide assets have declined 33.2% since 2022 across 3 plan years on file. More Manufacturing plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 660256665.