401(k) · DOL Form 5500 · 2023
Bristol-Myers Squibb Puerto Rico, Inc. 401(k) Plan
Data updated 2026-08-25
- $227M
- Total assets Near avg plan size
- 1,649
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $137,483
- Avg per participant Near avg balance/head
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.
- #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.
- #17,308
- in Manufacturing (18,722 peers)
- +15.5%
- assets growth YoY
- 2.3×
- vs typical plan assets (national mean)
Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program's outsized position 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's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program lands in the large band (1,649 participants).
What changed between DOL Form 5500 filings
plan year 2022 → 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.
Published 5500 schedule card
Filing strip 660256665 · Bristol-Myers Squibb Puerto Rico, Inc. PY 2023 · 401(k)
Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program · $227M · 1,649 · 95th
- EOY $227M
- 5500 1,649
- ASSETS 95th
- PCT 401(k)
- EIN near Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans
- RANK ind #17308
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 →
Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Bristol-Myers Squibb Puerto Rico, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $239M 33.18122416501191% vs 2022
- 2024 filing year
| 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.
- 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
Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program's out-of-state 401(k) peers by assets and headcount
Outside this state, the nearest 401(k) by assets is Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans in CA ($227M); by covered participants it is Oremor Mgmt and Investment Co 401(k) Retirement Savings Plan in CA (1,649 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($227M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,649 participants); asset peers above are excluded.
- Oremor Mgmt and Investment Co 401(k) Retirement Savings Plan (CA) 1,649 · 0 off
- Everi Holdings Inc. 401(k) Plan (NV) 1,648 · 1 off
- Intelsat 401(k) Retirement Savings Plan (VA) 1,650 · 1 off
- Weil, Gotshal & Manges Section 401(k) Savings and Investment Plan (NY) 1,648 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.