401(k) · DOL Form 5500 · 2023
Msd International Gmbh (Puerto Rico Branch) LLC 401(k) Plan
Data updated 2026-08-25
- $224M
- Total assets Near avg plan size
- 679
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $329,959
- Avg per participant High balance/head
Official DOL plan name: Msd Puerto Rico Savings and Security Plan · Sponsored by Msd International Gmbh (Puerto Rico Branch) LLC · Puerto Rico · Manufacturing
$224M in assets, 679 participants
Msd International Gmbh (Puerto Rico Branch) LLC's Msd Puerto Rico Savings and Security Plan reported $224M in total assets and 679 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.
- #17,297 in Manufacturing (18,722 peers)
Coverage in Puerto Rico
Msd Puerto Rico Savings and Security Plan covers 679 participants in Puerto Rico, 7.6x the typical Puerto Rico plan (state average ~89 per filing). Assets: $224M.
- #17,297
- in Manufacturing (18,722 peers)
- +12.3%
- assets growth YoY
- 2.2×
- vs typical plan assets (national mean)
Msd Puerto Rico Savings and Security Plan's outsized position by total assets
Msd Puerto Rico Savings and Security Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$224,042,082 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
Msd Puerto Rico Savings and Security Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Msd Puerto Rico Savings and Security Plan sits mid-pack in the medium band (679 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Msd Puerto Rico Savings and Security Plan reported net income rose from -$26M in the plan year 2022 filing to $25M in the plan year 2023 filing.
- Msd Puerto Rico Savings and Security Plan end-of-year assets rose from $199M in the plan year 2022 filing to $224M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 980658260 · Msd International Gmbh (Puerto Rico Branch) LLC PY 2023 · 401(k)
Msd Puerto Rico Savings and Security Plan · $224M · 679 · 95th
- RANK $224M
- RANK 679
- RANK 95th
- RANK 401(k)
- RANK near Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust
- RANK ind #17297
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 →
Msd Puerto Rico Savings and Security Plan in the asset neighbourhood
Puerto Rico filing particulars
| Total Assets (Beginning of Year) | $199M |
|---|---|
| Net Assets (End of Year) | $224M |
| Net Income | $25M |
| Employer EIN | 980658260 |
| Plan Effective Date | 1997-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Msd International Gmbh (Puerto Rico Branch) LLC)
Sponsor-wide plan assets over time
All Msd International Gmbh (Puerto Rico Branch) LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $645M 9.578969599079503% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,190 | $589M |
| 2023 | 2 | 1,186 | $641M |
| 2024 | 2 | 1,032 | $645M |
Nearby 401(k) Plans in Puerto Rico
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Pfizer Savings Plan for Employees Resident in Puerto Rico $385M · 87
- Inter American University of Pr Defined Contribution Retirement Plan $188M · 1,601
- Popular, Inc. USA 401(k) Savings & Investment Plan $150M · 867
- Firstbank 401(k) Retirement Plan for Residents of Puerto Rico $143M · 2,875
- Ipr Pharmaceuticals, Inc Profit Sharing, Retirement & Savings Plan $129M · 180
Msd Puerto Rico Savings and Security Plan's out-of-state 401(k) peers by assets and headcount
Outside Puerto Rico, the nearest 401(k) by assets is Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust in OH ($224M); by covered participants it is Vaughn Industries, LLC 401(k) Profit Sharing Plan in OH (679 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($224M here).
- Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust (OH) $224M · 1,495
- Tronox Incorporated Savings Investment Plan (CT) $224M · 633
- Uwh of Florida LLC 401(k) Retirement Plan (FL) $224M · 1,932
- David Evans Enterprises, Inc. Retirement Plan (OR) $224M · 1,005
Similar participant headcount
Nearest other-state filings by covered participants (679 participants); asset peers above are excluded.
- Vaughn Industries, LLC 401(k) Profit Sharing Plan (OH) 679 · 0 off
- Fujifilm Dimatix, Inc. 401(k) Plan (NH) 679 · 0 off
- The West Clinic 401(k) and Profit Sharing Plan (TN) 679 · 0 off
- Seven-Eleven (Hawaii), Inc. 401(k) Plan (HI) 679 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.