MSD PUERTO RICO SAVINGS AND SECURITY PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
MSD INTERNATIONAL GMBH (PUERTO RICO BRANCH) LLC
This 401(k) plan holds $224M in total assets and serves 679 participants as of 2023. It is sponsored by MSD INTERNATIONAL GMBH (PUERTO RICO BRANCH) LLC in Puerto Rico. The plan reported positive net income of $25M for the year.
What the Filing Says About MSD PUERTO RICO SAVINGS AND SECURITY PLAN
MSD PUERTO RICO SAVINGS AND SECURITY PLAN is a 401(k) retirement plan sponsored by MSD INTERNATIONAL GMBH (PUERTO RICO BRANCH) LLC, headquartered in Puerto Rico. As of the 2023 Form 5500 filing, the plan reports $224M in total end-of-year assets and covers 679 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 980658260, and the plan has been effective since 1997-07-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $199M at the beginning of 2023 to $224M at year-end — a gain of 12.3%. Net assets (after liabilities) closed the year at $224M, with reported net income of $25M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $199M |
| Total Assets (End of Year) | $224M |
| Net Assets (End of Year) | $224M |
| Net Income | $25M |
| Plan Type | 401(k) |
| Employer EIN | 980658260 |
| Plan Effective Date | 1997-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (MSD INTERNATIONAL GMBH (PUERTO RICO BRANCH) LLC)
| 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.
- THE RETIREMENT AND SAVINGS PLAN FOR AMGEN MANUFACTURING LIMITED LLC $719M · 2,713
- POPULAR, INC. PR SAVINGS AND INVESTMENT PLAN $701M · 8,134
- THE SAVINGS PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO $442M · 1,114
- PFIZER SAVINGS PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO $385M · 87
- HEWLETT PACKARD ENTERPRISE PUERTO RICO TAX SAVING CAPITAL ACCUMULATION PLAN $196M · 751
Related Data
Guides
Related Data on Other Portals
Frequently Asked Questions
How much money is in the MSD PUERTO RICO SAVINGS AND SECURITY PLAN? ▼
What type of plan is MSD PUERTO RICO SAVINGS AND SECURITY PLAN? ▼
Who sponsors the MSD PUERTO RICO SAVINGS AND SECURITY PLAN? ▼
How did MSD PUERTO RICO SAVINGS AND SECURITY PLAN perform in 2023? ▼
Where can I find official filings for MSD PUERTO RICO SAVINGS AND SECURITY PLAN? ▼
How does MSD PUERTO RICO SAVINGS AND SECURITY PLAN compare to other plans? ▼
Explore PlainRetire
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 980658260.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.