Profit Sharing · DOL Form 5500 · 2023
CVS Health Corporation Profit Sharing Plan
Data updated 2026-08-11
- $14M
- Total assets
- 713
- Participants
- 66th
- Percentile by assets
- $20,039
- Avg per participant
Official DOL plan name: CVS Health Puerto Rico Savings Plan · Sponsored by CVS Health Corporation · Rhode Island · Retail Trade
$14M in assets, 713 participants
CVS Health Corporation's CVS Health Puerto Rico Savings Plan reported $14M in total assets and 713 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.
- 66th percentile by assets (of 127,072 plans)
- #6,469 in Retail Trade (8,414 peers)
Coverage in Rhode Island
CVS Health Puerto Rico Savings Plan covers 713 participants in Rhode Island, about 49% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $14M.
- $14M
- total plan assets (2023 EOY)
- 713
- covered participants
- 66th
- percentile by assets (of 127,072 plans)
- $20,039
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- CVS Health Puerto Rico Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- CVS Health Puerto Rico Savings Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- CVS Health Puerto Rico Savings Plan reported participants fell from 748 in the plan year 2022 filing to 713 in the plan year 2023 filing.
Participants vs Rhode Island filers
In Rhode Island, the average filing covers about 1,449 participants across 434 plans. CVS Health Puerto Rico Savings Plan reports 713 participants - about 49% of that state average ($14M EOY assets).
Rhode Island filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $3M |
| Employer EIN | 050494040 |
| Plan Effective Date | 2005-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (CVS Health Corporation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 274,022 | $24.2B |
| 2023 | 2 | 266,473 | $27.6B |
| 2024 | 2 | 241,187 | $30.1B |
Nearby Profit Sharing Plans in Rhode Island
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
CVS Health Puerto Rico Savings Plan vs. nearby Profit Sharing plans in Rhode Island, assets vs. participants
- Care New England 403(b) Match & Savings Plan $516M · 7,471
- Textron Retirement Account Plan Trust $332M · 10,046
- Brown Physicians, Inc. 401(a) Plan $281M · 1,274
- International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan $179M · 694
- Iuoe Local 57 Annuity Plan $132M · 938
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to CVS Health Puerto Rico Savings Plan by total assets, not by location.
Frequently Asked Questions
How did CVS Health Puerto Rico Savings Plan assets move in 2023? ▼
How have CVS Health Corporation plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to CVS Health Puerto Rico Savings Plan? ▼
Next read for CVS Health Puerto Rico Savings Plan
Filing takeaways
Ways to act on CVS Health Puerto Rico Savings Plan's numbers.
- By total assets, CVS Health Puerto Rico Savings Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Rhode Island. Compare plans
- CVS Health Corporation's sponsor-wide assets have grown 24.1% since 2022 across 3 plan years on file. More Retail Trade plans