401(k) · DOL Form 5500 · 2023
Pbg Puerto Rico LLC 401(k) Plan
Data updated 2026-08-25
- $385M
- Total assets Above avg plan size
- 87
- Participants Small participant base
- 97th
- Percentile by assets National rank
- $4.4M
- Avg per participant High balance/head
Official DOL plan name: Pfizer Savings Plan for Employees Resident in Puerto Rico · Sponsored by Pbg Puerto Rico LLC · Puerto Rico · Manufacturing
$385M in assets, 87 participants
Pbg Puerto Rico LLC's Pfizer Savings Plan for Employees Resident in Puerto Rico reported $385M in total assets and 87 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #17,768 in Manufacturing (18,722 peers)
Where Pfizer Savings Plan for Employees Resident in Puerto Rico sits by assets
Pfizer Savings Plan for Employees Resident in Puerto Rico sits in the top 5% of all filed plans by assets, $385M for 87 participants (~$4.4M/participant), down 2.6% in 2023.
- #17,768
- in Manufacturing (18,722 peers)
- -2.6%
- assets change YoY
- 3.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Pfizer Savings Plan for Employees Resident in Puerto Rico's outsized position by total assets
Pfizer Savings Plan for Employees Resident in Puerto Rico vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$385,326,556 Top 3% higher than 97% 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
Pfizer Savings Plan for Employees Resident in Puerto Rico among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pfizer Savings Plan for Employees Resident in Puerto Rico is a small filing (87 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pfizer Savings Plan for Employees Resident in Puerto Rico reported net income rose from -$121M in the plan year 2022 filing to -$10M in the plan year 2023 filing.
- Pfizer Savings Plan for Employees Resident in Puerto Rico reported participants fell from 99 in the plan year 2022 filing to 87 in the plan year 2023 filing.
- Pfizer Savings Plan for Employees Resident in Puerto Rico end-of-year assets fell from $396M in the plan year 2022 filing to $385M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 660914590 · Pbg Puerto Rico LLC PY 2023 · 401(k)
Pfizer Savings Plan for Employees Resident in Puerto Rico · $385M · 87 · 97th
- EBSA $385M
- EBSA 87
- EBSA 97th
- EBSA 401(k)
- EBSA near Coterra Energy Inc. Retirement Savings Plan
- EBSA ind #17768
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 →
Pfizer Savings Plan for Employees Resident in Puerto Rico in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $396M |
|---|---|
| Net Assets (End of Year) | $385M |
| Net Income | -$10M |
| Employer EIN | 660914590 |
| Plan Effective Date | 1990-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pbg Puerto Rico LLC)
Sponsor-wide plan assets over time
All Pbg Puerto Rico LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $395M 0.07603773147011915% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 99 | $396M |
| 2023 | 1 | 87 | $385M |
| 2024 | 1 | 88 | $395M |
Nearby 401(k) Plans in Puerto Rico
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Msd Puerto Rico Savings and Security Plan $224M · 679
- 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
Pfizer Savings Plan for Employees Resident in Puerto Rico's out-of-state 401(k) peers by assets and headcount
Outside Puerto Rico, the nearest 401(k) by assets is Coterra Energy Inc. Retirement Savings Plan in TX ($385M); by covered participants it is Landrum & Brown 401(k) and Profit Sharing Plan in OH (87 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($385M here).
Similar participant headcount
Nearest other-state filings by covered participants (87 participants); asset peers above are excluded.
- Landrum & Brown 401(k) and Profit Sharing Plan (OH) 87 · 0 off
- Warren Union Employees 401(k) Plan (MI) 87 · 0 off
- Vertek Corporation 401(k) Savings Plan (VT) 87 · 0 off
- Great Lakes Eye Institute PC 401(k) Plan (MI) 87 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.