401(k) · DOL Form 5500 · 2023

Reynolds American Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
N/A
Participants Small participant base
51st
Percentile by assets National rank
PlainRetire home → About this data RSS: change history

Official DOL plan name: Puerto Rico Savings & Investment Plan · Sponsored by Reynolds American Inc. · North Carolina · Manufacturing

$7M in assets, N/A participants

Reynolds American Inc.'s Puerto Rico Savings & Investment Plan reported $7M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #6,570 in Manufacturing (18,722 peers)

2023 asset change

Puerto Rico Savings & Investment Plan grew at a solid clip 13.1% in 2023 ($6M → $7M) for N/A participants.

#6,570
in Manufacturing (18,722 peers)
+13.1%
assets growth YoY

Puerto Rico Savings & Investment Plan's mid-pack asset rank among Manufacturing and all filers

Puerto Rico Savings & Investment Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$6,952,002 Top 49% higher than 51% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Puerto Rico Savings & Investment Plan reported net income rose from -$1M in the plan year 2022 filing to $803K in the plan year 2023 filing.
  • Puerto Rico Savings & Investment Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 200546644 · Reynolds American Inc. PY 2023 · 401(k)

Puerto Rico Savings & Investment Plan · $7M · N/A · 51st

  • BOOK $7M
  • BOOK N/A
  • BOOK 51st
  • BOOK 401(k)
  • BOOK near Aero-Space-Computer Supplies 401(k) Plan
  • BOOK ind #6570

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 North Carolina →

Puerto Rico Savings & Investment Plan in the asset neighbourhood

Puerto Rico Savings & Investment PlanPuerto Rico Savings & Invest…$7MAero-Space-Computer Supplies 401(k) PlanAero-Space-Computer Supplies…$7MLiberty Environmental, Inc. 401(k) PlanLiberty Environmental, Inc. …$7MPeterson & Price, a Professional Corporation, Profit Sharing PlanPeterson & Price, a Professi…$7MNoland Health Services 401(k) PlanNoland Health Services 401(k…$7M
End-of-year total assets ($M) among Puerto Rico Savings & Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Reynolds American Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Reynolds American Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4.3B 0.6702961205573985% vs 2022
2024 filing year
$4.22B$4.24B$4.26B$4.28B$4.3B 202220232024 $4.26B $4.29B ▲ +0.7%
Year Plans Participants Total Assets
2022 4 5,030 $4.3B
2023 4 5,249 $4.2B
2024 4 4,665 $4.3B

2023 asset-move particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$803K
Employer EIN200546644
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Puerto Rico Savings & Investment Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Puerto Rico Savings & Investment Plan, Total assets ($B): 0.006952002 · Participants: 0Puerto Rico Savings & Investment PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Puerto Rico Savings & Investment Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

Puerto Rico Savings & Investment Plan's closest out-of-state 401(k) peers by assets

Outside North Carolina, the nearest 401(k) by end-of-year assets is Aero-Space-Computer Supplies 401(k) Plan in MN at $7M (this filing: $7M).

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Puerto Rico Savings & Investment Plan assets move in 2023?
Puerto Rico Savings & Investment Plan grew at a solid clip - up 13.1% during 2023, from $6M to $7M. Reported net income was $803K.
How have Reynolds American Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Reynolds American Inc.'s sponsor-wide assets grew 0.7%, from $4.3B to $4.3B.
Which 401(k) plans are similar in size to Puerto Rico Savings & Investment Plan?
Among 401(k) plans in other states, the closest by assets is Aero-Space-Computer Supplies 401(k) Plan in MN ($7M, 37 participants).