Defined Benefit (Pension) · DOL Form 5500 · 2023

Reynolds American Inc. Pension Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets: 4
Participants Small participant base: 73rd
Percentile by assets National rank: $5.2M
Avg per participant High balance/head

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

$21M in assets, 4 participants

Reynolds American Inc.'s Puerto Rico Retirement Plan reported $21M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

#11,862 in Manufacturing (18,722 peers)

2023 asset change

Puerto Rico Retirement Plan grew at a solid clip 12.4% in 2023 ($18M → $21M) for 4 participants.

#11,862
in Manufacturing (18,722 peers): +12.4%
assets growth YoY

Puerto Rico Retirement Plan's outsized position by total assets

Puerto Rico Retirement Plan vs every filed plan by assets

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

$20,744,897 Top 27% higher than 73% 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

Puerto Rico Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Puerto Rico Retirement Plan is a micro filing (4 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Puerto Rico Retirement Plan reported net income rose from -$8M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Puerto Rico Retirement Plan end-of-year assets rose from $18M in the plan year 2022 filing to $21M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 200546644 · Reynolds American Inc. PY 2023 · Defined Benefit (Pension)

Puerto Rico Retirement Plan · $21M · 4 · 73rd

PHOTO $21M
IND 4
EOY 73rd
5500 Defined Benefit (Pension)
ASSETS near Inland Pension Fund
PCT ind #11862

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 →

End-of-year total assets ($M) among Puerto Rico Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Reynolds American Inc. years around the 2023 move

Latest sponsor-wide plan assets: $4.3B 0.6702961205573985% vs 2022; 2024 filing year

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)	$18M
Net Assets (End of Year)	$21M
Net Income	$2M
Employer EIN	200546644
Plan Effective Date	2010-01-01
Filing Status	FILING RECEIVED

Nearby Defined Benefit (Pension) Plans in North Carolina

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Puerto Rico Retirement Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants

Honeywell Retirement Earnings Plan $16.6B · 11,145
Truist Financial Corporation Pension Plan $14.6B · 45,818
Duke Energy Retirement Cash Balance Plan $4.0B · 14,485
Duke Energy Legacy Pension Plan $3.4B · 371
Employees' Retirement Plan of Duke University $2.6B · 21,020

Compare Puerto Rico Retirement Plan side-by-side with 3 peers →

Puerto Rico Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside North Carolina, the nearest Defined Benefit (Pension) by assets is Inland Pension Fund in NJ ($21M); by covered participants it is Ship Wheel Retirement Fund and Trust in MA (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Inland Pension Fund (NJ) $21M · 42
Employee Retirement Plan of Farm Credit Leasing Services Corporation (CO) $21M · 10
Baker & Hostetler Retirement Benefit Enhancement Plan (OH) $21M · 194
L3harris Ocean Systems Pension Plan for Hourly Employees (FL) $21M · 1

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

Ship Wheel Retirement Fund and Trust (MA) 4 · 0 off
Paley Commercial Real Estate, Inc. Defined Benefit Pension Plan (CA) 4 · 0 off
Farmland Opportunity, LLC Pension Plan (FL) 4 · 0 off
Kamel L. Kamel, M.D., Inc. Defined Benefit Pension Plan (CA) 4 · 0 off

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 Retirement Plan assets move in 2023? ▼

Puerto Rico Retirement Plan grew at a solid clip - up 12.4% during 2023, from $18M to $21M. Reported net income was $2M.

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 Defined Benefit (Pension) plans are similar in size to Puerto Rico Retirement Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Inland Pension Fund in NJ ($21M, 42 participants).

Which Defined Benefit (Pension) plans cover a similar participant headcount to Puerto Rico Retirement Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ship Wheel Retirement Fund and Trust in MA (4 participants, N/A in assets).

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 200546644.