401(k) · DOL Form 5500 · 2023

Astrazeneca Pharmaceuticals LP 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
57
Participants Small participant base
82nd
Percentile by assets National rank
$645,042
Avg per participant High balance/head
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Official DOL plan name: Astrazeneca Savings and Security Plan for Puerto Rico Employees · Sponsored by Astrazeneca Pharmaceuticals LP · Delaware · Manufacturing

$37M in assets, 57 participants

Astrazeneca Pharmaceuticals LP's Astrazeneca Savings and Security Plan for Puerto Rico Employees reported $37M in total assets and 57 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #13,937 in Manufacturing (18,722 peers)

Where Astrazeneca Savings and Security Plan for Puerto Rico Employees sits by assets

Astrazeneca Savings and Security Plan for Puerto Rico Employees sits in the top quartile of all filed plans by assets, $37M for 57 participants (~$645,042/participant), up 17.3% in 2023.

#13,937
in Manufacturing (18,722 peers)
+17.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Astrazeneca Savings and Security Plan for Puerto Rico Employees's outsized position by total assets

Astrazeneca Savings and Security Plan for Puerto Rico Employees vs every filed plan by assets

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

$36,767,398 Top 18% higher than 82% 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

Astrazeneca Savings and Security Plan for Puerto Rico Employees among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Astrazeneca Savings and Security Plan for Puerto Rico Employees is a small filing (57 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Astrazeneca Savings and Security Plan for Puerto Rico Employees reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Astrazeneca Savings and Security Plan for Puerto Rico Employees end-of-year assets rose from $31M in the plan year 2022 filing to $37M in the plan year 2023 filing.
  • Astrazeneca Savings and Security Plan for Puerto Rico Employees reported participants rose from 55 in the plan year 2022 filing to 57 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 232967016 · Astrazeneca Pharmaceuticals LP PY 2023 · 401(k)

Astrazeneca Savings and Security Plan for Puerto Rico Employees · $37M · 57 · 82nd

  • PHOTO $37M
  • IND 57
  • EOY 82nd
  • 5500 401(k)
  • ASSETS near Durect Corporation 401(k) Plan
  • PCT ind #13937

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 Delaware →

Astrazeneca Savings and Security Plan for Puerto Rico Employees in the asset neighbourhood

Astrazeneca Savings and Security Plan for Puerto Rico EmployeesAstrazeneca Savings and Secu…$37MDurect Corporation 401(k) PlanDurect Corporation 401(k) Pl…$37MThe Claflin Company Savings & Retirement PlanThe Claflin Company Savings …$37MKipp Socal Public Schools 401(k) PlanKipp Socal Public Schools 40…$37MNova Financial & Investment Corp. Employees 401(k) Profit Sharing PlanNova Financial & Investment …$37M
End-of-year total assets ($M) among Astrazeneca Savings and Security Plan for Puerto Rico Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$37M
Net Income$5M
Employer EIN232967016
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Astrazeneca Pharmaceuticals LP)

Sponsor-wide plan assets over time

All Astrazeneca Pharmaceuticals LP plans reported in each filing year

Latest sponsor-wide plan assets
$8.7B 25.071382122346026% vs 2022
2024 filing year
$6B$7B$8B$9B 202220232024 $6.94B $8.69B ▲ +25.2%
Year Plans Participants Total Assets
2022 3 13,918 $6.9B
2023 3 14,269 $7.6B
2024 2 17,228 $8.7B

Nearby 401(k) Plans in Delaware

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

Astrazeneca Savings and Security Plan for Puerto Rico Employees vs. nearby 401(k) plans in Delaware, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -202468 Total assets ($B) Participants Astrazeneca Savings and Security Plan for Puerto Rico Employees, Total assets ($B): 0.036767398 · Participants: 57Astrazeneca Savings and Security Plan for Puerto Rico EmployeesAstrazeneca Savings and Security Plan, Total assets ($B): 7.59933241 · Participants: 13734Astrazeneca Savings and Security PlanRetirement Savings Plan, Total assets ($B): 6.839304585 · Participants: 9968Retirement Savings PlanDupont Retirement Savings Plan, Total assets ($B): 3.237107237 · Participants: 9918Dupont Retirement Savings PlanWl Gore & Associates, Inc. 401(k) Plan, Total assets ($B): 1.797467724 · Participants: 8557Wl Gore & Associates, Inc. 401(k) PlanAshland Employee Savings Plan, Total assets ($B): 1.267144025 · Participants: 1647Ashland Employee Savings Plan
Astrazeneca Savings and Security Plan for Puerto Rico Employees vs. nearby 401(k) plans in Delaware, assets vs. participants
Compare Astrazeneca Savings and Security Plan for Puerto Rico Employees side-by-side with 3 peers →

Astrazeneca Savings and Security Plan for Puerto Rico Employees's out-of-state 401(k) peers by assets and headcount

Outside Delaware, the nearest 401(k) by assets is Durect Corporation 401(k) Plan in CA ($37M); by covered participants it is The Herjavec Group Corp 401(k) Plan in CA (57 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (57 participants); asset peers above are excluded.

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 Astrazeneca Savings and Security Plan for Puerto Rico Employees assets move in 2023? ▼
Astrazeneca Savings and Security Plan for Puerto Rico Employees grew sharply - up 17.3% during 2023, from $31M to $37M. Reported net income was $5M.
How have Astrazeneca Pharmaceuticals LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Astrazeneca Pharmaceuticals LP's sponsor-wide assets grew 25.1%, from $6.9B to $8.7B.
Where does Astrazeneca Savings and Security Plan for Puerto Rico Employees rank by assets among Form 5500 filers? ▼
Astrazeneca Savings and Security Plan for Puerto Rico Employees ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Astrazeneca Savings and Security Plan for Puerto Rico Employees? ▼
Among 401(k) plans in other states, the closest by assets is Durect Corporation 401(k) Plan in CA ($37M, 78 participants).
Which 401(k) plans cover a similar participant headcount to Astrazeneca Savings and Security Plan for Puerto Rico Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is The Herjavec Group Corp 401(k) Plan in CA (57 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 232967016.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.