Defined Benefit (Pension) · DOL Form 5500 · 2023

Wells Fargo & Company Pension Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size: N/A
Participants Small participant base: 86th
Percentile by assets National rank

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Official DOL plan name: Puerto Rico Financial Retirement Plan · Sponsored by Wells Fargo & Company · California · Management of Enterprises

$52M in assets, N/A participants

Wells Fargo & Company's Puerto Rico Financial Retirement Plan reported $52M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

#777 in Management of Enterprises (1,137 peers)

Where Puerto Rico Financial Retirement Plan sits by assets

Puerto Rico Financial Retirement Plan sits in the top quartile of all filed plans by assets, $52M for N/A participants, up 6.8% in 2023.

#777
in Management of Enterprises (1,137 peers): +6.8%
assets growth YoY: 0.5×
vs typical plan assets (national mean)

Puerto Rico Financial Retirement Plan's outsized position by total assets

Puerto Rico Financial Retirement Plan vs every filed plan by assets

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

$52,366,502 Top 14% higher than 86% 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

Filed plans by participant headcount

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

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 Financial Retirement Plan reported net income rose from -$12M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Puerto Rico Financial Retirement Plan end-of-year assets rose from $49M in the plan year 2022 filing to $52M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 410449260 · Wells Fargo & Company PY 2023 · Defined Benefit (Pension)

Puerto Rico Financial Retirement Plan · $52M · N/A · 86th

NET $52M
BOOK N/A
VS-ST 86th
BOY Defined Benefit (Pension)
SCH near Chapman and Cutler LLP Cash Balance Plan
EBSA ind #777

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 Management of Enterprises retirement plans → · Plans in California →

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

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$49M
Net Assets (End of Year)	$52M
Net Income	$3M
Employer EIN	410449260
Plan Effective Date	1995-05-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Wells Fargo & Company)

Latest sponsor-wide plan assets: $66.2B 21.282610322087823% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	3	265,006	$54.6B
2023	3	247,447	$60.7B
2024	3	225,951	$66.2B

Nearby Defined Benefit (Pension) Plans in California

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

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

Kaiser Permanente Retirement Plan $33.5B · 127,356
Pacific Gas and Electric Company Retirement Plan $21.4B · 22,914
Pacific Gas and Electric Company Retirement Plan $18.0B · 25,647
Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.8B · 19,545
Disney Salaried Pension Plan D $10.1B · 10,813

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

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

Outside California, the nearest Defined Benefit (Pension) by end-of-year assets is Chapman and Cutler LLP Cash Balance Plan in IL at $52M (this filing: $52M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($52M here).

Chapman and Cutler LLP Cash Balance Plan (IL) $52M · 126
Spectrum Brands, Inc. Merged Pension Plan (WI) $52M · 40
Capital Health Pension Plan (NJ) $52M · 864
Brandenburg Telephone Company Retirement Plan (KY) $52M · 90

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 Financial Retirement Plan assets move in 2023? ▼

Puerto Rico Financial Retirement Plan grew at a solid clip - up 6.8% during 2023, from $49M to $52M. Reported net income was $3M.

How have Wells Fargo & Company plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Wells Fargo & Company's sponsor-wide assets grew 21.3%, from $54.6B to $66.2B.

Where does Puerto Rico Financial Retirement Plan rank by assets among Form 5500 filers? ▼

Puerto Rico Financial Retirement Plan ranks in the 86th 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 Defined Benefit (Pension) plans are similar in size to Puerto Rico Financial Retirement Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Chapman and Cutler LLP Cash Balance Plan in IL ($52M, 126 participants).

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 410449260.