Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

ABBOTT PUERTO RICO RETIREMENT PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

ABBOTT HEALTHCARE (PUERTO RICO) LTD. C/O ABBOTT LABORATORIES

This Defined Benefit (Pension) plan holds $94M in total assets and serves 388 participants as of 2023. It is sponsored by ABBOTT HEALTHCARE (PUERTO RICO) LTD. C/O ABBOTT LABORATORIES in Illinois. The plan reported positive net income of $12M for the year.

Total Assets (2023)
$94M
Participants
388
State
Industry
Manufacturing

What the Filing Says About ABBOTT PUERTO RICO RETIREMENT PLAN

ABBOTT PUERTO RICO RETIREMENT PLAN is a Defined Benefit (Pension) retirement plan sponsored by ABBOTT HEALTHCARE (PUERTO RICO) LTD. C/O ABBOTT LABORATORIES, headquartered in Illinois. As of the 2023 Form 5500 filing, the plan reports $94M in total end-of-year assets and covers 388 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 981051267, and the plan has been effective since 2013-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $83M at the beginning of 2023 to $94M at year-end — a gain of 14.3%. Net assets (after liabilities) closed the year at $94M, with reported net income of $12M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$83M
Total Assets (End of Year)$94M
Net Assets (End of Year)$94M
Net Income$12M
Plan TypeDefined Benefit (Pension)
Employer EIN981051267
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (ABBOTT HEALTHCARE (PUERTO RICO) LTD. C/O ABBOTT LABORATORIES)

Year Plans Participants Total Assets
2022 2 1,888 $291M
2023 2 1,934 $317M
2024 2 1,978 $346M

Nearby Defined Benefit (Pension) Plans in Illinois

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

Frequently Asked Questions

How much money is in the ABBOTT PUERTO RICO RETIREMENT PLAN?
As of the 2023 Form 5500 filing, ABBOTT PUERTO RICO RETIREMENT PLAN holds $94M in total assets with 388 participants. It is sponsored by ABBOTT HEALTHCARE (PUERTO RICO) LTD. C/O ABBOTT LABORATORIES.
What type of plan is ABBOTT PUERTO RICO RETIREMENT PLAN?
ABBOTT PUERTO RICO RETIREMENT PLAN is a Defined Benefit (Pension) plan. It has been effective since 2013-01-01. The plan is filed with the U.S. Department of Labor under EIN 981051267.
Who sponsors the ABBOTT PUERTO RICO RETIREMENT PLAN?
ABBOTT PUERTO RICO RETIREMENT PLAN is sponsored by ABBOTT HEALTHCARE (PUERTO RICO) LTD. C/O ABBOTT LABORATORIES, located in Illinois. The sponsor's EIN is 981051267 and the plan operates in the Manufacturing industry.
How did ABBOTT PUERTO RICO RETIREMENT PLAN perform in 2023?
ABBOTT PUERTO RICO RETIREMENT PLAN grew by 14.3% during 2023, moving from $83M to $94M in total assets. Net income was $12M.
Where can I find official filings for ABBOTT PUERTO RICO RETIREMENT PLAN?
Official Form 5500 filings for ABBOTT PUERTO RICO RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 981051267 or plan name at efast.dol.gov.
How does ABBOTT PUERTO RICO RETIREMENT PLAN compare to other plans?
You can compare ABBOTT PUERTO RICO RETIREMENT PLAN against other Defined Benefit (Pension) plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 981051267.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.