Defined Benefit (Pension) · DOL Form 5500 · 2023
Bristol-Myers Squibb Puerto Rico Pension Plan
Data updated 2026-08-25
- $156M
- Total assets Near avg plan size
- 348
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $449,566
- Avg per participant High balance/head
Official DOL plan name: Bristol-Myers Squibb Puerto Rico Inc, Retirement Income Plan · Sponsored by Bristol-Myers Squibb Puerto Rico · Puerto Rico · Manufacturing
$156M in assets, 348 participants
Bristol-Myers Squibb Puerto Rico's Bristol-Myers Squibb Puerto Rico Inc, Retirement Income Plan reported $156M in total assets and 348 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #16,922 in Manufacturing (18,722 peers)
Coverage in Puerto Rico
Bristol-Myers Squibb Puerto Rico Inc, Retirement Income Plan covers 348 participants in Puerto Rico, 3.9x the typical Puerto Rico plan (state average ~89 per filing). Assets: $156M.
- #16,922
- in Manufacturing (18,722 peers)
- -3.4%
- assets change YoY
- 1.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bristol-Myers Squibb Puerto Rico Inc, Retirement Income Plan's outsized position by total assets
Bristol-Myers Squibb Puerto Rico Inc, Retirement Income Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$156,449,090 Top 6% higher than 94% 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
Bristol-Myers Squibb Puerto Rico Inc, Retirement Income Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bristol-Myers Squibb Puerto Rico Inc, Retirement Income Plan sits mid-pack in the medium band (348 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bristol-Myers Squibb Puerto Rico Inc, Retirement Income Plan reported net income rose from -$64M in the plan year 2022 filing to -$7M in the plan year 2023 filing.
- Bristol-Myers Squibb Puerto Rico Inc, Retirement Income Plan reported participants fell from 367 in the plan year 2022 filing to 348 in the plan year 2023 filing.
- Bristol-Myers Squibb Puerto Rico Inc, Retirement Income Plan end-of-year assets fell from $162M in the plan year 2022 filing to $156M in the plan year 2023 filing.
DOL schedule card
Filing strip 660256665 · Bristol-Myers Squibb Puerto Rico PY 2023 · Defined Benefit (Pension)
Bristol-Myers Squibb Puerto Rico Inc, Retirement Income Plan · $156M · 348 · 94th
- EOY $156M
- 5500 348
- ASSETS 94th
- PCT Defined Benefit (Pension)
- EIN near International Association of Heat and Frost Insula and Allied Workers Local No. 1 Pension Plan
- RANK ind #16922
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 Puerto Rico →
Bristol-Myers Squibb Puerto Rico Inc, Retirement Income Plan in the asset neighbourhood
Puerto Rico filing particulars
| Total Assets (Beginning of Year) | $162M |
|---|---|
| Net Assets (End of Year) | $155M |
| Net Income | -$7M |
| Employer EIN | 660256665 |
| Plan Effective Date | 1971-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bristol-Myers Squibb Puerto Rico)
Sponsor-wide plan assets over time
All Bristol-Myers Squibb Puerto Rico plans reported in each filing year
- Latest sponsor-wide plan assets
- $239M 33.18122416501191% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,986 | $358M |
| 2023 | 2 | 1,997 | $383M |
| 2024 | 2 | 2,019 | $239M |
Nearby Defined Benefit (Pension) Plans in Puerto Rico
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees $800M · 1,638
- Banco Popular De Puerto Rico Retirement Plan $632M · 1,952
- Msd Puerto Rico Pension Plan $417M · 507
- The Retirement Plan for Lilly Affiliate Employees in Puerto Rico $335M · 1,144
- Components Pension Plan for Puerto Rico $177M · 93
Bristol-Myers Squibb Puerto Rico Inc, Retirement Income Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Puerto Rico, the nearest Defined Benefit (Pension) by assets is International Association of Heat and Frost Insula and Allied Workers Local No. 1 Pension Plan in MO ($157M); by covered participants it is F.N.B. Corporation Retirement Income Plan in PA (348 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($156M here).
Similar participant headcount
Nearest other-state filings by covered participants (348 participants); asset peers above are excluded.
- F.N.B. Corporation Retirement Income Plan (PA) 348 · 0 off
- Mahle Industries, Incorporated Retirement Plan (MI) 348 · 0 off
- Novelis Pension Plan (GA) 348 · 0 off
- Celina Aluminum Precision Technology Inc. Defined Benefit Plan (OH) 348 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.