Defined Benefit (Pension) · DOL Form 5500 · 2023
Lilly Del Caribe, Inc. Pension Plan
Data updated 2026-08-25
- $335M
- Total assets Above avg plan size
- 1,144
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $293,118
- Avg per participant High balance/head
Official DOL plan name: The Retirement Plan for Lilly Affiliate Employees in Puerto Rico · Sponsored by Lilly Del Caribe, Inc. · Puerto Rico · Manufacturing
$335M in assets, 1,144 participants
Lilly Del Caribe, Inc.'s The Retirement Plan for Lilly Affiliate Employees in Puerto Rico reported $335M in total assets and 1,144 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #17,659 in Manufacturing (18,722 peers)
Coverage in Puerto Rico
The Retirement Plan for Lilly Affiliate Employees in Puerto Rico covers 1,144 participants in Puerto Rico, 13x the typical Puerto Rico plan (state average ~89 per filing). Assets: $335M.
- #17,659
- in Manufacturing (18,722 peers)
- +3.6%
- assets growth YoY
- 3.4×
- vs typical plan assets (national mean)
The Retirement Plan for Lilly Affiliate Employees in Puerto Rico's outsized position by total assets
The Retirement Plan for Lilly Affiliate Employees in Puerto Rico vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$335,326,883 Top 4% higher than 96% 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
The Retirement Plan for Lilly Affiliate Employees in Puerto Rico's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Retirement Plan for Lilly Affiliate Employees in Puerto Rico lands in the large band (1,144 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Retirement Plan for Lilly Affiliate Employees in Puerto Rico reported net income rose from -$63M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- The Retirement Plan for Lilly Affiliate Employees in Puerto Rico reported participants rose from 1,067 in the plan year 2022 filing to 1,144 in the plan year 2023 filing.
- The Retirement Plan for Lilly Affiliate Employees in Puerto Rico end-of-year assets rose from $324M in the plan year 2022 filing to $335M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 980167031 · Lilly Del Caribe, Inc. PY 2023 · Defined Benefit (Pension)
The Retirement Plan for Lilly Affiliate Employees in Puerto Rico · $335M · 1,144 · 96th
- EOY $335M
- EOY 1,144
- EOY 96th
- EOY Defined Benefit (Pension)
- EOY near Oneok, Inc. Retirement Plan
- EOY ind #17659
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 →
The Retirement Plan for Lilly Affiliate Employees in Puerto Rico in the asset neighbourhood
Puerto Rico filing particulars
| Total Assets (Beginning of Year) | $324M |
|---|---|
| Net Assets (End of Year) | $335M |
| Net Income | $12M |
| Employer EIN | 980167031 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lilly Del Caribe, Inc.)
Sponsor-wide plan assets over time
All Lilly Del Caribe, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $854M 29.45634875812487% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,105 | $660M |
| 2023 | 2 | 2,258 | $777M |
| 2024 | 2 | 2,315 | $854M |
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
- Components Pension Plan for Puerto Rico $177M · 93
- Bristol-Myers Squibb Puerto Rico Inc, Retirement Income Plan $156M · 348
The Retirement Plan for Lilly Affiliate Employees in Puerto Rico's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Puerto Rico, the nearest Defined Benefit (Pension) by assets is Oneok, Inc. Retirement Plan in OK ($335M); by covered participants it is National Fuel Gas Company Retirement Plan in NY (1,145 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($335M here).
- Oneok, Inc. Retirement Plan (OK) $335M · 230
- Ball Corporation Pension Plan as It Applies to Certain Salaried Employees of Ball Aerospace & Technologies Corp. (CO) $335M · 4,799
- Methodist Health System Employee Retirement Plan (TX) $335M · 9,508
- Pension Plan for Salaried Employees of Continental Automotive, Inc. & Certain Affiliated Companies (SC) $336M · 512
Similar participant headcount
Nearest other-state filings by covered participants (1,144 participants); asset peers above are excluded.
- National Fuel Gas Company Retirement Plan (NY) 1,145 · 1 off
- Massey Energy Retirement Plan (TN) 1,145 · 1 off
- Integris Health, Inc. Retirement Plan a (OK) 1,145 · 1 off
- Cmg Hourly Pension Plan (AL) 1,146 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.