Profit Sharing · DOL Form 5500 · 2023
Lilly Del Caribe, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $442M
- Total assets Above avg plan size
- 1,114
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $396,652
- Avg per participant High balance/head
Official DOL plan name: The Savings Plan for Lilly Affiliate Employees in Puerto Rico · Sponsored by Lilly Del Caribe, Inc. · Puerto Rico · Manufacturing
$442M in assets, 1,114 participants
Lilly Del Caribe, Inc.'s The Savings Plan for Lilly Affiliate Employees in Puerto Rico reported $442M in total assets and 1,114 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #17,861 in Manufacturing (18,722 peers)
Coverage in Puerto Rico
The Savings Plan for Lilly Affiliate Employees in Puerto Rico covers 1,114 participants in Puerto Rico, 12x the typical Puerto Rico plan (state average ~89 per filing). Assets: $442M.
- #17,861
- in Manufacturing (18,722 peers)
- +31.6%
- assets growth YoY
- 4.4×
- vs typical plan assets (national mean)
The Savings Plan for Lilly Affiliate Employees in Puerto Rico's outsized position by total assets
The Savings 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
$441,870,695 Top 3% higher than 97% 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 Savings 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 Savings Plan for Lilly Affiliate Employees in Puerto Rico lands in the large band (1,114 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico reported net income rose from -$11M in the plan year 2022 filing to $106M in the plan year 2023 filing.
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico end-of-year assets rose from $336M in the plan year 2022 filing to $442M in the plan year 2023 filing.
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico reported participants rose from 1,038 in the plan year 2022 filing to 1,114 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 980167031 · Lilly Del Caribe, Inc. PY 2023 · Profit Sharing
The Savings Plan for Lilly Affiliate Employees in Puerto Rico · $442M · 1,114 · 97th
- RANK $442M
- PHOTO 1,114
- IND 97th
- EOY Profit Sharing
- 5500 near Orlando Health, Inc. Retirement Savings Plan 401a
- ASSETS ind #17861
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 Savings Plan for Lilly Affiliate Employees in Puerto Rico in the asset neighbourhood
Puerto Rico filing particulars
| Total Assets (Beginning of Year) | $336M |
|---|---|
| Net Assets (End of Year) | $442M |
| Net Income | $106M |
| Employer EIN | 980167031 |
| Plan Effective Date | 2010-12-31 |
| 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 Profit Sharing Plans in Puerto Rico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Retirement and Savings Plan for Amgen Manufacturing Limited LLC $719M · 2,713
- Popular, Inc. Pr Savings and Investment Plan $701M · 8,134
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $196M · 751
- The Oriental Bank Coda Profit Sharing Plan $135M · 2,096
- Boston Scientific Corporation 401(k) Retirement Savings Plan for Puerto Rico Affiliates $93M · 952
The Savings Plan for Lilly Affiliate Employees in Puerto Rico's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Orlando Health, Inc. Retirement Savings Plan 401a in FL ($441M); by covered participants it is Illinois Operative Plasterers & Cement Masons Annuity Fund in IL (1,114 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($442M here).
- Orlando Health, Inc. Retirement Savings Plan 401a (FL) $441M · 26,077
- Steamfitters Local 602 Retirement Savings Plan Savings Plan (MD) $445M · 5,155
- The Lee Company Profit Sharing Plan (CT) $449M · 989
- Hawaii Electricians Annuity Plan (HI) $450M · 2,215
Similar participant headcount
Nearest other-state filings by covered participants (1,114 participants); asset peers above are excluded.
- Illinois Operative Plasterers & Cement Masons Annuity Fund (IL) 1,114 · 0 off
- Plumbers, Pipefitters and Hvac Technicians Local Union No. 572 Annuity Fund (TN) 1,114 · 0 off
- Bricklayers Supplemental Annuity Fund (NY) 1,112 · 2 off
- Operating Engineers Local 112 Defined Contribution Pension Plan (IN) 1,110 · 4 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.