The Savings Plan for Lilly Affiliate Employees in Puerto Rico

401(k) · DOL Form 5500 · 2023

What the Filing Says About The Savings Plan for Lilly Affiliate Employees in Puerto Rico

The Savings Plan for Lilly Affiliate Employees in Puerto Rico is a 401(k) retirement plan sponsored by Lilly Del Caribe, Inc., headquartered in Puerto Rico. According to the U.S. Department of Labor's 2023 Form 5500 filing, the plan reports $442M in total end-of-year assets and covers 1,114 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 980167031, and the plan has been effective since 2010-12-31. Its filing status is currently FILING RECEIVED.

Year over year, total assets surged from $336M at the beginning of 2023 to $442M at year-end - up 31.6%. Net assets (after liabilities) closed the year at $442M, with reported net income of $106M 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.

Across the 3 plan years Lilly Del Caribe, Inc. has on file with PlainRetire (2022-2024), sponsor-wide plan assets have moved from $660M to $854M, a gain of 29.5%, while reported participants moved from 2,105 to 2,315 (+10.0%). The strongest year on file by total sponsor assets was 2024 at $854M; the softest was 2022 at $660M. Year-by-year, sponsor-wide filings show: 2022 - $660M in assets across 2 plans covering 2,105 participants; 2023 - $777M in assets across 2 plans covering 2,258 participants; 2024 - $854M in assets across 2 plans covering 2,315 participants.

By assets, The Savings Plan for Lilly Affiliate Employees in Puerto Rico outranks 97% of the 126,618 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 4.4x the national average plan size of $100M and 730 average participants.

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.

How the percentile is calculated: we count every plan that filed a 2023 Form 5500 with a reported end-of-year asset figure (126,618 plans), rank The Savings Plan for Lilly Affiliate Employees in Puerto Rico against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.