Defined Benefit (Pension) · DOL Form 5500 · 2023

Pmi Global Services Inc. Pension Plan

Data updated 2026-08-25

$276M
Total assets Near avg plan size
50
Participants Small participant base
96th
Percentile by assets National rank
$5.5M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Philip Morris International Retirement Plan · Sponsored by Pmi Global Services Inc. · Connecticut · Management of Enterprises

$276M in assets, 50 participants

Pmi Global Services Inc.'s Philip Morris International Retirement Plan reported $276M in total assets and 50 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.

  • #984 in Management of Enterprises (1,137 peers)

Where Philip Morris International Retirement Plan sits by assets

Philip Morris International Retirement Plan sits in the top 5% of all filed plans by assets, $276M for 50 participants (~$5.5M/participant), up 4.0% in 2023.

#984
in Management of Enterprises (1,137 peers)
+4.0%
assets growth YoY
2.8×
vs typical plan assets (national mean)

Philip Morris International Retirement Plan's outsized position by total assets

Philip Morris International Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$275,723,932 Top 4% higher than 96% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Philip Morris International Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Philip Morris International Retirement Plan is a small filing (50 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Philip Morris International Retirement Plan reported net income rose from -$61M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Philip Morris International Retirement Plan reported participants fell from 64 in the plan year 2022 filing to 50 in the plan year 2023 filing.
  • Philip Morris International Retirement Plan end-of-year assets rose from $265M in the plan year 2022 filing to $276M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 030494952 · Pmi Global Services Inc. PY 2023 · Defined Benefit (Pension)

Philip Morris International Retirement Plan · $276M · 50 · 96th

  • PHOTO $276M
  • IND 50
  • EOY 96th
  • 5500 Defined Benefit (Pension)
  • ASSETS near Tenth Amended & Restated Owens-Illinois Salary Retirement Plan
  • PCT ind #984

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 Management of Enterprises retirement plans → · Plans in Connecticut →

Philip Morris International Retirement Plan in the asset neighbourhood

Massachusetts Service Employees Pension PlanMassachusetts Service Employ…$276MI.B.E.W. Local 456 Pension PlanI.B.E.W. Local 456 Pension P…$276MAkin Gump Strauss Hauer & Feld Partners' Retirement PlanAkin Gump Strauss Hauer & Fe…$276MPhilip Morris International Retirement PlanPhilip Morris International …$276MTenth Amended & Restated Owens-Illinois Salary Retirement PlanTenth Amended & Restated Owe…$276M
End-of-year total assets ($M) among Philip Morris International Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$265M
Net Assets (End of Year)$275M
Net Income$11M
Employer EIN030494952
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pmi Global Services Inc.)

Sponsor-wide plan assets over time

All Pmi Global Services Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$570M 5.6703190092037% vs 2022
2024 filing year
$530M$540M$550M$560M$570M$580M 202220232024 $540M $570M ▲ +5.7%
Year Plans Participants Total Assets
2022 2 219 $540M
2023 2 297 $557M
2024 2 333 $570M

Nearby Defined Benefit (Pension) Plans in Connecticut

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

Philip Morris International Retirement Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Philip Morris International Retirement Plan, Total assets ($B): 0.275723932 · Participants: 50Philip Morris International Retirement PlanRtx Consolidated Pension Plan, Total assets ($B): 43.752088232 · Participants: 23823Rtx Consolidated Pension PlanThe Citigroup Pension Plan, Total assets ($B): 10.610367002 · Participants: 17283The Citigroup Pension PlanEversource Pension Plan, Total assets ($B): 5.8761342 · Participants: 3717Eversource Pension PlanRetirement Plan for Employees of Aetna Inc., Total assets ($B): 5.40003759 · Participants: 10546Retirement Plan for Employees of Aetna Inc.The Hartford Retirement Plan for U.S. Employees, Total assets ($B): 3.580099386 · Participants: 7529The Hartford Retirement Plan for U.S. Employees
Philip Morris International Retirement Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants
Compare Philip Morris International Retirement Plan side-by-side with 3 peers →

Philip Morris International Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Connecticut, the nearest Defined Benefit (Pension) by assets is Tenth Amended & Restated Owens-Illinois Salary Retirement Plan in OH ($276M); by covered participants it is Meadville Forging Company Uswa Pension Plan in PA (50 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (50 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Philip Morris International Retirement Plan assets move in 2023? ▼
Philip Morris International Retirement Plan edged up modestly - up 4.0% during 2023, from $265M to $276M. Reported net income was $11M.
How have Pmi Global Services Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pmi Global Services Inc.'s sponsor-wide assets grew 5.7%, from $540M to $570M.
Where does Philip Morris International Retirement Plan rank by assets among Form 5500 filers? ▼
Philip Morris International Retirement Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Philip Morris International Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Tenth Amended & Restated Owens-Illinois Salary Retirement Plan in OH ($276M, 240 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Philip Morris International Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Meadville Forging Company Uswa Pension Plan in PA (50 participants, $14M in assets).

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 030494952.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.