Defined Benefit (Pension) · DOL Form 5500 · 2023

Baxter Healthcare of Puerto Rico LLC Pension Plan

Data updated 2026-08-25

$242M
Total assets Near avg plan size
700
Participants Below avg headcount
95th
Percentile by assets National rank
$345,750
Avg per participant High balance/head
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Official DOL plan name: Baxter Healthcare of Puerto Rico Pension Plan · Sponsored by Baxter Healthcare of Puerto Rico LLC · Illinois · Professional & Technical Services

$242M in assets, 700 participants

Baxter Healthcare of Puerto Rico LLC's Baxter Healthcare of Puerto Rico Pension Plan reported $242M in total assets and 700 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #19,629 in Professional & Technical Services (20,321 peers)

Where Baxter Healthcare of Puerto Rico Pension Plan sits by assets

Baxter Healthcare of Puerto Rico Pension Plan sits in the top 5% of all filed plans by assets, $242M for 700 participants (~$345,750/participant), up 5.0% in 2023.

#19,629
in Professional & Technical Services (20,321 peers)
+5.0%
assets growth YoY
2.4×
vs typical plan assets (national mean)

Baxter Healthcare of Puerto Rico Pension Plan's outsized position by total assets

Baxter Healthcare of Puerto Rico Pension Plan vs every filed plan by assets

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

$242,025,052 Top 5% higher than 95% 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

Baxter Healthcare of Puerto Rico Pension 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. Baxter Healthcare of Puerto Rico Pension Plan sits mid-pack in the medium band (700 participants).

EBSA filing schedule strip

Filing strip 661048257 · Baxter Healthcare of Puerto Rico LLC PY 2023 · Defined Benefit (Pension)

Baxter Healthcare of Puerto Rico Pension Plan · $242M · 700 · 95th

  • PCT $242M
  • EIN 700
  • RANK 95th
  • PHOTO Defined Benefit (Pension)
  • IND near Hill-Rom, Inc. Pension Plan
  • EOY ind #19629

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 Professional & Technical Services retirement plans → · Plans in Illinois →

Baxter Healthcare of Puerto Rico Pension Plan in the asset neighbourhood

Pension and Annuity Plan of the Bricklayers Pension FundPension and Annuity Plan of …$242MBaxter Healthcare of Puerto Rico Pension PlanBaxter Healthcare of Puerto …$242MHill-Rom, Inc. Pension Plan$242MEnergizer Holdings, Inc. Retirement PlanEnergizer Holdings, Inc. Ret…$242MMo-Kan Iron Workers Pension FundMo-Kan Iron Workers Pension …$241M
End-of-year total assets ($M) among Baxter Healthcare of Puerto Rico Pension 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)$231M
Net Assets (End of Year)$242M
Net Income$11M
Employer EIN661048257
Plan Effective Date1976-09-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Baxter Healthcare of Puerto Rico LLC)

Sponsor-wide plan assets over time

All Baxter Healthcare of Puerto Rico LLC plans reported in each filing year

Latest sponsor-wide plan assets
$347M 6.096903562502081% vs 2023
2024 filing year
$320M$330M$340M$350M 20232024 $327M $347M ▲ +6.1%
Year Plans Participants Total Assets
2023 2 2,972 $327M
2024 2 2,686 $347M

Nearby Defined Benefit (Pension) Plans in Illinois

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

Baxter Healthcare of Puerto Rico Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -200204060 Total assets ($B) Participants Baxter Healthcare of Puerto Rico Pension Plan, Total assets ($B): 0.242025052 · Participants: 700Baxter Healthcare of Puerto Rico Pension PlanCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 49.680270595 · Participants: 48538Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 35.242945747 · Participants: 45001State Farm Insurance Companies Retirement Plan for United States EmployeesUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 7.965094339 · Participants: 20680United Food & Commercial Workers Intl Union - Industry Pension FundJohn Deere Pension Plan for Salaried Employees, Total assets ($B): 7.960744597 · Participants: 16346John Deere Pension Plan for Salaried EmployeesAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 7.819798504 · Participants: 17382Abbott Laboratories Annuity Retirement Plan
Baxter Healthcare of Puerto Rico Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Baxter Healthcare of Puerto Rico Pension Plan side-by-side with 3 peers →

Baxter Healthcare of Puerto Rico Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Hill-Rom, Inc. Pension Plan in IN ($242M); by covered participants it is Convergys Corporation Pension Plan in OH (700 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($242M here).

Similar participant headcount

Nearest other-state filings by covered participants (700 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 Baxter Healthcare of Puerto Rico Pension Plan assets move in 2023? ▼
Baxter Healthcare of Puerto Rico Pension Plan edged up modestly - up 5.0% during 2023, from $231M to $242M. Reported net income was $11M.
How have Baxter Healthcare of Puerto Rico LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Baxter Healthcare of Puerto Rico LLC's sponsor-wide assets grew 6.1%, from $327M to $347M.
Where does Baxter Healthcare of Puerto Rico Pension Plan rank by assets among Form 5500 filers? ▼
Baxter Healthcare of Puerto Rico Pension Plan ranks in the 95th 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 Baxter Healthcare of Puerto Rico Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Hill-Rom, Inc. Pension Plan in IN ($242M, 833 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Baxter Healthcare of Puerto Rico Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Convergys Corporation Pension Plan in OH (700 participants, $118M 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 661048257.

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.