401(k) · DOL Form 5500 · 2024
Bristol-Myers Squibb Puerto Rico, Inc. 401(k) Plan
Data updated 2026-08-25
- $239M
- Total assets Near avg plan size
- 1,682
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $142,339
- Avg per participant Near avg balance/head
Official DOL plan name: Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program · Sponsored by Bristol-Myers Squibb Puerto Rico, Inc. · · Manufacturing
$239M in assets, 1,682 participants
Bristol-Myers Squibb Puerto Rico, Inc.'s Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program reported $239M in total assets and 1,682 participants in its 2024 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.
- #16,396 in Manufacturing (17,777 peers)
Where Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program sits by assets
Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program sits in the top 5% of all filed plans by assets, $239M for 1,682 participants (~$142,339/participant), up 5.6% in 2024.
- #16,396
- in Manufacturing (17,777 peers)
- +5.6%
- assets growth YoY
- 2.4×
- vs typical plan assets (national mean)
Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program's outsized position by total assets
Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$239,414,390 Top 5% higher than 95% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program lands in the large band (1,682 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program reported net income fell from $30M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program end-of-year assets rose from $227M in the plan year 2023 filing to $239M in the plan year 2024 filing.
- Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program reported participants rose from 1,649 in the plan year 2023 filing to 1,682 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 660256665 · Bristol-Myers Squibb Puerto Rico, Inc. PY 2024 · 401(k)
Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program · $239M · 1,682 · 95th
- BOOK $239M
- VS-ST 1,682
- BOY 95th
- SCH 401(k)
- EBSA near Convatec Inc. Savings and Investment Plan
- PART ind #16396
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 →
Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $227M |
|---|---|
| Net Assets (End of Year) | $239M |
| Net Income | $13M |
| Employer EIN | 660256665 |
| Plan Effective Date | 1986-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bristol-Myers Squibb Puerto Rico, Inc.)
Sponsor-wide plan assets over time
All Bristol-Myers Squibb Puerto Rico, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $239M 33.18122416501191% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,986 | $358M |
| 2023 | 2 | 1,997 | $383M |
| 2024 | 2 | 2,019 | $239M |
Nearby 401(k) Plans in
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Magna Group of Companies Retirement Savings Plans $2.5B · 25,008
- Transcanada 401(k) and Savings Plan $1.1B · 3,435
- Four Seasons Hotels Retirement Benefit Plan $979M · 15,818
- Transocean U.S. Savings Plan $839M · 2,151
- Retirement Plan for Employees of Scotiabank U. S. 401(k) $493M · 1,430
Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program's out-of-state 401(k) peers by assets and headcount
Outside this state, the nearest 401(k) by assets is Convatec Inc. Savings and Investment Plan in NJ ($239M); by covered participants it is Malnati Organization 401(k) Savings Plan in IL (1,682 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($239M here).
- Convatec Inc. Savings and Investment Plan (NJ) $239M · 1,465
- New Mexico Electricians Retirement Benefit Fund (NM) $239M · 1,400
- Dorman Products, Inc. 401(k) Retirement Plan & Trust (PA) $239M · 4,084
- Musculoskeletal Transplant Foundation 401(k) Profit Sharing Plan (NJ) $240M · 1,279
Similar participant headcount
Nearest other-state filings by covered participants (1,682 participants); asset peers above are excluded.
- Malnati Organization 401(k) Savings Plan (IL) 1,682 · 0 off
- Stg International, Inc. 401(k) Retirement Savings Plan (VA) 1,683 · 1 off
- 1st Franklin Financial 401(k) Retirement Plan (GA) 1,680 · 2 off
- Dnv USA, Inc. 401(k) Plan (TX) 1,680 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.