401(k) · DOL Form 5500 · 2023
Pfizer Inc 401(k) Plan
Data updated 2026-08-25
- $19.6B
- Total assets Mega-plan scale
- 30,033
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $651,328
- Avg per participant High balance/head
Official DOL plan name: Pfizer Savings Plan · Sponsored by Pfizer Inc · New York · Manufacturing
$19.6B in assets, 30,033 participants
Pfizer Inc's Pfizer Savings Plan reported $19.6B in total assets and 30,033 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.
- #18,708 in Manufacturing (18,722 peers)
Coverage in New York
Pfizer Savings Plan covers 30,033 participants in New York, 38x the typical New York plan (state average ~798 per filing). Assets: $19.6B.
- #18,708
- in Manufacturing (18,722 peers)
- +9.7%
- assets growth YoY
- 196×
- vs typical plan assets (national mean)
Pfizer Savings Plan's outsized position by total assets
Pfizer Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$19,561,340,850 Highest reported value at or above every one 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
Pfizer Savings Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pfizer Savings Plan is a mega filing (30,033 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pfizer Savings Plan reported net income rose from -$3.9B in the plan year 2022 filing to $1.7B in the plan year 2023 filing.
- Pfizer Savings Plan end-of-year assets rose from $17.8B in the plan year 2022 filing to $19.6B in the plan year 2023 filing.
- Pfizer Savings Plan reported participants rose from 27,796 in the plan year 2022 filing to 30,033 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 135315170 · Pfizer Inc PY 2023 · 401(k)
Pfizer Savings Plan · $19.6B · 30,033 · 100th
- 5500 $19.6B
- ASSETS 30,033
- PCT 100th
- EIN 401(k)
- RANK near GE Retirement Savings Plan
- PHOTO ind #18708
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 New York →
Pfizer Savings Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $17.8B |
|---|---|
| Net Assets (End of Year) | $19.5B |
| Net Income | $1.7B |
| Employer EIN | 135315170 |
| Plan Effective Date | 1965-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pfizer Inc)
Sponsor-wide plan assets over time
All Pfizer Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $32.0B 10.856170522511556% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 7 | 39,879 | $28.8B |
| 2023 | 4 | 39,678 | $30.6B |
| 2024 | 4 | 42,215 | $32.0B |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
- McKinsey & Company, Inc. (Psrp) Profit Sharing Retirement Plan $9.1B · 17,796
Scale composition for Pfizer Savings Plan
Pfizer Savings Plan reports $19.6B in end-of-year assets across 30,033 participants (0.16% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.032% of 93,925,755 covered participants) - about $651,328 per participant (4.7x the national average assets-per-participant) . Net income for plan year 2023 was $1.7B.
This plan identity (EIN 135315170, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $17.8B to $22.0B (+23.3%) while covered participants moved from 27,796 to 33,309 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 27,796 | $17.8B | Open filing |
| 2023 | 30,033 | $19.6B | This page |
| 2024 · index core | 33,309 | $22.0B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Pfizer Savings Plan (401(k), $22.0B, 33,309 participants)
- Pfizer Consolidated Pension Plan (Defined Benefit (Pension), $10.0B, 8,876 participants)
Pfizer Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is GE Retirement Savings Plan in OH ($19.5B); by covered participants it is Dillard's, Inc. Investment & Employee Stock Ownership Plan in AR (30,034 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19.6B here).
- GE Retirement Savings Plan (OH) $19.5B · 59,766
- Kaiser Permanente 401(k) Retirement Plan (CA) $19.7B · 136,422
- Apple 401(k) Plan (CA) $19.8B · 106,111
- Chevron Employee Savings Investment Plan (CA) $18.9B · 20,352
Similar participant headcount
Nearest other-state filings by covered participants (30,033 participants); asset peers above are excluded.
- Dillard's, Inc. Investment & Employee Stock Ownership Plan (AR) 30,034 · 1 off
- Td 401(k) Retirement Plan (ME) 30,094 · 61 off
- Supplemental Income 401(k) Plan (CA) 30,285 · 252 off
- Savings Incentive and Profit Sharing Plan for Employees of the Hobby Lobby Group (OK) 30,313 · 280 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.