Defined Benefit (Pension) · DOL Form 5500 · 2024

Wells Fargo & Company Pension Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
N/A
Participants Small participant base
85th
Percentile by assets National rank
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Official DOL plan name: Puerto Rico Financial Retirement Plan · Sponsored by Wells Fargo & Company · Minnesota · Management of Enterprises

$53M in assets, N/A participants

Wells Fargo & Company's Puerto Rico Financial Retirement Plan reported $53M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #777 in Management of Enterprises (1,133 peers)

Where Puerto Rico Financial Retirement Plan sits by assets

Puerto Rico Financial Retirement Plan sits in the top quartile of all filed plans by assets, $53M for N/A participants, up 2.0% in 2024.

#777
in Management of Enterprises (1,133 peers)
+2.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Puerto Rico Financial Retirement Plan's outsized position by total assets

Puerto Rico Financial Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$53,400,055 Top 15% higher than 85% of 123,620 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 2024

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Puerto Rico Financial Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Puerto Rico Financial Retirement Plan end-of-year assets rose from $52M in the plan year 2023 filing to $53M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 410449260 · Wells Fargo & Company PY 2024 · Defined Benefit (Pension)

Puerto Rico Financial Retirement Plan · $53M · N/A · 85th

  • PART $53M
  • PART N/A
  • PART 85th
  • PART Defined Benefit (Pension)
  • PART near Retirement Income Plan for Employees of International Association of Lions Clubs
  • PART ind #777

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 Minnesota →

Puerto Rico Financial Retirement Plan in the asset neighbourhood

The Hilliard Corporation Pension Plan for Salaried EmployeesThe Hilliard Corporation Pen…$53MRetirement Income Plan for Employees of International Association of Lions ClubsRetirement Income Plan for E…$53MPuerto Rico Financial Retirement PlanPuerto Rico Financial Retire…$53MPension Plan B of the American College of Physicians, Inc.Pension Plan B of the Americ…$53MDade County Federal Credit Union Defined Benefit Plan and TrustDade County Federal Credit U…$53M
End-of-year total assets ($M) among Puerto Rico Financial Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$53M
Net Income$1M
Employer EIN410449260
Plan Effective Date1995-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wells Fargo & Company)

Sponsor-wide plan assets over time

All Wells Fargo & Company plans reported in each filing year

Latest sponsor-wide plan assets
$66.2B 21.282610322087823% vs 2022
2024 filing year
$50B$55B$60B$65B$70B 202220232024 $54.6B $66.2B ▲ +21.3%
Year Plans Participants Total Assets
2022 3 265,006 $54.6B
2023 3 247,447 $60.7B
2024 3 225,951 $66.2B

Nearby Defined Benefit (Pension) Plans in Minnesota

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

Puerto Rico Financial Retirement Plan vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Puerto Rico Financial Retirement Plan, Total assets ($B): 0.053400055 · Participants: 0Puerto Rico Financial Retirement PlanMayo Pension Plan, Total assets ($B): 11.816211651 · Participants: 71743Mayo Pension Plan3M Employee Retirement Income Plan, Total assets ($B): 8.87866493 · Participants: 91323M Employee Retirement Income PlanWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.278776602 · Participants: 46875Wells Fargo & Company Cash Balance PlanU.S. Bank Pension Plan, Total assets ($B): 4.38225088 · Participants: 62822U.S. Bank Pension PlanThe Travelers Pension Plan, Total assets ($B): 4.23694343 · Participants: 27237The Travelers Pension Plan
Puerto Rico Financial Retirement Plan vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants
Compare Puerto Rico Financial Retirement Plan side-by-side with 3 peers →

Puerto Rico Financial Retirement Plan's closest out-of-state Defined Benefit (Pension) peers by assets

Outside Minnesota, the nearest Defined Benefit (Pension) by end-of-year assets is Retirement Income Plan for Employees of International Association of Lions Clubs in IL at $53M (this filing: $53M).

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Puerto Rico Financial Retirement Plan assets move in 2024? ▼
Puerto Rico Financial Retirement Plan edged up modestly - up 2.0% during 2024, from $52M to $53M. Reported net income was $1M.
How have Wells Fargo & Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wells Fargo & Company's sponsor-wide assets grew 21.3%, from $54.6B to $66.2B.
Where does Puerto Rico Financial Retirement Plan rank by assets among Form 5500 filers? ▼
Puerto Rico Financial Retirement Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Puerto Rico Financial Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Income Plan for Employees of International Association of Lions Clubs in IL ($53M, 44 participants).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 410449260.

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.