Defined Benefit (Pension) · DOL Form 5500 · 2024

Bristol-Myers Squibb Puerto Rico Pension Plan

Data updated 2026-08-25

N/A
Total assets —
337
Participants Below avg headcount
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Official DOL plan name: Bristol-Myers Squibb Puerto Rico Inc, Retirement Income Plan · Sponsored by Bristol-Myers Squibb Puerto Rico · Puerto Rico · Manufacturing

N/A in assets, 337 participants

Bristol-Myers Squibb Puerto Rico's Bristol-Myers Squibb Puerto Rico Inc, Retirement Income Plan reported N/A in total assets and 337 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

Coverage in Puerto Rico

Bristol-Myers Squibb Puerto Rico Inc, Retirement Income Plan covers 337 participants in Puerto Rico, 3.8x the typical Puerto Rico plan (state average ~89 per filing). Assets: N/A.

-$155M
reported net income

The plan reported a net loss of $155M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bristol-Myers Squibb Puerto Rico Inc, Retirement Income Plan among mid-size filed plans by 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, Retirement Income Plan sits mid-pack in the medium band (337 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bristol-Myers Squibb Puerto Rico Inc, Retirement Income Plan reported net income fell from -$7M in the plan year 2023 filing to -$155M in the plan year 2024 filing.
  • Bristol-Myers Squibb Puerto Rico Inc, Retirement Income Plan reported participants fell from 348 in the plan year 2023 filing to 337 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 660256665 · Bristol-Myers Squibb Puerto Rico PY 2024 · Defined Benefit (Pension)

Bristol-Myers Squibb Puerto Rico Inc, Retirement Income Plan · N/A · 337

  • ASSETS N/A
  • PCT 337
  • EIN PY 2024
  • RANK Defined Benefit (Pension)
  • PHOTO near Hodgson Russ Retirement Plan
  • IND 3.8× state

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 Puerto Rico →

Puerto Rico filing particulars

Total Assets (Beginning of Year)$156M
Net Assets (End of Year)N/A
Net Income-$155M
Employer EIN660256665
Plan Effective Date1971-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bristol-Myers Squibb Puerto Rico)

Sponsor-wide plan assets over time

All Bristol-Myers Squibb Puerto Rico plans reported in each filing year

Latest sponsor-wide plan assets
$239M 33.18122416501191% vs 2022
2024 filing year
$200M$250M$300M$350M$400M 202220232024 $358M $239M ▼ -33.2%
Year Plans Participants Total Assets
2022 2 1,986 $358M
2023 2 1,997 $383M
2024 2 2,019 $239M

Nearby Defined Benefit (Pension) Plans in Puerto Rico

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

Bristol-Myers Squibb Puerto Rico Inc, Retirement Income Plan vs. nearby Defined Benefit (Pension) plans in Puerto Rico, assets vs. participants Scatter plot of 5 data points. 0500100015002000 2004006008001000 Total assets ($M) Participants Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees, Total assets ($M): 797.449957 · Participants: 1468Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly EmployeesBanco Popular De Puerto Rico Retirement Plan, Total assets ($M): 607.491669 · Participants: 1845Banco Popular De Puerto Rico Retirement PlanAbbvie Puerto Rico Pension Plan, Total assets ($M): 471.531499 · Participants: 1070Abbvie Puerto Rico Pension PlanMsd Puerto Rico Pension Plan, Total assets ($M): 413.783139 · Participants: 490Msd Puerto Rico Pension PlanThe Retirement Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 334.73853 · Participants: 1175The Retirement Plan for Lilly Affiliate Employees in Puerto Rico
Bristol-Myers Squibb Puerto Rico Inc, Retirement Income Plan vs. nearby Defined Benefit (Pension) plans in Puerto Rico, assets vs. participants
Compare Bristol-Myers Squibb Puerto Rico Inc, Retirement Income Plan side-by-side with 3 peers →

Bristol-Myers Squibb Puerto Rico Inc, Retirement Income Plan's closest out-of-state Defined Benefit (Pension) peers by headcount

Outside Puerto Rico, the nearest Defined Benefit (Pension) by covered participants is Hodgson Russ Retirement Plan in NY (337 participants; this filing: 337 participants).

Similar participant headcount

Nearest other-state filings by covered participants (337 participants); asset peers above are excluded.

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 have Bristol-Myers Squibb Puerto Rico plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bristol-Myers Squibb Puerto Rico's sponsor-wide assets declined 33.2%, from $358M to $239M.
Which Defined Benefit (Pension) plans cover a similar participant headcount to Bristol-Myers Squibb Puerto Rico Inc, Retirement Income Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Hodgson Russ Retirement Plan in NY (337 participants, $152M in assets).

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 660256665.

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.