401(k) · DOL Form 5500 · 2024

Pbg Puerto Rico LLC 401(k) Plan

Data updated 2026-08-11

$395M
Total assets: 88
Participants: 97th
Percentile by assets: $4.5M
Avg per participant

Official DOL plan name: Pfizer Savings Plan for Employees Resident in Puerto Rico · Sponsored by Pbg Puerto Rico LLC · Puerto Rico · Manufacturing

$395M in assets, 88 participants

Pbg Puerto Rico LLC's Pfizer Savings Plan for Employees Resident in Puerto Rico reported $395M in total assets and 88 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

97th percentile by assets (of 123,622 plans)
#16,821 in Manufacturing (17,777 peers)

Where Pfizer Savings Plan for Employees Resident in Puerto Rico sits by assets

Pfizer Savings Plan for Employees Resident in Puerto Rico sits in the top 5% of all filed plans by assets, $395M for 88 participants (~$4.5M/participant), up 2.6% in 2024.

$395M
total plan assets (2024 EOY): 88
covered participants: 97th
percentile by assets (of 123,622 plans): $4.5M
avg assets per participant

Pfizer Savings Plan for Employees Resident in Puerto Rico reported net income rose from -$10M in the plan year 2023 filing to $10M in the plan year 2024 filing.
Pfizer Savings Plan for Employees Resident in Puerto Rico end-of-year assets rose from $385M in the plan year 2023 filing to $395M in the plan year 2024 filing.
Pfizer Savings Plan for Employees Resident in Puerto Rico reported participants rose from 87 in the plan year 2023 filing to 88 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Puerto Rico

Industry

Manufacturing

Pfizer Savings Plan for Employees Resident in Puerto Rico vs the 2024 asset distribution

By assets, Pfizer Savings Plan for Employees Resident in Puerto Rico outranks 97% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 4.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$385M
Net Assets (End of Year)	$395M
Net Income	$10M
Employer EIN	660914590
Plan Effective Date	1990-02-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Pbg Puerto Rico LLC)

Total plan assets by year, all Pbg Puerto Rico LLC plans on file

Year	Plans	Participants	Total Assets
2022	1	99	$396M
2023	1	87	$385M
2024	1	88	$395M

Nearby 401(k) Plans in Puerto Rico

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Pfizer Savings Plan for Employees Resident in Puerto Rico vs. nearby 401(k) plans in Puerto Rico, assets vs. participants

Msd Puerto Rico Savings and Security Plan $232M · 542
Inter American University of Pr Defined Contribution Retirement Plan $199M · 1,552
Popular, Inc. USA 401(k) Savings & Investment Plan $170M · 942
Firstbank 401(k) Retirement Plan for Residents of Puerto Rico $164M · 2,826
Ipr Pharmaceuticals, Inc. Profit Sharing, Retirement and Savings Plan $145M · 180

Compare Pfizer Savings Plan for Employees Reside… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Pfizer Savings Plan for Employees Resident in Puerto Rico by total assets, not by location.

Stepan Company Savings and Investment Retirement Plan (IL) $395M · 1,260
Basin Electric Power Cooperative 401(k) Plan (ND) $396M · 782
Seminole Indian Casino 401(k) Plan (FL) $396M · 12,626
Allison Transmission Employee Retirement Savings Plan (IN) $396M · 1,720

Frequently Asked Questions

How did Pfizer Savings Plan for Employees Resident in Puerto Rico assets move in 2024? ▼

Pfizer Savings Plan for Employees Resident in Puerto Rico edged up modestly - up 2.6% during 2024, from $385M to $395M. Reported net income was $10M.

How have Pbg Puerto Rico LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Pbg Puerto Rico LLC's sponsor-wide assets declined 0.1%, from $396M to $395M.

Where does Pfizer Savings Plan for Employees Resident in Puerto Rico rank by assets among Form 5500 filers? ▼

Pfizer Savings Plan for Employees Resident in Puerto Rico ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Pfizer Savings Plan for Employees Resident in Puerto Rico? ▼

Among 401(k) plans in other states, the closest by assets is Stepan Company Savings and Investment Retirement Plan in IL ($395M, 1,260 participants).

Next read for Pfizer Savings Plan for Employees Reside…

Scale reading

Ways to act on Pfizer Savings Plan for Employees Resident in Puerto Rico's numbers.

By total assets, Pfizer Savings Plan for Employees Resident in Puerto Rico ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Puerto Rico. Compare plans
Pbg Puerto Rico LLC's sponsor-wide assets have declined 0.1% since 2022 across 3 plan years on file. More Manufacturing plans

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 660914590.