401(k) · DOL Form 5500 · 2024
Pbg Puerto Rico LLC 401(k) Plan
Data updated 2026-08-25
- $395M
- Total assets Above avg plan size
- 88
- Participants Small participant base
- 97th
- Percentile by assets National rank
- $4.5M
- Avg per participant High balance/head
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.
- #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.
- #16,821
- in Manufacturing (17,777 peers)
- +2.6%
- assets growth YoY
- 4.0×
- vs typical plan assets (national mean)
Pfizer Savings Plan for Employees Resident in Puerto Rico's outsized position by total assets
Pfizer Savings Plan for Employees Resident in Puerto Rico vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$395,418,432 Top 3% higher than 97% 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
Pfizer Savings Plan for Employees Resident in Puerto Rico among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pfizer Savings Plan for Employees Resident in Puerto Rico is a small filing (88 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
Form 5500 schedule snapshot
Filing strip 660914590 · Pbg Puerto Rico LLC PY 2024 · 401(k)
Pfizer Savings Plan for Employees Resident in Puerto Rico · $395M · 88 · 97th
- NET $395M
- BOOK 88
- VS-ST 97th
- BOY 401(k)
- SCH near Stepan Company Savings and Investment Retirement Plan
- EBSA ind #16821
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 →
Pfizer Savings Plan for Employees Resident in Puerto Rico in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Pbg Puerto Rico LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $395M 0.07603773147011915% vs 2022
- 2024 filing year
| 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.
- 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
Pfizer Savings Plan for Employees Resident in Puerto Rico's out-of-state 401(k) peers by assets and headcount
Outside Puerto Rico, the nearest 401(k) by assets is Stepan Company Savings and Investment Retirement Plan in IL ($395M); by covered participants it is Gana-A'yoo Limited 401(k) Retirement Plan in AK (88 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($395M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (88 participants); asset peers above are excluded.
- Gana-A'yoo Limited 401(k) Retirement Plan (AK) 88 · 0 off
- Masters Building Solutions, Inc. 401(k) Plan (WI) 88 · 0 off
- Fashionphile Group, LLC 401(k) Plan (CA) 88 · 0 off
- Marketing by Design, LLC 401(k) Plan (MA) 88 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.