Profit Sharing · DOL Form 5500 · 2024
CVS Health Corporation Profit Sharing Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 694
- Participants Below avg headcount
- 58th
- Percentile by assets National rank
- $15,791
- Avg per participant Low balance/head
Official DOL plan name: CVS Health Puerto Rico Savings Plan · Sponsored by CVS Health Corporation · Rhode Island · Retail Trade
$11M in assets, 694 participants
CVS Health Corporation's CVS Health Puerto Rico Savings Plan reported $11M in total assets and 694 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.
- #5,521 in Retail Trade (8,048 peers)
Coverage in Rhode Island
CVS Health Puerto Rico Savings Plan covers 694 participants in Rhode Island, about 48% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $11M.
- #5,521
- in Retail Trade (8,048 peers)
- -23.3%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
CVS Health Puerto Rico Savings Plan's mid-pack asset rank among Retail Trade and all filers
CVS Health Puerto Rico Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,958,641 Top 42% higher than 58% 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
CVS Health Puerto Rico Savings 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. CVS Health Puerto Rico Savings Plan sits mid-pack in the medium band (694 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- CVS Health Puerto Rico Savings Plan reported net income fell from $3M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
- CVS Health Puerto Rico Savings Plan end-of-year assets fell from $14M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- CVS Health Puerto Rico Savings Plan reported participants fell from 713 in the plan year 2023 filing to 694 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 050494040 · CVS Health Corporation PY 2024 · Profit Sharing
CVS Health Puerto Rico Savings Plan · $11M · 694 · 58th
- RANK $11M
- PHOTO 694
- IND 58th
- EOY Profit Sharing
- 5500 near Codac Health, Recovery & Wellness, Inc. 403(b) Plan
- ASSETS ind #5521
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 Retail Trade retirement plans → · Plans in Rhode Island →
CVS Health Puerto Rico Savings Plan in the asset neighbourhood
Rhode Island filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$3M |
| Employer EIN | 050494040 |
| Plan Effective Date | 2005-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (CVS Health Corporation)
Sponsor-wide plan assets over time
All CVS Health Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $30.1B 24.124614675754636% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 274,022 | $24.2B |
| 2023 | 2 | 266,473 | $27.6B |
| 2024 | 2 | 241,187 | $30.1B |
Nearby Profit Sharing Plans in Rhode Island
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Care New England 403(b) Match & Savings Plan $570M · 7,381
- Textron Inc Retirement Account Plan $353M · 9,563
- Brown Physicians, Inc. 401(a) Plan $326M · 1,225
- Iuoe Local 57 Annuity Plan $146M · 948
- Meeting Street Retirement Plan $24M · 273
CVS Health Puerto Rico Savings Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Rhode Island, the nearest Profit Sharing by assets is Codac Health, Recovery & Wellness, Inc. 403(b) Plan in AZ ($11M); by covered participants it is Pioneer Human Services 403(b) Plan in WA (693 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (694 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.