401(k) · DOL Form 5500 · 2024

Astrazeneca Pharmaceuticals LP 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size: 53
Participants Small participant base: 82nd
Percentile by assets National rank: $785,607
Avg per participant High balance/head

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Official DOL plan name: Astrazeneca Savings and Security Plan for Puerto Rico Employees · Sponsored by Astrazeneca Pharmaceuticals LP · Delaware · Manufacturing

$42M in assets, 53 participants

Astrazeneca Pharmaceuticals LP's Astrazeneca Savings and Security Plan for Puerto Rico Employees reported $42M in total assets and 53 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

#13,268 in Manufacturing (17,777 peers)

Where Astrazeneca Savings and Security Plan for Puerto Rico Employees sits by assets

Astrazeneca Savings and Security Plan for Puerto Rico Employees sits in the top quartile of all filed plans by assets, $42M for 53 participants (~$785,607/participant), up 13.2% in 2024.

#13,268
in Manufacturing (17,777 peers): +13.2%
assets growth YoY: 0.4×
vs typical plan assets (national mean)

Astrazeneca Savings and Security Plan for Puerto Rico Employees's outsized position by total assets

Astrazeneca Savings and Security Plan for Puerto Rico Employees vs every filed plan by assets

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

$41,637,194 Top 18% higher than 82% 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

Astrazeneca Savings and Security Plan for Puerto Rico Employees among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Astrazeneca Savings and Security Plan for Puerto Rico Employees is a small filing (53 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Astrazeneca Savings and Security Plan for Puerto Rico Employees end-of-year assets rose from $37M in the plan year 2023 filing to $42M in the plan year 2024 filing.
Astrazeneca Savings and Security Plan for Puerto Rico Employees reported net income fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Astrazeneca Savings and Security Plan for Puerto Rico Employees reported participants fell from 57 in the plan year 2023 filing to 53 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 232967016 · Astrazeneca Pharmaceuticals LP PY 2024 · 401(k)

Astrazeneca Savings and Security Plan for Puerto Rico Employees · $42M · 53 · 82nd

VS-ST $42M
VS-ST 53
VS-ST 82nd
VS-ST 401(k)
VS-ST near Lge Community Credit Union 401(k) Plan and Trust
VS-ST ind #13268

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 Delaware →

End-of-year total assets ($M) among Astrazeneca Savings and Security Plan for Puerto Rico Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$37M
Net Assets (End of Year)	$42M
Net Income	$5M
Employer EIN	232967016
Plan Effective Date	2003-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Astrazeneca Pharmaceuticals LP)

Latest sponsor-wide plan assets: $8.7B 25.071382122346026% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	3	13,918	$6.9B
2023	3	14,269	$7.6B
2024	2	17,228	$8.7B

Nearby 401(k) Plans in Delaware

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

Astrazeneca Savings and Security Plan for Puerto Rico Employees vs. nearby 401(k) plans in Delaware, assets vs. participants

Astrazeneca Savings and Security Plan $8.6B · 17,175
Retirement Savings Plan $7.0B · 9,658
Dupont Retirement Savings Plan $3.4B · 9,391
Wl Gore & Associates, Inc. 401(k) Plan $2.0B · 8,887
Ashland Employee Savings Plan $1.3B · 1,405

Compare Astrazeneca Savings and Security Plan for Puerto Rico Employees side-by-side with 3 peers →

Astrazeneca Savings and Security Plan for Puerto Rico Employees's out-of-state 401(k) peers by assets and headcount

Outside Delaware, the nearest 401(k) by assets is Lge Community Credit Union 401(k) Plan and Trust in GA ($42M); by covered participants it is Belmont Day School, Corp 401(k) Plan in VA (53 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($42M here).

Lge Community Credit Union 401(k) Plan and Trust (GA) $42M · 347
Rain Cii Carbon LLC Salaried Employees 401(k) Plan (LA) $42M · 166
System1 LLC 401(k) Plan (CA) $42M · 256
Hinkle Shanor LLP Salary Savings Plan and Trust (NM) $42M · 69

Similar participant headcount

Nearest other-state filings by covered participants (53 participants); asset peers above are excluded.

Belmont Day School, Corp 401(k) Plan (VA) 53 · 0 off
Michigan City Paper Box Company Profit Sharing & Savings Plan (IN) 53 · 0 off
Arkansas Industrial Machinery, Inc. Plan and Trust (AR) 53 · 0 off
F & F Distributors, Inc. 401(k) Savings Plan (CT) 53 · 0 off

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 Astrazeneca Savings and Security Plan for Puerto Rico Employees assets move in 2024? ▼

Astrazeneca Savings and Security Plan for Puerto Rico Employees grew at a solid clip - up 13.2% during 2024, from $37M to $42M. Reported net income was $5M.

How have Astrazeneca Pharmaceuticals LP plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Astrazeneca Pharmaceuticals LP's sponsor-wide assets grew 25.1%, from $6.9B to $8.7B.

Where does Astrazeneca Savings and Security Plan for Puerto Rico Employees rank by assets among Form 5500 filers? ▼

Astrazeneca Savings and Security Plan for Puerto Rico Employees ranks in the 82nd 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 401(k) plans are similar in size to Astrazeneca Savings and Security Plan for Puerto Rico Employees? ▼

Among 401(k) plans in other states, the closest by assets is Lge Community Credit Union 401(k) Plan and Trust in GA ($42M, 347 participants).

Which 401(k) plans cover a similar participant headcount to Astrazeneca Savings and Security Plan for Puerto Rico Employees? ▼

Among 401(k) plans in other states, the closest by covered participants is Belmont Day School, Corp 401(k) Plan in VA (53 participants, N/A 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 232967016.