Defined Benefit (Pension) · DOL Form 5500 · 2024
Reynolds American Inc. Pension Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $4.7M
- Avg per participant High balance/head
Official DOL plan name: Puerto Rico Retirement Plan · Sponsored by Reynolds American Inc. · North Carolina · Manufacturing
$19M in assets, 4 participants
Reynolds American Inc.'s Puerto Rico Retirement Plan reported $19M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.
- #10,362 in Manufacturing (17,777 peers)
2024 asset change
Puerto Rico Retirement Plan pulled back noticeably 9.3% in 2024 ($21M → $19M) for 4 participants.
- #10,362
- in Manufacturing (17,777 peers)
- -9.3%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Puerto Rico Retirement Plan's outsized position by total assets
Puerto Rico Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$18,808,578 Top 31% higher than 69% 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
Puerto Rico Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Puerto Rico Retirement Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Puerto Rico Retirement Plan reported net income fell from $2M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Puerto Rico Retirement Plan end-of-year assets fell from $21M in the plan year 2023 filing to $19M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 200546644 · Reynolds American Inc. PY 2024 · Defined Benefit (Pension)
Puerto Rico Retirement Plan · $19M · 4 · 69th
- RANK $19M
- PHOTO 4
- IND 69th
- EOY Defined Benefit (Pension)
- 5500 near Merle Norman Cosmetics, Inc. Retirement Plan
- ASSETS ind #10362
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 North Carolina →
Puerto Rico Retirement Plan in the asset neighbourhood
Reynolds American Inc. years around the 2024 move
Sponsor-wide plan assets over time
All Reynolds American Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4.3B 0.6702961205573985% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 5,030 | $4.3B |
| 2023 | 4 | 5,249 | $4.2B |
| 2024 | 4 | 4,665 | $4.3B |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | -$2M |
| Employer EIN | 200546644 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in North Carolina
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Honeywell Retirement Earnings Plan $16.6B · 9,923
- Truist Financial Corporation Pension Plan $14.7B · 38,548
- Duke Energy Retirement Cash Balance Plan $4.7B · 13,576
- Employees' Retirement Plan of Duke University $2.8B · 22,655
- The Hearst Corporation Retirement Plan $2.4B · 1,745
Puerto Rico Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside North Carolina, the nearest Defined Benefit (Pension) by assets is Merle Norman Cosmetics, Inc. Retirement Plan in CA ($19M); by covered participants it is Preferred Compounding Corp. Salaried Pension Plan in OH (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- Merle Norman Cosmetics, Inc. Retirement Plan (CA) $19M · 190
- G.I. Associates, LLC Defined Benefit Pension Plan and Trust (WI) $19M · 303
- Plan De Pensiones De Beneficios Definidos Para La Cooperativa De Seguros De Vida De Puerto Rico (PR) $19M · 90
- Financial Accounting Foundation Employees' Pension Plan (CT) $19M · 36
Similar participant headcount
Nearest other-state filings by covered participants (4 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.