401(k) · DOL Form 5500 · 2024

Reynolds American Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
N/A
Participants Small participant base
42nd
Percentile by assets National rank
PlainRetire home → About this data RSS: change history

Official DOL plan name: Puerto Rico Savings & Investment Plan · Sponsored by Reynolds American Inc. · North Carolina · Manufacturing

$5M in assets, N/A participants

Reynolds American Inc.'s Puerto Rico Savings & Investment Plan reported $5M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #4,525 in Manufacturing (17,777 peers)

2024 asset change

Puerto Rico Savings & Investment Plan declined sharply 26.8% in 2024 ($7M → $5M) for N/A participants.

#4,525
in Manufacturing (17,777 peers)
-26.8%
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 Savings & Investment Plan's mid-pack asset rank among Manufacturing and all filers

Puerto Rico Savings & Investment Plan vs every filed plan by assets

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

$5,092,108 42nd percentile higher than 42% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Puerto Rico Savings & Investment Plan reported net income fell from $803K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Puerto Rico Savings & Investment Plan end-of-year assets fell from $7M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 200546644 · Reynolds American Inc. PY 2024 · 401(k)

Puerto Rico Savings & Investment Plan · $5M · N/A · 42nd

  • NET $5M
  • NET N/A
  • NET 42nd
  • NET 401(k)
  • NET near Provident Management Corporation 401(k) Plan
  • NET ind #4525

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 Savings & Investment Plan in the asset neighbourhood

Puerto Rico Savings & Investment PlanPuerto Rico Savings & Invest…$5MProvident Management Corporation 401(k) PlanProvident Management Corpora…$5MO'donnell, Weiss & Mattei, P.C. Salary Savings PlanO'donnell, Weiss & Mattei, P…$5MThe Contractors Retirement PlanThe Contractors Retirement P…$5MPortance Corp. 401(k) Plan$5M
End-of-year total assets ($M) among Puerto Rico Savings & Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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
$4.22B$4.24B$4.26B$4.28B$4.3B 202220232024 $4.26B $4.29B ▲ +0.7%
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)$7M
Net Assets (End of Year)$5M
Net Income-$2M
Employer EIN200546644
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Puerto Rico Savings & Investment Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Puerto Rico Savings & Investment Plan, Total assets ($B): 0.005092108 · Participants: 0Puerto Rico Savings & Investment PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Puerto Rico Savings & Investment Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

Puerto Rico Savings & Investment Plan's closest out-of-state 401(k) peers by assets

Outside North Carolina, the nearest 401(k) by end-of-year assets is Provident Management Corporation 401(k) Plan in FL at $5M (this filing: $5M).

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 Puerto Rico Savings & Investment Plan assets move in 2024?
Puerto Rico Savings & Investment Plan declined sharply - down 26.8% during 2024, from $7M to $5M. Reported net income was -$2M.
How have Reynolds American Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Reynolds American Inc.'s sponsor-wide assets grew 0.7%, from $4.3B to $4.3B.
Which 401(k) plans are similar in size to Puerto Rico Savings & Investment Plan?
Among 401(k) plans in other states, the closest by assets is Provident Management Corporation 401(k) Plan in FL ($5M, 182 participants).