Profit Sharing · DOL Form 5500 · 2024
Lilly Del Caribe, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $519M
- Total assets Above avg plan size
- 1,140
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $455,485
- Avg per participant High balance/head
Official DOL plan name: The Savings Plan for Lilly Affiliate Employees in Puerto Rico · Sponsored by Lilly Del Caribe, Inc. · Puerto Rico · Manufacturing
$519M in assets, 1,140 participants
Lilly Del Caribe, Inc.'s The Savings Plan for Lilly Affiliate Employees in Puerto Rico reported $519M in total assets and 1,140 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.
- #17,011 in Manufacturing (17,777 peers)
Coverage in Puerto Rico
The Savings Plan for Lilly Affiliate Employees in Puerto Rico covers 1,140 participants in Puerto Rico, 13x the typical Puerto Rico plan (state average ~89 per filing). Assets: $519M.
- #17,011
- in Manufacturing (17,777 peers)
- +17.5%
- assets growth YoY
- 5.2×
- vs typical plan assets (national mean)
The Savings Plan for Lilly Affiliate Employees in Puerto Rico's outsized position by total assets
The Savings Plan for Lilly Affiliate Employees in Puerto Rico vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$519,253,084 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
The Savings Plan for Lilly Affiliate Employees in Puerto Rico's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Savings Plan for Lilly Affiliate Employees in Puerto Rico lands in the large band (1,140 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico reported net income fell from $106M in the plan year 2023 filing to $77M in the plan year 2024 filing.
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico end-of-year assets rose from $442M in the plan year 2023 filing to $519M in the plan year 2024 filing.
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico reported participants rose from 1,114 in the plan year 2023 filing to 1,140 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 980167031 · Lilly Del Caribe, Inc. PY 2024 · Profit Sharing
The Savings Plan for Lilly Affiliate Employees in Puerto Rico · $519M · 1,140 · 97th
- PHOTO $519M
- IND 1,140
- EOY 97th
- 5500 Profit Sharing
- ASSETS near Jefferson University Physicians Retirement Plan
- PCT ind #17011
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 →
The Savings Plan for Lilly Affiliate Employees in Puerto Rico in the asset neighbourhood
Puerto Rico filing particulars
| Total Assets (Beginning of Year) | $442M |
|---|---|
| Net Assets (End of Year) | $519M |
| Net Income | $77M |
| Employer EIN | 980167031 |
| Plan Effective Date | 2010-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lilly Del Caribe, Inc.)
Sponsor-wide plan assets over time
All Lilly Del Caribe, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $854M 29.45634875812487% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,105 | $660M |
| 2023 | 2 | 2,258 | $777M |
| 2024 | 2 | 2,315 | $854M |
Nearby Profit Sharing Plans in Puerto Rico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Popular, Inc. Pr Savings and Investment Plan $819M · 8,332
- The Retirement and Savings Plan for Amgen Manufacturing Limited LLC $780M · 2,608
- Abbvie Puerto Rico Savings Plan $560M · 1,349
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $228M · 758
- The Oriental Bank Coda Profit Sharing Plan $157M · 2,084
The Savings Plan for Lilly Affiliate Employees in Puerto Rico's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Jefferson University Physicians Retirement Plan in PA ($521M); by covered participants it is Plumbers, Pipefitters and Hvac Technicians Local Union No. 572 Annuity Fund in TN (1,137 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($519M here).
- Jefferson University Physicians Retirement Plan (PA) $521M · 3,204
- Steamfitters Local 602 Retirement Savings Plan Savings Plan (MD) $522M · 4,949
- University of Maryland Medical System 401(a) Defined Contribution Plan (MD) $515M · 6,423
- Worthington Steel, Inc. 401(k) Retirement Savings Plan (OH) $523M · 2,500
Similar participant headcount
Nearest other-state filings by covered participants (1,140 participants); asset peers above are excluded.
- Plumbers, Pipefitters and Hvac Technicians Local Union No. 572 Annuity Fund (TN) 1,137 · 3 off
- Profit Sharing Plan for Employees of Tanana Chiefs Conference (AK) 1,136 · 4 off
- Matson, Inc. 401(k) and Profit Sharing Plan for Non-Bargaining Employees (CA) 1,144 · 4 off
- Otis College of Art and Design 403(b) Retirement Plan (CA) 1,144 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.