Profit Sharing · DOL Form 5500 · 2024

Lilly Del Caribe, Inc. Profit Sharing Plan

Data updated 2026-07-24

$519M
Total assets: 1,140
Participants: 97th
Percentile by assets: $455,485
Avg per participant

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.

97th percentile by assets (of 116,472 plans)

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.

$519M
total plan assets (2024 EOY): 1,140
covered participants: 97th
percentile by assets (of 116,472 plans): $455,485
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Puerto Rico

Industry

Manufacturing

Participants vs Puerto Rico filers

In Puerto Rico, the average filing covers about 89 participants across 1,881 plans. The Savings Plan for Lilly Affiliate Employees in Puerto Rico reports 1,140 participants - 13x that state average ($519M EOY assets).

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.)

Total plan assets by year, all Lilly Del Caribe, Inc. plans on file

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.

The Savings Plan for Lilly Affiliate Employees in Puerto Rico vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

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

Compare The Savings Plan for Lilly Affiliate Emp… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to The Savings Plan for Lilly Affiliate Employees in Puerto Rico by total assets, not by location.

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

Frequently Asked Questions

How did The Savings Plan for Lilly Affiliate Employees in Puerto Rico assets move in 2024? ▼

The Savings Plan for Lilly Affiliate Employees in Puerto Rico grew sharply - up 17.5% during 2024, from $442M to $519M. Reported net income was $77M.

How have Lilly Del Caribe, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Lilly Del Caribe, Inc.'s sponsor-wide assets grew 29.5%, from $660M to $854M.

Where does The Savings Plan for Lilly Affiliate Employees in Puerto Rico rank by assets among Form 5500 filers? ▼

The Savings Plan for Lilly Affiliate Employees in Puerto Rico ranks in the 97th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which Profit Sharing plans are similar in size to The Savings Plan for Lilly Affiliate Employees in Puerto Rico? ▼

Among Profit Sharing plans in other states, the closest by assets is Jefferson University Physicians Retirement Plan in PA ($521M, 3,204 participants).

Next read for The Savings Plan for Lilly Affiliate Emp…

Filing takeaways

Ways to act on The Savings Plan for Lilly Affiliate Employees in Puerto Rico's numbers.

By total assets, The Savings Plan for Lilly Affiliate Employees in Puerto Rico ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Puerto Rico. Compare plans
Lilly Del Caribe, Inc.'s sponsor-wide assets have grown 29.5% since 2022 across 3 plan years on file. More Manufacturing plans

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 980167031.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.