Defined Benefit (Pension) · DOL Form 5500 · 2024
Lilly Del Caribe, Inc. Pension Plan
Data updated 2026-08-25
- $335M
- Total assets Above avg plan size
- 1,175
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $284,884
- Avg per participant High balance/head
Official DOL plan name: The Retirement Plan for Lilly Affiliate Employees in Puerto Rico · Sponsored by Lilly Del Caribe, Inc. · Puerto Rico · Manufacturing
$335M in assets, 1,175 participants
Lilly Del Caribe, Inc.'s The Retirement Plan for Lilly Affiliate Employees in Puerto Rico reported $335M in total assets and 1,175 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #16,689 in Manufacturing (17,777 peers)
Coverage in Puerto Rico
The Retirement Plan for Lilly Affiliate Employees in Puerto Rico covers 1,175 participants in Puerto Rico, 13x the typical Puerto Rico plan (state average ~89 per filing). Assets: $335M.
- #16,689
- in Manufacturing (17,777 peers)
- -0.2%
- assets change YoY
- 3.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $588K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Retirement Plan for Lilly Affiliate Employees in Puerto Rico's outsized position by total assets
The Retirement 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
$334,738,530 Top 4% higher than 96% 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 Retirement 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 Retirement Plan for Lilly Affiliate Employees in Puerto Rico lands in the large band (1,175 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Retirement Plan for Lilly Affiliate Employees in Puerto Rico reported net income fell from $12M in the plan year 2023 filing to -$588K in the plan year 2024 filing.
- The Retirement Plan for Lilly Affiliate Employees in Puerto Rico reported participants rose from 1,144 in the plan year 2023 filing to 1,175 in the plan year 2024 filing.
- The Retirement Plan for Lilly Affiliate Employees in Puerto Rico end-of-year assets fell from $335M in the plan year 2023 filing to $335M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 980167031 · Lilly Del Caribe, Inc. PY 2024 · Defined Benefit (Pension)
The Retirement Plan for Lilly Affiliate Employees in Puerto Rico · $335M · 1,175 · 96th
- ASSETS $335M
- PCT 1,175
- EIN 96th
- RANK Defined Benefit (Pension)
- PHOTO near Pension Plan for Employees of Amphenol Corporation
- IND ind #16689
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 Retirement Plan for Lilly Affiliate Employees in Puerto Rico in the asset neighbourhood
Puerto Rico filing particulars
| Total Assets (Beginning of Year) | $335M |
|---|---|
| Net Assets (End of Year) | $335M |
| Net Income | -$588K |
| Employer EIN | 980167031 |
| Plan Effective Date | 2011-01-01 |
| 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 Defined Benefit (Pension) Plans in Puerto Rico
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees $797M · 1,468
- Banco Popular De Puerto Rico Retirement Plan $607M · 1,845
- Abbvie Puerto Rico Pension Plan $472M · 1,070
- Msd Puerto Rico Pension Plan $414M · 490
- Components Pension Plan for Puerto Rico $163M · 85
The Retirement Plan for Lilly Affiliate Employees in Puerto Rico's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Puerto Rico, the nearest Defined Benefit (Pension) by assets is Pension Plan for Employees of Amphenol Corporation in CT ($335M); by covered participants it is I.B.E.W. Local 769 Management Pension Plan a in MI (1,175 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($335M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,175 participants); asset peers above are excluded.
- I.B.E.W. Local 769 Management Pension Plan a (MI) 1,175 · 0 off
- Motion Pic. Lab. Techs and Film Editors Local 780 Pension Fund (FL) 1,176 · 1 off
- A.F.of L.-a.G.C. Building Trades Pension Plan (AL) 1,177 · 2 off
- Trane Pension Plan (NC) 1,171 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.