Defined Benefit (Pension) · DOL Form 5500 · 2024

Lilly Del Caribe, Inc. Pension Plan

Data updated 2026-07-24

$335M
Total assets: 1,175
Participants: 96th
Percentile by assets: $284,884
Avg per participant

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.

96th percentile by assets (of 116,472 plans)

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.

$335M
total plan assets (2024 EOY): 1,175
covered participants: 96th
percentile by assets (of 116,472 plans): $284,884
avg assets per participant

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 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.

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 Retirement Plan for Lilly Affiliate Employees in Puerto Rico reports 1,175 participants - 13x that state average ($335M EOY assets).

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.)

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 Defined Benefit (Pension) Plans in Puerto Rico

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

The Retirement Plan for Lilly Affiliate Employees in Puerto Rico vs. nearby Defined Benefit (Pension) plans in Puerto Rico, assets vs. participants

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

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

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to The Retirement Plan for Lilly Affiliate Employees in Puerto Rico by total assets, not by location.

Pension Plan for Employees of Amphenol Corporation (CT) $335M · 531
Pension Plan of North Carolina Baptist Hospital (NC) $335M · 2,067
Uiu-Newspaper Guild of Greater Philadelphia Pension Fund (NJ) $335M · 27
Retirement Income Plan of the National Board of Medical Examiners (PA) $335M · 422

Frequently Asked Questions

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

The Retirement Plan for Lilly Affiliate Employees in Puerto Rico held essentially flat - down 0.2% during 2024, from $335M to $335M. Reported net income was -$588K.

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 Retirement Plan for Lilly Affiliate Employees in Puerto Rico rank by assets among Form 5500 filers? ▼

The Retirement Plan for Lilly Affiliate Employees in Puerto Rico ranks in the 96th 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 Defined Benefit (Pension) plans are similar in size to The Retirement Plan for Lilly Affiliate Employees in Puerto Rico? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for Employees of Amphenol Corporation in CT ($335M, 531 participants).

Next read for The Retirement Plan for Lilly Affiliate …

Filing takeaways

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

By total assets, The Retirement 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 Defined Benefit (Pension) 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.