Defined Benefit (Pension) · DOL Form 5500 · 2024
Baxter Healthcare of Puerto Rico LLC Pension Plan
Data updated 2026-08-25
- $244M
- Total assets Near avg plan size
- 656
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $371,740
- Avg per participant High balance/head
Official DOL plan name: Baxter Healthcare of Puerto Rico Pension Plan · Sponsored by Baxter Healthcare of Puerto Rico LLC · Illinois · Professional & Technical Services
$244M in assets, 656 participants
Baxter Healthcare of Puerto Rico LLC's Baxter Healthcare of Puerto Rico Pension Plan reported $244M in total assets and 656 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #19,402 in Professional & Technical Services (20,173 peers)
Where Baxter Healthcare of Puerto Rico Pension Plan sits by assets
Baxter Healthcare of Puerto Rico Pension Plan sits in the top 5% of all filed plans by assets, $244M for 656 participants (~$371,740/participant), up 0.8% in 2024.
- #19,402
- in Professional & Technical Services (20,173 peers)
- +0.8%
- assets growth YoY
- 2.4×
- vs typical plan assets (national mean)
Baxter Healthcare of Puerto Rico Pension Plan's outsized position by total assets
Baxter Healthcare of Puerto Rico Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$243,861,378 Top 5% higher than 95% 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
Baxter Healthcare of Puerto Rico Pension Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Baxter Healthcare of Puerto Rico Pension Plan sits mid-pack in the medium band (656 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Baxter Healthcare of Puerto Rico Pension Plan reported net income fell from $11M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Baxter Healthcare of Puerto Rico Pension Plan reported participants fell from 700 in the plan year 2023 filing to 656 in the plan year 2024 filing.
- Baxter Healthcare of Puerto Rico Pension Plan end-of-year assets rose from $242M in the plan year 2023 filing to $244M in the plan year 2024 filing.
DOL schedule card
Filing strip 661048257 · Baxter Healthcare of Puerto Rico LLC PY 2024 · Defined Benefit (Pension)
Baxter Healthcare of Puerto Rico Pension Plan · $244M · 656 · 95th
- EOY $244M
- EOY 656
- EOY 95th
- EOY Defined Benefit (Pension)
- EOY near Urs Federal Services, Inc. Employees Retirement Plan
- EOY ind #19402
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 Professional & Technical Services retirement plans → · Plans in Illinois →
Baxter Healthcare of Puerto Rico Pension Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $242M |
|---|---|
| Net Assets (End of Year) | $243M |
| Net Income | $1M |
| Employer EIN | 661048257 |
| Plan Effective Date | 1976-09-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Baxter Healthcare of Puerto Rico LLC)
Sponsor-wide plan assets over time
All Baxter Healthcare of Puerto Rico LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $347M 6.096903562502081% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 2 | 2,972 | $327M |
| 2024 | 2 | 2,686 | $347M |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central States, Southeast & Southwest Areas Pension Plan $48.2B · 36,799
- State Farm Insurance Companies Retirement Plan for United States Employees $37.7B · 41,619
- GE Healthcare Pension Plan $13.7B · 5,554
- Abbott Laboratories Annuity Retirement Plan $8.6B · 17,875
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.2B · 20,984
Baxter Healthcare of Puerto Rico Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Urs Federal Services, Inc. Employees Retirement Plan in VA ($244M); by covered participants it is Ardagh Metal Pension Plan in IN (656 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($244M here).
- Urs Federal Services, Inc. Employees Retirement Plan (VA) $244M · 302
- First Citizens Bank & Trust Company, Inc. Pension Plan (NC) $243M · 266
- Catholic Medical Center Pension Plan (NH) $243M · 352
- The Teknor Apex Company Retirement Plan (RI) $243M · 759
Similar participant headcount
Nearest other-state filings by covered participants (656 participants); asset peers above are excluded.
- Ardagh Metal Pension Plan (IN) 656 · 0 off
- Miner's, Inc. Defined Benefit Pension Plan (MN) 656 · 0 off
- Plumbers and Pipefitters Local Union No 333 Pension Fund (MI) 656 · 0 off
- Painters District Council No. 3 Pension Fund (MO) 656 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.