Pfizer Savings Plan — Form 5500 plan (Pfizer Inc)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Pfizer Savings Plan is a benefit plan reported by Pfizer Inc under EIN 13-5315170 and plan number 002. The latest loaded filing year is 2023. The filing reports 56,648 participants and $19,561,340,850 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pfizer Inc
- EIN
- 13-5315170
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 56,648
- End-of-year plan assets
- $19,561,340,850
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 56,648 | H, C | 20250709090205NAL0003209043001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,561,340,850
- Total liabilities (EOY)
- $12,654,057
- Net assets (EOY)
- $19,548,686,793
- Net assets (BOY)
- $17,820,646,985
Income & contributions
- Employer contributions
- $552,885,441
- Participant contributions
- $582,012,966
- Total contributions
- $1,301,812,043
- Total income / additions
- $3,546,648,515
Expenses & distributions
- Benefits paid
- $1,855,198,939
- Administrative expenses
- $5,116,159
- Total expenses
- $1,860,598,305
- Net increase / (decrease)
- $1,686,050,210
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fid Inv Inst Ops Co | RECORDKEEPER | $2,775,237 | $0 | 2023 |
| Wellington Trust Company | INV. MGMT | $943,748 | $136,758 | 2023 |
| T. Rowe Price Associates Inc. | INV. MGMT | $965,477 | $0 | 2023 |
| Invesco Trust Company | INV. MGMT | $638,315 | $186,001 | 2023 |
| Jennison | INV. MGMT | $0 | $810,370 | 2023 |
| Alliance Bernstein | INV. MGMT | $612,901 | not reported in the loaded dataset | 2023 |
| Sei Investments Company | INV. MGMT | $480,085 | $0 | 2023 |
| The Northern Trust Company | INV. MGMT | $289,913 | $92,295 | 2023 |
| State Street Bank And Trust Co | INV. MGMT | $336,316 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | INV. MGMT | $327,454 | not reported in the loaded dataset | 2023 |
| Metropolitan Life Insurance Company | INV. MGMT | $308,714 | not reported in the loaded dataset | 2023 |
| Prudential Ins Co Of America | INV. MGMT | $288,557 | not reported in the loaded dataset | 2023 |
| New York Life Insurance Company | INV. MGMT | $258,845 | not reported in the loaded dataset | 2023 |
| Massmutual | INV. MGMT | $248,509 | not reported in the loaded dataset | 2023 |
| American General Life Ins Co | INV MGMT | $215,313 | not reported in the loaded dataset | 2023 |
| Jp Morgan Chase Bank, N.A. | INV. MGMT | $213,958 | not reported in the loaded dataset | 2023 |
| Pacific Life Insurance Company | INV MGMT | $192,275 | not reported in the loaded dataset | 2023 |
| Royal Bank Of Canada | INV MGMT | $189,796 | not reported in the loaded dataset | 2023 |
| Lincoln National Life Insurance Co. | INV MGMT | $183,609 | not reported in the loaded dataset | 2023 |
| Morningstar | FUND COMMUNICATIONS | $86,213 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pfizer Inc
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Fid Inv Inst Ops Co — Schedule C compensation
- Wellington Trust Company — Schedule C compensation
- T. Rowe Price Associates Inc. — Schedule C compensation
- Invesco Trust Company — Schedule C compensation
- Jennison — Schedule C compensation
- Alliance Bernstein — Schedule C compensation
- Sei Investments Company — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- State Street Bank And Trust Co — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Metropolitan Life Insurance Company — Schedule C compensation
- Prudential Ins Co Of America — Schedule C compensation
- New York Life Insurance Company — Schedule C compensation
- Massmutual — Schedule C compensation
- American General Life Ins Co — Schedule C compensation
- Jp Morgan Chase Bank, N.A. — Schedule C compensation
- Pacific Life Insurance Company — Schedule C compensation
- Royal Bank Of Canada — Schedule C compensation
- Lincoln National Life Insurance Co. — Schedule C compensation
- Morningstar — Schedule C compensation