PR Form 5500 retirement and benefit plan filings
State Form 5500 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, PR has 2,373 loaded benefit plan(s) reported by 1,941 plan sponsor(s), with $14,528,021,057 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 2,373
- Plan sponsors
- 1,941
- Total reported assets (EOY)
- $14,528,021,057
- Latest filing year
- 2023
Cities by loaded plan count
- San Juan, PR — 947 plan(s)
- Guaynabo, PR — 239 plan(s)
- Caguas, PR — 119 plan(s)
- Ponce, PR — 97 plan(s)
- Bayamon, PR — 83 plan(s)
- Carolina, PR — 82 plan(s)
- Mayaguez, PR — 80 plan(s)
- Manati, PR — 50 plan(s)
- Dorado, PR — 48 plan(s)
- Arecibo, PR — 38 plan(s)
- Toa Baja, PR — 34 plan(s)
- Trujillo Alto, PR — 29 plan(s)
- Aguadilla, PR — 28 plan(s)
- San German, PR — 28 plan(s)
- Humacao, PR — 25 plan(s)
Largest loaded plans by reported assets
| Plan | Sponsor | City | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Pr Capital Preservation Fund | Bpas Trust Co Of Puerto Rico | San Juan | $2,125,677,744 | 2023 |
| Puerto Rico Telephone Company Master Trust | Popular Fiduciary Services 725 | San Juan | $875,541,582 | 2023 |
| Puerto Rico Telephone Company Consolidated Retirement Plan For Salaried And Hourly Employees | Puerto Rico Telephone Company | San Juan | $800,425,311 | 2023 |
| The Retirement And Savings Plan For Amgen Manufacturing Limited LLC | Amgen Manufacturing Limited LLC | Juncos | $719,343,985 | 2023 |
| Popular, Inc. Pr Savings And Investment Plan | Popular, Inc. | San Juan | $700,721,578 | 2023 |
| Banco Popular De Puerto Rico Retirement Plan | Banco Popular De Puerto Rico | San Juan | $632,455,069 | 2023 |
| The Savings Plan For Lilly Affiliate Employees In Puerto Rico | Lilly Del Caribe, Inc. | Carolina | $441,870,695 | 2023 |
| Msd Puerto Rico Pension Plan | Msd International Gmbh (Puerto Rico Branch), LLC | Las Piedras | $416,908,543 | 2023 |
| Pfizer Savings Plan For Employees Resident In Puerto Rico | Pbg Puerto Rico LLC | San Juan | $385,326,556 | 2023 |
| The Retirement Plan For Lilly Affiliate Employees In Puerto Rico | Lilly Del Caribe, Inc. | Carolina | $335,326,883 | 2023 |
| Msd Puerto Rico Savings And Security Plan | Msd International Gmbh (Puerto Rico Branch) LLC | Las Piedras | $224,042,082 | 2023 |
| Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan | Hewlett Packard Enterprise Iv LLC | Aguadilla | $195,772,357 | 2023 |
| Inter American University Of Pr Defined Contribution Retirement Plan | Inter American University Of Pr | San Juan | $187,642,756 | 2023 |
| Components Pension Plan For Puerto Rico | Ge Industrial Of Pr LLC | Guaynabo | $177,084,845 | 2023 |
| Bristol-Myers Squibb Puerto Rico Inc, Retirement Income Plan | Bristol-Myers Squibb Puerto Rico | San Juan | $156,449,090 | 2023 |
Largest PR plans → · PR plans with financial data → · $1B+ PR plans →
Related Form 5500 pages
- San Juan, PR Form 5500 filings
- Guaynabo, PR Form 5500 filings
- Caguas, PR Form 5500 filings
- Ponce, PR Form 5500 filings
- Bayamon, PR Form 5500 filings
- Carolina, PR Form 5500 filings
- Mayaguez, PR Form 5500 filings
- Manati, PR Form 5500 filings
- Dorado, PR Form 5500 filings
- Arecibo, PR Form 5500 filings
- Toa Baja, PR Form 5500 filings
- Trujillo Alto, PR Form 5500 filings
- Aguadilla, PR Form 5500 filings
- San German, PR Form 5500 filings
- Humacao, PR Form 5500 filings
- Pr Capital Preservation Fund (plan 213)
- Puerto Rico Telephone Company Master Trust (plan 001)
- Puerto Rico Telephone Company Consolidated Retirement Plan For Salaried And Hourly Employees (plan 008)
- The Retirement And Savings Plan For Amgen Manufacturing Limited LLC (plan 001)
- Popular, Inc. Pr Savings And Investment Plan (plan 006)
- Banco Popular De Puerto Rico Retirement Plan (plan 001)
- The Savings Plan For Lilly Affiliate Employees In Puerto Rico (plan 004)
- Msd Puerto Rico Pension Plan (plan 003)
- Pfizer Savings Plan For Employees Resident In Puerto Rico (plan 002)
- The Retirement Plan For Lilly Affiliate Employees In Puerto Rico (plan 020)
- Methodology
- Data sources