Plan Ledger DOL Form 5500 · updated monthly

Becton Dickinson Caribe LTDDC plan

BD SAVINGS PLAN FOR PUERTO RICO EMPLOYEES · JUNCOS, PR · plan year 2025

Reported admin expense ratio · 2025
0.00%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Becton Dickinson Caribe LTD reported $2,318 in plan administrative expenses for 2025: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,762 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio fell from 0.28% to 0.00%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other manufacturing employers. By assets it is the 16th-largest of 323 plans among PR employers on file, and the 1,802nd of 13,661 in manufacturing. In 2025, employees put in $1.32 for every $1.00 the employer contributed; active participation has grown from 1,390 to 1,958 since 2022.

Plan summary
Net assets, end of year$107,758,875
Participants with balances2,142
Active participants1,958
Employer contributions$5,408,703
Employee contributions$7,116,482
Employer contribution per active participant$2,762
Average account balance$50,308
Benefits paid to participants$7,846,748
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$107.8M · 2,142 accts · $5.4M emplr
2024$89.8M · 2,083 accts · $3.6M emplr
2023$70.2M · 1,521 accts · $2.5M emplr
2022$58.6M · 1,455 accts · $2.3M emplr
Employer contributions to the Becton Dickinson Caribe LTD plan · 2025
Employer contribution per active participant$2,762
Median for plans this size$4,093
2025$2,762 per active participant
2024$1,790 per active participant
2023$1,816 per active participant
2022$1,653 per active participant

Becton Dickinson Caribe LTD's 2025 employer contribution ran below the $4,093 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
POLSINELLI · Legal$910

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Fidelity
2023Fidelity

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$2,318 · 0.00%
2024$3,681 · 0.00%
2023$94,975 · 0.15%
2022$172,938 · 0.28%
Similar plansManufacturing · PR
Rtx Corporation PR$126.6M
Guidant Puerto Rico, B.V. PR$113.3M · 0.12%
Stryker Puerto Rico, LLC PR$77.9M · 0.05%
CC1 Limited Partnership PR$60.7M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 660560107 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.