Plan Ledger DOL Form 5500 · updated monthly

Pbg Puerto Rico LLC401(k)

PFIZER SAVINGS PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO · SAN JUAN, PR · plan year 2022

Reported admin expense ratio · 2022
0.03%

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

Pbg Puerto Rico LLC reported $118,263 in plan administrative expenses for 2022: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $21,129 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 2 years on file its reported administrative ratio rose from 0.03% to 0.04%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,568 comparable plans and shown alongside other manufacturing employers. By assets it is the 4th-largest of 323 plans among PR employers on file, and the 682nd of 13,661 in manufacturing. In 2022, the employer put in $1.15 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$395,707,844
Participants with balances2,264
Active participants87
Employer contributions$1,838,193
Employee contributions$1,602,719
Employer contribution per active participant$21,129
Average account balance$174,783
Benefits paid to participants$46,225,372
Plan auditUnmodified (clean) audit opinion
AuditorKPMG LLP
Plan history3
Yearassets · accounts · employer contribution
2024$395.3M · 1,867 accts · $1.8M emplr
2023$385.3M · 2,028 accts · $1.9M emplr
2022$395.7M · 2,264 accts · $1.8M emplr
The Pbg Puerto Rico LLC 401(k) match · 2022
Employer contribution per active participant$21,129
Median for plans this size$4,065
2024$21,328 per active participant
2023$21,746 per active participant
2022$21,129 per active participant

Pbg Puerto Rico LLC's 2022 employer contribution ran above the $4,065 median for plans its size, placing it in the top quarter of its peers. 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Recordkeeper by year2
2024Fidelity
2023Fidelity

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

Administrative cost history3
2024$138,964 · 0.04%
2023$118,187 · 0.03%
2022$118,263 · 0.03%
Same employer
Similar plansManufacturing · PR
Lilly Del Caribe, Inc. PR$519.2M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 660914590 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.