PlanOptica
Retirement plan

PFIZER SAVINGS PLAN

PFIZER INCEIN 13-5315170Plan #002PY 2016
Sign in to saveView 5500 PDF
100 ROUTE 206 NORTH - PEAPACK, NJ 07977908-901-1135pfizer.comLinkedIn10001+ employeespharmaceuticals
Other plans on this EIN
8 filings
#001Retirement-$12.49B assets#023Retirement-$1.38B assets#021Retirement-$325.8M assets#019Retirement-$148.9M assets#017Retirement-$51.6M assets#025Retirement-$11.4M assets#024Retirement--#012Retirement--
Prospect flagsNo flags tripped

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(908) 901-1135
Plan administrator signer
STEPHEN PENNACCHIO
Signed 10/05/2017
Plan administrator entity
THE SAVINGS PLAN COMMITTEE
EIN 132875255
(908) 901-8000
How to read this page

Summary metrics

Total assets (EOY)
$11596.6M
-5.6% from 2016
Total participants
58,077
-19.7% from 2016
Average account balance
$200,575
+17.7% from 2016
Annual return
8.70%
-5.47 pp from 2016

Benchmarks

See 50 peers
Peer group
Industry32 - Manufacturing
Plan typeDefined contribution
Participants>=10,000
Cohort50 peers
Snapshot2016
Participant deferral / active EE
$16,067
median $6,636
Employer contribution / active EE
$8,465
median $4,521
Participation rate
98.9%
median 94.3%
Avg account balance
$200,575
median $162,691
Admin fee / account holder
$31
median $54
Annual return
8.70%
median 8.42%
Overall peer rank
72nd percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$21.99B
Average account balance
Total assets / participants with a balance (line 6g)
$386K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
57,024
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
99.7%
Contributions (total)
Employer and participant dollars contributed each year
$1.15B
Contributions per participant
Average employer and participant contribution per enrolled participant
$39K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+18.45%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$165
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

Service providers

Top 10 of 14 by compensation
ProviderService typeCompensation
FID INV INST OPS CO2+ years
Service code 15 · EIN 04-2647786
Recordkeeping
$2,686,318
OFI GLOBAL TRUST COMPANY1 year
Service code 28 · EIN 13-3459790
Investment Management
$1,001,957
T. ROWE PRICE2+ years
Service code 28 · EIN 52-0556948
Investment Management
$950,295
STATE STREET BANK AND TRUST CO1 year
Service code 28
STRUCTURED PRODUCTS · BOSTON, MA 02206
Investment Management
$681,803
THE NORTHERN TRUST COMPANY1 year
Service code 28 · EIN 36-1561860
Investment Management
$675,107
THE BANK OF TOKYO-MITSUBISHI1 year
Service code 28
34 EXCHANGE PLACE · JERSEY CITY, NJ 07311
Investment Management
$522,875
PRUDENTIAL INS CO OF AMERICA1 year
Service code 28
200 WOOD AVENUE S. · ISELIN, NJ 08830
Investment Management
$513,157
PFIZER INC1 year
Service code 35 · EIN 13-5315170
Employee (plan sponsor); Direct payme...
$428,982
AMERICAN GENERAL LIFE INS CO1 year
Service code 28
50 DANBURY ROAD · WILTON, CT 06897
Investment Management
$427,685
ROYAL BANK OF CANADA1 year
Service code 28
4515 PAINTERS MILL ROAD · OWINGS MILLS, MD 21117
Investment Management
$292,252

Top hat statement on fileNQDC

Filed July 27, 2011 (most recent of 5 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

Open the filing PDF

Plan features & details

Pension benefit codes2E2F2H2J2K2O2R3F3H
Plan features
  • 2E
    Profit-sharing
    Profit-sharing plan.
  • 2F
    ERISA section 404(c) plan
    This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
  • 2H
    Partial participant-directed account plan
    Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 2J
    Code section 401(k) feature
    Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
  • 2K
    Code section 401(m) arrangement
    Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
  • 2O
    ESOP other than a leveraged ESOP
    Employee stock ownership plan that is not leveraged.
  • 2R
    Participant-directed brokerage accounts
    Participant-directed brokerage accounts provided as an investment option under the plan.
  • 3F
    Leased employees
    Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
  • 3H
    Controlled group member
    Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped
No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II
Admin total
$1.8M
$80 / participant
  • Other / not subdivided$2M100.0%
% of EOY assets
0.016%
all-in expense ratio
Categories reported
0 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm
KPMG LLP
Auditor EIN
135565207
Audit fees
(not subdivided)
Opinion code
Unqualified