PlanOptica
Retirement plan

PFIZER SAVINGS PLAN

PFIZER INCEIN 13-5315170Plan #002PY 2021
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100 ROUTE 206 NORTH - PEAPACK, NJ 079770000908-901-8000pfizer.comLinkedIn10001+ employeespharmaceuticals
Other plans on this EIN
5 filings
#001Retirement-$16.40B assets#019Retirement-$120.4M assets#028Retirement-$83.7M assets#017Retirement--#012Retirement--
Prospect flagsHigh assets / participant

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(908) 901-8000
Plan administrator signer
STEPHEN PENNACCHIO
Signed 09/08/2022
Plan administrator entity
THE SAVINGS PLAN COMMITTEE
EIN 132875255
100 ROUTE 206 NORTH · PEAPACK, NJ 07977
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Summary metrics

Total assets (EOY)
$21709.3M
-5.6% from 2016
Total participants
54,584
-19.7% from 2016
Average account balance
$398,592
+17.7% from 2016
Annual return
19.59%
-5.47 pp from 2016

Benchmarks

See 49 peers
Peer group
Industry32 - Manufacturing
Plan typeDefined contribution
Participants>=10,000
Cohort49 peers
Snapshot2021
Participant deferral / active EE
$17,596
median $8,674
Employer contribution / active EE
$16,412
median $4,877
Participation rate
99.6%
median 95.4%
Avg account balance
$398,592
median $228,453
Admin fee / account holder
$89
median $73
Annual return
19.59%
median 14.91%
Overall peer rank
80th 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 17 by compensation
ProviderService typeCompensation
FID INV INST OPS CO7+ years
Service code 14 · EIN 04-2647786
Plan Administrator
$2,972,566
INVESCO TRUST COMPANY2 years
Service code 28 · EIN 46-3793325
Investment Management
$1,734,792
THE NORTHERN TRUST COMPANY6 years
Service code 18 · EIN 36-1561860
Investment management; Custodial (oth...
$820,802
T. ROWE PRICE ASSOCIATES INC.2 years
Service code 28 · EIN 52-0556948
Investment Management
$791,417
SEI INVESTMENTS COMPANY2 years
Service code 28 · EIN 23-1707341
Investment Management
$690,837
STATE STREET BANK AND TRUST CO6 years
Service code 28
STRUCTURED PRODUCTS · BOSTON, MA 02206
Investment Management
$398,692
WELLINGTON TRUST COMPANY2 years
Service code 28 · EIN 04-2755549
Investment Management
$374,080
METROPOLITAN LIFE INSURANCE COMPANY4 years
Service code 28 · EIN 13-5581829
Investment Management
$365,050
PRUDENTIAL INS CO OF AMERICA6 years
Service code 28
200 WOOD AVENUE S. · ISELIN, NJ 08830
Investment Management
$353,771
NEW YORK LIFE INSURANCE COMPANY5 years
Service code 28 · EIN 13-5582869
Investment Management
$319,151

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

1 tripped
  • InformationalHigh assets / participant

    Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II
Admin total
$4.8M
$174 / participant
  • Other / not subdivided$5M100.0%
% of EOY assets
0.022%
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