PlanOptica
Retirement plan

WYETH UNION SAVINGS PLAN

PFIZER INCEIN 13-5315170Plan #017PY 2020
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100 ROUTE 206 NORTH - PEAPACK, NJ 079770000908-901-8000pfizer.comLinkedIn10001+ employeespharmaceuticals
Other plans on this EIN
4 filings
#002Retirement-$18.79B assets#001Retirement-$16.18B assets#019Retirement-$128.5M assets#012Retirement--
Prospect flagsWind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(908) 901-8000
Plan administrator signer
STEPHEN PENNACCHIO
Signed 10/04/2021
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)
$33.4M
+26.0% from 2016
Total participants
278
+42.6% from 2016
Average account balance
$121,818
-8.1% from 2016
Annual return
13.37%
-13.18 pp from 2016

Benchmarks

See 8,252 peers
Peer group
Industry32 - Manufacturing
Plan typeDefined contribution
Participants<25
Cohort8,252 peers
Snapshot2020
Participant deferral / active EE
$7,487
median $3,065
Employer contribution / active EE
$2,093
median $1,480
Participation rate
78.9%
median 87.5%
Avg account balance
$121,818
median $68,270
Admin fee / account holder
$10
median $880
Annual return
13.37%
median 13.15%
Overall peer rank
56th percentileavg across 6 metrics

Analytics

2015 - 2021
Total assets (EOY)
Plan-year ending balance
$0
Average account balance
Total assets / participants with a balance (line 6g)
$122K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
274
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
78.9%
Contributions (total)
Employer and participant dollars contributed each year
$59K
Contributions per participant
Average employer and participant contribution per enrolled participant
$10K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
-88.55%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

Service providers

Top 6 by compensation
ProviderService typeCompensation
THE NORTHERN TRUST COMPANY2 years
Service code 21 · EIN 36-1561860
Bank Trustee
$1,302
SEI INVESTMENTS2 years
Service code 28 · EIN 23-1707341
Investment Management
$1,233
INVESCO TRUST COMPANY1 year
Service code 28 · EIN 46-3793325
Investment Management
$1,182
WELLINGTON TRUST COMPANY1 year
Service code 28 · EIN 04-2755549
Investment Management
$408
FID INV INST OPS CO6+ years
Service code 15 · EIN 04-2647786
Recordkeeping
$200
BLACKROCK INSTITUTIONAL TRUST CO.1 year
Service code 28 · EIN 94-3112180
Investment Management
$51

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 codes2E2F2G2J2K3F3H
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).
  • 2G
    Total participant-directed account plan
    Participants have the opportunity to direct the investment of all 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.
  • 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
  • InformationalWind-down / frozen

    Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

Expense breakdown

Schedule H Part II
Admin total
$3K
$147 / participant
  • Other / not subdivided$3K100.0%
% of EOY assets
0.008%
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