PlanOptica
Retirement plan

WYETH COORDINATED BARGAINING RETIREMENT PLAN-US

PFIZER INCEIN 13-5315170Plan #019PY 2024
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ATTENTION US BENEFITS, 66 HUDSON BOULEVARD EAST - NEW YORK, NY 100012192212-733-2323pfizer.comLinkedIn10001+ employeespharmaceuticals
Other plans on this EIN
3 filings
#002Retirement-$21.99B assets#001Retirement-$9.97B assets#012Retirement--
Prospect flagsRecently cancelled planLow returnsWind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(212) 733-2323
Plan administrator signer
STEPHEN PENNACCHIO
Signed 10/02/2025
Plan administrator entity
THE RETIREMENT COMMITTEE
EIN 611732385
66 HUDSON BOULEVARD EAST · NEW YORK, NY 100012192
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Summary metrics

Total assets (EOY)
$0
+10.5% from 2016
Total participants
0
+7.3% from 2016
Average account balance
$0
No prior year
Annual return
-90.81%
-7.39 pp from 2016

Benchmarks

See 597 peers
Peer group
Industry32 - Manufacturing
Plan typeDefined benefit
Participants<25
Cohort597 peers
Snapshot2024
Participant deferral / active EE
$0
median $0
Employer contribution / active EE
$0
median $16,097
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $93,040
Admin fee / account holder
$0
median $275
Annual return
-90.81%
median 5.68%
Overall peer rank
5th percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$0
Average account balance
Total assets / participants with a balance (line 6g)
$35K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
2,223
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
0.0%
Contributions (total)
Employer and participant dollars contributed each year
$15.00M
Contributions per participant
Average employer and participant contribution per enrolled participant
$536K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
-90.81%
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

Providers data not reported
Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Enrolled actuary

1 attachment
SB

THOMAS W. KADLEC

MERCER
Enrollment #2307871
1 UNIVERSITY SQUARE DRIVE
SUITE 100
PRINCETON, NC 08540
(609) 520-2508
Signed 2025-07-31

Reportable transactions (Schedule G)

4 rows

Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.

CategoryCounterpartyRelationship / TermsAddressAmount
Part 3
Non-exempt transaction
MASTER TRUST BETWEEN PFIZER AND NT
PLAN TRUST/TRUSTEE
PYMNT OF INELIGIBLE EXPENSES FROM PLAN ASSEST IN 2022 BY THE MT; REPAID IN 2024 WITH INTEREST OF 15,609.
—$0
Part 3
Non-exempt transaction
MASTER TRUST BETWEEN PFIZER AND NT
PLAN TRUST/TRUSTEE
PYMNT OF INELIGIBLE EXPENSES FROM PLAN ASSETS IN 2023 BY THE MT; REPAID IN 2024 WITH INTEREST OF 52,294.
—$0
Part 3
Non-exempt transaction
MASTER TRUST BETWEEN PFIZER AND NT
PLAN TRUST/TRUSTEE
PYMNT OF INELIGIBLE EXPENSES FROM PLAN ASSETS IN 2024 BY THE MT; REPAID IN 2024 WITH INTEREST OF 43,135.
—$0
Part 3
Non-exempt transaction
MASTER TRUST BETWEEN PFIZER AND NT
PLAN TRUST/TRUSTEE
PYMNT OF INELIGIBLE EXPENSES FROM PLAN ASSETS IN 2024 BY THE MT; REPAID IN 2025 WITH INTEREST.
—$0

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 codes1B3F3H
Plan features
  • 1B
    Benefits are primarily flat dollar
    Benefits are primarily a flat dollar amount (including a dollar amount per year of service).
  • 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

3 tripped
  • OpportunityLow returns

    Annual investment return is in the bottom quintile of the peer cohort.

  • 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.

  • InformationalRecently cancelled plan

    Plan reported a final filing / termination within the last year.

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