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Pfizer Inc

Form 5500 Data
OverviewPlan ComponentsInvestmentsProvidersArticles & Questions

Pfizer Inc

90
Form 5500 Data
(Top 30 2015)
OverviewPlan ComponentsInvestmentsProvidersArticles & Questions

Overview

Plan Rating

BrightScope Rating
90
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (60)
Average in Peer Group (82)
Highest in Peer Group (91)

Plan Description

Pfizer Savings Plan is a defined contribution plan with a profit-sharing component, 401k feature, and ESOP component. This plan has a BrightScope Rating of 90, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances, Company Generosity, Participation Rate, Salary Deferral, and Total Plan Cost. Pfizer Savings Plan currently has over 53,800 active participants and over $13.8B in plan assets.

Did you know?

For the average 401k participant, the 1 point difference between this plan's BrightScope Rating (90) and the top rated plan (91) could equate to:
1
Additional years of work
81,133
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2018
Plan data has been audited by an Independent Qualified Public Accountant (IQPA). Address 100 Route 206 North
  • Location
    Peapack , NJ
    • 07977-0000
  • Industry
    Manufacturing
  • Administrator
    Stephen Pennacchio
  • Net Plan Assets
    $13,800,000,000
  • Total Participants
    54,000
  • Avg Account Balance
    $260,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Great

Performance

Participation Rate:
Great
Salary Deferrals:
Great
Account Balance:
Great

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Great

Performance

Participation Rate:
Great
Salary Deferrals:
Great
Account Balance:
Great

Peer Group Plans

Company Rating
Novartis 91.4
Chevron 89.5
Merck & Co. 87.8
Exxon Mobil 87.8
E. I. Du Pont De Nemours and Company 85.6
The Dow Chemical Company 80.1

Top Industry Articles

exclusives
Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
Though retirement plans can allow individuals to self-certify that they qualify for a penalty-free coronavirus-related distribution, should the IRS discover otherwise during a future audit, a participant can be subject to substantial penalties.
June 11, 2020
exclusives
A New World and New Opportunities for Alpha
Pandemic-driven volatility has once again highlighted the relative virtues of active and passive management.
June 9, 2020
Compliance
Home Depot ERISA Lawsuit Clears Dismissal Motions

While a court has ruled the plan’s advisers should be carved out of the litigation, the counts against Home Depot fiduciaries will proceed.

September 22, 2020
Compliance
AutoZone ERISA Suit Clears Motion to Dismiss

The district court declined to rule on the reasonableness of comparing actively managed funds to passively managed index funds on a motion to dismiss, clearing the way for discovery and potentially a full trial.

September 21, 2020
Compliance
Intel Now Faces Consolidated Suit Over Alternatives in TDFs

Now that the U.S. Supreme Court has ruled on the meaning of 'actual knowledge,' Christopher Sulyma has joined a lawsuit filed against Intel last year.

September 18, 2020

Investments

Investment Menu Stats

# of Investment Options

27

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Vanguard Group Target Retirement 27%
N/A
Pfizer, Inc. Common Stock 15%
N/A
Northern Trust S&P 500 Index 12%
N/A
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan
for Asset Managers

Providers

Plan Service Providers

SERVICE PROVIDER
Insurance Carrier
Various
Insurance Carrier
AIG Asset Management (U.S.), LLC
Insurance Carrier
Prudential
Insurance Carrier
RBC Wealth Management
Insurance Carrier
State Street Global Advisors
Insurance Carrier
JPMorgan
Insurance Carrier
Empower
Insurance Carrier
New York Life
Insurance Carrier
MassMutual
Recordkeeper
Fidelity
Auditor
Kpmg, LLP

Articles and Questions

Boeing Plan Report (Updated)

Boeing Fee Settlement Highlights the High Bar for Large Plans

Boeing Offers a Near Perfect Retirement Plan ModelIn most respects Boeing’s retirement offering is a great model of how to run a large retirement plan. Participants in Boeing’s 401(k) plan are beneficiaries of a participant-friendly design with immediate access, automatic enrollment, immediate ves

Why Do Investment Expenses Matter?
Ryan Alfred

Popular Questions

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