Bristol-Myers Squibb Puerto Rico 401(k) and pension plans

Bristol-Myers Squibb Puerto Rico, Inc., San Juan, PR. EIN 66-0256665. Annual reports 2009–2025. Also filed as Bristol-Myers Squibb Puerto Rico.

Bristol-Myers Squibb Puerto Rico, Inc. has one active retirement plan on file, the Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program, with 1,902 participants and $252 million in assets in 2025.

Active plans: 1
Participants: 1,902
Plan assets: $252 million
Plans on file: 3
Industry: Manufacturing

All 3 plans

Active plans first

Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 002Employer EIN 66-0256665
Participants (2025): 1,902
Net assets (2025): $252 million
Plan administrator: Bristol-Myers Squibb Company Savings Plan Committee
Route 206 Province Line Road
Princeton, NJ 08543
(609) 252-4621As filed for 2025
In effect since: July 1, 1986

Earlier plan names: Bristol-Myers Squibb Puerto Rico, Inc. Savings and Invest. Prog.; Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Prog.; Bristol-Myers Squibb Puerto Rico, Inc. Savings and and Investment Prog..

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	1,902	$252 million	not listed
2024	1,937	$239 million	not listed
2023	1,840	$227 million	not listed
2022	2,186	$196 million	not listed
2021	2,147	$227 million	not listed
2020	2,067	$195 million	not listed
2019	1,922	$171 million	not listed
2018	1,910	$138 million	not listed
2017	1,885	$148 million	not listed
2016	1,504	$125 million	not listed
2015	1,391	$120 million	not listed
2014	1,376	$111 million	not listed
2013	1,432	$102 million	not listed
2012	1,457	$79.6 million	not listed
2011	1,523	$74.5 million	not listed
2010	1,667	$67.0 million	not listed
2009	3,323	$63.7 million	not listed

Bristol-Myers Squibb Puerto Rico Inc, Retirement Income Plan

Pension (defined benefit), frozenClosed

Closed. The plan filed its final annual report for 2024, which means its assets were paid out or moved and it no longer exists.

Plan number: 001Employer EIN 66-0256665
Participants (2023): 1,858
Net assets (2023): $155 million
Plan administrator: Bristol-Myers Squibb Pension Committee
Route 206 Province Line Road
Princeton, NJ 08543
(800) 332-2056As filed for 2024
In effect since: January 1, 1971

Earlier plan names: Bristol-Myers Squibb Puerto Rico, Inc. Retirement Income Plan; Bristol-Myers Squibb, Inc. Puerto Rico Retirement Income Plan; Bristol-Myers Squibb Puerto Rico Retirement Income Plan Retirement Income Plan; Bristol-Myers Squibb Puerto Rico Inc, Retirement Retirement Income Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	0	$0	not listed
2023	1,858	$155 million	not listed
2022	1,909	$162 million	not listed
2021	1,956	$226 million	not listed
2020	2,017	$228 million	not listed
2019	2,066	$212 million	not listed
2018	2,121	$183 million	not listed
2017	2,179	$212 million	not listed
2016	2,246	$191 million	not listed
2015	2,312	$184 million	not listed
2014	2,426	$199 million	not listed
2013	2,629	$196 million	not listed
2012	3,046	$183 million	not listed
2011	3,068	$162 million	not listed
2010	3,156	$166 million	not listed
2009	3,285	$136 million	not listed

Bristol-Myers Squibb Puerto Rico, Inc. Retirement Income Plan

Pension (defined benefit)Stopped filing

No annual report since the 2013 plan year, and no final report on record. The plan may have been merged, renamed or re-filed under another number; ask the plan administrator below.

Plan number: 155Employer EIN 66-0256665
Participants (2013): 2,629
Net assets (2013): $196 million
Plan administrator: Bristol-Myers Squibb Pension Committee
345 Park Avenue
New York, NY 10154
(609) 897-3955As filed for 2013
In effect since: January 1, 1971

If you had money in one of these plans

Or call the plan administrator listed on the plan below ((609) 252-4621). That number was filed for 2025; ask for the benefits or retirement plan office.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.