2023 Form 5500 filing — Pfizer Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250709090205NAL0003209043001) for Pfizer Savings Plan, reported by Pfizer Inc under EIN 13-5315170 and plan number 002. It reports 56,648 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250709090205NAL0003209043001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pfizer Inc
- EIN
- 13-5315170
- Plan number
- 002
- Location
- New York, NY
- Participants
- 56,648
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,561,340,850
- Total liabilities (EOY)
- $12,654,057
- Net assets (EOY)
- $19,548,686,793
- Employer contributions
- $552,885,441
- Participant contributions
- $582,012,966
- Total income / additions
- $3,546,648,515
- Benefits paid
- $1,855,198,939
- Administrative expenses
- $5,116,159
- Total expenses
- $1,860,598,305
- Net increase / (decrease)
- $1,686,050,210
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Inv Inst Ops Co | RECORDKEEPER | $2,775,237 | $0 |
| Wellington Trust Company | INV. MGMT | $943,748 | $136,758 |
| T. Rowe Price Associates Inc. | INV. MGMT | $965,477 | $0 |
| Invesco Trust Company | INV. MGMT | $638,315 | $186,001 |
| Jennison | INV. MGMT | $0 | $810,370 |
| Alliance Bernstein | INV. MGMT | $612,901 | not reported in the loaded dataset |
| Sei Investments Company | INV. MGMT | $480,085 | $0 |
| The Northern Trust Company | INV. MGMT | $289,913 | $92,295 |
| State Street Bank And Trust Co | INV. MGMT | $336,316 | not reported in the loaded dataset |
| State Street Global Advisors | INV. MGMT | $327,454 | not reported in the loaded dataset |
| Metropolitan Life Insurance Company | INV. MGMT | $308,714 | not reported in the loaded dataset |
| Prudential Ins Co Of America | INV. MGMT | $288,557 | not reported in the loaded dataset |
| New York Life Insurance Company | INV. MGMT | $258,845 | not reported in the loaded dataset |
| Massmutual | INV. MGMT | $248,509 | not reported in the loaded dataset |
| American General Life Ins Co | INV MGMT | $215,313 | not reported in the loaded dataset |
| Jp Morgan Chase Bank, N.A. | INV. MGMT | $213,958 | not reported in the loaded dataset |
| Pacific Life Insurance Company | INV MGMT | $192,275 | not reported in the loaded dataset |
| Royal Bank Of Canada | INV MGMT | $189,796 | not reported in the loaded dataset |
| Lincoln National Life Insurance Co. | INV MGMT | $183,609 | not reported in the loaded dataset |
| Morningstar | FUND COMMUNICATIONS | $86,213 | not reported in the loaded dataset |