Baxter Healthcare of Puerto Rico 401(k) match, vesting and fees

Plan year 2024 filingBaxter Healthcare of Puerto Rico Retirement Savings Plan · Plan 024 · EIN 66-1048257Updated Oct 2026

What Baxter Healthcare of Puerto Rico's 401(k) plan says about matching contributions

The match terms have not been published from this plan's filing yet.
The plan year 2024 filing reports $10.2M in employer contributions, about $3,935 per participant. That total includes any match and profit-sharing; it is not a match formula. Plan year 2024 Form 5500 ↗
$39,671
Average account balance
2,624
Participants (end of year)
$103M
Plan assets (end of year)
0.56%
Admin expenses ÷ assets

Plan features

Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.

RecordkeeperVoyaSchedule C ↗
Independent auditorCrowe LLP (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗

How the plan compares

Plan year 2024 medians for 1,087 defined-contribution plans in professional, scientific, and technical services with 1,000 to 4,999 participants.

Baxter Healthcare of Puerto Rico: employer contribution per participant$3,935
Peer median$2,556
Baxter Healthcare of Puerto Rico: average balance$39,671
Peer median$100,166
Baxter Healthcare of Puerto Rico: admin expenses ÷ assets0.56%
Peer median0.11%

Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.

Plan history

Plan assets went from $85M at the end of plan year 2023 to $103M at the end of plan year 2024.

$85M2023$103M2024
End-of-year figures from each plan year's Form 5500 filing for the Baxter Healthcare of Puerto Rico plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
20242,624$103M$10.2M$3,9350.56%Not publishedForm 5500 ↗
20232,735$85M$4.3M$1,5770.57%Not publishedForm 5500 ↗

Other Baxter Healthcare of Puerto Rico plans (1)

Each plan files its own Form 5500. Figures are from each plan's latest filing.

Baxter Healthcare of Puerto Rico Pension Plan

Plan 005 · EIN 66-1048257 · plan year 2024 filing
$38,393
Average account balance
6,342
Participants (end of year)
$243M
Plan assets (end of year)
2.47%
Admin expenses ÷ assets

Plan features

Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.

RecordkeeperAlight SolutionsSchedule C ↗
Independent auditorCrowe LLP (unmodified opinion, limited scope)Schedule H ↗
Plan type and statusPension (defined benefit) · FrozenForm 5500 ↗

Common questions

Does Baxter Healthcare of Puerto Rico match 401(k) contributions?

The match terms for the Baxter Healthcare of Puerto Rico Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $10.2M in employer contributions, about $3,935 per participant. That total includes any match and profit-sharing; it is not a match formula.

When is the Baxter Healthcare of Puerto Rico 401(k) match vested?

The vesting schedule for the Baxter Healthcare of Puerto Rico Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.

Who manages the Baxter Healthcare of Puerto Rico 401(k)?

The recordkeeper listed on Schedule C of the plan year 2024 filing is Voya. The plan administrator is Administrative Committee.

I left Baxter Healthcare of Puerto Rico. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (Administrative Committee, (847) 948-2000) or the recordkeeper, Voya. The Baxter Healthcare of Puerto Rico old 401(k) page lists the contacts from every plan filing. Find an old Baxter Healthcare of Puerto Rico 401(k)

Data from the public Form 5500 annual reports Baxter Healthcare of Puerto Rico filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Baxter Healthcare of Puerto Rico. Not financial advice. Report a correction · Methodology