Lilly Del Caribe retirement plan: assets, participants and fees
What Lilly Del Caribe's retirement plan plan says about matching contributions
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.
| Recordkeeper | Alight Solutions, LLC | Schedule C ↗ |
| Independent auditor | Ernst & Young LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,622 defined-contribution plans in manufacturing with 1,000 to 4,999 participants.
| Lilly Del Caribe: employer contribution per participant | $2,821 | |
| Peer median | $2,413 |
| Lilly Del Caribe: average balance | $274,996 | |
| Peer median | $86,434 |
| Lilly Del Caribe: admin expenses ÷ assets | 0.05% | |
| Peer median | 0.12% |
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 $442M at the end of plan year 2023 to $519M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,935 | $519M | $5.3M | $2,821 | 0.05% | Not published | Form 5500 ↗ |
| 2023 | 1,882 | $442M | $5M | $2,947 | 0.06% | Not published | Form 5500 ↗ |
Other Lilly Del Caribe plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The Retirement Plan for Lilly Affiliate Employees in Puerto Rico
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.
| Recordkeeper | Alight Solutions LLC | Schedule C ↗ |
| Independent auditor | Ernst & Young LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Lilly Del Caribe match 401(k) contributions?
The match terms for the The Savings Plan for Lilly Affiliate Employees in Puerto Rico have not been published from its filing yet. The plan year 2024 filing reports $5.3M in employer contributions, about $2,821 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Lilly Del Caribe 401(k) match vested?
The vesting schedule for the The Savings Plan for Lilly Affiliate Employees in Puerto Rico is not in the data published so far. Your Summary Plan Description states it.
Who manages the Lilly Del Caribe 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Alight Solutions, LLC. The plan administrator is Eli Lilly and Company.
I left Lilly Del Caribe. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Eli Lilly and Company, (317) 276-2000) or the recordkeeper, Alight Solutions, LLC. The Lilly Del Caribe old 401(k) page lists the contacts from every plan filing. Find an old Lilly Del Caribe 401(k)
Data from the public Form 5500 annual reports Lilly Del Caribe 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 Lilly Del Caribe. Not financial advice. Report a correction · Methodology