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Form 5500 · Retirement plan · NEW YORK, NY

PFIZER INC

The filing calls this plan PFIZER SAVINGS PLAN.

PFIZER INC of NEW YORK, NY's retirement plan holds 10 insurance-company contracts (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-5315170 · plan 002 · plan year 2024, filed Oct 2, 2025

Participants at the start of the year
59,490
Contracts on file
10
Contract value
$1,175,429,400
Plan year end
December

Plan brief

Schedule A lists 10 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with AMERICAN GENERAL LIFE INSURANCE COMPANY.

The contracts held $1,175,429,400 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
AMERICAN GENERAL LIFE INSURANCE COMPANYAnnuity / GIC14,211December$113,352,626$0
JP MORGAN CHASE BANK, N.A.Annuity / GIC14,211December$113,305,795$0
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANYAnnuity / GIC14,211December$130,100,050$0
METROPOLITAN TOWER LIFE INSURANCE COMPANYAnnuity / GIC14,211December$162,460,299$0
NEW YORK LIFE INSURANCE COMPANYAnnuity / GIC14,211December$127,296,228$0
PACIFIC LIFE INSURANCE COMPANYAnnuity / GIC14,211December$100,998,592$0
PRUDENTIAL INSURANCE COMPANY OF AMERICAAnnuity / GIC14,211December$151,571,291$0
ROYAL BANK OF CANADAAnnuity / GIC14,211December$99,898,264$0
STATE STREET BANK AND TRUST COMPANYAnnuity / GIC14,211December$176,446,255$0
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC14,211December—$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

FID INV INST OPS CO
Plan administrator · EIN 04-2647786
$2,791,880
paid directly by the plan
WELLINGTON TRUST COMPANY
INV. MGMT · EIN 04-2755549
$1,441,280
paid directly by the plan
T. ROWE PRICE ASSOCIATES INC.
INV. MGMT · EIN 52-0556948
$818,831
paid directly by the plan
SEI INVESTMENTS COMPANY
INV. MGMT · EIN 23-1707341
$474,587
paid directly by the plan
STATE STREET GLOBAL ADVISORS
INV. MGMT · EIN 04-1867445
$179,777
paid directly by the plan

Named on Schedule C of this filing. We publish company names only.

Reported to OSHA

Reported to OSHA for 2025: 12,918 employees, 63 recordable cases, 580 days away from work.

EmployeesThe company's own average for the year
12,918
Hours worked
25,912,683
Recordable cases
63
Days away from work
580
Establishments filed under this EIN
8

Source: OSHA Injury Tracking Application establishment data, 2025.

What the plan holds

Plan assets at year end
$21,987,152,800
Paid out in benefits
$2,329,127,583
Participants at the start of the year
59,490
Participants with account balances
57,024

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 13-5565207
KPMG LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

Other plans filed by this employer

More employer plans in New York — largest plans, brokers, carriers and renewal months.

PFIZER INC — retirement plan: annuity and GIC contracts on Schedule A · Form5500Lookup