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Original filing (PDF)20251002083452NAL0000149875001
PFIZER INC
Form 5500
FILING_RECEIVED
PFIZER CONSOLIDATED PENSION PLAN
Defined-benefit pension plan
Signals · 2
98% in single holdingNo recordkeeper disclosed
Active participants
7,790
Accounts w/ balance
—
Plan assets (EOY)
$10.0B
Net assets (EOY)
$10.0B
How this plan invests
This plan
2 pooled trusts
Schedule D
4 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Northern Trust" is 98% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PFIZER INC.
Plan sponsor
Name
PFIZER INC
EIN
13-5315170
Address
ATTENTION US BENEFITS · 66 HUDSON BOULEVARD EAST · NEW YORK, NY · 100012192
Phone
(212) 733-2323
Industry
Manufacturingsee all
Plan administrator
Name
THE RETIREMENT COMMITTEE
EIN
13-2875255
City
NEW YORK, NY
Phone
(212) 733-2323
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
1A · Pay-related DB formula
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
KPMG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
2 direct securities · 2 pooled funds· $9.9B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Master Trust
$9.7B
1 holding
Uncategorized
$115.4M
2 holdings
Common Collective Trust
$75.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MASTER TRUST BTWN PFIZER & NORTHERN PFIZER INC · EIN 13-6064112 / PN 001 | Master Trust | — | $9.9B | $9.7B | 97.6% | |
| EQUITY INDEX A FUND BLACKROCK INSTITUTIONAL TRUST CO NA · EIN 94-6052285 / PN 001 | Common Collective Trust | — | $11.4M | $75.5M | 0.8% | |
| JP Morgan | — | — | $49.9M | $68.7M | 0.7% | |
| Morgan Stanley | — | — | $39.7M | $46.7M | 0.5% |
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