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Employer · plans filed under one EIN

Kimberly - Clark Puerto Rico, Inc.

San Juan, PR · Manufacturing

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$22.9Mnet assets across plans
347participant records105 active
$498Kemployer contributions, latest plan years$4,740 per active record
$181KSchedule C compensation to organisations$522.53 per participant record

Kimberly - Clark Puerto Rico, Inc., based in San Juan, Puerto Rico, sponsors 2 retirement plans with 100 or more participants: 1 defined contribution and 1 defined benefit. Together they reported 347 participant records and $22.9M in net assets.

The largest is Kimberly - Clark Puerto Rico, Inc. Retirement Plan, a defined benefit pension plan with 210 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $498K and participant contributions $406K in the latest plan years; benefits paid were $643K. Schedule C compensation reported to service provider organisations totalled $181K.

Combined net assets moved from $7.3M in 2009 to $22.9M in 2024 (up 215%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Kimberly - Clark Puerto Rico, Inc. Retirement Plandefined benefit pension plan2024210$7.8M$37,307$6,375$97K
Kimberly Clark Puerto Rico Defined Contribution Planprofit-sharing plan2024137$15.1M$110,164$3,887$84K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $7.3M2010: $8.4M2011: $8.8M2012: $9.9M2013: $11.9M2014: $12.8M2015: $12.8M2016: $13.5M2017: $15.6M2018: $14.9M2019: $18.2M2020: $22.0M2021: $23.6M2022: $17.8M2023: $20.8M2024: $22.9M$7.3M$23.6M$22.9M20092012201620202024
Combined net assets
2009: 4302010: 4342011: 4162012: 4232013: 3982014: 4022015: 4062016: 4022017: 4022018: 3952019: 3942020: 3972021: 3932022: 3802023: 3532024: 34743043434720092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242347$22.9M$498K$406K
20232353$20.8M$548K$412K
20222380$17.8M$269K$367K
20212393$23.6M$374K$385K
20202397$22.0M$487K$413K
20192394$18.2M$515K$396K
20182395$14.9M$760K$417K
20172402$15.6M$475K$420K
20162402$13.5M$444K$419K
20152406$12.8M$341K$418K
20142402$12.8M$446K$429K
20132398$11.9M$396K$409K
20122423$9.9M$487K$391K
20112416$8.8M$691K$384K
20102434$8.4M$697K$298K
20092430$7.3M$689K$347K

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Banco Popular de Puerto RicoTrustee (bank, trust company, or similar financial institution)2$81,862
Fid Inv Inst Ops Co.Plan Administrator; Consulting (pension); Recordkeeping and information management; Consulting (general)2$58,546
Willis Towers Watson US LLCActuarial1$22,000
Aon Investments USA Inc.Investment advisory (plan)1$18,911

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Banco Popular de Puerto Rico$82K
Fid Inv Inst Ops Co.$59K
Willis Towers Watson US LLC$22K
Aon Investments USA Inc.$19K

Questions and answers

How many retirement plans does Kimberly - Clark Puerto Rico, Inc. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Kimberly - Clark Puerto Rico, Inc. Retirement Plan and Kimberly Clark Puerto Rico Defined Contribution Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Kimberly - Clark Puerto Rico, Inc. contribute to its plans?

$497,698 in employer contributions across these plans in their latest plan years, about $4,740 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Banco Popular de Puerto Rico, Fid Inv Inst Ops Co., Willis Towers Watson US LLC and Aon Investments USA Inc.. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.