Astrazeneca Pharmaceuticals LP 401(k) Review & Grade
Astrazeneca Savings and Security Plan
Wilmington, DEManufacturing17,509 active participantsPlan year 2024
Estimate from the plan's Form 5500 filing · How we grade
$13,324Employer $ per active participant
$18,243Employee $ saved per active participant
0.01%Direct admin cost, % of plan assets
$8.6BNet plan assets, end of year
$323,733Average balance per account
Score breakdown
- Employer generosity45.3 / 5091th percentile for employer $ per participant
- Low cost24.3 / 2597th percentile for low admin cost vs. same-size plans
- Employee saving13.7 / 1591th percentile for employee $ per participant
- Plan features3 / 10Default investment
- Red-flag deductions-3 pts1 issue reported on the filing
Total score83 / 100 · Grade A
This plan vs. peers
Peers: Manufacturing plans with 10,000+ active participants (151 plans).
| Measure | Percentile |
|---|---|
| Employer $ per participant | 91th |
| Lower admin cost | 97th |
| Employee saving | 91th |
| Peers that auto-enroll | 69% |
Red flags from the filing
Corrective distributions: the plan refunded $177,383 in contributions, which usually means it failed annual nondiscrimination testing.
What to do if you're in this plan
- Astrazeneca Pharmaceuticals LP put in about $13,324 per active participant, more than the typical peer ($5,480). Contribute at least enough to collect the full match. Skipping it leaves part of your pay on the table.
- The filing shows total dollars, not the match formula. Ask HR for the Summary Plan Description so you know the exact match and vesting schedule.
- Fund expense ratios aren't in the filing. Look them up in your 404(a)(5) fee disclosure and favor low-cost index or target-date funds.
- Changing jobs? You can usually leave the money in the plan, move it to your new employer's plan, or roll it into an IRA. Don't cash out: you'd owe taxes and possibly a 10% penalty.
The raw numbers from the filing
| Employer contributions | $233,281,490 |
| Participant (employee) contributions | $319,417,843 |
| Other contributions (incl. rollovers in) | $78,703,983 |
| Administrative expenses paid from the plan | $521,746 |
| Other admin expenses | $93,695 |
| Benefits paid out | $703,346,399 |
| Net assets, start / end of year | $7.6B / $8.6B |
| Active participants, start / end of year | 17,175 / 17,843 |
| Participants with account balances | 26,701 |
| Auto-enrollment (feature code 2S) | Not reported |
| Auditor | Pricewaterhousecoopers LLP |
| Employer stock held by plan | $139,748,329 |
Largest service providers (Schedule C)
| Fid Inv Inst Ops Co | $428,051 reported compensation |
| Mercer Investments LLC | $93,695 reported compensation |
Source: DOL EFAST2 Form 5500 filing, acknowledgment ID 20251007154046NAL0002582979001, received 2025-10-07, EIN 23-2967016, plan #002, plan year 2024-01-01 to 2024-12-31. Verify at efast.dol.gov.
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