401(k) · DOL Form 5500 · 2022
Eastman Chemical Company 401(k) Plan
Data updated 2026-08-25
- $3.1B
- Total assets Very large vs avg
- 10,585
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $296,930
- Avg per participant High balance/head
Official DOL plan name: Eastman Investment & Employee Stock Ownership Plan · Sponsored by Eastman Chemical Company · Tennessee · Manufacturing
$3.1B in assets, 10,585 participants
Eastman Chemical Company's Eastman Investment & Employee Stock Ownership Plan reported $3.1B in total assets and 10,585 participants in its 2022 DOL Form 5500 filing, ranking in the 100th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #20,453 in Manufacturing (20,602 peers)
Coverage in Tennessee
Eastman Investment & Employee Stock Ownership Plan covers 10,585 participants in Tennessee, 9.4x the typical Tennessee plan (state average ~1,126 per filing). Assets: $3.1B.
- #20,453
- in Manufacturing (20,602 peers)
- -18.9%
- assets change YoY
- 32×
- vs typical plan assets (national mean)
The plan reported a net loss of $679M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Eastman Investment & Employee Stock Ownership Plan's outsized position by total assets
Eastman Investment & Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,143,004,763 Highest reported value at or above every one of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Eastman Investment & Employee Stock Ownership Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Eastman Investment & Employee Stock Ownership Plan is a mega filing (10,585 participants), the rightmost band on the breakdown.
EBSA filing schedule strip
Filing strip 621539359 · Eastman Chemical Company PY 2022 · 401(k)
Eastman Investment & Employee Stock Ownership Plan · $3.1B · 10,585 · 100th
- NET $3.1B
- NET 10,585
- NET 100th
- NET 401(k)
- NET near Rockwell Automation Retirement Savings Plan
- NET ind #20453
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in Tennessee →
Eastman Investment & Employee Stock Ownership Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $3.9B |
|---|---|
| Net Assets (End of Year) | $3.1B |
| Net Income | -$679M |
| Employer EIN | 621539359 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Eastman Chemical Company)
Sponsor-wide plan assets over time
All Eastman Chemical Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $4.8B 10.515212393505383% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 14,069 | $4.4B |
| 2023 | 2 | 14,067 | $4.7B |
| 2024 | 2 | 13,420 | $4.8B |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $21.0B · 220,835
- Hca 401(k) Plan $18.7B · 280,576
- International Paper Company Salaried Savings Plan $4.2B · 11,839
- Federal Express Corporation Pilots Retirement Savings Plan $4.0B · 5,305
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.0B · 62,485
Scale composition for Eastman Investment & Employee Stock Ownership Plan
Eastman Investment & Employee Stock Ownership Plan reports $3.1B in end-of-year assets across 10,585 participants (0.026% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $296,930 per participant (2.1x the national average assets-per-participant) . Net income for plan year 2022 was -$679M.
This plan identity (EIN 621539359, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.1B to $3.5B (+12.8%) while covered participants moved from 10,585 to 10,535 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 10,585 | $3.1B | This page |
| 2023 | 10,822 | $3.4B | Open filing |
| 2024 · index core | 10,535 | $3.5B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Eastman Investment & Employee Stock Ownership Plan (401(k), $3.5B, 10,535 participants)
- Eastman Retirement Assistance Plan (Defined Benefit (Pension), $1.3B, 2,885 participants)
Eastman Investment & Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Rockwell Automation Retirement Savings Plan in WI ($3.2B); by covered participants it is Space Exploration Technologies 401(k) Plan in CA (10,571 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3.1B here).
- Rockwell Automation Retirement Savings Plan (WI) $3.2B · 8,032
- Ericsson US 401(k) Plan (TX) $3.2B · 6,250
- Rbc- U.S.a. Retirement and Savings Plan (MN) $3.2B · 8,924
- Mufg Bank Ltd. 401(k) Plan (NY) $3.1B · 12,850
Similar participant headcount
Nearest other-state filings by covered participants (10,585 participants); asset peers above are excluded.
- Space Exploration Technologies 401(k) Plan (CA) 10,571 · 14 off
- Pacific Architects and Engineers, LLC 401(k) Savings Plan (VA) 10,599 · 14 off
- Southern California Pipe Trades Defined Contribution Plan (CA) 10,569 · 16 off
- Crown Equipment Corporation 401(k) Retirement Savings Plan and Trust (OH) 10,561 · 24 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.