401(k) · DOL Form 5500 · 2022
Estee Lauder, Inc. 401(k) Plan
Data updated 2026-08-25
- $2.3B
- Total assets Very large vs avg
- 11,769
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $193,335
- Avg per participant Above avg balance/head
Official DOL plan name: The Estee Lauder Companies 401(k) Savings Plan · Sponsored by Estee Lauder, Inc. · New York · Manufacturing
$2.3B in assets, 11,769 participants
Estee Lauder, Inc.'s The Estee Lauder Companies 401(k) Savings Plan reported $2.3B in total assets and 11,769 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.
- #20,410 in Manufacturing (20,602 peers)
Coverage in New York
The Estee Lauder Companies 401(k) Savings Plan covers 11,769 participants in New York, 15x the typical New York plan (state average ~798 per filing). Assets: $2.3B.
- #20,410
- in Manufacturing (20,602 peers)
- -19.7%
- assets change YoY
- 23×
- vs typical plan assets (national mean)
The plan reported a net loss of $556M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Estee Lauder Companies 401(k) Savings Plan's outsized position by total assets
The Estee Lauder Companies 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,275,363,345 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
The Estee Lauder Companies 401(k) Savings 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. The Estee Lauder Companies 401(k) Savings Plan is a mega filing (11,769 participants), the rightmost band on the breakdown.
Published 5500 schedule card
Filing strip 131871348 · Estee Lauder, Inc. PY 2022 · 401(k)
The Estee Lauder Companies 401(k) Savings Plan · $2.3B · 11,769 · 100th
- VS-ST $2.3B
- VS-ST 11,769
- VS-ST 100th
- VS-ST 401(k)
- VS-ST near The Rsm US LLP Retirement Plan
- VS-ST ind #20410
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 New York →
The Estee Lauder Companies 401(k) Savings Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $2.8B |
|---|---|
| Net Assets (End of Year) | $2.3B |
| Net Income | -$556M |
| Employer EIN | 131871348 |
| Plan Effective Date | 1979-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Estee Lauder, Inc.)
Sponsor-wide plan assets over time
All Estee Lauder, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4.1B 33.42842253362125% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 20,185 | $3.1B |
| 2023 | 2 | 20,079 | $3.6B |
| 2024 | 2 | 19,297 | $4.1B |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Scale composition for The Estee Lauder Companies 401(k) Savings Plan
The Estee Lauder Companies 401(k) Savings Plan reports $2.3B in end-of-year assets across 11,769 participants (0.018% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.013% of 93,925,755 covered participants) - about $193,335 per participant (1.4x the national average assets-per-participant) . Net income for plan year 2022 was -$556M.
This plan identity (EIN 131871348, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.3B to $3.2B (+39.3%) while covered participants moved from 11,769 to 10,901 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 11,769 | $2.3B | This page |
| 2023 | 12,114 | $2.7B | Open filing |
| 2024 · index core | 10,901 | $3.2B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- The Estee Lauder Companies 401(k) Savings Plan (401(k), $3.2B, 10,901 participants)
- The Estee Lauder Companies Retirement Growth Account Plan (Defined Benefit (Pension), $949M, 8,396 participants)
The Estee Lauder Companies 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is The Rsm US LLP Retirement Plan in IA ($2.3B); by covered participants it is Marmon Employees' Retirement Plan in IL (11,776 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.3B here).
- The Rsm US LLP Retirement Plan (IA) $2.3B · 13,793
- Black & Veatch Retirement Program (KS) $2.3B · 6,182
- Corebridge Financial, Inc. Retirement Savings 401(k) Plan (TX) $2.3B · 7,056
- Hearst Retirement Savings Plan (NC) $2.2B · 10,500
Similar participant headcount
Nearest other-state filings by covered participants (11,769 participants); asset peers above are excluded.
- Marmon Employees' Retirement Plan (IL) 11,776 · 7 off
- Lippert Components, Inc. Employee Retirement Savings Plan (IN) 11,727 · 42 off
- Taylor Fresh Foods, Inc. 401(k) Plan (CA) 11,816 · 47 off
- Ti Contribution and 401(k) Savings Plan (TX) 11,821 · 52 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.