401(k) · DOL Form 5500 · 2022
Estee Lauder, Inc. 401(k) Plan
Data updated 2026-08-11
- $2.3B
- Total assets
- 11,769
- Participants
- 100th
- Percentile by assets
- $193,335
- Avg per participant
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.
- 100th percentile by assets (of 139,126 plans)
- #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.
- $2.3B
- total plan assets (2022 EOY)
- 11,769
- covered participants
- 100th
- percentile by assets (of 139,126 plans)
- $193,335
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. The Estee Lauder Companies 401(k) Savings Plan reports 11,769 participants - 15x that state average ($2.3B EOY assets).
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.)
| 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.
The Estee Lauder Companies 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
- 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to The Estee Lauder Companies 401(k) Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did The Estee Lauder Companies 401(k) Savings Plan assets move in 2022? ▼
How have Estee Lauder, Inc. plan assets changed over time? ▼
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Next read for The Estee Lauder Companies 401(k) Saving…
Filing takeaways
Ways to act on The Estee Lauder Companies 401(k) Savings Plan's numbers.
- By total assets, The Estee Lauder Companies 401(k) Savings Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Estee Lauder, Inc.'s sponsor-wide assets have grown 33.4% since 2022 across 3 plan years on file. More Manufacturing plans