Defined Benefit (Pension) · DOL Form 5500 · 2022
Estee Lauder, Inc. Pension Plan
Data updated 2026-08-25
- $812M
- Total assets Above avg plan size
- 8,416
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $96,476
- Avg per participant Below avg balance/head
Official DOL plan name: The Estee Lauder Companies Retirement Growth Account Plan · Sponsored by Estee Lauder, Inc. · New York · Manufacturing
$812M in assets, 8,416 participants
Estee Lauder, Inc.'s The Estee Lauder Companies Retirement Growth Account Plan reported $812M in total assets and 8,416 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #20,107 in Manufacturing (20,602 peers)
Coverage in New York
The Estee Lauder Companies Retirement Growth Account Plan covers 8,416 participants in New York, 11x the typical New York plan (state average ~798 per filing). Assets: $812M.
- #20,107
- in Manufacturing (20,602 peers)
- -22.3%
- assets change YoY
- 8.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $243M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Estee Lauder Companies Retirement Growth Account Plan's outsized position by total assets
The Estee Lauder Companies Retirement Growth Account Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$811,942,740 Top 1% higher than 99% 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 Retirement Growth Account Plan's large-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 Retirement Growth Account Plan lands in the large band (8,416 participants).
Published 5500 schedule card
Filing strip 131871348 · Estee Lauder, Inc. PY 2022 · Defined Benefit (Pension)
The Estee Lauder Companies Retirement Growth Account Plan · $812M · 8,416 · 99th
- EOY $812M
- EOY 8,416
- EOY 99th
- EOY Defined Benefit (Pension)
- EOY near Keycorp Consolidated Cash Balance Plan
- EOY ind #20107
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 Retirement Growth Account Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $1.0B |
|---|---|
| Net Assets (End of Year) | $791M |
| Net Income | -$243M |
| Employer EIN | 131871348 |
| Plan Effective Date | 1964-06-01 |
| 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 Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.5B · 16,431
- Consolidated Edison Retirement Plan $15.8B · 11,303
- Pepsico Employees Retirement Plan I $7.7B · 11,386
- New York State Nurses Association Pension Plan $5.0B · 18,592
- New York District Council of Carpenters Pension Pl $4.8B · 11,318
Scale composition for The Estee Lauder Companies Retirement Growth Account Plan
The Estee Lauder Companies Retirement Growth Account Plan reports $812M in end-of-year assets across 8,416 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $96,476 per participant (70% of the national average assets-per-participant) . Net income for plan year 2022 was -$243M.
This plan identity (EIN 131871348, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $812M to $949M (+16.9%) while covered participants moved from 8,416 to 8,396 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,416 | $812M | This page |
| 2023 | 7,965 | $855M | Open filing |
| 2024 · index core | 8,396 | $949M | 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 Retirement Growth Account Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Keycorp Consolidated Cash Balance Plan in OH ($813M); by covered participants it is Martin Marietta Pension Plan in NC (8,414 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($812M here).
- Keycorp Consolidated Cash Balance Plan (OH) $813M · 3,640
- Siemens Medical Solutions USA, Inc. Pension Plan (PA) $813M · 3,435
- Ahold USA, Inc. Pension Plan (MA) $816M · 2,722
- Andersen Corporation Employees' Pension and Retirement Plan (MN) $806M · 1,941
Similar participant headcount
Nearest other-state filings by covered participants (8,416 participants); asset peers above are excluded.
- Martin Marietta Pension Plan (NC) 8,414 · 2 off
- Directors Guild of America-Producer Pension Plan Basic Benefit Plan (CA) 8,405 · 11 off
- International Brotherhood of Teamsters Union Local 710 Pension Fund (IL) 8,433 · 17 off
- SEIU Local 1 & Participating Employers Pension Trust (IL) 8,445 · 29 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.