Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

THE ESTEE LAUDER COMPANIES RETIREMENT GROWTH ACCOUNT PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

ESTEE LAUDER, INC.

This Defined Benefit (Pension) plan holds $812M in total assets and serves 8,416 participants as of 2022. It is sponsored by ESTEE LAUDER, INC. in New York. The plan reported a net loss of $243M for the year.

Total Assets (2023)
$812M
Participants
8,416
State
Industry
Manufacturing

What the Filing Says About THE ESTEE LAUDER COMPANIES RETIREMENT GROWTH ACCOUNT PLAN

THE ESTEE LAUDER COMPANIES RETIREMENT GROWTH ACCOUNT PLAN is a Defined Benefit (Pension) retirement plan sponsored by ESTEE LAUDER, INC., headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $812M in total end-of-year assets and covers 8,416 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 131871348, and the plan has been effective since 1964-06-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $1.0B at the beginning of 2022 to $812M at year-end — a decline of 22.3%. Net assets (after liabilities) closed the year at $791M, with reported net income of $-242,552,567 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$1.0B
Total Assets (End of Year)$812M
Net Assets (End of Year)$791M
Net Income$-242,552,567
Plan TypeDefined Benefit (Pension)
Employer EIN131871348
Plan Effective Date1964-06-01
Filing StatusFILING 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 Defined Benefit (Pension) Plans in New York

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Frequently Asked Questions

How much money is in the THE ESTEE LAUDER COMPANIES RETIREMENT GROWTH ACCOUNT PLAN?
As of the 2022 Form 5500 filing, THE ESTEE LAUDER COMPANIES RETIREMENT GROWTH ACCOUNT PLAN holds $812M in total assets with 8,416 participants. It is sponsored by ESTEE LAUDER, INC..
What type of plan is THE ESTEE LAUDER COMPANIES RETIREMENT GROWTH ACCOUNT PLAN?
THE ESTEE LAUDER COMPANIES RETIREMENT GROWTH ACCOUNT PLAN is a Defined Benefit (Pension) plan. It has been effective since 1964-06-01. The plan is filed with the U.S. Department of Labor under EIN 131871348.
Who sponsors the THE ESTEE LAUDER COMPANIES RETIREMENT GROWTH ACCOUNT PLAN?
THE ESTEE LAUDER COMPANIES RETIREMENT GROWTH ACCOUNT PLAN is sponsored by ESTEE LAUDER, INC., located in New York. The sponsor's EIN is 131871348 and the plan operates in the Manufacturing industry.
How did THE ESTEE LAUDER COMPANIES RETIREMENT GROWTH ACCOUNT PLAN perform in 2022?
THE ESTEE LAUDER COMPANIES RETIREMENT GROWTH ACCOUNT PLAN declined by 22.3% during 2022, moving from $1.0B to $812M in total assets. Net income was $-242,552,567.
Where can I find official filings for THE ESTEE LAUDER COMPANIES RETIREMENT GROWTH ACCOUNT PLAN?
Official Form 5500 filings for THE ESTEE LAUDER COMPANIES RETIREMENT GROWTH ACCOUNT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 131871348 or plan name at efast.dol.gov.
How does THE ESTEE LAUDER COMPANIES RETIREMENT GROWTH ACCOUNT PLAN compare to other plans?
You can compare THE ESTEE LAUDER COMPANIES RETIREMENT GROWTH ACCOUNT PLAN against other Defined Benefit (Pension) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 131871348.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.