Defined Benefit (Pension) · DOL Form 5500 · 2022
Estee Lauder, Inc. Pension Plan
Data updated 2026-08-11
- $812M
- Total assets
- 8,416
- Participants
- 99th
- Percentile by assets
- $96,476
- Avg per participant
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.
- 99th percentile by assets (of 139,126 plans)
- #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.
- $812M
- total plan assets (2022 EOY)
- 8,416
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $96,476
- avg assets per participant
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.
Where The Estee Lauder Companies Retirement Growth Account Plan sits 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
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. The Estee Lauder Companies Retirement Growth Account Plan reports 8,416 participants - 11x that state average ($812M EOY assets).
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.)
| 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.
The Estee Lauder Companies Retirement Growth Account Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
- 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)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to The Estee Lauder Companies Retirement Growth Account Plan by total assets, not by location.
- 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
Frequently Asked Questions
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Filing takeaways
Ways to act on The Estee Lauder Companies Retirement Growth Account Plan's numbers.
- By total assets, The Estee Lauder Companies Retirement Growth Account Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) 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