401(k) · DOL Form 5500 · 2022
Eli Lilly and Company 401(k) Plan
Data updated 2026-08-25
- $8.9B
- Total assets Very large vs avg
- 15,607
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $568,671
- Avg per participant High balance/head
Official DOL plan name: The Lilly Employee 401(k) Plan · Sponsored by Eli Lilly and Company · Indiana · Manufacturing
$8.9B in assets, 15,607 participants
Eli Lilly and Company's The Lilly Employee 401(k) Plan reported $8.9B in total assets and 15,607 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.
- #20,549 in Manufacturing (20,602 peers)
Coverage in Indiana
The Lilly Employee 401(k) Plan covers 15,607 participants in Indiana, 29x the typical Indiana plan (state average ~541 per filing). Assets: $8.9B.
- #20,549
- in Manufacturing (20,602 peers)
- -8.8%
- assets change YoY
- 89×
- vs typical plan assets (national mean)
The plan reported a net loss of $872M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Lilly Employee 401(k) Plan's outsized position by total assets
The Lilly Employee 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,875,255,354 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 Lilly Employee 401(k) 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 Lilly Employee 401(k) Plan is a mega filing (15,607 participants), the rightmost band on the breakdown.
EBSA filing schedule strip
Filing strip 350470950 · Eli Lilly and Company PY 2022 · 401(k)
The Lilly Employee 401(k) Plan · $8.9B · 15,607 · 100th
- VS-ST $8.9B
- VS-ST 15,607
- VS-ST 100th
- VS-ST 401(k)
- VS-ST near Hp Inc. 401(k) Plan
- VS-ST ind #20549
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 Indiana →
The Lilly Employee 401(k) Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $9.7B |
|---|---|
| Net Assets (End of Year) | $8.9B |
| Net Income | -$872M |
| Employer EIN | 350470950 |
| Plan Effective Date | 1956-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Eli Lilly and Company)
Sponsor-wide plan assets over time
All Eli Lilly and Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $24.8B 23.589524024807382% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 32,485 | $20.1B |
| 2023 | 2 | 36,694 | $22.8B |
| 2024 | 2 | 39,874 | $24.8B |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Elevance Health 401(k) Plan $9.5B · 71,898
- Cummins Retirement and Savings Plan $4.4B · 23,710
- Iu Health 401(k) Savings Plan $3.2B · 39,243
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.0B · 8,632
- Nisource Inc Retirement Savings Plan $1.5B · 7,561
Scale composition for The Lilly Employee 401(k) Plan
The Lilly Employee 401(k) Plan reports $8.9B in end-of-year assets across 15,607 participants (0.072% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.017% of 93,925,755 covered participants) - about $568,671 per participant (4.1x the national average assets-per-participant) . Net income for plan year 2022 was -$872M.
This plan identity (EIN 350470950, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $8.9B to $13.1B (+47.1%) while covered participants moved from 15,607 to 19,977 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 15,607 | $8.9B | This page |
| 2023 | 17,583 | $11.1B | Open filing |
| 2024 · index core | 19,977 | $13.1B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- The Lilly Employee 401(k) Plan (401(k), $13.1B, 19,977 participants)
- The Lilly Retirement Plan (Defined Benefit (Pension), $11.8B, 19,897 participants)
The Lilly Employee 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Hp Inc. 401(k) Plan in TX ($8.9B); by covered participants it is Schneider National, Inc. 401(k) Savings and Retirement Plan in WI (15,604 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8.9B here).
- Hp Inc. 401(k) Plan (TX) $8.9B · 13,940
- Liberty Mutual 401(k) Plan (MA) $8.8B · 32,843
- Bristol-Myers Squibb Savings and Investment Program (NY) $9.0B · 20,296
- Truist Financial Corporation 401(k) Savings Plan (NC) $9.0B · 51,871
Similar participant headcount
Nearest other-state filings by covered participants (15,607 participants); asset peers above are excluded.
- Schneider National, Inc. 401(k) Savings and Retirement Plan (WI) 15,604 · 3 off
- Asurion, LLC 401(k) Plan (TN) 15,634 · 27 off
- Worldwide Flight Services, Inc. 401(k) Plan (TX) 15,643 · 36 off
- Michaels Stores, Inc. Employees 401(k) Plan (TX) 15,648 · 41 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.