Defined Benefit (Pension) · DOL Form 5500 · 2022
Eli Lilly and Company Pension Plan
Data updated 2026-08-11
- $11.2B
- Total assets
- 16,878
- Participants
- 100th
- Percentile by assets
- $665,438
- Avg per participant
Official DOL plan name: The Lilly Retirement Plan · Sponsored by Eli Lilly and Company · Indiana · Manufacturing
$11.2B in assets, 16,878 participants
Eli Lilly and Company's The Lilly Retirement Plan reported $11.2B in total assets and 16,878 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)
- #20,561 in Manufacturing (20,602 peers)
Coverage in Indiana
The Lilly Retirement Plan covers 16,878 participants in Indiana, 31x the typical Indiana plan (state average ~541 per filing). Assets: $11.2B.
- $11.2B
- total plan assets (2022 EOY)
- 16,878
- covered participants
- 100th
- percentile by assets (of 139,126 plans)
- $665,438
- avg assets per participant
The plan reported a net loss of $2.2B for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where The Lilly Retirement Plan sits by total assets
The Lilly Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,231,261,789 Top 1% higher than 100% 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 Indiana filers
In Indiana, the average filing covers about 541 participants across 2,302 plans. The Lilly Retirement Plan reports 16,878 participants - 31x that state average ($11.2B EOY assets).
Indiana filing particulars
| Total Assets (Beginning of Year) | $13.4B |
|---|---|
| Net Assets (End of Year) | $11.2B |
| Net Income | -$2.2B |
| Employer EIN | 350470950 |
| Plan Effective Date | 1944-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Eli Lilly and Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 32,485 | $20.1B |
| 2023 | 2 | 36,694 | $22.8B |
| 2024 | 2 | 39,874 | $24.8B |
Nearby Defined Benefit (Pension) Plans in Indiana
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
The Lilly Retirement Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
- Cummins Pension Plan $3.2B · 24,119
- Indiana Laborers Pension Fund $1.5B · 9,896
- Elevance Health Cash Balance Plan a $1.2B · 8,650
- Nisource Pension Plan $1.1B · 2,283
- Ardagh North America Retirement Income Plan $924M · 1,298
Scale composition for The Lilly Retirement Plan
The Lilly Retirement Plan reports $11.2B in end-of-year assets across 16,878 participants (0.091% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.018% of 93,925,755 covered participants) - about $665,438 per participant (4.8x the national average assets-per-participant) . Net income for plan year 2022 was -$2.2B.
This plan identity (EIN 350470950, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $11.2B to $11.8B (+5.0%) while covered participants moved from 16,878 to 19,897 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 16,878 | $11.2B | This page |
| 2023 | 19,111 | $11.7B | Open filing |
| 2024 · index core | 19,897 | $11.8B | 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)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to The Lilly Retirement Plan by total assets, not by location.
- Verizon Pension Plan for Associates (NJ) $10.9B · 25,746
- Raytheon Company Pension Plan for Salaried Employees (CT) $11.6B · 13,495
- Pfizer Consolidated Pension Plan (NJ) $10.9B · 10,752
- Exxonmobil Pension Plan (TX) $11.6B · 23,661
Frequently Asked Questions
How did The Lilly Retirement Plan assets move in 2022? ▼
How have Eli Lilly and Company plan assets changed over time? ▼
Where does The Lilly Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to The Lilly Retirement Plan? ▼
Next read for The Lilly Retirement Plan
Filing takeaways
Ways to act on The Lilly Retirement Plan's numbers.
- By total assets, The Lilly Retirement 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 Indiana. Compare plans
- Eli Lilly and Company's sponsor-wide assets have grown 23.6% since 2022 across 3 plan years on file. More Manufacturing plans