ERICSSON US PENSION PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
ERICSSON INC.
This Defined Benefit (Pension) plan holds $550M in total assets and serves 634 participants as of 2022. It is sponsored by ERICSSON INC. in Texas. The plan reported a net loss of $1.5B for the year.
What the Filing Says About ERICSSON US PENSION PLAN
ERICSSON US PENSION PLAN is a Defined Benefit (Pension) retirement plan sponsored by ERICSSON INC., headquartered in Texas. As of the 2022 Form 5500 filing, the plan reports $550M in total end-of-year assets and covers 634 participants across the Information & Media industry. The sponsor's EIN on file with the U.S. Department of Labor is 061119960, and the plan has been effective since 1980-07-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $2.1B at the beginning of 2022 to $550M at year-end — a decline of 73.4%. Net assets (after liabilities) closed the year at $502M, with reported net income of $-1,520,215,315 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) | $2.1B |
| Total Assets (End of Year) | $550M |
| Net Assets (End of Year) | $502M |
| Net Income | $-1,520,215,315 |
| Plan Type | Defined Benefit (Pension) |
| Employer EIN | 061119960 |
| Plan Effective Date | 1980-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (ERICSSON INC.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 6,884 | $3.7B |
| 2023 | 2 | 7,044 | $4.1B |
| 2024 | 2 | 5,597 | $4.3B |
Nearby Defined Benefit (Pension) Plans in Texas
Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.
- AT&T PENSION BENEFIT PLAN $30.0B · 107,859
- SHELL PENSION PLAN $15.1B · 12,215
- EXXONMOBIL PENSION PLAN $12.0B · 22,551
- CATERPILLAR INC. RETIREMENT INCOME PLAN $9.8B · 12,138
- BP RETIREMENT ACCUMULATION PLAN $5.5B · 9,360
Related Data
Guides
Frequently Asked Questions
How much money is in the ERICSSON US PENSION PLAN? ▼
What type of plan is ERICSSON US PENSION PLAN? ▼
Who sponsors the ERICSSON US PENSION PLAN? ▼
How did ERICSSON US PENSION PLAN perform in 2022? ▼
Where can I find official filings for ERICSSON US PENSION PLAN? ▼
How does ERICSSON US PENSION PLAN compare to other plans? ▼
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 061119960.
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.
Read our methodology — how this data is sourced, computed, and verified.