Defined Benefit (Pension) · DOL Form 5500 · 2022

Lexmark International, Inc. Pension Plan

Data updated 2026-08-25

$352M
Total assets Above avg plan size
671
Participants Below avg headcount
97th
Percentile by assets National rank
$524,590
Avg per participant High balance/head
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Official DOL plan name: Lexmark Retirement Growth Account Plan · Sponsored by Lexmark International, Inc. · Kentucky · Manufacturing

$352M in assets, 671 participants

Lexmark International, Inc.'s Lexmark Retirement Growth Account Plan reported $352M in total assets and 671 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #19,649 in Manufacturing (20,602 peers)

Where Lexmark Retirement Growth Account Plan sits by assets

Lexmark Retirement Growth Account Plan sits in the top 5% of all filed plans by assets, $352M for 671 participants (~$524,590/participant), down 28.2% in 2022.

#19,649
in Manufacturing (20,602 peers)
-28.2%
assets change YoY
3.5×
vs typical plan assets (national mean)

The plan reported a net loss of $138M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lexmark Retirement Growth Account Plan's outsized position by total assets

Lexmark Retirement Growth Account Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$351,999,977 Top 3% higher than 97% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Lexmark Retirement Growth Account Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lexmark Retirement Growth Account Plan sits mid-pack in the medium band (671 participants).

Plan-year Form 5500 strip

Filing strip 061308215 · Lexmark International, Inc. PY 2022 · Defined Benefit (Pension)

Lexmark Retirement Growth Account Plan · $352M · 671 · 97th

  • PCT $352M
  • EIN 671
  • RANK 97th
  • PHOTO Defined Benefit (Pension)
  • IND near The Hospital for Special Surgery Retirement Plan
  • EOY ind #19649

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 Kentucky →

Lexmark Retirement Growth Account Plan in the asset neighbourhood

New Century Energies Inc Retirement Plan for Southwestern Public Service Co Bargaining Unit Ees and Former Non-Bargaining Unit EmployeesNew Century Energies Inc Ret…$353MEssential Utilities, Inc. Pension PlanEssential Utilities, Inc. Pe…$353MLexmark Retirement Growth Account PlanLexmark Retirement Growth Ac…$352MThe Hospital for Special Surgery Retirement PlanThe Hospital for Special Sur…$352MNew York University Staff Pension Plan for Non-ContributoryNew York University Staff Pe…$351M
End-of-year total assets ($M) among Lexmark Retirement Growth Account Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$490M
Net Assets (End of Year)$352M
Net Income-$138M
Employer EIN061308215
Plan Effective Date1991-03-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Lexmark International, Inc.)

Sponsor-wide plan assets over time

All Lexmark International, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.5B 7.905433326564943% vs 2022
2024 filing year
$1.4B$1.45B$1.5B$1.55B$1.6B 202220232024 $1.42B $1.54B ▲ +8.5%
Year Plans Participants Total Assets
2022 3 2,741 $1.4B
2023 3 2,868 $1.6B
2024 3 2,761 $1.5B

Nearby Defined Benefit (Pension) Plans in Kentucky

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Lexmark Retirement Growth Account Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 0.20.40.60.811.2 Total assets ($B) Participants Lexmark Retirement Growth Account Plan, Total assets ($B): 0.351999977 · Participants: 671Lexmark Retirement Growth Account PlanLg&e and Ku Pension Plan, Total assets ($B): 1.114176604 · Participants: 983Lg&e and Ku Pension PlanAshland Hercules Pension Plan, Total assets ($B): 0.945981 · Participants: 317Ashland Hercules Pension PlanYum Brands Retirement Plan, Total assets ($B): 0.753576 · Participants: 4539Yum Brands Retirement PlanBrown-Forman Corporation Salaried Employees Retirement Plan, Total assets ($B): 0.559607588 · Participants: 1262Brown-Forman Corporation Salaried Employees Retirement PlanAshland Hercules Pension Plan II, Total assets ($B): 0.415049 · Participants: 285Ashland Hercules Pension Plan II
Lexmark Retirement Growth Account Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants
Compare Lexmark Retirement Growth Account Plan side-by-side with 3 peers →

Lexmark Retirement Growth Account Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Kentucky, the nearest Defined Benefit (Pension) by assets is The Hospital for Special Surgery Retirement Plan in NY ($352M); by covered participants it is Dollar Bank Retirement Plan in PA (671 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (671 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lexmark Retirement Growth Account Plan assets move in 2022? ▼
Lexmark Retirement Growth Account Plan declined sharply - down 28.2% during 2022, from $490M to $352M. Reported net income was -$138M.
How have Lexmark International, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lexmark International, Inc.'s sponsor-wide assets grew 7.9%, from $1.4B to $1.5B.
Where does Lexmark Retirement Growth Account Plan rank by assets among Form 5500 filers? ▼
Lexmark Retirement Growth Account Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Lexmark Retirement Growth Account Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Hospital for Special Surgery Retirement Plan in NY ($352M, 1,247 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Lexmark Retirement Growth Account Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Dollar Bank Retirement Plan in PA (671 participants, $123M in assets).

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 061308215.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.