Defined Benefit (Pension) · DOL Form 5500 · 2022
Lexmark International, Inc. Pension Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 259
- Participants Below avg headcount
- 68th
- Percentile by assets National rank
- $45,264
- Avg per participant Low balance/head
Official DOL plan name: Lexmark Retirement Growth Account Plan II · Sponsored by Lexmark International, Inc. · Kentucky · Manufacturing
$12M in assets, 259 participants
Lexmark International, Inc.'s Lexmark Retirement Growth Account Plan II reported $12M in total assets and 259 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.
- #11,574 in Manufacturing (20,602 peers)
Coverage in Kentucky
Lexmark Retirement Growth Account Plan II covers 259 participants in Kentucky, about 40% of the average Kentucky filer (state average ~647 per filing). Assets: $12M.
- #11,574
- in Manufacturing (20,602 peers)
- -25.2%
- assets change YoY
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lexmark Retirement Growth Account Plan II's outsized position by total assets
Lexmark Retirement Growth Account Plan II vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,723,261 Top 32% higher than 68% 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
Lexmark Retirement Growth Account Plan II 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 II sits mid-pack in the medium band (259 participants).
Published 5500 schedule card
Filing strip 061308215 · Lexmark International, Inc. PY 2022 · Defined Benefit (Pension)
Lexmark Retirement Growth Account Plan II · $12M · 259 · 68th
- IND $12M
- EOY 259
- 5500 68th
- ASSETS Defined Benefit (Pension)
- PCT near Hospital General Menonita Employees' Pension Plan
- EIN ind #11574
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 II in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$4M |
| Employer EIN | 061308215 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING 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
| 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.
- Lg&e and Ku Pension Plan $1.1B · 983
- Ashland Hercules Pension Plan $946M · 317
- Yum Brands Retirement Plan $754M · 4,539
- Brown-Forman Corporation Salaried Employees Retirement Plan $560M · 1,262
- Ashland Hercules Pension Plan II $415M · 285
Lexmark Retirement Growth Account Plan II's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Kentucky, the nearest Defined Benefit (Pension) by assets is Hospital General Menonita Employees' Pension Plan in PR ($12M); by covered participants it is St. Marys Hospital of St. Marys County Pension Plan and Trust in MD (259 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (259 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.