Defined Benefit (Pension) · DOL Form 5500 · 2022

Encyclopaedia Britannica Inc Pension Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
47
Participants Small participant base
81st
Percentile by assets National rank
$543,987
Avg per participant High balance/head
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Official DOL plan name: Encyclopaedia Britannica Pension Plan · Sponsored by Encyclopaedia Britannica Inc · Illinois · Retail Trade

$26M in assets, 47 participants

Encyclopaedia Britannica Inc's Encyclopaedia Britannica Pension Plan reported $26M in total assets and 47 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #8,471 in Retail Trade (9,519 peers)

Where Encyclopaedia Britannica Pension Plan sits by assets

Encyclopaedia Britannica Pension Plan sits in the top quartile of all filed plans by assets, $26M for 47 participants (~$543,987/participant), down 35.7% in 2022.

#8,471
in Retail Trade (9,519 peers)
-35.7%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Encyclopaedia Britannica Pension Plan's outsized position by total assets

Encyclopaedia Britannica Pension Plan vs every filed plan by assets

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

$25,567,382 Top 19% higher than 81% 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

Encyclopaedia Britannica Pension Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Encyclopaedia Britannica Pension Plan is a small filing (47 participants) on this national headcount ladder.

DOL schedule card

Filing strip 362063569 · Encyclopaedia Britannica Inc PY 2022 · Defined Benefit (Pension)

Encyclopaedia Britannica Pension Plan · $26M · 47 · 81st

  • BOY $26M
  • BOY 47
  • BOY 81st
  • BOY Defined Benefit (Pension)
  • BOY near Foss Maritime Company Pension Plan
  • BOY ind #8471

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 Retail Trade retirement plans → · Plans in Illinois →

Encyclopaedia Britannica Pension Plan in the asset neighbourhood

Encyclopaedia Britannica Pension PlanEncyclopaedia Britannica Pen…$26MFoss Maritime Company Pension PlanFoss Maritime Company Pensio…$26MEastern Financial Florida Credit Union Retirement PlanEastern Financial Florida Cr…$26MIronworkers Local #597 Pension PlanIronworkers Local #597 Pensi…$26MRobertson-Ceco Corporation Master Pension PlanRobertson-Ceco Corporation M…$26M
End-of-year total assets ($M) among Encyclopaedia Britannica Pension 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)$40M
Net Assets (End of Year)$25M
Net Income-$14M
Employer EIN362063569
Plan Effective Date1944-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Encyclopaedia Britannica Inc)

Sponsor-wide plan assets over time

All Encyclopaedia Britannica Inc plans reported in each filing year

Latest sponsor-wide plan assets
$85M 21.382636434067905% vs 2022
2024 filing year
$65M$70M$75M$80M$85M$90M 202220232024 $70.3M $85.3M ▲ +21.4%
Year Plans Participants Total Assets
2022 2 237 $70M
2023 2 260 $81M
2024 2 288 $85M

Nearby Defined Benefit (Pension) Plans in Illinois

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

Encyclopaedia Britannica Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1001020304050 Total assets ($B) Participants Encyclopaedia Britannica Pension Plan, Total assets ($B): 0.025567382 · Participants: 47Encyclopaedia Britannica Pension PlanCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 42.629770802 · Participants: 50096Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 32.129102809 · Participants: 49052State Farm Insurance Companies Retirement Plan for United States EmployeesUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 7.958716532 · Participants: 20170United Food & Commercial Workers Intl Union - Industry Pension FundJohn Deere Pension Plan for Salaried Employees, Total assets ($B): 7.304502684 · Participants: 0John Deere Pension Plan for Salaried EmployeesAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 6.770339506 · Participants: 16809Abbott Laboratories Annuity Retirement Plan
Encyclopaedia Britannica Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants

Encyclopaedia Britannica Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Foss Maritime Company Pension Plan in WA ($26M); by covered participants it is Pension Plan for Hourly Employees of Neville Chemical Company in PA (47 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (47 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 Encyclopaedia Britannica Pension Plan assets move in 2022?
Encyclopaedia Britannica Pension Plan contracted severely - down 35.7% during 2022, from $40M to $26M. Reported net income was -$14M.
How have Encyclopaedia Britannica Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Encyclopaedia Britannica Inc's sponsor-wide assets grew 21.4%, from $70M to $85M.
Where does Encyclopaedia Britannica Pension Plan rank by assets among Form 5500 filers?
Encyclopaedia Britannica Pension Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Encyclopaedia Britannica Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Foss Maritime Company Pension Plan in WA ($26M, 13 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Encyclopaedia Britannica Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Hourly Employees of Neville Chemical Company in PA (47 participants, $23M in assets).