401(k) · DOL Form 5500 · 2022

The Lilly Company 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
251
Participants Below avg headcount
78th
Percentile by assets National rank
$81,743
Avg per participant Below avg balance/head
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Official DOL plan name: The Lilly Company 401(k) Plan · Sponsored by The Lilly Company · Tennessee · Wholesale Trade

$21M in assets, 251 participants

The Lilly Company's The Lilly Company 401(k) Plan reported $21M in total assets and 251 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,160 in Wholesale Trade (6,843 peers)

Coverage in Tennessee

The Lilly Company 401(k) Plan covers 251 participants in Tennessee, about 22% of the average Tennessee filer (state average ~1,126 per filing). Assets: $21M.

#5,160
in Wholesale Trade (6,843 peers)
+24.1%
assets growth YoY
0.2×
vs typical plan assets (national mean)

The Lilly Company 401(k) Plan's outsized position by total assets

The Lilly Company 401(k) Plan vs every filed plan by assets

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

$20,517,465 Top 22% higher than 78% 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

The Lilly Company 401(k) 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. The Lilly Company 401(k) Plan sits mid-pack in the medium band (251 participants).

DOL schedule card

Filing strip 620271840 · The Lilly Company PY 2022 · 401(k)

The Lilly Company 401(k) Plan · $21M · 251 · 78th

  • IND $21M
  • EOY 251
  • 5500 78th
  • ASSETS 401(k)
  • PCT near Beauty Educators 401(k) Plan
  • EIN ind #5160

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 Wholesale Trade retirement plans → · Plans in Tennessee →

The Lilly Company 401(k) Plan in the asset neighbourhood

The Lilly Company 401(k) Plan$21MBeauty Educators 401(k) Plan$21MDexter Fastener Technologies, Inc. Retirement PlanDexter Fastener Technologies…$21MBlue Canyon Technologies, Inc. 401(k) Profit Sharing PlanBlue Canyon Technologies, In…$21M98point6 Inc. Retirement Trust98point6 Inc. Retirement Tru…$21M
End-of-year total assets ($M) among The Lilly Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$21M
Net Income$4M
Employer EIN620271840
Plan Effective Date1995-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Lilly Company)

Sponsor-wide plan assets over time

All The Lilly Company plans reported in each filing year

Latest sponsor-wide plan assets
$27M 32.22049605055985% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $20.5M $27.1M ▲ +32.2%
Year Plans Participants Total Assets
2022 1 251 $21M
2023 1 276 $25M
2024 1 283 $27M

Nearby 401(k) Plans in Tennessee

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Lilly Company 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants The Lilly Company 401(k) Plan, Total assets ($B): 0.020517465 · Participants: 251The Lilly Company 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
The Lilly Company 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare The Lilly Company 401(k) Plan side-by-side with 3 peers →

The Lilly Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Beauty Educators 401(k) Plan in PA ($21M); by covered participants it is Trusted Senior Care, LLC Dba Home Instead Senior Care 401(k) Plan in KY (251 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (251 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 The Lilly Company 401(k) Plan assets move in 2022? ▼
The Lilly Company 401(k) Plan grew sharply - up 24.1% during 2022, from $17M to $21M. Reported net income was $4M.
How have The Lilly Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Lilly Company's sponsor-wide assets grew 32.2%, from $21M to $27M.
Where does The Lilly Company 401(k) Plan rank by assets among Form 5500 filers? ▼
The Lilly Company 401(k) Plan ranks in the 78th 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 401(k) plans are similar in size to The Lilly Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Beauty Educators 401(k) Plan in PA ($21M, 863 participants).
Which 401(k) plans cover a similar participant headcount to The Lilly Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trusted Senior Care, LLC Dba Home Instead Senior Care 401(k) Plan in KY (251 participants, N/A 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 620271840.

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.