Defined Benefit (Pension) · DOL Form 5500 · 2023
Estee Lauder, Inc. Pension Plan
Data updated 2026-08-11
- $855M
- Total assets
- 7,965
- Participants
- 98th
- Percentile by assets
- $107,339
- Avg per participant
Official DOL plan name: The Estee Lauder Companies Retirement Growth Account Plan · Sponsored by Estee Lauder, Inc. · New York · Manufacturing
$855M in assets, 7,965 participants
Estee Lauder, Inc.'s The Estee Lauder Companies Retirement Growth Account Plan reported $855M in total assets and 7,965 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 127,072 plans)
- #18,197 in Manufacturing (18,722 peers)
Coverage in New York
The Estee Lauder Companies Retirement Growth Account Plan covers 7,965 participants in New York, 10.0x the typical New York plan (state average ~798 per filing). Assets: $855M.
- $855M
- total plan assets (2023 EOY)
- 7,965
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $107,339
- avg assets per participant
Where The Estee Lauder Companies Retirement Growth Account Plan sits by total assets
The Estee Lauder Companies Retirement Growth Account Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$854,951,414 Top 2% higher than 98% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Estee Lauder Companies Retirement Growth Account Plan reported net income rose from -$243M in the plan year 2022 filing to $53M in the plan year 2023 filing.
- The Estee Lauder Companies Retirement Growth Account Plan reported participants fell from 8,416 in the plan year 2022 filing to 7,965 in the plan year 2023 filing.
- The Estee Lauder Companies Retirement Growth Account Plan end-of-year assets rose from $812M in the plan year 2022 filing to $855M in the plan year 2023 filing.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. The Estee Lauder Companies Retirement Growth Account Plan reports 7,965 participants - 10.0x that state average ($855M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $812M |
|---|---|
| Net Assets (End of Year) | $844M |
| Net Income | $53M |
| Employer EIN | 131871348 |
| Plan Effective Date | 1964-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Estee Lauder, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 20,185 | $3.1B |
| 2023 | 2 | 20,079 | $3.6B |
| 2024 | 2 | 19,297 | $4.1B |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
The Estee Lauder Companies Retirement Growth Account Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
- IBM Personal Pension Plan $25.0B · 14,881
- Consolidated Edison Retirement Plan $16.2B · 10,779
- 1199seiu Health Care Employees Pension Fund $16.2B · 107,582
- Pfizer Consolidated Pension Plan $11.0B · 9,616
- Pepsico Employees Retirement Plan I $7.6B · 12,289
Scale composition for The Estee Lauder Companies Retirement Growth Account Plan
The Estee Lauder Companies Retirement Growth Account Plan reports $855M in end-of-year assets across 7,965 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $107,339 per participant (78% of the national average assets-per-participant) . Net income for plan year 2023 was $53M.
This plan identity (EIN 131871348, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $812M to $949M (+16.9%) while covered participants moved from 8,416 to 8,396 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,416 | $812M | Open filing |
| 2023 | 7,965 | $855M | This page |
| 2024 · index core | 8,396 | $949M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- The Estee Lauder Companies 401(k) Savings Plan (401(k), $3.2B, 10,901 participants)
- The Estee Lauder Companies Retirement Growth Account Plan (Defined Benefit (Pension), $949M, 8,396 participants)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to The Estee Lauder Companies Retirement Growth Account Plan by total assets, not by location.
- Pcs U.S. Employees' Pension Plan (CO) $854M · 1,340
- Swedish Health Services Pension Plan (WA) $852M · 1,680
- Retirement Plan of Tennessee Farmers Mutual Insura (TN) $861M · 817
- Suburban Teamsters of Northern Illinois Pension Plan (IL) $849M · 3,131
Frequently Asked Questions
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Filing takeaways
Ways to act on The Estee Lauder Companies Retirement Growth Account Plan's numbers.
- By total assets, The Estee Lauder Companies Retirement Growth Account Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
- Estee Lauder, Inc.'s sponsor-wide assets have grown 33.4% since 2022 across 3 plan years on file. More Manufacturing plans