Defined Benefit (Pension) · DOL Form 5500 · 2023
Estee Lauder, Inc. Pension Plan
Data updated 2026-08-25
- $855M
- Total assets Above avg plan size
- 7,965
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $107,339
- Avg per participant Below avg balance/head
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.
- #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.
- #18,197
- in Manufacturing (18,722 peers)
- +5.3%
- assets growth YoY
- 8.6×
- vs typical plan assets (national mean)
The Estee Lauder Companies Retirement Growth Account Plan's outsized position 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
The Estee Lauder Companies Retirement Growth Account Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Estee Lauder Companies Retirement Growth Account Plan lands in the large band (7,965 participants).
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.
Plan-year Form 5500 strip
Filing strip 131871348 · Estee Lauder, Inc. PY 2023 · Defined Benefit (Pension)
The Estee Lauder Companies Retirement Growth Account Plan · $855M · 7,965 · 98th
- 5500 $855M
- ASSETS 7,965
- PCT 98th
- EIN Defined Benefit (Pension)
- RANK near Pcs U.S. Employees' Pension Plan
- PHOTO ind #18197
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 New York →
The Estee Lauder Companies Retirement Growth Account Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Estee Lauder, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4.1B 33.42842253362125% vs 2022
- 2024 filing year
| 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.
- 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)
The Estee Lauder Companies Retirement Growth Account Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Pcs U.S. Employees' Pension Plan in CO ($854M); by covered participants it is Operating Engineers' Local 324 Pension Fund in MI (7,993 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($855M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (7,965 participants); asset peers above are excluded.
- Operating Engineers' Local 324 Pension Fund (MI) 7,993 · 28 off
- Southern California Gas Company Pension Plan (CA) 8,002 · 37 off
- Georgia-Pacific LLC Hourly Pension Plan (GA) 7,873 · 92 off
- Medtronic Retirement Plan for Certain Participants and Beneficiaries (MN) 7,871 · 94 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.