401(k) · DOL Form 5500 · 2023

Estee Lauder, Inc. 401(k) Plan

Data updated 2026-08-25

$2.7B
Total assets Very large vs avg
12,114
Participants Very large workforce
99th
Percentile by assets National rank
$225,698
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Estee Lauder Companies 401(k) Savings Plan · Sponsored by Estee Lauder, Inc. · New York · Manufacturing

$2.7B in assets, 12,114 participants

Estee Lauder, Inc.'s The Estee Lauder Companies 401(k) Savings Plan reported $2.7B in total assets and 12,114 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • #18,541 in Manufacturing (18,722 peers)

Coverage in New York

The Estee Lauder Companies 401(k) Savings Plan covers 12,114 participants in New York, 15x the typical New York plan (state average ~798 per filing). Assets: $2.7B.

#18,541
in Manufacturing (18,722 peers)
+20.2%
assets growth YoY
27×
vs typical plan assets (national mean)

The Estee Lauder Companies 401(k) Savings Plan's outsized position by total assets

The Estee Lauder Companies 401(k) Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,734,104,035 Top 1% higher than 99% of 127,068 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 2023

The Estee Lauder Companies 401(k) Savings Plan's mega-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 401(k) Savings Plan is a mega filing (12,114 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Estee Lauder Companies 401(k) Savings Plan reported net income rose from -$556M in the plan year 2022 filing to $459M in the plan year 2023 filing.
  • The Estee Lauder Companies 401(k) Savings Plan end-of-year assets rose from $2.3B in the plan year 2022 filing to $2.7B in the plan year 2023 filing.
  • The Estee Lauder Companies 401(k) Savings Plan reported participants rose from 11,769 in the plan year 2022 filing to 12,114 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 131871348 · Estee Lauder, Inc. PY 2023 · 401(k)

The Estee Lauder Companies 401(k) Savings Plan · $2.7B · 12,114 · 99th

  • EBSA $2.7B
  • EBSA 12,114
  • EBSA 99th
  • EBSA 401(k)
  • EBSA near Black & Veatch Retirement Program
  • EBSA ind #18541

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 401(k) Savings Plan in the asset neighbourhood

Cognizant Technology Solutions 401(k) Savings PlanCognizant Technology Solutio…$2.7BThe Estee Lauder Companies 401(k) Savings PlanThe Estee Lauder Companies 4…$2.7BBlack & Veatch Retirement ProgramBlack & Veatch Retirement Pr…$2.7BSwagelok Retirement Savings PlanSwagelok Retirement Savings …$2.7BThe Fidelity National Financial Group 401(k) Profit Sharing PlanThe Fidelity National Financ…$2.7B
End-of-year total assets ($B) among The Estee Lauder Companies 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$2.3B
Net Assets (End of Year)$2.7B
Net Income$459M
Employer EIN131871348
Plan Effective Date1979-07-01
Filing StatusFILING 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
$2.5B$3B$3.5B$4B$4.5B 202220232024 $3.09B $4.12B ▲ +33.3%
Year Plans Participants Total Assets
2022 2 20,185 $3.1B
2023 2 20,079 $3.6B
2024 2 19,297 $4.1B

Nearby 401(k) Plans in New York

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

The Estee Lauder Companies 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -20020406080 Total assets ($B) Participants The Estee Lauder Companies 401(k) Savings Plan, Total assets ($B): 2.734104035 · Participants: 12114The Estee Lauder Companies 401(k) Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
The Estee Lauder Companies 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Estee Lauder Companies 401(k) Savings Plan side-by-side with 3 peers →

Scale composition for The Estee Lauder Companies 401(k) Savings Plan

The Estee Lauder Companies 401(k) Savings Plan reports $2.7B in end-of-year assets across 12,114 participants (0.022% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.013% of 93,925,755 covered participants) - about $225,698 per participant (1.6x the national average assets-per-participant) . Net income for plan year 2023 was $459M.

This plan identity (EIN 131871348, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.3B to $3.2B (+39.3%) while covered participants moved from 11,769 to 10,901 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 11,769 $2.3B Open filing
2023 12,114 $2.7B This page
2024 · index core 10,901 $3.2B Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

The Estee Lauder Companies 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Black & Veatch Retirement Program in KS ($2.7B); by covered participants it is Firstenergy Corp. Savings Plan in OH (12,114 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2.7B here).

Similar participant headcount

Nearest other-state filings by covered participants (12,114 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Estee Lauder Companies 401(k) Savings Plan assets move in 2023? ▼
The Estee Lauder Companies 401(k) Savings Plan grew sharply - up 20.2% during 2023, from $2.3B to $2.7B. Reported net income was $459M.
How have Estee Lauder, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Estee Lauder, Inc.'s sponsor-wide assets grew 33.4%, from $3.1B to $4.1B.
Where does The Estee Lauder Companies 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
The Estee Lauder Companies 401(k) Savings Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to The Estee Lauder Companies 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Black & Veatch Retirement Program in KS ($2.7B, 6,890 participants).
Which 401(k) plans cover a similar participant headcount to The Estee Lauder Companies 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Firstenergy Corp. Savings Plan in OH (12,114 participants, $3.7B in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 131871348.

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.