401(k) · DOL Form 5500 · 2023

Lexmark International 401(k) Plan

Data updated 2026-08-25

$1.2B
Total assets Very large vs avg
1,968
Participants Near avg headcount
99th
Percentile by assets National rank
$612,361
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lexmark Savings Plan · Sponsored by Lexmark International · Kentucky · Manufacturing

$1.2B in assets, 1,968 participants

Lexmark International's Lexmark Savings Plan reported $1.2B in total assets and 1,968 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.

  • #18,333 in Manufacturing (18,722 peers)

Coverage in Kentucky

Lexmark Savings Plan covers 1,968 participants in Kentucky, 3.0x the typical Kentucky plan (state average ~647 per filing). Assets: $1.2B.

#18,333
in Manufacturing (18,722 peers)
+13.7%
assets growth YoY
12×
vs typical plan assets (national mean)

Lexmark Savings Plan's outsized position by total assets

Lexmark Savings Plan vs every filed plan by assets

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

$1,205,127,047 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

Lexmark Savings 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. Lexmark Savings Plan lands in the large band (1,968 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lexmark Savings Plan reported net income rose from -$247M in the plan year 2022 filing to $146M in the plan year 2023 filing.
  • Lexmark Savings Plan end-of-year assets rose from $1.1B in the plan year 2022 filing to $1.2B in the plan year 2023 filing.
  • Lexmark Savings Plan reported participants rose from 1,811 in the plan year 2022 filing to 1,968 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 061308215 · Lexmark International PY 2023 · 401(k)

Lexmark Savings Plan · $1.2B · 1,968 · 99th

  • EOY $1.2B
  • EOY 1,968
  • EOY 99th
  • EOY 401(k)
  • EOY near Investment Plan for Employees of Puget Sound Energy, Inc.
  • EOY ind #18333

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 Kentucky →

Lexmark Savings Plan in the asset neighbourhood

Lexmark Savings Plan$1.2BInvestment Plan for Employees of Puget Sound Energy, Inc.Investment Plan for Employee…$1.2BLockton, Inc. 401(k) Plan$1.2BPerkins Coie Retirement and 401(k) PlanPerkins Coie Retirement and …$1.2BCrowe LLP Retirement Plan$1.2B
End-of-year total assets ($B) among Lexmark Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$1.1B
Net Assets (End of Year)$1.2B
Net Income$146M
Employer EIN061308215
Plan Effective Date1991-03-26
Filing StatusFILING RECEIVED

Sponsor Plan History (Lexmark International)

Sponsor-wide plan assets over time

All Lexmark International plans reported in each filing year

Latest sponsor-wide plan assets
$1.5B 7.905433326564943% vs 2022
2024 filing year
$1.4B$1.45B$1.5B$1.55B$1.6B 202220232024 $1.42B $1.54B ▲ +8.5%
Year Plans Participants Total Assets
2022 3 2,741 $1.4B
2023 3 2,868 $1.6B
2024 3 2,761 $1.5B

Nearby 401(k) Plans in Kentucky

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

Lexmark Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 0246810 Total assets ($B) Participants Lexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLg&e and Ku Savings Plan, Total assets ($B): 0.918603641 · Participants: 3118Lg&e and Ku Savings Plan
Lexmark Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Lexmark Savings Plan side-by-side with 3 peers →

Lexmark Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Investment Plan for Employees of Puget Sound Energy, Inc. in WA ($1.2B); by covered participants it is Telapex, Inc. Savings Plan in MS (1,968 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.2B here).

Similar participant headcount

Nearest other-state filings by covered participants (1,968 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 Lexmark Savings Plan assets move in 2023? ▼
Lexmark Savings Plan grew at a solid clip - up 13.7% during 2023, from $1.1B to $1.2B. Reported net income was $146M.
How have Lexmark International plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lexmark International's sponsor-wide assets grew 7.9%, from $1.4B to $1.5B.
Where does Lexmark Savings Plan rank by assets among Form 5500 filers? ▼
Lexmark 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 Lexmark Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Investment Plan for Employees of Puget Sound Energy, Inc. in WA ($1.2B, 3,306 participants).
Which 401(k) plans cover a similar participant headcount to Lexmark Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Telapex, Inc. Savings Plan in MS (1,968 participants, $175M 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 061308215.

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.