Defined Benefit (Pension) · DOL Form 5500 · 2023

Hillenbrand, Inc. Pension Plan

Data updated 2026-08-25

$188M
Total assets Near avg plan size
518
Participants Below avg headcount
94th
Percentile by assets National rank
$363,547
Avg per participant High balance/head
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Official DOL plan name: Hillenbrand, Inc. Pension Plan · Sponsored by Hillenbrand, Inc. · Indiana · Management of Enterprises

$188M in assets, 518 participants

Hillenbrand, Inc.'s Hillenbrand, Inc. Pension Plan reported $188M in total assets and 518 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #939 in Management of Enterprises (1,137 peers)

Where Hillenbrand, Inc. Pension Plan sits by assets

Hillenbrand, Inc. Pension Plan sits in the top 10% of all filed plans by assets, $188M for 518 participants (~$363,547/participant), down 17.5% in 2023.

#939
in Management of Enterprises (1,137 peers)
-17.5%
assets change YoY
1.9×
vs typical plan assets (national mean)

The plan reported a net loss of $40M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hillenbrand, Inc. Pension Plan's outsized position by total assets

Hillenbrand, Inc. Pension Plan vs every filed plan by assets

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

$188,317,441 Top 6% higher than 94% 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

Hillenbrand, Inc. Pension Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hillenbrand, Inc. Pension Plan sits mid-pack in the medium band (518 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hillenbrand, Inc. Pension Plan reported net income rose from -$76M in the plan year 2022 filing to -$40M in the plan year 2023 filing.
  • Hillenbrand, Inc. Pension Plan end-of-year assets fell from $228M in the plan year 2022 filing to $188M in the plan year 2023 filing.
  • Hillenbrand, Inc. Pension Plan reported participants fell from 595 in the plan year 2022 filing to 518 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 261342272 · Hillenbrand, Inc. PY 2023 · Defined Benefit (Pension)

Hillenbrand, Inc. Pension Plan · $188M · 518 · 94th

  • EIN $188M
  • EIN 518
  • EIN 94th
  • EIN Defined Benefit (Pension)
  • EIN near Rheem Consolidated Pension Plan
  • EIN ind #939

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 Management of Enterprises retirement plans → · Plans in Indiana →

Hillenbrand, Inc. Pension Plan in the asset neighbourhood

IBEW Local Union No. 22/NECA Defined Benefit Pension Fund, Plan aIBEW Local Union No. 22/NECA…$189MRheem Consolidated Pension PlanRheem Consolidated Pension P…$189MHillenbrand, Inc. Pension PlanHillenbrand, Inc. Pension Pl…$188MArnold & Porter Cash Balance Plan and TrustArnold & Porter Cash Balance…$188MCentral Iowa Carpenters Pension PlanCentral Iowa Carpenters Pens…$188M
End-of-year total assets ($M) among Hillenbrand, Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$228M
Net Assets (End of Year)$188M
Net Income-$40M
Employer EIN261342272
Plan Effective Date2008-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hillenbrand, Inc.)

Sponsor-wide plan assets over time

All Hillenbrand, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$575M 16.132553883043418% vs 2022
2024 filing year
$550M$600M$650M$700M$750M 202220232024 $685M $575M ▼ -16.1%
Year Plans Participants Total Assets
2022 3 4,180 $685M
2023 2 3,526 $700M
2024 2 2,032 $575M

Nearby Defined Benefit (Pension) Plans in Indiana

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Hillenbrand, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -5051015 Total assets ($B) Participants Hillenbrand, Inc. Pension Plan, Total assets ($B): 0.188317441 · Participants: 518Hillenbrand, Inc. Pension PlanThe Lilly Retirement Plan, Total assets ($B): 11.68755379 · Participants: 19111The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.321162584 · Participants: 26560Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.654720253 · Participants: 10800Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.277905032 · Participants: 8197Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.063713087 · Participants: 2174Nisource Pension Plan
Hillenbrand, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare Hillenbrand, Inc. Pension Plan side-by-side with 3 peers →

Hillenbrand, Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Indiana, the nearest Defined Benefit (Pension) by assets is Rheem Consolidated Pension Plan in GA ($189M); by covered participants it is Bricklayers Union Local No 1 of Missouri Pension P in MO (517 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (518 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 Hillenbrand, Inc. Pension Plan assets move in 2023? ▼
Hillenbrand, Inc. Pension Plan declined sharply - down 17.5% during 2023, from $228M to $188M. Reported net income was -$40M.
How have Hillenbrand, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hillenbrand, Inc.'s sponsor-wide assets declined 16.1%, from $685M to $575M.
Where does Hillenbrand, Inc. Pension Plan rank by assets among Form 5500 filers? ▼
Hillenbrand, Inc. Pension Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Hillenbrand, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Rheem Consolidated Pension Plan in GA ($189M, 809 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Hillenbrand, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bricklayers Union Local No 1 of Missouri Pension P in MO (517 participants, $115M 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 261342272.

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.