Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

Hillenbrand, Inc. Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Hillenbrand, Inc. · Indiana · Management of Enterprises

What the 2023 filing shows

Hillenbrand, Inc. Pension Plan holds $188M for 518 participants — about $363,547 per participant, down 17.5% over the 2023 plan year.

$188M
total plan assets (2023 EOY)
518
covered participants
$363,547
avg assets per participant
-17.5%
assets change YoY

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.

Total Assets (2023)
$188M
Participants
518
State
Industry
Management of Enterprises

What the Filing Says About Hillenbrand, Inc. Pension Plan

Hillenbrand, Inc. Pension Plan is a Defined Benefit (Pension) retirement plan sponsored by Hillenbrand, Inc., headquartered in Indiana. As of the 2023 Form 5500 filing, the plan reports $188M in total end-of-year assets and covers 518 participants across the Management of Enterprises industry. The sponsor's EIN on file with the U.S. Department of Labor is 261342272, and the plan has been effective since 2008-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $228M at the beginning of 2023 to $188M at year-end — a decline of 17.5%. Net assets (after liabilities) closed the year at $188M, with reported net income of $-40,109,804 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$228M
Total Assets (End of Year)$188M
Net Assets (End of Year)$188M
Net Income$-40,109,804
Plan TypeDefined Benefit (Pension)
Employer EIN261342272
Plan Effective Date2008-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hillenbrand, Inc.)

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.

Frequently Asked Questions

How much money is in the Hillenbrand, Inc. Pension Plan?
As of the 2023 Form 5500 filing, Hillenbrand, Inc. Pension Plan holds $188M in total assets with 518 participants. It is sponsored by Hillenbrand, Inc..
What type of plan is Hillenbrand, Inc. Pension Plan?
Hillenbrand, Inc. Pension Plan is a Defined Benefit (Pension) plan. It has been effective since 2008-04-01. The plan is filed with the U.S. Department of Labor under EIN 261342272.
Who sponsors the Hillenbrand, Inc. Pension Plan?
Hillenbrand, Inc. Pension Plan is sponsored by Hillenbrand, Inc., located in Indiana. The sponsor's EIN is 261342272 and the plan operates in the Management of Enterprises industry.
How did Hillenbrand, Inc. Pension Plan perform in 2023?
Hillenbrand, Inc. Pension Plan declined by 17.5% during 2023, moving from $228M to $188M in total assets. Net income was $-40,109,804.
Where can I find official filings for Hillenbrand, Inc. Pension Plan?
Official Form 5500 filings for Hillenbrand, Inc. Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 261342272 or plan name at efast.dol.gov.
How does Hillenbrand, Inc. Pension Plan compare to other plans?
You can compare Hillenbrand, Inc. Pension Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in Indiana on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.