401(k) · DOL Form 5500 · 2023

Essity North America 401(k) Plan

Data updated 2026-08-25

$903M
Total assets Above avg plan size
3,311
Participants Above avg headcount
98th
Percentile by assets National rank
$272,823
Avg per participant High balance/head
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Official DOL plan name: Essity North America Investment and Retirement Plan · Sponsored by Essity North America · Pennsylvania · Manufacturing

$903M in assets, 3,311 participants

Essity North America's Essity North America Investment and Retirement Plan reported $903M in total assets and 3,311 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.

  • #18,221 in Manufacturing (18,722 peers)

Coverage in Pennsylvania

Essity North America Investment and Retirement Plan covers 3,311 participants in Pennsylvania, 4.0x the typical Pennsylvania plan (state average ~822 per filing). Assets: $903M.

#18,221
in Manufacturing (18,722 peers)
+12.8%
assets growth YoY
9.1×
vs typical plan assets (national mean)

Essity North America Investment and Retirement Plan's outsized position by total assets

Essity North America Investment and Retirement Plan vs every filed plan by assets

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

$903,315,573 Top 2% higher than 98% 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

Essity North America Investment and Retirement 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. Essity North America Investment and Retirement Plan lands in the large band (3,311 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Essity North America Investment and Retirement Plan reported net income rose from -$158M in the plan year 2022 filing to $102M in the plan year 2023 filing.
  • Essity North America Investment and Retirement Plan end-of-year assets rose from $801M in the plan year 2022 filing to $903M in the plan year 2023 filing.
  • Essity North America Investment and Retirement Plan reported participants rose from 3,241 in the plan year 2022 filing to 3,311 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 233061590 · Essity North America PY 2023 · 401(k)

Essity North America Investment and Retirement Plan · $903M · 3,311 · 98th

  • IND $903M
  • IND 3,311
  • IND 98th
  • IND 401(k)
  • IND near Ati 401(k) Savings Plan
  • IND ind #18221

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 Pennsylvania →

Essity North America Investment and Retirement Plan in the asset neighbourhood

Gm Financial Employees 401(k) PlanGm Financial Employees 401(k…$904MRetirement Plan for Michigan Credit Union Employees 401(k) Savings PlanRetirement Plan for Michigan…$904MAti 401(k) Savings Plan$903MEssity North America Investment and Retirement PlanEssity North America Investm…$903MMarriott Vacations Worldwide Corp. 401(k)Marriott Vacations Worldwide…$903M
End-of-year total assets ($M) among Essity North America Investment and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$801M
Net Assets (End of Year)$903M
Net Income$102M
Employer EIN233061590
Plan Effective Date2001-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Essity North America)

Sponsor-wide plan assets over time

All Essity North America plans reported in each filing year

Latest sponsor-wide plan assets
$1.2B 10.795298598572556% vs 2022
2024 filing year
$1.05B$1.1B$1.15B$1.2B$1.25B 202220232024 $1.08B $1.2B ▲ +11.1%
Year Plans Participants Total Assets
2022 4 3,985 $1.1B
2023 4 3,959 $1.2B
2024 4 3,839 $1.2B

Nearby 401(k) Plans in Pennsylvania

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

Essity North America Investment and Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 05101520 Total assets ($B) Participants Essity North America Investment and Retirement Plan, Total assets ($B): 0.903315573 · Participants: 3311Essity North America Investment and Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Essity North America Investment and Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Essity North America Investment and Retirement Plan side-by-side with 3 peers →

Essity North America Investment and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Ati 401(k) Savings Plan in TX ($903M); by covered participants it is Winn Management Group 401(k) Savings Plan in MA (3,310 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($903M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,311 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 Essity North America Investment and Retirement Plan assets move in 2023? ▼
Essity North America Investment and Retirement Plan grew at a solid clip - up 12.8% during 2023, from $801M to $903M. Reported net income was $102M.
How have Essity North America plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Essity North America's sponsor-wide assets grew 10.8%, from $1.1B to $1.2B.
Where does Essity North America Investment and Retirement Plan rank by assets among Form 5500 filers? ▼
Essity North America Investment and Retirement Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Essity North America Investment and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ati 401(k) Savings Plan in TX ($903M, 3,440 participants).
Which 401(k) plans cover a similar participant headcount to Essity North America Investment and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Winn Management Group 401(k) Savings Plan in MA (3,310 participants, $138M 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 233061590.

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.