401(k) · DOL Form 5500 · 2023

Essity North America 401(k) Plan

Data updated 2026-08-11

$903M
Total assets: 3,311
Participants: 98th
Percentile by assets: $272,823
Avg per participant

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.

98th percentile by assets (of 127,072 plans)
#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.

$903M
total plan assets (2023 EOY): 3,311
covered participants: 98th
percentile by assets (of 127,072 plans): $272,823
avg assets per participant

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 →

State

Pennsylvania

Industry

Manufacturing

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Essity North America Investment and Retirement Plan reports 3,311 participants - 4.0x that state average ($903M EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)	$801M
Net Assets (End of Year)	$903M
Net Income	$102M
Employer EIN	233061590
Plan Effective Date	2001-09-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Essity North America)

Total plan assets by year, all Essity North America plans on file

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

Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
Cigna 401(k) Plan $13.0B · 66,760
The Vanguard Retirement and Savings Plan $9.8B · 18,200
The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184

Compare Essity North America Investment and Reti… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Essity North America Investment and Retirement Plan by total assets, not by location.

Ati 401(k) Savings Plan (TX) $903M · 3,440
Marriott Vacations Worldwide Corp. 401(k) (FL) $903M · 16,111
Retirement Plan for Michigan Credit Union Employees 401(k) Savings Plan (MI) $904M · 9,036
Gm Financial Employees 401(k) Plan (TX) $904M · 7,058

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).

Next read for Essity North America Investment and Reti…

Filing takeaways

Ways to act on Essity North America Investment and Retirement Plan's numbers.

By total assets, Essity North America Investment and Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
Essity North America's sponsor-wide assets have grown 10.8% since 2022 across 3 plan years on file. More Manufacturing plans

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.