Defined Benefit (Pension) · DOL Form 5500 · 2023

Lexmark International, Inc. Pension Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
247
Participants Below avg headcount
63rd
Percentile by assets National rank
$49,709
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lexmark Retirement Growth Account Plan II · Sponsored by Lexmark International, Inc. · Kentucky · Manufacturing

$12M in assets, 247 participants

Lexmark International, Inc.'s Lexmark Retirement Growth Account Plan II reported $12M in total assets and 247 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #9,417 in Manufacturing (18,722 peers)

Coverage in Kentucky

Lexmark Retirement Growth Account Plan II covers 247 participants in Kentucky, about 38% of the average Kentucky filer (state average ~647 per filing). Assets: $12M.

#9,417
in Manufacturing (18,722 peers)
+4.7%
assets growth YoY

Lexmark Retirement Growth Account Plan II's mid-pack asset rank among Manufacturing and all filers

Lexmark Retirement Growth Account Plan II vs every filed plan by assets

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

$12,278,120 Top 37% higher than 63% 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 Retirement Growth Account Plan II 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. Lexmark Retirement Growth Account Plan II sits mid-pack in the medium band (247 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lexmark Retirement Growth Account Plan II reported net income rose from -$4M in the plan year 2022 filing to $555K in the plan year 2023 filing.
  • Lexmark Retirement Growth Account Plan II end-of-year assets rose from $12M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Lexmark Retirement Growth Account Plan II reported participants fell from 259 in the plan year 2022 filing to 247 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 061308215 · Lexmark International, Inc. PY 2023 · Defined Benefit (Pension)

Lexmark Retirement Growth Account Plan II · $12M · 247 · 63rd

  • BOY $12M
  • SCH 247
  • EBSA 63rd
  • PART Defined Benefit (Pension)
  • TYPE near University Neurosurgical Associates, P.C. Vip Plan
  • NET ind #9417

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 Retirement Growth Account Plan II in the asset neighbourhood

Lexmark Retirement Growth Account Plan IILexmark Retirement Growth Ac…$12MUniversity Neurosurgical Associates, P.C. Vip PlanUniversity Neurosurgical Ass…$12MH. D. Hudson Legacy Defined Benefit Pension PlanH. D. Hudson Legacy Defined …$12MSpi Pharma, Inc. Pension Plan$12MNational Farmers Union Uniform Pension PlanNational Farmers Union Unifo…$12M
End-of-year total assets ($M) among Lexmark Retirement Growth Account Plan II and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$12M
Net Income$555K
Employer EIN061308215
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lexmark International, Inc.)

Sponsor-wide plan assets over time

All Lexmark International, Inc. 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 Defined Benefit (Pension) Plans in Kentucky

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

Lexmark Retirement Growth Account Plan II vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.5 Total assets ($B) Participants Lexmark Retirement Growth Account Plan II, Total assets ($B): 0.01227812 · Participants: 247Lexmark Retirement Growth Account Plan IILg&e and Ku Pension Plan, Total assets ($B): 1.112165749 · Participants: 833Lg&e and Ku Pension PlanAshland Hercules Pension Plan, Total assets ($B): 0.984309 · Participants: 70Ashland Hercules Pension PlanYum Brands Retirement Plan, Total assets ($B): 0.734224 · Participants: 3834Yum Brands Retirement PlanBrown-Forman Corporation Salaried Employees Retirement Plan, Total assets ($B): 0.499207588 · Participants: 1160Brown-Forman Corporation Salaried Employees Retirement PlanAshland Hercules Pension Plan II, Total assets ($B): 0.468812 · Participants: 57Ashland Hercules Pension Plan II
Lexmark Retirement Growth Account Plan II vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants
Compare Lexmark Retirement Growth Account Plan II side-by-side with 3 peers →

Lexmark Retirement Growth Account Plan II's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Kentucky, the nearest Defined Benefit (Pension) by assets is University Neurosurgical Associates, P.C. Vip Plan in MI ($12M); by covered participants it is Woodward Hrt Pension Plan in CO (247 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (247 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 Retirement Growth Account Plan II assets move in 2023? ▼
Lexmark Retirement Growth Account Plan II edged up modestly - up 4.7% during 2023, from $12M to $12M. Reported net income was $555K.
How have Lexmark International, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lexmark International, Inc.'s sponsor-wide assets grew 7.9%, from $1.4B to $1.5B.
Which Defined Benefit (Pension) plans are similar in size to Lexmark Retirement Growth Account Plan II? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is University Neurosurgical Associates, P.C. Vip Plan in MI ($12M, 143 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Lexmark Retirement Growth Account Plan II? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Woodward Hrt Pension Plan in CO (247 participants, $153M 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.