Defined Benefit (Pension) · DOL Form 5500 · 2023

Lexmark International, Inc. Pension Plan

Data updated 2026-08-25

$354M
Total assets Above avg plan size
653
Participants Below avg headcount
97th
Percentile by assets National rank
$542,517
Avg per participant High balance/head
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Official DOL plan name: Lexmark Retirement Growth Account Plan · Sponsored by Lexmark International, Inc. · Kentucky · Manufacturing

$354M in assets, 653 participants

Lexmark International, Inc.'s Lexmark Retirement Growth Account Plan reported $354M in total assets and 653 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #17,704 in Manufacturing (18,722 peers)

Where Lexmark Retirement Growth Account Plan sits by assets

Lexmark Retirement Growth Account Plan sits in the top 5% of all filed plans by assets, $354M for 653 participants (~$542,517/participant), up 0.6% in 2023.

#17,704
in Manufacturing (18,722 peers)
+0.6%
assets growth YoY
3.6×
vs typical plan assets (national mean)

Lexmark Retirement Growth Account Plan's outsized position by total assets

Lexmark Retirement Growth Account Plan vs every filed plan by assets

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

$354,263,733 Top 3% higher than 97% 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 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 sits mid-pack in the medium band (653 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lexmark Retirement Growth Account Plan reported net income rose from -$138M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Lexmark Retirement Growth Account Plan reported participants fell from 671 in the plan year 2022 filing to 653 in the plan year 2023 filing.
  • Lexmark Retirement Growth Account Plan end-of-year assets rose from $352M in the plan year 2022 filing to $354M 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 · $354M · 653 · 97th

  • EOY $354M
  • EOY 653
  • EOY 97th
  • EOY Defined Benefit (Pension)
  • EOY near El Camino Hospital Cash Balance Plan
  • EOY ind #17704

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 in the asset neighbourhood

El Camino Hospital Cash Balance PlanEl Camino Hospital Cash Bala…$354MLexmark Retirement Growth Account PlanLexmark Retirement Growth Ac…$354MWeil, Gotshal & Manges Partners' Defined Benefit PlanWeil, Gotshal & Manges Partn…$354MHouston Pilots Retirement Plan and TrustHouston Pilots Retirement Pl…$354MLocal Union No. 124 I. B. E. W. Pension Trust FundLocal Union No. 124 I. B. E.…$353M
End-of-year total assets ($M) among Lexmark Retirement Growth Account 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)$352M
Net Assets (End of Year)$354M
Net Income$2M
Employer EIN061308215
Plan Effective Date1991-03-27
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 vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 0.20.40.60.811.2 Total assets ($B) Participants Lexmark Retirement Growth Account Plan, Total assets ($B): 0.354263733 · Participants: 653Lexmark Retirement Growth Account PlanLg&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 vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants
Compare Lexmark Retirement Growth Account Plan side-by-side with 3 peers →

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

Outside Kentucky, the nearest Defined Benefit (Pension) by assets is El Camino Hospital Cash Balance Plan in CA ($354M); by covered participants it is Sheet Metal Workers Local No. 177 Pension Fund in TN (653 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (653 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 assets move in 2023? ▼
Lexmark Retirement Growth Account Plan held essentially flat - up 0.6% during 2023, from $352M to $354M. Reported net income was $2M.
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.
Where does Lexmark Retirement Growth Account Plan rank by assets among Form 5500 filers? ▼
Lexmark Retirement Growth Account Plan ranks in the 97th 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 Defined Benefit (Pension) plans are similar in size to Lexmark Retirement Growth Account Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is El Camino Hospital Cash Balance Plan in CA ($354M, 3,093 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Lexmark Retirement Growth Account Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Sheet Metal Workers Local No. 177 Pension Fund in TN (653 participants, $70M 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.