Defined Benefit (Pension) · DOL Form 5500 · 2023

Ericsson Inc. Pension Plan

Data updated 2026-08-25

$516M
Total assets Above avg plan size
593
Participants Below avg headcount
97th
Percentile by assets National rank
$870,489
Avg per participant High balance/head
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Official DOL plan name: Ericsson US Pension Plan · Sponsored by Ericsson Inc. · Texas · Information & Media

$516M in assets, 593 participants

Ericsson Inc.'s Ericsson US Pension Plan reported $516M in total assets and 593 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.

  • #2,692 in Information & Media (2,818 peers)

Where Ericsson US Pension Plan sits by assets

Ericsson US Pension Plan sits in the top 5% of all filed plans by assets, $516M for 593 participants (~$870,489/participant), down 6.2% in 2023.

#2,692
in Information & Media (2,818 peers)
-6.2%
assets change YoY
5.2×
vs typical plan assets (national mean)

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ericsson US Pension Plan's outsized position by total assets

Ericsson US Pension Plan vs every filed plan by assets

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

$516,199,721 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

Ericsson US Pension 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. Ericsson US Pension Plan sits mid-pack in the medium band (593 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ericsson US Pension Plan reported net income rose from -$1.5B in the plan year 2022 filing to -$15M in the plan year 2023 filing.
  • Ericsson US Pension Plan reported participants fell from 634 in the plan year 2022 filing to 593 in the plan year 2023 filing.
  • Ericsson US Pension Plan end-of-year assets fell from $550M in the plan year 2022 filing to $516M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 061119960 · Ericsson Inc. PY 2023 · Defined Benefit (Pension)

Ericsson US Pension Plan · $516M · 593 · 97th

  • SCH $516M
  • EBSA 593
  • PART 97th
  • TYPE Defined Benefit (Pension)
  • NET near Alaska Teamster-Employer Pension Trust
  • BOOK ind #2692

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 Information & Media retirement plans → · Plans in Texas →

Ericsson US Pension Plan in the asset neighbourhood

Ericsson US Pension Plan$516MAlaska Teamster-Employer Pension TrustAlaska Teamster-Employer Pen…$516MMidamerican Energy Company Retirement PlanMidamerican Energy Company R…$516MLifespan Corporation Retirement PlanLifespan Corporation Retirem…$515MElevance Health Cash Balance Plan BElevance Health Cash Balance…$515M
End-of-year total assets ($M) among Ericsson US Pension 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)$550M
Net Assets (End of Year)$486M
Net Income-$15M
Employer EIN061119960
Plan Effective Date1980-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ericsson Inc.)

Sponsor-wide plan assets over time

All Ericsson Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4.3B 16.111008020321226% vs 2022
2024 filing year
$3.6B$3.8B$4B$4.2B$4.4B 202220232024 $3.7B $4.3B ▲ +16.2%
Year Plans Participants Total Assets
2022 2 6,884 $3.7B
2023 2 7,044 $4.1B
2024 2 5,597 $4.3B

Nearby Defined Benefit (Pension) Plans in Texas

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

Ericsson US Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Ericsson US Pension Plan, Total assets ($B): 0.516199721 · Participants: 593Ericsson US Pension PlanAT&T Pension Benefit Plan, Total assets ($B): 30.018512 · Participants: 107859AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 15.133347097 · Participants: 12215Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 12.015 · Participants: 22551Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.803014695 · Participants: 12138Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.493677099 · Participants: 9360Bp Retirement Accumulation Plan
Ericsson US Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Ericsson US Pension Plan side-by-side with 3 peers →

Ericsson US Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Alaska Teamster-Employer Pension Trust in AK ($516M); by covered participants it is Parker Health Group Inc. Pension Plan in NJ (593 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($516M here).

Similar participant headcount

Nearest other-state filings by covered participants (593 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 Ericsson US Pension Plan assets move in 2023? ▼
Ericsson US Pension Plan pulled back noticeably - down 6.2% during 2023, from $550M to $516M. Reported net income was -$15M.
How have Ericsson Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ericsson Inc.'s sponsor-wide assets grew 16.1%, from $3.7B to $4.3B.
Where does Ericsson US Pension Plan rank by assets among Form 5500 filers? ▼
Ericsson US Pension 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 Ericsson US Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Alaska Teamster-Employer Pension Trust in AK ($516M, 3,436 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ericsson US Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Parker Health Group Inc. Pension Plan in NJ (593 participants, $71M 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 061119960.

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.