Defined Benefit (Pension) · DOL Form 5500 · 2023

Lenovo (United States) Inc. Pension Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size
24
Participants Small participant base
87th
Percentile by assets National rank
$2.3M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lenovo Pension Plan · Sponsored by Lenovo (United States) Inc. · North Carolina · Manufacturing

$56M in assets, 24 participants

Lenovo (United States) Inc.'s Lenovo Pension Plan reported $56M in total assets and 24 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #15,097 in Manufacturing (18,722 peers)

Where Lenovo Pension Plan sits by assets

Lenovo Pension Plan sits in the top quartile of all filed plans by assets, $56M for 24 participants (~$2.3M/participant), down 1.0% in 2023.

#15,097
in Manufacturing (18,722 peers)
-1.0%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $594K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lenovo Pension Plan's outsized position by total assets

Lenovo Pension Plan vs every filed plan by assets

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

$56,141,784 Top 13% higher than 87% 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

Lenovo Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lenovo Pension Plan is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lenovo Pension Plan reported net income rose from -$8M in the plan year 2022 filing to -$594K in the plan year 2023 filing.
  • Lenovo Pension Plan reported participants fell from 27 in the plan year 2022 filing to 24 in the plan year 2023 filing.
  • Lenovo Pension Plan end-of-year assets fell from $57M in the plan year 2022 filing to $56M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 522449153 · Lenovo (United States) Inc. PY 2023 · Defined Benefit (Pension)

Lenovo Pension Plan · $56M · 24 · 87th

  • EIN $56M
  • EIN 24
  • EIN 87th
  • EIN Defined Benefit (Pension)
  • EIN near Froedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees
  • EIN ind #15097

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 North Carolina →

Lenovo Pension Plan in the asset neighbourhood

Lenovo Pension Plan$56MFroedtert Hospital Retirement Plan for Certain Former Milwaukee County EmployeesFroedtert Hospital Retiremen…$56MRetirement Plan for Employees of Bridgford Foods CorporationRetirement Plan for Employee…$56MTempel Employees Pension Plan$56MMilwaukee Brewers Baseball Club Pension PlanMilwaukee Brewers Baseball C…$56M
End-of-year total assets ($M) among Lenovo 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)$57M
Net Assets (End of Year)$56M
Net Income-$594K
Employer EIN522449153
Plan Effective Date2005-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lenovo (United States) Inc.)

Sponsor-wide plan assets over time

All Lenovo (United States) Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2.7B 27.668573851821453% vs 2022
2024 filing year
$2B$2.2B$2.4B$2.6B$2.8B 202220232024 $2.08B $2.66B ▲ +27.9%
Year Plans Participants Total Assets
2022 2 4,337 $2.1B
2023 2 4,772 $2.4B
2024 2 4,728 $2.7B

Nearby Defined Benefit (Pension) Plans in North Carolina

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

Lenovo Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -505101520 Total assets ($B) Participants Lenovo Pension Plan, Total assets ($B): 0.056141784 · Participants: 24Lenovo Pension PlanHoneywell Retirement Earnings Plan, Total assets ($B): 16.613752395 · Participants: 11145Honeywell Retirement Earnings PlanTruist Financial Corporation Pension Plan, Total assets ($B): 14.582387965 · Participants: 45818Truist Financial Corporation Pension PlanDuke Energy Retirement Cash Balance Plan, Total assets ($B): 4.0264 · Participants: 14485Duke Energy Retirement Cash Balance PlanDuke Energy Legacy Pension Plan, Total assets ($B): 3.3721 · Participants: 371Duke Energy Legacy Pension PlanEmployees' Retirement Plan of Duke University, Total assets ($B): 2.616859519 · Participants: 21020Employees' Retirement Plan of Duke University
Lenovo Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants
Compare Lenovo Pension Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest Defined Benefit (Pension) by assets is Froedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees in WI ($56M); by covered participants it is Horus Technology Solutions, Inc. Cash Balance Plan in MD (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Lenovo Pension Plan assets move in 2023? ▼
Lenovo Pension Plan edged down modestly - down 1.0% during 2023, from $57M to $56M. Reported net income was -$594K.
How have Lenovo (United States) Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lenovo (United States) Inc.'s sponsor-wide assets grew 27.7%, from $2.1B to $2.7B.
Where does Lenovo Pension Plan rank by assets among Form 5500 filers? ▼
Lenovo Pension Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Lenovo Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Froedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees in WI ($56M, 17 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Lenovo Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Horus Technology Solutions, Inc. Cash Balance Plan in MD (24 participants, $2M 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 522449153.

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.