401(k) · DOL Form 5500 · 2023

Eastman Chemical Company 401(k) Plan

Data updated 2026-08-25

$3.4B
Total assets Very large vs avg
10,822
Participants Very large workforce
100th
Percentile by assets National rank
$313,551
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Eastman Investment & Employee Stock Ownership Plan · Sponsored by Eastman Chemical Company · Tennessee · Manufacturing

$3.4B in assets, 10,822 participants

Eastman Chemical Company's Eastman Investment & Employee Stock Ownership Plan reported $3.4B in total assets and 10,822 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.

  • #18,568 in Manufacturing (18,722 peers)

Coverage in Tennessee

Eastman Investment & Employee Stock Ownership Plan covers 10,822 participants in Tennessee, 9.6x the typical Tennessee plan (state average ~1,126 per filing). Assets: $3.4B.

#18,568
in Manufacturing (18,722 peers)
+8.0%
assets growth YoY
34×
vs typical plan assets (national mean)

Eastman Investment & Employee Stock Ownership Plan's outsized position by total assets

Eastman Investment & Employee Stock Ownership Plan vs every filed plan by assets

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

$3,393,249,277 Highest reported value at or above every one 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

Eastman Investment & Employee Stock Ownership Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Eastman Investment & Employee Stock Ownership Plan is a mega filing (10,822 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Eastman Investment & Employee Stock Ownership Plan reported net income rose from -$679M in the plan year 2022 filing to $250M in the plan year 2023 filing.
  • Eastman Investment & Employee Stock Ownership Plan end-of-year assets rose from $3.1B in the plan year 2022 filing to $3.4B in the plan year 2023 filing.
  • Eastman Investment & Employee Stock Ownership Plan reported participants rose from 10,585 in the plan year 2022 filing to 10,822 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 621539359 · Eastman Chemical Company PY 2023 · 401(k)

Eastman Investment & Employee Stock Ownership Plan · $3.4B · 10,822 · 100th

  • EIN $3.4B
  • EIN 10,822
  • EIN 100th
  • EIN 401(k)
  • EIN near Zurich Savings Plan
  • EIN ind #18568

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 Tennessee →

Eastman Investment & Employee Stock Ownership Plan in the asset neighbourhood

Gilead Sciences 401(k) Plan$3.5BThe 401(k) Plan$3.4BAnheuser-Busch 401(k) Savings and Retirement PlanAnheuser-Busch 401(k) Saving…$3.4BEastman Investment & Employee Stock Ownership PlanEastman Investment & Employe…$3.4BZurich Savings Plan$3.4B
End-of-year total assets ($B) among Eastman Investment & Employee Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$3.1B
Net Assets (End of Year)$3.4B
Net Income$250M
Employer EIN621539359
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Eastman Chemical Company)

Sponsor-wide plan assets over time

All Eastman Chemical Company plans reported in each filing year

Latest sponsor-wide plan assets
$4.8B 10.515212393505383% vs 2022
2024 filing year
$4.2B$4.4B$4.6B$4.8B$5B 202220232024 $4.36B $4.82B ▲ +10.6%
Year Plans Participants Total Assets
2022 2 14,069 $4.4B
2023 2 14,067 $4.7B
2024 2 13,420 $4.8B

Nearby 401(k) Plans in Tennessee

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Eastman Investment & Employee Stock Ownership Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 0510152025 Total assets ($B) Participants Eastman Investment & Employee Stock Ownership Plan, Total assets ($B): 3.393249277 · Participants: 10822Eastman Investment & Employee Stock Ownership PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Eastman Investment & Employee Stock Ownership Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Eastman Investment & Employee Stock Ownership Plan side-by-side with 3 peers →

Scale composition for Eastman Investment & Employee Stock Ownership Plan

Eastman Investment & Employee Stock Ownership Plan reports $3.4B in end-of-year assets across 10,822 participants (0.028% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $313,551 per participant (2.3x the national average assets-per-participant) . Net income for plan year 2023 was $250M.

This plan identity (EIN 621539359, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.1B to $3.5B (+12.8%) while covered participants moved from 10,585 to 10,535 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 10,585 $3.1B Open filing
2023 10,822 $3.4B This page
2024 · index core 10,535 $3.5B Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

Eastman Investment & Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Zurich Savings Plan in IL ($3.4B); by covered participants it is Nov Inc. 401(k) Plan in TX (10,830 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3.4B here).

Similar participant headcount

Nearest other-state filings by covered participants (10,822 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 Eastman Investment & Employee Stock Ownership Plan assets move in 2023? ▼
Eastman Investment & Employee Stock Ownership Plan grew at a solid clip - up 8.0% during 2023, from $3.1B to $3.4B. Reported net income was $250M.
How have Eastman Chemical Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Eastman Chemical Company's sponsor-wide assets grew 10.5%, from $4.4B to $4.8B.
Where does Eastman Investment & Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Eastman Investment & Employee Stock Ownership Plan ranks in the 100th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Eastman Investment & Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by assets is Zurich Savings Plan in IL ($3.4B, 9,352 participants).
Which 401(k) plans cover a similar participant headcount to Eastman Investment & Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nov Inc. 401(k) Plan in TX (10,830 participants, $1.5B 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 621539359.

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.