401(k) · DOL Form 5500 · 2023

The Lilly Company 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
276
Participants Below avg headcount
76th
Percentile by assets National rank
$89,465
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Lilly Company 401(k) Plan · Sponsored by The Lilly Company · Tennessee · Wholesale Trade

$25M in assets, 276 participants

The Lilly Company's The Lilly Company 401(k) Plan reported $25M in total assets and 276 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #4,705 in Wholesale Trade (6,309 peers)

Coverage in Tennessee

The Lilly Company 401(k) Plan covers 276 participants in Tennessee, about 25% of the average Tennessee filer (state average ~1,126 per filing). Assets: $25M.

#4,705
in Wholesale Trade (6,309 peers)
+20.3%
assets growth YoY
0.2×
vs typical plan assets (national mean)

The Lilly Company 401(k) Plan's outsized position by total assets

The Lilly Company 401(k) Plan vs every filed plan by assets

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

$24,692,310 Top 24% higher than 76% 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

The Lilly Company 401(k) 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. The Lilly Company 401(k) Plan sits mid-pack in the medium band (276 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Lilly Company 401(k) Plan end-of-year assets rose from $21M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • The Lilly Company 401(k) Plan reported participants rose from 251 in the plan year 2022 filing to 276 in the plan year 2023 filing.
  • The Lilly Company 401(k) Plan reported net income rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 620271840 · The Lilly Company PY 2023 · 401(k)

The Lilly Company 401(k) Plan · $25M · 276 · 76th

  • PHOTO $25M
  • IND 276
  • EOY 76th
  • 5500 401(k)
  • ASSETS near Stevens Engineers and Contructors and Subsidiaries
  • PCT ind #4705

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 Wholesale Trade retirement plans → · Plans in Tennessee →

The Lilly Company 401(k) Plan in the asset neighbourhood

The Lilly Company 401(k) Plan$25MStevens Engineers and Contructors and SubsidiariesStevens Engineers and Contru…$25MStevens Engineers and Contructors and SubsidiariesStevens Engineers and Contru…$25MSagility 401(k) Plan$25MWestcare Foundation, Inc. Retirement PlanWestcare Foundation, Inc. Re…$25M
End-of-year total assets ($M) among The Lilly Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$25M
Net Income$4M
Employer EIN620271840
Plan Effective Date1995-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Lilly Company)

Sponsor-wide plan assets over time

All The Lilly Company plans reported in each filing year

Latest sponsor-wide plan assets
$27M 32.22049605055985% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $20.5M $27.1M ▲ +32.2%
Year Plans Participants Total Assets
2022 1 251 $21M
2023 1 276 $25M
2024 1 283 $27M

Nearby 401(k) Plans in Tennessee

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

The Lilly Company 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants The Lilly Company 401(k) Plan, Total assets ($B): 0.02469231 · Participants: 276The Lilly Company 401(k) 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
The Lilly Company 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare The Lilly Company 401(k) Plan side-by-side with 3 peers →

The Lilly Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Stevens Engineers and Contructors and Subsidiaries in OH ($25M); by covered participants it is Deciphera 401(k) Plan in MA (276 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (276 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 The Lilly Company 401(k) Plan assets move in 2023? ▼
The Lilly Company 401(k) Plan grew sharply - up 20.3% during 2023, from $21M to $25M. Reported net income was $4M.
How have The Lilly Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Lilly Company's sponsor-wide assets grew 32.2%, from $21M to $27M.
Where does The Lilly Company 401(k) Plan rank by assets among Form 5500 filers? ▼
The Lilly Company 401(k) Plan ranks in the 76th 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 401(k) plans are similar in size to The Lilly Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stevens Engineers and Contructors and Subsidiaries in OH ($25M, 140 participants).
Which 401(k) plans cover a similar participant headcount to The Lilly Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Deciphera 401(k) Plan in MA (276 participants, $45M 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 620271840.

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.