Defined Benefit (Pension) · DOL Form 5500 · 2024

Hillenbrand, Inc. Pension Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
9
Participants Small participant base
77th
Percentile by assets National rank
$3.3M
Avg per participant High balance/head
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Official DOL plan name: Hillenbrand, Inc. Pension Plan · Sponsored by Hillenbrand, Inc. · Indiana · Management of Enterprises

$30M in assets, 9 participants

Hillenbrand, Inc.'s Hillenbrand, Inc. Pension Plan reported $30M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #664 in Management of Enterprises (1,133 peers)

Where Hillenbrand, Inc. Pension Plan sits by assets

Hillenbrand, Inc. Pension Plan sits in the top quartile of all filed plans by assets, $30M for 9 participants (~$3.3M/participant), down 84.3% in 2024.

#664
in Management of Enterprises (1,133 peers)
-84.3%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $159M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hillenbrand, Inc. Pension Plan's outsized position by total assets

Hillenbrand, Inc. Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$29,575,136 Top 23% higher than 77% of 123,620 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 2024

Hillenbrand, Inc. Pension Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hillenbrand, Inc. Pension Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hillenbrand, Inc. Pension Plan reported net income fell from -$40M in the plan year 2023 filing to -$159M in the plan year 2024 filing.
  • Hillenbrand, Inc. Pension Plan reported participants fell from 518 in the plan year 2023 filing to 9 in the plan year 2024 filing.
  • Hillenbrand, Inc. Pension Plan end-of-year assets fell from $188M in the plan year 2023 filing to $30M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 261342272 · Hillenbrand, Inc. PY 2024 · Defined Benefit (Pension)

Hillenbrand, Inc. Pension Plan · $30M · 9 · 77th

  • ASSETS $30M
  • PCT 9
  • EIN 77th
  • RANK Defined Benefit (Pension)
  • PHOTO near Smurfit Kappa Packaging, LLC Pension Plan
  • IND ind #664

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 Management of Enterprises retirement plans → · Plans in Indiana →

Hillenbrand, Inc. Pension Plan in the asset neighbourhood

Hillenbrand, Inc. Pension PlanHillenbrand, Inc. Pension Pl…$30MSmurfit Kappa Packaging, LLC Pension PlanSmurfit Kappa Packaging, LLC…$30MNuclear Fuel Services, Inc. Retirement Plan for Hourly EmployeesNuclear Fuel Services, Inc. …$30MSo. Ca. Rock Prod. & Ready Mixed Concrete Industries Operating Eng. Employees Ret. PlanSo. Ca. Rock Prod. & Ready M…$30MLocal 1931 Pension Fund$29M
End-of-year total assets ($M) among Hillenbrand, Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$188M
Net Assets (End of Year)$30M
Net Income-$159M
Employer EIN261342272
Plan Effective Date2008-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hillenbrand, Inc.)

Sponsor-wide plan assets over time

All Hillenbrand, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$575M 16.132553883043418% vs 2022
2024 filing year
$550M$600M$650M$700M$750M 202220232024 $685M $575M ▼ -16.1%
Year Plans Participants Total Assets
2022 3 4,180 $685M
2023 2 3,526 $700M
2024 2 2,032 $575M

Nearby Defined Benefit (Pension) Plans in Indiana

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

Hillenbrand, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -5051015 Total assets ($B) Participants Hillenbrand, Inc. Pension Plan, Total assets ($B): 0.029575136 · Participants: 9Hillenbrand, Inc. Pension PlanThe Lilly Retirement Plan, Total assets ($B): 11.79293888 · Participants: 19897The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.225499056 · Participants: 30640Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.815373164 · Participants: 11039Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.237231976 · Participants: 7552Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.003483487 · Participants: 2133Nisource Pension Plan
Hillenbrand, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare Hillenbrand, Inc. Pension Plan side-by-side with 3 peers →

Hillenbrand, Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Indiana, the nearest Defined Benefit (Pension) by assets is Smurfit Kappa Packaging, LLC Pension Plan in FL ($30M); by covered participants it is Jtm Perio Implants, Inc. Cash Balance Plan in CA (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Hillenbrand, Inc. Pension Plan assets move in 2024? ▼
Hillenbrand, Inc. Pension Plan contracted severely - down 84.3% during 2024, from $188M to $30M. Reported net income was -$159M.
How have Hillenbrand, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hillenbrand, Inc.'s sponsor-wide assets declined 16.1%, from $685M to $575M.
Where does Hillenbrand, Inc. Pension Plan rank by assets among Form 5500 filers? ▼
Hillenbrand, Inc. Pension Plan ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Hillenbrand, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Smurfit Kappa Packaging, LLC Pension Plan in FL ($30M, 5 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Hillenbrand, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Jtm Perio Implants, Inc. Cash Balance Plan in CA (9 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 261342272.

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.