Defined Benefit (Pension) · DOL Form 5500 · 2023

Beiersdorf, Inc. Pension Plan

Data updated 2026-08-11

$48M
Total assets
547
Participants
85th
Percentile by assets
$87,200
Avg per participant
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Official DOL plan name: Beiersdorf, Inc. Cash Balance Retirement Plan · Sponsored by Beiersdorf, Inc. · Connecticut · Manufacturing

$48M in assets, 547 participants

Beiersdorf, Inc.'s Beiersdorf, Inc. Cash Balance Retirement Plan reported $48M in total assets and 547 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • 85th percentile by assets (of 127,072 plans)
  • #14,686 in Manufacturing (18,722 peers)

Where Beiersdorf, Inc. Cash Balance Retirement Plan sits by assets

Beiersdorf, Inc. Cash Balance Retirement Plan sits in the top quartile of all filed plans by assets, $48M for 547 participants (~$87,200/participant), up 17.8% in 2023.

$48M
total plan assets (2023 EOY)
547
covered participants
85th
percentile by assets (of 127,072 plans)
$87,200
avg assets per participant

Where Beiersdorf, Inc. Cash Balance Retirement Plan sits by total assets

Beiersdorf, Inc. Cash Balance Retirement Plan vs every filed plan by assets

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

$47,698,515 Top 15% higher than 85% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Beiersdorf, Inc. Cash Balance Retirement Plan reported net income rose from -$10M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Beiersdorf, Inc. Cash Balance Retirement Plan end-of-year assets rose from $40M in the plan year 2022 filing to $48M in the plan year 2023 filing.
  • Beiersdorf, Inc. Cash Balance Retirement Plan reported participants fell from 561 in the plan year 2022 filing to 547 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Industry

Beiersdorf, Inc. Cash Balance Retirement Plan vs the 2023 asset distribution

By assets, Beiersdorf, Inc. Cash Balance Retirement Plan outranks 85% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$48M
Net Income$7M
Employer EIN132762485
Plan Effective Date1960-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beiersdorf, Inc.)

$35M$40M$45M$50M$55M 202220232024 $40.5M $50.6M ▲ +24.9%
Total plan assets by year, all Beiersdorf, Inc. plans on file
Year Plans Participants Total Assets
2022 1 561 $40M
2023 1 547 $48M
2024 1 440 $51M

Nearby Defined Benefit (Pension) Plans in Connecticut

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

Beiersdorf, Inc. Cash Balance Retirement Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Beiersdorf, Inc. Cas…, Total assets ($B): 0.047698515 · Participants: 547Beiersdorf, Inc. Cas…Rtx Consolidated Pen…, Total assets ($B): 43.752088232 · Participants: 23823Rtx Consolidated Pen…The Citigroup Pensio…, Total assets ($B): 10.610367002 · Participants: 17283The Citigroup Pensio…Eversource Pension P…, Total assets ($B): 5.8761342 · Participants: 3717Eversource Pension P…Retirement Plan for …, Total assets ($B): 5.40003759 · Participants: 10546Retirement Plan for …The Hartford Retirem…, Total assets ($B): 3.580099386 · Participants: 7529The Hartford Retirem…
Beiersdorf, Inc. Cash Balance Retirement Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Beiersdorf, Inc. Cash Balance Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Beiersdorf, Inc. Cash Balance Retirement Plan assets move in 2023?
Beiersdorf, Inc. Cash Balance Retirement Plan grew sharply - up 17.8% during 2023, from $40M to $48M. Reported net income was $7M.
How have Beiersdorf, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Beiersdorf, Inc.'s sponsor-wide assets grew 24.9%, from $40M to $51M.
Where does Beiersdorf, Inc. Cash Balance Retirement Plan rank by assets among Form 5500 filers?
Beiersdorf, Inc. Cash Balance Retirement Plan ranks in the 85th 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 Beiersdorf, Inc. Cash Balance Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Major League Baseball Pension Plan for Non-Uniformed Personnel in PA ($48M, 126 participants).

Next read for Beiersdorf, Inc. Cash Balance Retirement…

Scale reading

Ways to act on Beiersdorf, Inc. Cash Balance Retirement Plan's numbers.

  • By total assets, Beiersdorf, Inc. Cash Balance Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Connecticut. Compare plans
  • Beiersdorf, Inc.'s sponsor-wide assets have grown 24.9% since 2022 across 3 plan years on file. More Manufacturing plans