Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

Beiersdorf, Inc. Cash Balance Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Beiersdorf, Inc. · Connecticut · Manufacturing

What the 2023 filing shows

Beiersdorf, Inc. Cash Balance Retirement Plan holds $48M for 547 participants — about $87,200 per participant, up 17.8% over the 2023 plan year.

$48M
total plan assets (2023 EOY)
547
covered participants
$87,200
avg assets per participant
+17.8%
assets growth YoY
Total Assets (2023)
$48M
Participants
547
State
Industry
Manufacturing

What the Filing Says About Beiersdorf, Inc. Cash Balance Retirement Plan

Beiersdorf, Inc. Cash Balance Retirement Plan is a Defined Benefit (Pension) retirement plan sponsored by Beiersdorf, Inc., headquartered in Connecticut. As of the 2023 Form 5500 filing, the plan reports $48M in total end-of-year assets and covers 547 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 132762485, and the plan has been effective since 1960-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $40M at the beginning of 2023 to $48M at year-end — a gain of 17.8%. Net assets (after liabilities) closed the year at $48M, with reported net income of $7M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

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

Sponsor Plan History (Beiersdorf, Inc.)

Year Plans Participants Total Assets
2022 1 561 $40M
2023 1 547 $48M
2024 1 440 $51M

Nearby Defined Benefit (Pension) Plans in Connecticut

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Frequently Asked Questions

How much money is in the Beiersdorf, Inc. Cash Balance Retirement Plan?
As of the 2023 Form 5500 filing, Beiersdorf, Inc. Cash Balance Retirement Plan holds $48M in total assets with 547 participants. It is sponsored by Beiersdorf, Inc..
What type of plan is Beiersdorf, Inc. Cash Balance Retirement Plan?
Beiersdorf, Inc. Cash Balance Retirement Plan is a Defined Benefit (Pension) plan. It has been effective since 1960-04-01. The plan is filed with the U.S. Department of Labor under EIN 132762485.
Who sponsors the Beiersdorf, Inc. Cash Balance Retirement Plan?
Beiersdorf, Inc. Cash Balance Retirement Plan is sponsored by Beiersdorf, Inc., located in Connecticut. The sponsor's EIN is 132762485 and the plan operates in the Manufacturing industry.
How did Beiersdorf, Inc. Cash Balance Retirement Plan perform in 2023?
Beiersdorf, Inc. Cash Balance Retirement Plan grew by 17.8% during 2023, moving from $40M to $48M in total assets. Net income was $7M.
Where can I find official filings for Beiersdorf, Inc. Cash Balance Retirement Plan?
Official Form 5500 filings for Beiersdorf, Inc. Cash Balance Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 132762485 or plan name at efast.dol.gov.
How does Beiersdorf, Inc. Cash Balance Retirement Plan compare to other plans?
You can compare Beiersdorf, Inc. Cash Balance Retirement Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in Connecticut on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 132762485.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.