Defined Benefit (Pension) · DOL Form 5500 · 2023

Beiersdorf, Inc. Pension Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
547
Participants Below avg headcount
85th
Percentile by assets National rank
$87,200
Avg per participant Below avg balance/head
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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.

  • #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.

#14,686
in Manufacturing (18,722 peers)
+17.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Beiersdorf, Inc. Cash Balance Retirement Plan's outsized position 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 $2,050,000,000 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

Beiersdorf, Inc. Cash Balance Retirement 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. Beiersdorf, Inc. Cash Balance Retirement Plan sits mid-pack in the medium band (547 participants).

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 →

EBSA filing schedule strip

Filing strip 132762485 · Beiersdorf, Inc. PY 2023 · Defined Benefit (Pension)

Beiersdorf, Inc. Cash Balance Retirement Plan · $48M · 547 · 85th

  • RANK $48M
  • RANK 547
  • RANK 85th
  • RANK Defined Benefit (Pension)
  • RANK near Major League Baseball Pension Plan for Non-Uniformed Personnel
  • RANK ind #14686

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 Connecticut →

Beiersdorf, Inc. Cash Balance Retirement Plan in the asset neighbourhood

Leupold & Stevens Employees' Pension PlanLeupold & Stevens Employees'…$48MBeiersdorf, Inc. Cash Balance Retirement PlanBeiersdorf, Inc. Cash Balanc…$48MMajor League Baseball Pension Plan for Non-Uniformed PersonnelMajor League Baseball Pensio…$48MUfcw Int'l Union-Albertsons Variable Annuity Pension FundUfcw Int'l Union-Albertsons …$48MWarburg Pincus LLC Cash Balance Retirement PlanWarburg Pincus LLC Cash Bala…$48M
End-of-year total assets ($M) among Beiersdorf, Inc. Cash Balance Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All Beiersdorf, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$51M 24.90101206107285% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $40.5M $50.6M ▲ +24.9%
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 ($B) Participants Beiersdorf, Inc. Cash Balance Retirement Plan, Total assets ($B): 0.047698515 · Participants: 547Beiersdorf, Inc. Cash Balance Retirement PlanRtx Consolidated Pension Plan, Total assets ($B): 43.752088232 · Participants: 23823Rtx Consolidated Pension PlanThe Citigroup Pension Plan, Total assets ($B): 10.610367002 · Participants: 17283The Citigroup Pension PlanEversource Pension Plan, Total assets ($B): 5.8761342 · Participants: 3717Eversource Pension PlanRetirement Plan for Employees of Aetna Inc., Total assets ($B): 5.40003759 · Participants: 10546Retirement Plan for Employees of Aetna Inc.The Hartford Retirement Plan for U.S. Employees, Total assets ($B): 3.580099386 · Participants: 7529The Hartford Retirement Plan for U.S. Employees
Beiersdorf, Inc. Cash Balance Retirement Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants
Compare Beiersdorf, Inc. Cash Balance Retirement Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest Defined Benefit (Pension) by assets is Major League Baseball Pension Plan for Non-Uniformed Personnel in PA ($48M); by covered participants it is Hunterdon Medical Center Employees' Pension Plan in NJ (547 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (547 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Beiersdorf, Inc. Cash Balance Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Hunterdon Medical Center Employees' Pension Plan in NJ (547 participants, $191M 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 132762485.

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.