401(k) · DOL Form 5500 · 2024
Estee Lauder, Inc. 401(k) Plan
Data updated 2026-08-25
- $3.2B
- Total assets Very large vs avg
- 10,901
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $290,789
- Avg per participant High balance/head
Official DOL plan name: The Estee Lauder Companies 401(k) Savings Plan · Sponsored by Estee Lauder, Inc. · New York · Manufacturing
$3.2B in assets, 10,901 participants
Estee Lauder, Inc.'s The Estee Lauder Companies 401(k) Savings Plan reported $3.2B in total assets and 10,901 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.
- #17,611 in Manufacturing (17,777 peers)
Coverage in New York
The Estee Lauder Companies 401(k) Savings Plan covers 10,901 participants in New York, 14x the typical New York plan (state average ~798 per filing). Assets: $3.2B.
- #17,611
- in Manufacturing (17,777 peers)
- +15.9%
- assets growth YoY
- 32×
- vs typical plan assets (national mean)
The Estee Lauder Companies 401(k) Savings Plan's outsized position by total assets
The Estee Lauder Companies 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,169,885,767 Highest reported value at or above every one of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Estee Lauder Companies 401(k) Savings Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Estee Lauder Companies 401(k) Savings Plan is a mega filing (10,901 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Estee Lauder Companies 401(k) Savings Plan end-of-year assets rose from $2.7B in the plan year 2023 filing to $3.2B in the plan year 2024 filing.
- The Estee Lauder Companies 401(k) Savings Plan reported participants fell from 12,114 in the plan year 2023 filing to 10,901 in the plan year 2024 filing.
- The Estee Lauder Companies 401(k) Savings Plan reported net income fell from $459M in the plan year 2023 filing to $436M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 131871348 · Estee Lauder, Inc. PY 2024 · 401(k)
The Estee Lauder Companies 401(k) Savings Plan · $3.2B · 10,901 · 100th
- PHOTO $3.2B
- IND 10,901
- EOY 100th
- 5500 401(k)
- ASSETS near Wellington Retirement and Pension Plan
- PCT ind #17611
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 New York →
The Estee Lauder Companies 401(k) Savings Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $2.7B |
|---|---|
| Net Assets (End of Year) | $3.2B |
| Net Income | $436M |
| Employer EIN | 131871348 |
| Plan Effective Date | 1979-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Estee Lauder, Inc.)
Sponsor-wide plan assets over time
All Estee Lauder, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4.1B 33.42842253362125% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 20,185 | $3.1B |
| 2023 | 2 | 20,079 | $3.6B |
| 2024 | 2 | 19,297 | $4.1B |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Scale composition for The Estee Lauder Companies 401(k) Savings Plan
The Estee Lauder Companies 401(k) Savings Plan reports $3.2B in end-of-year assets across 10,901 participants (0.026% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $290,789 per participant (2.1x the national average assets-per-participant) . Net income for plan year 2024 was $436M.
This plan identity (EIN 131871348, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.3B to $3.2B (+39.3%) while covered participants moved from 11,769 to 10,901 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 11,769 | $2.3B | Open filing |
| 2023 | 12,114 | $2.7B | Open filing |
| 2024 · index core | 10,901 | $3.2B | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- The Estee Lauder Companies Retirement Growth Account Plan (Defined Benefit (Pension), $949M, 8,396 participants)
The Estee Lauder Companies 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Wellington Retirement and Pension Plan in MA ($3.2B); by covered participants it is Walmart Puerto Rico 401(k) Plan in AR (10,907 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3.2B here).
- Wellington Retirement and Pension Plan (MA) $3.2B · 2,265
- Regions Financial Corporation 401(k) Plan (AL) $3.2B · 20,783
- Aon Pooled Employer Plan (IL) $3.1B · 48,473
- Trader Joe's Company Retirement Plan (CA) $3.2B · 63,666
Similar participant headcount
Nearest other-state filings by covered participants (10,901 participants); asset peers above are excluded.
- Walmart Puerto Rico 401(k) Plan (AR) 10,907 · 6 off
- Gainwell Technologies 401(k) Plan (AK) 10,917 · 16 off
- Northwest Carpenters Individual Account Pension Plan (CA) 10,880 · 21 off
- Rbc- U.S.a. Retirement and Savings Plan (MN) 10,926 · 25 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.