401(k) · DOL Form 5500 · 2024
Estee Lauder, Inc. 401(k) Plan
Data updated 2026-07-24
- $3.2B
- Total assets
- 10,901
- Participants
- 100th
- Percentile by assets
- $290,789
- Avg per participant
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.
- 100th percentile by assets (of 116,472 plans)
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 ~795 per filing). Assets: $3.2B.
- $3.2B
- total plan assets (2024 EOY)
- 10,901
- covered participants
- 100th
- percentile by assets (of 116,472 plans)
- $290,789
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 795 participants across 8,491 plans. The Estee Lauder Companies 401(k) Savings Plan reports 10,901 participants - 14x that state average ($3.2B EOY assets).
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.)
| 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.
The Estee Lauder Companies 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to The Estee Lauder Companies 401(k) Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did The Estee Lauder Companies 401(k) Savings Plan assets move in 2024? ▼
How have Estee Lauder, Inc. plan assets changed over time? ▼
Where does The Estee Lauder Companies 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to The Estee Lauder Companies 401(k) Savings Plan? ▼
Next read for The Estee Lauder Companies 401(k) Saving…
Filing takeaways
Ways to act on The Estee Lauder Companies 401(k) Savings Plan's numbers.
- By total assets, The Estee Lauder Companies 401(k) Savings Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Estee Lauder, Inc.'s sponsor-wide assets have grown 33.4% since 2022 across 3 plan years on file. More Manufacturing plans
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 131871348.
Read our methodology - how this data is sourced, computed, and verified.