Defined Benefit (Pension) · DOL Form 5500 · 2024

Estee Lauder, Inc. Pension Plan

Data updated 2026-08-06

$949M
Total assets: 8,396
Participants: 98th
Percentile by assets: $113,085
Avg per participant

Official DOL plan name: The Estee Lauder Companies Retirement Growth Account Plan · Sponsored by Estee Lauder, Inc. · New York · Manufacturing

$949M in assets, 8,396 participants

Estee Lauder, Inc.'s The Estee Lauder Companies Retirement Growth Account Plan reported $949M in total assets and 8,396 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

98th percentile by assets (of 116,472 plans)

Coverage in New York

The Estee Lauder Companies Retirement Growth Account Plan covers 8,396 participants in New York, 11x the typical New York plan (state average ~795 per filing). Assets: $949M.

$949M
total plan assets (2024 EOY): 8,396
covered participants: 98th
percentile by assets (of 116,472 plans): $113,085
avg assets per participant

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Estee Lauder Companies Retirement Growth Account Plan reported net income fell from $53M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
The Estee Lauder Companies Retirement Growth Account Plan end-of-year assets rose from $855M in the plan year 2023 filing to $949M in the plan year 2024 filing.
The Estee Lauder Companies Retirement Growth Account Plan reported participants rose from 7,965 in the plan year 2023 filing to 8,396 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

New York

Industry

Manufacturing

Participants vs New York filers

In New York, the average filing covers about 795 participants across 8,491 plans. The Estee Lauder Companies Retirement Growth Account Plan reports 8,396 participants - 11x that state average ($949M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)	$855M
Net Assets (End of Year)	$841M
Net Income	-$3M
Employer EIN	131871348
Plan Effective Date	1964-06-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Estee Lauder, Inc.)

Total plan assets by year, all Estee Lauder, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	20,185	$3.1B
2023	2	20,079	$3.6B
2024	2	19,297	$4.1B

Nearby Defined Benefit (Pension) Plans in New York

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

The Estee Lauder Companies Retirement Growth Account Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

IBM Personal Pension Plan $17.9B · 48,014
1199seiu Health Care Employees Pension Fund $16.9B · 111,833
Consolidated Edison Retirement Plan $15.6B · 10,608
Pfizer Consolidated Pension Plan $10.0B · 8,876
GE Energy Pension Plan $8.9B · 5,829

Compare The Estee Lauder Companies Retirement Gr… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to The Estee Lauder Companies Retirement Growth Account Plan by total assets, not by location.

Laborers District Council of W PA Pension Fund (PA) $948M · 6,882
Retirement Plan of Tennessee Farmers Mutual Insura (TN) $944M · 832
Pitney Bowes Pension Plan (CT) $959M · 858
Mutual of Omaha Retirement Income Plan (NE) $960M · 415

Frequently Asked Questions

How did The Estee Lauder Companies Retirement Growth Account Plan assets move in 2024? ▼

The Estee Lauder Companies Retirement Growth Account Plan grew at a solid clip - up 11.1% during 2024, from $855M to $949M. Reported net income was -$3M.

How have Estee Lauder, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Estee Lauder, Inc.'s sponsor-wide assets grew 33.4%, from $3.1B to $4.1B.

Where does The Estee Lauder Companies Retirement Growth Account Plan rank by assets among Form 5500 filers? ▼

The Estee Lauder Companies Retirement Growth Account Plan ranks in the 98th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to The Estee Lauder Companies Retirement Growth Account Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Laborers District Council of W PA Pension Fund in PA ($948M, 6,882 participants).

Next read for The Estee Lauder Companies Retirement Gr…

Filing takeaways

Ways to act on The Estee Lauder Companies Retirement Growth Account Plan's numbers.

By total assets, The Estee Lauder Companies Retirement Growth Account Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) 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.

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