Defined Benefit (Pension) · DOL Form 5500 · 2024
Estee Lauder, Inc. Pension Plan
Data updated 2026-08-25
- $949M
- Total assets Above avg plan size
- 8,396
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $113,085
- Avg per participant Below avg balance/head
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.
- #17,283 in Manufacturing (17,777 peers)
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 ~798 per filing). Assets: $949M.
- #17,283
- in Manufacturing (17,777 peers)
- +11.1%
- assets growth YoY
- 9.5×
- vs typical plan assets (national mean)
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's outsized position by total assets
The Estee Lauder Companies Retirement Growth Account Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$949,458,041 Top 2% higher than 98% 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 Retirement Growth Account Plan's large-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 Retirement Growth Account Plan lands in the large band (8,396 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
EBSA filing schedule strip
Filing strip 131871348 · Estee Lauder, Inc. PY 2024 · Defined Benefit (Pension)
The Estee Lauder Companies Retirement Growth Account Plan · $949M · 8,396 · 98th
- TYPE $949M
- TYPE 8,396
- TYPE 98th
- TYPE Defined Benefit (Pension)
- TYPE near Laborers District Council of W PA Pension Fund
- TYPE ind #17283
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 Retirement Growth Account Plan in the asset neighbourhood
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.)
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 Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- 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
Scale composition for The Estee Lauder Companies Retirement Growth Account Plan
The Estee Lauder Companies Retirement Growth Account Plan reports $949M in end-of-year assets across 8,396 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $113,085 per participant (82% of the national average assets-per-participant) . Net income for plan year 2024 was -$3M.
This plan identity (EIN 131871348, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $812M to $949M (+16.9%) while covered participants moved from 8,416 to 8,396 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,416 | $812M | Open filing |
| 2023 | 7,965 | $855M | Open filing |
| 2024 · index core | 8,396 | $949M | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- The Estee Lauder Companies 401(k) Savings Plan (401(k), $3.2B, 10,901 participants)
The Estee Lauder Companies Retirement Growth Account Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Laborers District Council of W PA Pension Fund in PA ($948M); by covered participants it is Honda Retirement Plan in CA (8,401 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($949M here).
- Laborers District Council of W PA Pension Fund (PA) $948M · 6,882
- Retirement Plan of Tennessee Farmers Mutual Insura (TN) $944M · 832
- Shands Healthcare Pension Plan II (FL) $958M · 2,264
- Pitney Bowes Pension Plan (CT) $959M · 858
Similar participant headcount
Nearest other-state filings by covered participants (8,396 participants); asset peers above are excluded.
- Honda Retirement Plan (CA) 8,401 · 5 off
- Pension Plan for Eaton Corporation Employees (OH) 8,410 · 14 off
- Dow Employees' Pension Plan (Personal Pension Account) (MI) 8,442 · 46 off
- Boehringer Ingelheim USA Corporation & Its Affiliates Retirement Plan (CT) 8,346 · 50 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.