401(k) · DOL Form 5500 · 2024
Eli Lilly and Company 401(k) Plan
Data updated 2026-08-25
- $13.1B
- Total assets Mega-plan scale
- 19,977
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $653,582
- Avg per participant High balance/head
Official DOL plan name: The Lilly Employee 401(k) Plan · Sponsored by Eli Lilly and Company · Indiana · Manufacturing
$13.1B in assets, 19,977 participants
Eli Lilly and Company's The Lilly Employee 401(k) Plan reported $13.1B in total assets and 19,977 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.
- #17,739 in Manufacturing (17,777 peers)
Coverage in Indiana
The Lilly Employee 401(k) Plan covers 19,977 participants in Indiana, 37x the typical Indiana plan (state average ~541 per filing). Assets: $13.1B.
- #17,739
- in Manufacturing (17,777 peers)
- +17.3%
- assets growth YoY
- 131×
- vs typical plan assets (national mean)
The Lilly Employee 401(k) Plan's outsized position by total assets
The Lilly Employee 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,056,609,955 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 Lilly Employee 401(k) 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 Lilly Employee 401(k) Plan is a mega filing (19,977 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Lilly Employee 401(k) Plan end-of-year assets rose from $11.1B in the plan year 2023 filing to $13.1B in the plan year 2024 filing.
- The Lilly Employee 401(k) Plan reported net income fell from $2.2B in the plan year 2023 filing to $1.9B in the plan year 2024 filing.
- The Lilly Employee 401(k) Plan reported participants rose from 17,583 in the plan year 2023 filing to 19,977 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 350470950 · Eli Lilly and Company PY 2024 · 401(k)
The Lilly Employee 401(k) Plan · $13.1B · 19,977 · 100th
- EOY $13.1B
- EOY 19,977
- EOY 100th
- EOY 401(k)
- EOY near Broadcom U.S. 401(k) Plan
- EOY ind #17739
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 Indiana →
The Lilly Employee 401(k) Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $11.1B |
|---|---|
| Net Assets (End of Year) | $13.0B |
| Net Income | $1.9B |
| Employer EIN | 350470950 |
| Plan Effective Date | 1956-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Eli Lilly and Company)
Sponsor-wide plan assets over time
All Eli Lilly and Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $24.8B 23.589524024807382% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 32,485 | $20.1B |
| 2023 | 2 | 36,694 | $22.8B |
| 2024 | 2 | 39,874 | $24.8B |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Elevance Health 401(k) Plan $12.1B · 73,120
- Cummins Retirement and Savings Plan $6.4B · 30,272
- Iu Health 401(k) Savings Plan $4.5B · 38,460
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385
- Nisource Inc Retirement Savings Plan $2.0B · 7,619
Scale composition for The Lilly Employee 401(k) Plan
The Lilly Employee 401(k) Plan reports $13.1B in end-of-year assets across 19,977 participants (0.11% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.021% of 93,925,755 covered participants) - about $653,582 per participant (4.7x the national average assets-per-participant) . Net income for plan year 2024 was $1.9B.
This plan identity (EIN 350470950, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $8.9B to $13.1B (+47.1%) while covered participants moved from 15,607 to 19,977 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 15,607 | $8.9B | Open filing |
| 2023 | 17,583 | $11.1B | Open filing |
| 2024 · index core | 19,977 | $13.1B | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- The Lilly Retirement Plan (Defined Benefit (Pension), $11.8B, 19,897 participants)
The Lilly Employee 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Broadcom U.S. 401(k) Plan in CA ($13.1B); by covered participants it is Autozone, Inc. 401(k) Plan in TN (20,036 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13.1B here).
- Broadcom U.S. 401(k) Plan (CA) $13.1B · 10,747
- Savings Plan for Employees and Partners of Pwc (FL) $13.2B · 51,081
- The Goldman Sachs 401(k) Plan (NY) $12.8B · 23,227
- Toyota Motor North America, Inc. Retirement Savings Plan (TX) $13.3B · 43,916
Similar participant headcount
Nearest other-state filings by covered participants (19,977 participants); asset peers above are excluded.
- Autozone, Inc. 401(k) Plan (TN) 20,036 · 59 off
- Penn Entertainment, Inc. 401(k) Plan (PA) 19,805 · 172 off
- Csx Corporation Capital Builder Plan (FL) 20,168 · 191 off
- Genesis Administrative Services 401(k) Plan #1 (PA) 19,764 · 213 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.