Defined Benefit (Pension) · DOL Form 5500 · 2023

Encyclopaedia Britannica Inc Pension Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
46
Participants Small participant base
78th
Percentile by assets National rank
$610,648
Avg per participant High balance/head
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Official DOL plan name: Encyclopaedia Britannica Pension Plan · Sponsored by Encyclopaedia Britannica Inc · Illinois · Retail Trade

$28M in assets, 46 participants

Encyclopaedia Britannica Inc's Encyclopaedia Britannica Pension Plan reported $28M in total assets and 46 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #7,306 in Retail Trade (8,414 peers)

Where Encyclopaedia Britannica Pension Plan sits by assets

Encyclopaedia Britannica Pension Plan sits in the top quartile of all filed plans by assets, $28M for 46 participants (~$610,648/participant), up 9.9% in 2023.

#7,306
in Retail Trade (8,414 peers)
+9.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Encyclopaedia Britannica Pension Plan's outsized position by total assets

Encyclopaedia Britannica Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$28,089,804 Top 22% higher than 78% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Encyclopaedia Britannica Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Encyclopaedia Britannica Pension Plan is a small filing (46 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Encyclopaedia Britannica Pension Plan reported net income rose from -$14M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Encyclopaedia Britannica Pension Plan end-of-year assets rose from $26M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Encyclopaedia Britannica Pension Plan reported participants fell from 47 in the plan year 2022 filing to 46 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 362063569 · Encyclopaedia Britannica Inc PY 2023 · Defined Benefit (Pension)

Encyclopaedia Britannica Pension Plan · $28M · 46 · 78th

  • EIN $28M
  • RANK 46
  • PHOTO 78th
  • IND Defined Benefit (Pension)
  • EOY near General American Investors Company, Inc. Employees' Retirement Plan
  • 5500 ind #7306

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 Retail Trade retirement plans → · Plans in Illinois →

Encyclopaedia Britannica Pension Plan in the asset neighbourhood

First National Bank of Scotia Pension PlanFirst National Bank of Scoti…$28MResearch Corporation Technologies, Inc. Employees' Pension PlanResearch Corporation Technol…$28MEncyclopaedia Britannica Pension PlanEncyclopaedia Britannica Pen…$28MGeneral American Investors Company, Inc. Employees' Retirement PlanGeneral American Investors C…$28MUno-Ven Retirement Plan$28M
End-of-year total assets ($M) among Encyclopaedia Britannica Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$28M
Net Income$3M
Employer EIN362063569
Plan Effective Date1944-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Encyclopaedia Britannica Inc)

Sponsor-wide plan assets over time

All Encyclopaedia Britannica Inc plans reported in each filing year

Latest sponsor-wide plan assets
$85M 21.382636434067905% vs 2022
2024 filing year
$65M$70M$75M$80M$85M$90M 202220232024 $70.3M $85.3M ▲ +21.4%
Year Plans Participants Total Assets
2022 2 237 $70M
2023 2 260 $81M
2024 2 288 $85M

Nearby Defined Benefit (Pension) Plans in Illinois

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

Encyclopaedia Britannica Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -200204060 Total assets ($B) Participants Encyclopaedia Britannica Pension Plan, Total assets ($B): 0.028089804 · Participants: 46Encyclopaedia Britannica Pension PlanCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 49.680270595 · Participants: 48538Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 35.242945747 · Participants: 45001State Farm Insurance Companies Retirement Plan for United States EmployeesUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 7.965094339 · Participants: 20680United Food & Commercial Workers Intl Union - Industry Pension FundJohn Deere Pension Plan for Salaried Employees, Total assets ($B): 7.960744597 · Participants: 16346John Deere Pension Plan for Salaried EmployeesAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 7.819798504 · Participants: 17382Abbott Laboratories Annuity Retirement Plan
Encyclopaedia Britannica Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Encyclopaedia Britannica Pension Plan side-by-side with 3 peers →

Encyclopaedia Britannica Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is General American Investors Company, Inc. Employees' Retirement Plan in NY ($28M); by covered participants it is Sdi Technologies Inc. Pension Plan in NJ (46 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (46 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Encyclopaedia Britannica Pension Plan assets move in 2023? ▼
Encyclopaedia Britannica Pension Plan grew at a solid clip - up 9.9% during 2023, from $26M to $28M. Reported net income was $3M.
How have Encyclopaedia Britannica Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Encyclopaedia Britannica Inc's sponsor-wide assets grew 21.4%, from $70M to $85M.
Where does Encyclopaedia Britannica Pension Plan rank by assets among Form 5500 filers? ▼
Encyclopaedia Britannica Pension Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Encyclopaedia Britannica Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is General American Investors Company, Inc. Employees' Retirement Plan in NY ($28M, 13 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Encyclopaedia Britannica Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Sdi Technologies Inc. Pension Plan in NJ (46 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 362063569.

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.