Defined Benefit (Pension) · DOL Form 5500 · 2024
Lexmark International, Inc. Pension Plan
Data updated 2026-08-25
- $313M
- Total assets Above avg plan size
- 606
- Participants Below avg headcount
- 96th
- Percentile by assets National rank
- $516,862
- Avg per participant High balance/head
Official DOL plan name: Lexmark Retirement Growth Account Plan · Sponsored by Lexmark International, Inc. · Kentucky · Manufacturing
$313M in assets, 606 participants
Lexmark International, Inc.'s Lexmark Retirement Growth Account Plan reported $313M in total assets and 606 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #16,640 in Manufacturing (17,777 peers)
Where Lexmark Retirement Growth Account Plan sits by assets
Lexmark Retirement Growth Account Plan sits in the top 5% of all filed plans by assets, $313M for 606 participants (~$516,862/participant), down 11.6% in 2024.
- #16,640
- in Manufacturing (17,777 peers)
- -11.6%
- assets change YoY
- 3.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $41M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lexmark Retirement Growth Account Plan's outsized position by total assets
Lexmark Retirement Growth Account Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$313,218,657 Top 4% higher than 96% 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
Lexmark Retirement Growth Account Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lexmark Retirement Growth Account Plan sits mid-pack in the medium band (606 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lexmark Retirement Growth Account Plan reported net income fell from $2M in the plan year 2023 filing to -$41M in the plan year 2024 filing.
- Lexmark Retirement Growth Account Plan end-of-year assets fell from $354M in the plan year 2023 filing to $313M in the plan year 2024 filing.
- Lexmark Retirement Growth Account Plan reported participants fell from 653 in the plan year 2023 filing to 606 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 061308215 · Lexmark International, Inc. PY 2024 · Defined Benefit (Pension)
Lexmark Retirement Growth Account Plan · $313M · 606 · 96th
- NET $313M
- BOOK 606
- VS-ST 96th
- BOY Defined Benefit (Pension)
- SCH near Arthur J. Gallagher & Co. Employees' Pension Plan
- EBSA ind #16640
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 Kentucky →
Lexmark Retirement Growth Account Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $354M |
|---|---|
| Net Assets (End of Year) | $313M |
| Net Income | -$41M |
| Employer EIN | 061308215 |
| Plan Effective Date | 1991-03-27 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lexmark International, Inc.)
Sponsor-wide plan assets over time
All Lexmark International, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.5B 7.905433326564943% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 2,741 | $1.4B |
| 2023 | 3 | 2,868 | $1.6B |
| 2024 | 3 | 2,761 | $1.5B |
Nearby Defined Benefit (Pension) Plans in Kentucky
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Lg&e and Ku Pension Plan $1.0B · 742
- Ashland Hercules Pension Plan $924M · 43
- Yum Brands Retirement Plan $711M · 2,572
- Brown-Forman Corporation Salaried Employees Retirement Plan $478M · 1,237
- Ashland Hercules Pension Plan II $441M · 69
Lexmark Retirement Growth Account Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Kentucky, the nearest Defined Benefit (Pension) by assets is Arthur J. Gallagher & Co. Employees' Pension Plan in IL ($313M); by covered participants it is Bertelsmann Pension Account Plan in NY (606 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($313M here).
- Arthur J. Gallagher & Co. Employees' Pension Plan (IL) $313M · 982
- Cit Group, Inc. Retirement Plan (NC) $314M · 643
- Pension Plan for Employees of Hns Management Co Inc Represented by Atu (CT) $314M · 1,013
- Bna Employees Retirement Plan (VA) $313M · 145
Similar participant headcount
Nearest other-state filings by covered participants (606 participants); asset peers above are excluded.
- Bertelsmann Pension Account Plan (NY) 606 · 0 off
- General Dynamics Land Systems Pension Agreement (MI) 604 · 2 off
- Georgetown University Retirement Plan (DC) 604 · 2 off
- Sheet Metal Workers Local No. 292 Pension Fund (MI) 608 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.