Defined Benefit (Pension) · DOL Form 5500 · 2024

Lexmark International, Inc. Pension Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
236
Participants Below avg headcount
59th
Percentile by assets National rank
$49,097
Avg per participant Low balance/head
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Official DOL plan name: Lexmark Retirement Growth Account Plan II · Sponsored by Lexmark International, Inc. · Kentucky · Manufacturing

$12M in assets, 236 participants

Lexmark International, Inc.'s Lexmark Retirement Growth Account Plan II reported $12M in total assets and 236 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #8,083 in Manufacturing (17,777 peers)

Coverage in Kentucky

Lexmark Retirement Growth Account Plan II covers 236 participants in Kentucky, about 36% of the average Kentucky filer (state average ~647 per filing). Assets: $12M.

#8,083
in Manufacturing (17,777 peers)
-5.6%
assets change YoY

The plan reported a net loss of $691K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lexmark Retirement Growth Account Plan II's mid-pack asset rank among Manufacturing and all filers

Lexmark Retirement Growth Account Plan II vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$11,587,001 Top 41% higher than 59% of 123,620 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 2024

Lexmark Retirement Growth Account Plan II 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 II sits mid-pack in the medium band (236 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lexmark Retirement Growth Account Plan II reported net income fell from $555K in the plan year 2023 filing to -$691K in the plan year 2024 filing.
  • Lexmark Retirement Growth Account Plan II end-of-year assets fell from $12M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Lexmark Retirement Growth Account Plan II reported participants fell from 247 in the plan year 2023 filing to 236 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 061308215 · Lexmark International, Inc. PY 2024 · Defined Benefit (Pension)

Lexmark Retirement Growth Account Plan II · $12M · 236 · 59th

  • IND $12M
  • IND 236
  • IND 59th
  • IND Defined Benefit (Pension)
  • IND near Usw Career Pension Plan for Appendix a Usw-Represented Employees
  • IND ind #8083

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 II in the asset neighbourhood

Emc National Life Company Employees Cash Balance PlanEmc National Life Company Em…$12MButcher and Provision Workers Pension Fund of Southern CaliforniaButcher and Provision Worker…$12MDiscovery Energy Pension Plan$12MLexmark Retirement Growth Account Plan IILexmark Retirement Growth Ac…$12MUsw Career Pension Plan for Appendix a Usw-Represented EmployeesUsw Career Pension Plan for …$12M
End-of-year total assets ($M) among Lexmark Retirement Growth Account Plan II and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Kentucky filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$12M
Net Income-$691K
Employer EIN061308215
Plan Effective Date2021-01-01
Filing StatusFILING 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
$1.4B$1.45B$1.5B$1.55B$1.6B 202220232024 $1.42B $1.54B ▲ +8.5%
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.

Lexmark Retirement Growth Account Plan II vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -0.500.511.5 Total assets ($B) Participants Lexmark Retirement Growth Account Plan II, Total assets ($B): 0.011587001 · Participants: 236Lexmark Retirement Growth Account Plan IILg&e and Ku Pension Plan, Total assets ($B): 1.022111396 · Participants: 742Lg&e and Ku Pension PlanAshland Hercules Pension Plan, Total assets ($B): 0.924092 · Participants: 43Ashland Hercules Pension PlanYum Brands Retirement Plan, Total assets ($B): 0.711228 · Participants: 2572Yum Brands Retirement PlanBrown-Forman Corporation Salaried Employees Retirement Plan, Total assets ($B): 0.477947218 · Participants: 1237Brown-Forman Corporation Salaried Employees Retirement PlanAshland Hercules Pension Plan II, Total assets ($B): 0.441399 · Participants: 69Ashland Hercules Pension Plan II
Lexmark Retirement Growth Account Plan II vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants
Compare Lexmark Retirement Growth Account Plan II side-by-side with 3 peers →

Lexmark Retirement Growth Account Plan II's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Kentucky, the nearest Defined Benefit (Pension) by assets is Usw Career Pension Plan for Appendix a Usw-Represented Employees in OH ($12M); by covered participants it is Preformed Line Products Company Hourly Employees Retirement Plan in OH (236 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (236 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lexmark Retirement Growth Account Plan II assets move in 2024? ▼
Lexmark Retirement Growth Account Plan II pulled back noticeably - down 5.6% during 2024, from $12M to $12M. Reported net income was -$691K.
How have Lexmark International, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lexmark International, Inc.'s sponsor-wide assets grew 7.9%, from $1.4B to $1.5B.
Which Defined Benefit (Pension) plans are similar in size to Lexmark Retirement Growth Account Plan II? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Usw Career Pension Plan for Appendix a Usw-Represented Employees in OH ($12M, 86 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Lexmark Retirement Growth Account Plan II? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Preformed Line Products Company Hourly Employees Retirement Plan in OH (236 participants, $29M in assets).

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 061308215.

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.