Defined Benefit (Pension) · DOL Form 5500 · 2024
Ericsson Inc. Pension Plan
Data updated 2026-08-06
- $526M
- Total assets
- 508
- Participants
- 97th
- Percentile by assets
- $1.0M
- Avg per participant
Official DOL plan name: Ericsson US Pension Plan · Sponsored by Ericsson Inc. · Texas · Information & Media
$526M in assets, 508 participants
Ericsson Inc.'s Ericsson US Pension Plan reported $526M in total assets and 508 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 116,472 plans)
- #2,577 in Information & Media (2,712 peers)
Where Ericsson US Pension Plan sits by assets
Ericsson US Pension Plan sits in the top 5% of all filed plans by assets, $526M for 508 participants (~$1.0M/participant), up 1.9% in 2024.
- $526M
- total plan assets (2024 EOY)
- 508
- covered participants
- 97th
- percentile by assets (of 116,472 plans)
- $1.0M
- avg assets per participant
The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ericsson US Pension Plan reported participants fell from 593 in the plan year 2023 filing to 508 in the plan year 2024 filing.
- Ericsson US Pension Plan reported net income rose from -$15M in the plan year 2023 filing to -$14M in the plan year 2024 filing.
- Ericsson US Pension Plan end-of-year assets rose from $516M in the plan year 2023 filing to $526M in the plan year 2024 filing.
Ericsson US Pension Plan vs the 2024 asset distribution
By assets, Ericsson US Pension Plan outranks 97% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 5.3x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $516M |
|---|---|
| Net Assets (End of Year) | $472M |
| Net Income | -$14M |
| Employer EIN | 061119960 |
| Plan Effective Date | 1980-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ericsson Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 6,884 | $3.7B |
| 2023 | 2 | 7,044 | $4.1B |
| 2024 | 2 | 5,597 | $4.3B |
Nearby Defined Benefit (Pension) Plans in Texas
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Ericsson US Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
- AT&T Pension Benefit Plan $28.3B · 100,400
- Exxonmobil Pension Plan $12.1B · 22,000
- Chevron Retirement Plan $9.7B · 21,297
- Shell Pension Plan $9.7B · 12,688
- Caterpillar Inc. Retirement Income Plan $9.2B · 11,498
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Ericsson US Pension Plan by total assets, not by location.
- Graybar Electric Company, Inc. Pension Plan (MO) $525M · 3,334
- Vns Health Care Pension Plan (NY) $525M · 3,448
- Chick-Fil-a, Inc. Defined Benefit Pension Plan (GA) $527M · 3,818
- The Pension Plan of Arrowood Indemnity Company (NC) $525M · 84
Frequently Asked Questions
How did Ericsson US Pension Plan assets move in 2024? ▼
How have Ericsson Inc. plan assets changed over time? ▼
Where does Ericsson US Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Ericsson US Pension Plan? ▼
Next read for Ericsson US Pension Plan
Scale reading
Ways to act on Ericsson US Pension Plan's numbers.
- By total assets, Ericsson US Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Texas. Compare plans
- Ericsson Inc.'s sponsor-wide assets have grown 16.1% since 2022 across 3 plan years on file. More Information & Media plans