Defined Benefit (Pension) · DOL Form 5500 · 2024

Ericsson Inc. Pension Plan

Data updated 2026-08-25

$526M
Total assets Above avg plan size
508
Participants Below avg headcount
97th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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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.

  • #2,686 in Information & Media (2,822 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.

#2,686
in Information & Media (2,822 peers)
+1.9%
assets growth YoY
5.3×
vs typical plan assets (national mean)

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.

Ericsson US Pension Plan's outsized position by total assets

Ericsson US Pension Plan vs every filed plan by assets

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

$526,047,548 Top 3% higher than 97% 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

Ericsson US Pension 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. Ericsson US Pension Plan sits mid-pack in the medium band (508 participants).

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.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 061119960 · Ericsson Inc. PY 2024 · Defined Benefit (Pension)

Ericsson US Pension Plan · $526M · 508 · 97th

  • 5500 $526M
  • 5500 508
  • 5500 97th
  • 5500 Defined Benefit (Pension)
  • 5500 near Graybar Electric Company, Inc. Pension Plan
  • 5500 ind #2686

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 Information & Media retirement plans → · Plans in Texas →

Ericsson US Pension Plan in the asset neighbourhood

Chick-Fil-a, Inc. Defined Benefit Pension PlanChick-Fil-a, Inc. Defined Be…$527MEricsson US Pension Plan$526MGraybar Electric Company, Inc. Pension PlanGraybar Electric Company, In…$525MVns Health Care Pension Plan$525MThe Pension Plan of Arrowood Indemnity CompanyThe Pension Plan of Arrowood…$525M
End-of-year total assets ($M) among Ericsson US Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$516M
Net Assets (End of Year)$472M
Net Income-$14M
Employer EIN061119960
Plan Effective Date1980-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ericsson Inc.)

Sponsor-wide plan assets over time

All Ericsson Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4.3B 16.111008020321226% vs 2022
2024 filing year
$3.6B$3.8B$4B$4.2B$4.4B 202220232024 $3.7B $4.3B ▲ +16.2%
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 Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Ericsson US Pension Plan, Total assets ($B): 0.526047548 · Participants: 508Ericsson US Pension PlanAT&T Pension Benefit Plan, Total assets ($B): 28.265893 · Participants: 100400AT&T Pension Benefit PlanExxonmobil Pension Plan, Total assets ($B): 12.095 · Participants: 22000Exxonmobil Pension PlanChevron Retirement Plan, Total assets ($B): 9.731784707 · Participants: 21297Chevron Retirement PlanShell Pension Plan, Total assets ($B): 9.694184685 · Participants: 12688Shell Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.1940497 · Participants: 11498Caterpillar Inc. Retirement Income Plan
Ericsson US Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Ericsson US Pension Plan side-by-side with 3 peers →

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

Outside Texas, the nearest Defined Benefit (Pension) by assets is Graybar Electric Company, Inc. Pension Plan in MO ($525M); by covered participants it is Retirement Income Plan for Employees of Ugi Utilities, Inc. in PA (508 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($526M here).

Similar participant headcount

Nearest other-state filings by covered participants (508 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 Ericsson US Pension Plan assets move in 2024? ▼
Ericsson US Pension Plan edged up modestly - up 1.9% during 2024, from $516M to $526M. Reported net income was -$14M.
How have Ericsson Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ericsson Inc.'s sponsor-wide assets grew 16.1%, from $3.7B to $4.3B.
Where does Ericsson US Pension Plan rank by assets among Form 5500 filers? ▼
Ericsson US Pension Plan ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Ericsson US Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Graybar Electric Company, Inc. Pension Plan in MO ($525M, 3,334 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ericsson US Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Income Plan for Employees of Ugi Utilities, Inc. in PA (508 participants, $517M 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 061119960.

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.