401(k) · DOL Form 5500 · 2024

Eastman Chemical Company 401(k) Plan

Data updated 2026-08-25

$3.5B
Total assets Very large vs avg
10,535
Participants Very large workforce
100th
Percentile by assets National rank
$336,439
Avg per participant High balance/head
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Official DOL plan name: Eastman Investment & Employee Stock Ownership Plan · Sponsored by Eastman Chemical Company · Tennessee · Manufacturing

$3.5B in assets, 10,535 participants

Eastman Chemical Company's Eastman Investment & Employee Stock Ownership Plan reported $3.5B in total assets and 10,535 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.

  • #17,627 in Manufacturing (17,777 peers)

Coverage in Tennessee

Eastman Investment & Employee Stock Ownership Plan covers 10,535 participants in Tennessee, 9.4x the typical Tennessee plan (state average ~1,126 per filing). Assets: $3.5B.

#17,627
in Manufacturing (17,777 peers)
+4.5%
assets growth YoY
36×
vs typical plan assets (national mean)

Eastman Investment & Employee Stock Ownership Plan's outsized position by total assets

Eastman Investment & Employee Stock Ownership Plan vs every filed plan by assets

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

$3,544,385,127 Highest reported value at or above every one 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

Eastman Investment & Employee Stock Ownership Plan's mega-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Eastman Investment & Employee Stock Ownership Plan is a mega filing (10,535 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Eastman Investment & Employee Stock Ownership Plan reported net income fell from $250M in the plan year 2023 filing to $152M in the plan year 2024 filing.
  • Eastman Investment & Employee Stock Ownership Plan end-of-year assets rose from $3.4B in the plan year 2023 filing to $3.5B in the plan year 2024 filing.
  • Eastman Investment & Employee Stock Ownership Plan reported participants fell from 10,822 in the plan year 2023 filing to 10,535 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 621539359 · Eastman Chemical Company PY 2024 · 401(k)

Eastman Investment & Employee Stock Ownership Plan · $3.5B · 10,535 · 100th

  • PHOTO $3.5B
  • PHOTO 10,535
  • PHOTO 100th
  • PHOTO 401(k)
  • PHOTO near Occidental Petroleum Corporation Savings Plan
  • PHOTO ind #17627

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 Tennessee →

Eastman Investment & Employee Stock Ownership Plan in the asset neighbourhood

Barclays 401(k) Plan$3.6BEastman Investment & Employee Stock Ownership PlanEastman Investment & Employe…$3.5BOccidental Petroleum Corporation Savings PlanOccidental Petroleum Corpora…$3.5BFluor Corporation Employees Savings Investment PlanFluor Corporation Employees …$3.5BAllina 401(k) Retirement Savings PlanAllina 401(k) Retirement Sav…$3.5B
End-of-year total assets ($B) among Eastman Investment & Employee Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$3.4B
Net Assets (End of Year)$3.5B
Net Income$152M
Employer EIN621539359
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Eastman Chemical Company)

Sponsor-wide plan assets over time

All Eastman Chemical Company plans reported in each filing year

Latest sponsor-wide plan assets
$4.8B 10.515212393505383% vs 2022
2024 filing year
$4.2B$4.4B$4.6B$4.8B$5B 202220232024 $4.36B $4.82B ▲ +10.6%
Year Plans Participants Total Assets
2022 2 14,069 $4.4B
2023 2 14,067 $4.7B
2024 2 13,420 $4.8B

Nearby 401(k) Plans in Tennessee

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Eastman Investment & Employee Stock Ownership Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 051015202530 Total assets ($B) Participants Eastman Investment & Employee Stock Ownership Plan, Total assets ($B): 3.544385127 · Participants: 10535Eastman Investment & Employee Stock Ownership PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Eastman Investment & Employee Stock Ownership Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Eastman Investment & Employee Stock Ownership Plan side-by-side with 3 peers →

Scale composition for Eastman Investment & Employee Stock Ownership Plan

Eastman Investment & Employee Stock Ownership Plan reports $3.5B in end-of-year assets across 10,535 participants (0.029% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $336,439 per participant (2.4x the national average assets-per-participant) . Net income for plan year 2024 was $152M.

This plan identity (EIN 621539359, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.1B to $3.5B (+12.8%) while covered participants moved from 10,585 to 10,535 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 10,585 $3.1B Open filing
2023 10,822 $3.4B Open filing
2024 · index core 10,535 $3.5B This page

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Eastman Investment & Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Occidental Petroleum Corporation Savings Plan in TX ($3.5B); by covered participants it is Saint Francis Health System, Inc. 401(k) Savings P in OK (10,537 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3.5B here).

Similar participant headcount

Nearest other-state filings by covered participants (10,535 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 Eastman Investment & Employee Stock Ownership Plan assets move in 2024? ▼
Eastman Investment & Employee Stock Ownership Plan edged up modestly - up 4.5% during 2024, from $3.4B to $3.5B. Reported net income was $152M.
How have Eastman Chemical Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Eastman Chemical Company's sponsor-wide assets grew 10.5%, from $4.4B to $4.8B.
Where does Eastman Investment & Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Eastman Investment & Employee Stock Ownership Plan ranks in the 100th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Eastman Investment & Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by assets is Occidental Petroleum Corporation Savings Plan in TX ($3.5B, 8,835 participants).
Which 401(k) plans cover a similar participant headcount to Eastman Investment & Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Saint Francis Health System, Inc. 401(k) Savings P in OK (10,537 participants, $1.0B 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 621539359.

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.