401(k) · DOL Form 5500 · 2023

Encyclopaedia Britannica, Inc. 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
214
Participants Below avg headcount
86th
Percentile by assets National rank
$248,693
Avg per participant Above avg balance/head
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Official DOL plan name: Encyclopaedia Britannica Savings Plan · Sponsored by Encyclopaedia Britannica, Inc. · Illinois · Information & Media

$53M in assets, 214 participants

Encyclopaedia Britannica, Inc.'s Encyclopaedia Britannica Savings Plan reported $53M in total assets and 214 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #2,277 in Information & Media (2,818 peers)

Coverage in Illinois

Encyclopaedia Britannica Savings Plan covers 214 participants in Illinois, about 27% of the average Illinois filer (state average ~779 per filing). Assets: $53M.

#2,277
in Information & Media (2,818 peers)
+19.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Encyclopaedia Britannica Savings Plan's outsized position by total assets

Encyclopaedia Britannica Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$53,220,380 Top 14% higher than 86% of 127,068 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 2023

Encyclopaedia Britannica Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Encyclopaedia Britannica Savings Plan sits mid-pack in the medium band (214 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Encyclopaedia Britannica Savings Plan reported net income rose from -$7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Encyclopaedia Britannica Savings Plan end-of-year assets rose from $45M in the plan year 2022 filing to $53M in the plan year 2023 filing.
  • Encyclopaedia Britannica Savings Plan reported participants rose from 190 in the plan year 2022 filing to 214 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 362063569 · Encyclopaedia Britannica, Inc. PY 2023 · 401(k)

Encyclopaedia Britannica Savings Plan · $53M · 214 · 86th

  • EIN $53M
  • RANK 214
  • PHOTO 86th
  • IND 401(k)
  • EOY near Wounded Warrior Project 401(k) Plan
  • 5500 ind #2277

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 Illinois →

Encyclopaedia Britannica Savings Plan in the asset neighbourhood

Milwaukee Brewers Baseball Club Retirement Savings PlanMilwaukee Brewers Baseball C…$53MEncyclopaedia Britannica Savings PlanEncyclopaedia Britannica Sav…$53MWounded Warrior Project 401(k) PlanWounded Warrior Project 401(…$53MPennant 401(k) Retirement Savings PlanPennant 401(k) Retirement Sa…$53MDoggett Company, LLC 401(k) PlanDoggett Company, LLC 401(k) …$53M
End-of-year total assets ($M) among Encyclopaedia Britannica Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$53M
Net Income$9M
Employer EIN362063569
Plan Effective Date1985-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Encyclopaedia Britannica, Inc.)

Sponsor-wide plan assets over time

All Encyclopaedia Britannica, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$85M 21.382636434067905% vs 2022
2024 filing year
$65M$70M$75M$80M$85M$90M 202220232024 $70.3M $85.3M ▲ +21.4%
Year Plans Participants Total Assets
2022 2 237 $70M
2023 2 260 $81M
2024 2 288 $85M

Nearby 401(k) Plans in Illinois

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

Encyclopaedia Britannica Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Encyclopaedia Britannica Savings Plan, Total assets ($B): 0.05322038 · Participants: 214Encyclopaedia Britannica Savings PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Encyclopaedia Britannica Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Encyclopaedia Britannica Savings Plan side-by-side with 3 peers →

Encyclopaedia Britannica Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Wounded Warrior Project 401(k) Plan in FL ($53M); by covered participants it is Schoeneck Containers, Inc. 401(k) Plan in WI (214 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($53M here).

Similar participant headcount

Nearest other-state filings by covered participants (214 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Encyclopaedia Britannica Savings Plan assets move in 2023? ▼
Encyclopaedia Britannica Savings Plan grew sharply - up 19.0% during 2023, from $45M to $53M. Reported net income was $9M.
How have Encyclopaedia Britannica, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Encyclopaedia Britannica, Inc.'s sponsor-wide assets grew 21.4%, from $70M to $85M.
Where does Encyclopaedia Britannica Savings Plan rank by assets among Form 5500 filers? ▼
Encyclopaedia Britannica Savings Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Encyclopaedia Britannica Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wounded Warrior Project 401(k) Plan in FL ($53M, 880 participants).
Which 401(k) plans cover a similar participant headcount to Encyclopaedia Britannica Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Schoeneck Containers, Inc. 401(k) Plan in WI (214 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 362063569.

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.