401(k) · DOL Form 5500 · 2024
Encyclopaedia Britannica, Inc. 401(k) Plan
Data updated 2026-08-25
- $59M
- Total assets Below avg plan size
- 243
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $242,776
- Avg per participant Above avg balance/head
Official DOL plan name: Encyclopaedia Britannica Savings Plan · Sponsored by Encyclopaedia Britannica, Inc. · Illinois · Information & Media
$59M in assets, 243 participants
Encyclopaedia Britannica, Inc.'s Encyclopaedia Britannica Savings Plan reported $59M in total assets and 243 participants in its 2024 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.
- #2,274 in Information & Media (2,822 peers)
Coverage in Illinois
Encyclopaedia Britannica Savings Plan covers 243 participants in Illinois, about 31% of the average Illinois filer (state average ~779 per filing). Assets: $59M.
- #2,274
- in Information & Media (2,822 peers)
- +10.8%
- assets growth YoY
- 0.6×
- 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 2024 · DOL Form 5500
$58,994,580 Top 14% higher than 86% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Encyclopaedia Britannica Savings 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. Encyclopaedia Britannica Savings Plan sits mid-pack in the medium band (243 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Encyclopaedia Britannica Savings Plan reported net income fell from $9M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Encyclopaedia Britannica Savings Plan reported participants rose from 214 in the plan year 2023 filing to 243 in the plan year 2024 filing.
- Encyclopaedia Britannica Savings Plan end-of-year assets rose from $53M in the plan year 2023 filing to $59M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 362063569 · Encyclopaedia Britannica, Inc. PY 2024 · 401(k)
Encyclopaedia Britannica Savings Plan · $59M · 243 · 86th
- BOY $59M
- SCH 243
- EBSA 86th
- PART 401(k)
- TYPE near Tradebe Environmental Services 401(k) Plan
- NET ind #2274
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
Illinois filing particulars
| Total Assets (Beginning of Year) | $53M |
|---|---|
| Net Assets (End of Year) | $59M |
| Net Income | $6M |
| Employer EIN | 362063569 |
| Plan Effective Date | 1985-05-01 |
| Filing Status | FILING 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
| 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.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Encyclopaedia Britannica Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Tradebe Environmental Services 401(k) Plan in IN ($59M); by covered participants it is Validatek Retirement Savings Plan in VA (243 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($59M here).
- Tradebe Environmental Services 401(k) Plan (IN) $59M · 879
- Amick Farms, LLC 401(k) Plan (SC) $59M · 3,418
- 24 Seven, LLC 401(k) Plan (NY) $59M · 4,458
- S&k Technologies, Inc. 401(k) Profit Sharing Plan and Trust (MT) $59M · 637
Similar participant headcount
Nearest other-state filings by covered participants (243 participants); asset peers above are excluded.
- Validatek Retirement Savings Plan (VA) 243 · 0 off
- Electronic Systems Inc. 401(k) Profit Sharing Plan (SD) 243 · 0 off
- Presidio Components, Inc. 401(k) Profit Sharing Plan (CA) 243 · 0 off
- Barry Isett & Associates Inc 401(k) Ps Plan (PA) 243 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.