Defined Benefit (Pension) · DOL Form 5500 · 2024

Encyclopaedia Britannica Inc Pension Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size: 45
Participants Small participant base: 75th
Percentile by assets National rank: $584,868
Avg per participant High balance/head

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Official DOL plan name: Encyclopaedia Britannica Pension Plan · Sponsored by Encyclopaedia Britannica Inc · Illinois · Retail Trade

$26M in assets, 45 participants

Encyclopaedia Britannica Inc's Encyclopaedia Britannica Pension Plan reported $26M in total assets and 45 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

#6,819 in Retail Trade (8,048 peers)

Where Encyclopaedia Britannica Pension Plan sits by assets

Encyclopaedia Britannica Pension Plan sits in the top quartile of all filed plans by assets, $26M for 45 participants (~$584,868/participant), down 6.3% in 2024.

#6,819
in Retail Trade (8,048 peers): -6.3%
assets change YoY: 0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Encyclopaedia Britannica Pension Plan's outsized position by total assets

Encyclopaedia Britannica Pension Plan vs every filed plan by assets

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

$26,319,064 Top 25% higher than 75% 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 Pension Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Encyclopaedia Britannica Pension Plan is a small filing (45 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Encyclopaedia Britannica Pension Plan reported net income fell from $3M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
Encyclopaedia Britannica Pension Plan end-of-year assets fell from $28M in the plan year 2023 filing to $26M in the plan year 2024 filing.
Encyclopaedia Britannica Pension Plan reported participants fell from 46 in the plan year 2023 filing to 45 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 362063569 · Encyclopaedia Britannica Inc PY 2024 · Defined Benefit (Pension)

Encyclopaedia Britannica Pension Plan · $26M · 45 · 75th

PCT $26M
EIN 45
RANK 75th
PHOTO Defined Benefit (Pension)
IND near Virginia Oncology Associates, P. C. Cash Balance Plan
EOY ind #6819

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 Retail Trade retirement plans → · Plans in Illinois →

End-of-year total assets ($M) among Encyclopaedia Britannica 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)	$28M
Net Assets (End of Year)	$26M
Net Income	-$2M
Employer EIN	362063569
Plan Effective Date	1944-02-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Encyclopaedia Britannica Inc)

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 Defined Benefit (Pension) Plans in Illinois

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Encyclopaedia Britannica Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants

Central States, Southeast & Southwest Areas Pension Plan $48.2B · 36,799
State Farm Insurance Companies Retirement Plan for United States Employees $37.7B · 41,619
GE Healthcare Pension Plan $13.7B · 5,554
Abbott Laboratories Annuity Retirement Plan $8.6B · 17,875
United Food & Commercial Workers Intl Union - Industry Pension Fund $8.2B · 20,984

Compare Encyclopaedia Britannica Pension Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Virginia Oncology Associates, P. C. Cash Balance Plan in VA ($26M); by covered participants it is Employee Benefits Plan of Cp Rochester in NY (45 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Virginia Oncology Associates, P. C. Cash Balance Plan (VA) $26M · 141
Pension Plan for Salaried Ees of the B & C Hb & Pen Fds (MD) $26M · 15
Sunmark Credit Union Cash Balance Retirement Pension Plan (NY) $26M · 218
Gcc Dacotah, Inc. Defined Benefit Pension Plan (SD) $26M · 34

Similar participant headcount

Nearest other-state filings by covered participants (45 participants); asset peers above are excluded.

Employee Benefits Plan of Cp Rochester (NY) 45 · 0 off
Rsr Hourly Pension - New York (TX) 45 · 0 off
Unholtz-Dickie Corporation Retirement Plan (CT) 45 · 0 off
Arcelormittal Sales & Administration LLC Main Pension Plan (IN) 45 · 0 off

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 Encyclopaedia Britannica Pension Plan assets move in 2024? ▼

Encyclopaedia Britannica Pension Plan pulled back noticeably - down 6.3% during 2024, from $28M to $26M. Reported net income was -$2M.

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 Pension Plan rank by assets among Form 5500 filers? ▼

Encyclopaedia Britannica Pension Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to Encyclopaedia Britannica Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Virginia Oncology Associates, P. C. Cash Balance Plan in VA ($26M, 141 participants).

Which Defined Benefit (Pension) plans cover a similar participant headcount to Encyclopaedia Britannica Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Employee Benefits Plan of Cp Rochester in NY (45 participants, N/A 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 362063569.