401(k) · DOL Form 5500 · 2024
The Lilly Company 401(k) Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 283
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $95,860
- Avg per participant Below avg balance/head
Official DOL plan name: The Lilly Company 401(k) Plan · Sponsored by The Lilly Company · Tennessee · Wholesale Trade
$27M in assets, 283 participants
The Lilly Company's The Lilly Company 401(k) Plan reported $27M in total assets and 283 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.
- #4,469 in Wholesale Trade (6,080 peers)
Coverage in Tennessee
The Lilly Company 401(k) Plan covers 283 participants in Tennessee, about 25% of the average Tennessee filer (state average ~1,126 per filing). Assets: $27M.
- #4,469
- in Wholesale Trade (6,080 peers)
- +9.9%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
The Lilly Company 401(k) Plan's outsized position by total assets
The Lilly Company 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$27,128,294 Top 24% higher than 76% 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
The Lilly Company 401(k) 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. The Lilly Company 401(k) Plan sits mid-pack in the medium band (283 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Lilly Company 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- The Lilly Company 401(k) Plan end-of-year assets rose from $25M in the plan year 2023 filing to $27M in the plan year 2024 filing.
- The Lilly Company 401(k) Plan reported participants rose from 276 in the plan year 2023 filing to 283 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 620271840 · The Lilly Company PY 2024 · 401(k)
The Lilly Company 401(k) Plan · $27M · 283 · 76th
- EIN $27M
- EIN 283
- EIN 76th
- EIN 401(k)
- EIN near Watersaver Salaried Employees Individual Account Plan
- EIN ind #4469
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 Wholesale Trade retirement plans → · Plans in Tennessee →
The Lilly Company 401(k) Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $2M |
| Employer EIN | 620271840 |
| Plan Effective Date | 1995-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Lilly Company)
Sponsor-wide plan assets over time
All The Lilly Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 32.22049605055985% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 251 | $21M |
| 2023 | 1 | 276 | $25M |
| 2024 | 1 | 283 | $27M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $25.4B · 113,079
- Hca 401(k) Plan $23.8B · 307,086
- Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
- International Paper Company Salaried Savings Plan $5.0B · 12,564
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441
The Lilly Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Watersaver Salaried Employees Individual Account Plan in IL ($27M); by covered participants it is Jpi Retirement Plan in TX (283 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
- Watersaver Salaried Employees Individual Account Plan (IL) $27M · 256
- Great Plains Bancshares, Inc. 401(k) Profit Sharing Plan (OK) $27M · 370
- Neo4j, Inc. 401(k) Plan (CA) $27M · 274
- Nextedge 401(k) Plan (GA) $27M · 635
Similar participant headcount
Nearest other-state filings by covered participants (283 participants); asset peers above are excluded.
- Jpi Retirement Plan (TX) 283 · 0 off
- Sentinel 401(k) and Profit Sharing Plan (CA) 283 · 0 off
- Dave Operating LLC 401(k) Plan (CA) 283 · 0 off
- Marine Layer 401(k) Plan (CA) 283 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.