401(k) · DOL Form 5500 · 2024
The Lilly Company 401(k) Plan
Data updated 2026-08-11
- $27M
- Total assets
- 283
- Participants
- 76th
- Percentile by assets
- $95,860
- Avg per participant
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.
- 76th percentile by assets (of 123,622 plans)
- #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.
- $27M
- total plan assets (2024 EOY)
- 283
- covered participants
- 76th
- percentile by assets (of 123,622 plans)
- $95,860
- avg assets per participant
Where The Lilly Company 401(k) Plan sits 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
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.
Participants vs Tennessee filers
In Tennessee, the average filing covers about 1,126 participants across 2,384 plans. The Lilly Company 401(k) Plan reports 283 participants - about 25% of that state average ($27M EOY assets).
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)
| 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.
The Lilly Company 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to The Lilly Company 401(k) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did The Lilly Company 401(k) Plan assets move in 2024? ▼
How have The Lilly Company plan assets changed over time? ▼
Where does The Lilly Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to The Lilly Company 401(k) Plan? ▼
Next read for The Lilly Company 401(k) Plan
Filing takeaways
Ways to act on The Lilly Company 401(k) Plan's numbers.
- By total assets, The Lilly Company 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Tennessee. Compare plans
- The Lilly Company's sponsor-wide assets have grown 32.2% since 2022 across 3 plan years on file. More Wholesale Trade plans