Employer · plans filed under one EIN
Estee Lauder, Inc.
Long Island City, NY · Manufacturing
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
2 retirement plans with 100 or more participants file Form 5500 under Estee Lauder, Inc.'s employer identification number (Long Island City, New York). Their latest filings total 37,026 participant records and $4.01B in net assets.
The largest is The Estee Lauder Companies Retirement Growth Account Plan, a cash balance pension plan with 18,663 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $90.3M and participant contributions $103M in the latest plan years; benefits paid were $256M. Schedule C compensation reported to service provider organisations totalled $4.5M.
Combined net assets moved from $1.08B in 2009 to $4.01B in 2024 (up 270%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| The Estee Lauder Companies Retirement Growth Account Plan | cash balance pension plan | 2024 | 18,663 | $841M | $45,062 | $4,488 | $2.7M |
| The Estee Lauder Companies 401(k) Savings Plan | 401(k) plan | 2024 | 18,363 | $3.17B | $172,595 | $5,400 | $1.7M |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 2 | 37,026 | $4.01B | $90.3M | $103M |
| 2023 | 2 | 37,716 | $3.58B | $88.9M | $100M |
| 2022 | 2 | 37,402 | $3.07B | $98.3M | $96.2M |
| 2021 | 1 | 19,335 | $2.83B | $46.7M | $89.1M |
| 2020 | 1 | 18,429 | $2.44B | $41.5M | $78.7M |
| 2019 | 1 | 19,172 | $2.03B | $42.4M | $81.6M |
| 2018 | 2 | 34,332 | $2.45B | $46.6M | $77.6M |
| 2017 | 2 | 33,779 | $2.63B | $78.9M | $73.0M |
| 2016 | 2 | 34,079 | $2.17B | $68.3M | $71.2M |
| 2015 | 2 | 32,962 | $1.99B | $61.2M | $67.2M |
| 2014 | 2 | 31,789 | $1.98B | $34.3M | $65.9M |
| 2013 | 2 | 30,279 | $1.83B | $28.7M | $59.3M |
| 2012 | 2 | 29,785 | $1.58B | $84.6M | $50.7M |
| 2011 | 2 | 29,760 | $1.35B | $91.8M | $47.4M |
| 2010 | 2 | 28,173 | $1.25B | $53.6M | $44.8M |
| 2009 | 2 | 27,667 | $1.08B | $43.7M | $42.7M |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Alight Solutions LLC | Recordkeeping and information management | 2 | $1,747,485 |
| Arrowmark Partners | Investment management; Securities brokerage | 1 | $759,935 |
| Morgan Stanley | Investment management | 1 | $557,690 |
| Lindsell Train Ltd. | Investment management | 1 | $300,576 |
| Silchester International | Investment management | 1 | $264,471 |
| Towers Watson Investment Service | Investment management | 1 | $193,656 |
| Legal & General Investment | Investment management | 1 | $121,783 |
| Mercer | Investment management | 1 | $105,485 |
| Grant Thornton LLP | Accounting (including auditing); Other services | 1 | $67,895 |
| State Street Global Advisors | Custodial (securities) | 1 | $65,565 |
| Fiduciary Trust | Investment management | 1 | $57,298 |
| Loomis Sayles and Company LP | Investment management | 1 | $45,499 |
| Fidelity Investments Institutional | Investment management | 1 | $44,375 |
| BlackRock Institutional Trust Co. | Trustee (bank, trust company, or similar financial institution); Trustee (discretionary); Investment management | 1 | $37,604 |
| The Northern Trust Company | Investment management | 1 | $15,616 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Estee Lauder, Inc. have?
2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: The Estee Lauder Companies Retirement Growth Account Plan and The Estee Lauder Companies 401(k) Savings Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Estee Lauder, Inc. contribute to its plans?
$90,267,130 in employer contributions across these plans in their latest plan years, about $4,979 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Alight Solutions LLC, Arrowmark Partners, Morgan Stanley and Lindsell Train Ltd. and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.