Eli Lilly 401(k) match, vesting and fees
What Eli Lilly's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Alight Solutions, LLC | Schedule C ↗ |
| Independent auditor | Ernst & Young LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 203 defined-contribution plans in manufacturing with 10,000 to 49,999 participants.
| Eli Lilly: employer contribution per participant | $5,555 | |
| Peer median | $3,733 |
| Eli Lilly: average balance | $418,967 | |
| Peer median | $157,962 |
| Eli Lilly: admin expenses ÷ assets | 0.02% | |
| Peer median | 0.05% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $11.1B at the end of plan year 2023 to $13B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 31,411 | $13B | $173M | $5,555 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 30,345 | $11.1B | $153M | $5,620 | 0.02% | Not published | Form 5500 ↗ |
Other Eli Lilly plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The Lilly Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Alight Solutions LLC | Schedule C ↗ |
| Independent auditor | Ernst & Young LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Eli Lilly match 401(k) contributions?
The match terms for the The Lilly Employee 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $173M in employer contributions, about $5,555 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Eli Lilly 401(k) match vested?
The vesting schedule for the The Lilly Employee 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Eli Lilly 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Alight Solutions, LLC. The plan administrator is Eli Lilly and Company.
I left Eli Lilly. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Eli Lilly and Company, (317) 276-2000) or the recordkeeper, Alight Solutions, LLC. The Eli Lilly old 401(k) page lists the contacts from every plan filing. Find an old Eli Lilly 401(k)
Data from the public Form 5500 annual reports Eli Lilly filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Eli Lilly. Not financial advice. Report a correction · Methodology