Lexmark International 401(k) match, vesting and fees
What Lexmark International'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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Cherry Bekaert LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,619 defined-contribution plans in manufacturing with 1,000 to 4,999 participants.
| Lexmark International: employer contribution per participant | $2,837 | |
| Peer median | $2,413 |
| Lexmark International: average balance | $413,850 | |
| Peer median | $86,456 |
| Lexmark International: admin expenses ÷ assets | 0.04% | |
| Peer median | 0.12% |
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 $1.3B at the end of plan year 2021 to $1.2B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,949 | $1.2B | $8.3M | $2,837 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 3,296 | $1.2B | $10.3M | $3,144 | 0.05% | Not published | Form 5500 ↗ |
| 2022 | 3,422 | $1.1B | $9.2M | $2,700 | 0.05% | Not published | Form 5500 ↗ |
| 2021 | 3,407 | $1.3B | $8.7M | $2,568 | 0.06% | Not published | Form 5500 ↗ |
Other Lexmark International plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Lexmark Retirement Growth Account 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 | Fidelity Inv Inst Ops Co | Schedule C ↗ |
| Independent auditor | Cherry Bekaert LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Lexmark Retirement Growth Account Plan II
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 | Fidelity Inv Inst Ops Co | Schedule C ↗ |
| Independent auditor | Cherry Bekaert LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Lexmark International match 401(k) contributions?
The match terms for the Lexmark Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $8.3M in employer contributions, about $2,837 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Lexmark International 401(k) match vested?
The vesting schedule for the Lexmark Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Lexmark International 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Lexmark International.
I left Lexmark International. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Lexmark International, (859) 232-2000) or the recordkeeper, Fidelity Investments Institutional. The Lexmark International old 401(k) page lists the contacts from every plan filing. Find an old Lexmark International 401(k)
Data from the public Form 5500 annual reports Lexmark International filed with the U.S. Department of Labor (plan years 2021 and 2022 and 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 Lexmark International. Not financial advice. Report a correction · Methodology