How big is Lilly Endowment, Inc.'s plan?

Lilly Endowment, Inc.'s plan reported $47.4M in assets and 52 participants for 2024.

Original filing (PDF)20250729101303NAL0001504195001

Lilly Endowment, Inc.

Name: Lilly Endowment, Inc. — Lilly Endowment Employees', Form 5500 (2024)
Creator: Lilly Endowment, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lilly Endowment Employees' Savings Plan

403(b) retirement plan · Lilly Endowment, Inc.'s Lilly Endowment Employees' Savings Plan held $47.4M in plan assets for 52 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$47.4M

Net assets (EOY)

$47.4M

People on this filing

Diane Stenson signed Lilly Endowment, Inc.'s 2024 Form 5500 as plan administrator.

Diane Stenson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Lilly Endowment, Inc.'s EIN is 35-0868122.

EIN 35-0868122

Plan number 002

Plan year 2024

ACK ID 20250729101303NAL0001504195001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lilly Endowment, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lilly Endowment, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LILLY ENDOWMENT, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score