Back to filter
Original filing (PDF)20250729101303NAL0001504195001
LILLY ENDOWMENT, INC.
Form 5500-SF
FILING_RECEIVED
LILLY ENDOWMENT EMPLOYEES' SAVINGS PLAN
403(b) retirement plan
Active participants
52
Accounts w/ balance
71
Plan assets (EOY)
$47.4M
Net assets (EOY)
$47.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LILLY ENDOWMENT, INC..
Plan sponsor
Name
LILLY ENDOWMENT, INC.
EIN
35-0868122
Address
2801 NORTH MERIDIAN STREET · INDIANAPOLIS, IN · 462084712
Phone
(317) 924-5471
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-29
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Other Services (ex. Public Admin) plans
C.S. MOTT FOUNDATION
CHARLES STEWART MOTT FOUNDATION TAX DEFERRED SAVINGS PLAN
$47.5M · 79 participants
HUMAN RIGHTS CAMPAIGN
HUMAN RIGHTS CAMPAIGN 401(K) PLAN
$47.6M · 234 participants
ASSOCIATION FOR COMPUTING MACHINERY
ASSOCIATION FOR COMPUTING MACHINERY, INC. 403(B) PLAN
$47.7M · 63 participants
MOTION PICTURE AND TELEVISION FUND
MOTION PICTURE AND TELEVISION FUND RETIREMENT INCOME PLAN
$47.7M · 148 participants
MEDICAL ASSOCIATION OF GEORGIA
MEDICAL ASSOCIATION OF GEORGIA MULTIPLE EMPLOYER 401(K) PROFIT SHARING PLAN
$47.8M · 568 participants
NEW AMERICA
NEW AMERICA FOUNDATION 403(B) DC PLAN
$47.0M · 169 participants
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants