How big is Encyclopaedia Britannica, Inc.'s plan?

Encyclopaedia Britannica, Inc.'s plan reported $59.0M in assets and 251 participants for 2024.

Original filing (PDF)20260121110427NAL0003350593001

Encyclopaedia Britannica, Inc.

Name: Encyclopaedia Britannica, Inc. — Encyclopaedia, Form 5500 (2024)
Creator: Encyclopaedia Britannica, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Encyclopaedia Britannica Savings Plan

401(k) retirement plan · Encyclopaedia Britannica, Inc.'s Encyclopaedia Britannica Savings Plan held $59.0M in plan assets for 251 participants in 2024, with Fidelity as recordkeeper.

Signals · 3

Late filing · 2.2 mo13% employer stockCorrective distributions issued

Active participants

251

Accounts w/ balance

442

Plan assets (EOY)

$59.0M

Net assets (EOY)

$59.0M

People on this filing

Douglas Eveleigh signed Encyclopaedia Britannica, Inc.'s 2024 Form 5500 as plan administrator.

Douglas Eveleigh — 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

Encyclopaedia Britannica, Inc.'s EIN is 36-2063569.

EIN 36-2063569

Plan number 002

Plan year 2024

ACK ID 20260121110427NAL0003350593001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Encyclopaedia Britannica, Inc.'s plan includes a default investment (QDIA), ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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How this plan invests

This plan

23 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Filed 2.2 months past the 10.5-month grace window.
Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

Below-peer total plan cost (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

ENCYCLOPAEDIA BRITANNICA, INC.

EIN

all filings

Address

325 NORTH LASALLE STREET SUITE 200 · CHICAGO, IL · 60654

Phone

(312) 347-7000

Industry

Software Publishers· Information / Tech / Media

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

2026-01-21

Pension benefit codes

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

3H · Sponsor in controlled / affiliated group

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

2K · 401(m) arrangement

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$2K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$8K	—

Investments

23 direct securities· $59.0M(100% of reported assets)

Other securities

$19.8M

6 holdings

Mutual Funds

$16.9M

12 holdings

Common Collective Trusts

$14.2M

3 holdings

Common Stocks

$7.9M

1 holding

Bonds / Notes

$240K

1 holding

					% of plan
Fidelity 500 Index Fund Mutual fund -	Common Collective Trusts	—	—	$12.6M	21.4%
Guaranteed investment Prudential Retirement Insurance and Annuity Company contract -	Common Stocks	—	—	$7.9M	13.3%
Columbia Dividend Income Fund Mutual fund -	Other securities	—	—	$6.1M	10.3%
Harbor Capital Appreciation Fund Mutual fund -	Other securities	—	—	$4.7M	8.0%
TRP Balanced Fund Mutual fund -	Other securities	—	—	$2.8M	4.7%
Harbor International Fund Mutual fund -	Other securities	—	—	$2.8M	4.7%
PGIM J Mid-Cap Growth R6 Mutual fund -	Other securities	—	—	$2.6M	4.4%
Fidelity Small Cap Discovery Fund Mutual fund -	Mutual Funds	—	—	$2.6M	4.4%
Vanguard Target Retirement Fund 2030 Mutual fund -	Mutual Funds	—	—	$2.5M	4.2%
Vanguard Target Retirement Fund 2045 Mutual fund -	Mutual Funds	—	—	$2.0M	3.5%
Vanguard Target Retirement Fund 2050 Mutual fund -	Mutual Funds	—	—	$1.9M	3.3%
Vanguard Target Retirement Fund 2055 Mutual fund -	Mutual Funds	—	—	$1.9M	3.3%
Vanguard Target Retirement Fund 2025 Mutual fund -	Mutual Funds	—	—	$1.6M	2.8%
Vanguard Target Retirement Fund 2040 Mutual fund -	Mutual Funds	—	—	$1.2M	2.0%
Fidelity US Bond Index Fund Mutual fund -	Common Collective Trusts	—	—	$1.1M	1.9%
Vanguard Target Retirement Fund 2035 Mutual fund -	Mutual Funds	—	—	$1.0M	1.7%
VRTS C Mid Cap Value EQ I Mutual fund -	Other securities	—	—	$894K	1.5%
Vanguard Target Retirement Income Fund Mutual fund -	Mutual Funds	—	—	$567K	1.0%
Fidelity Global ex US Index Mutual fund -	Mutual Funds	—	—	$563K	1.0%
Fidelity Extended Market Index Fund Mutual fund -	Common Collective Trusts	—	—	$491K	0.8%
Vanguard Target Retirement Fund 2020 Mutual fund -	Mutual Funds	—	—	$480K	0.8%
PIMCO Real Return Fund Mutual fund -	Mutual Funds	—	—	$448K	0.8%
Varying maturity dates, interest rates ranging * Notes receivable from participants from 3.25% to 8.50% -	Bonds / Notes	—	—	$240K	0.4%