2023 Form 5500 filing — The Lilly Company 401(K) Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250715102840NAL0001944177001) for The Lilly Company 401(K) Plan, reported by The Lilly Company under EIN 62-0271840 and plan number 002. It reports 319 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$24.7MReported net assets$24,692,310
Participants319
Provider compensationNone reported1 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250715102840NAL0001944177001
Plan sponsor
The Lilly Company
EIN
62-0271840
Plan number
002
Location
Memphis, TN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$24.7M total assets
Net assets$24.7MLiabilities
Money in vs. money out
Total income / additions$6.7M
Total expenses$2.5M
Benefits paid / distributions$2.3M
Contributions
Employer$872.1K
Participant$1.2M
Full reported line items
Total assets (EOY)
$24,692,310
Net assets (EOY)
$24,692,310
Employer contributions
$872,089
Participant contributions
$1,201,434
Total income / additions
$6,681,740
Benefits paid
$2,321,493
Administrative expenses
$12,695
Total expenses
$2,506,895
Net increase / (decrease)
$4,174,845
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250715102840NAL0001944177001 cover?
It is the 2023 Form 5500 filing for The Lilly Company 401(K) Plan, reported by The Lilly Company (EIN 62-0271840).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages