Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Lilly Endowment, Inc.
EIN 35-0868122philanthropyLatest filing 2025
Plans
2
Retirement
2
$86.7M assets
Health & Benefits
0
Participants
160
2801 NORTH MERIDIAN STREET - INDIANAPOLIS, IN 462084712317-924-5471lillyendowment.orgLinkedIn51-200 employeesphilanthropy
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $86.7M assets / 160 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
LILLY ENDOWMENT EMPLOYEES' SAVINGS PLAN
403(b)
Assets$56.5M
Participants71
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
LILLY ENDOWMENT EMPLOYEES' RETIREMENT PLAN
Traditional DB
Assets$30.2M
Participants89
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | LILLY ENDOWMENT EMPLOYEES' SAVINGS PLAN | 403(b) | $56.5M | 71 | 2025 |
| #003 | LILLY ENDOWMENT EMPLOYEES' RETIREMENT PLAN | Traditional DB | $30.2M | 89 | 2025 |
- #002 · 403(b) · 202571
- #003 · Traditional DB · 202589
Retirement plans