Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
LILLY ENDOWMENT, INC.
EIN 35-0868122philanthropyLatest filing 2025
Plans
2
Retirement
2
$86.7M assets
Welfare
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 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
LILLY ENDOWMENT EMPLOYEES' SAVINGS PLAN
403b
Assets$56.5M
Participants71
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
LILLY ENDOWMENT EMPLOYEES' RETIREMENT PLAN
TraditionalDB
Assets$30.2M
Participants89
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LILLY ENDOWMENT EMPLOYEES' SAVINGS PLAN | 403b | $56.5M | 71 | 2025 | |
| 003 | LILLY ENDOWMENT EMPLOYEES' RETIREMENT PLAN | TraditionalDB | $30.2M | 89 | 2025 |
Retirement plans