Department of Labor filing
Spot something wrong?FINLAYSON TOFFER ROOSEVELT & LILLY LLP
FINLAYSON TOFFER ROOSEVELT & LILLY LLP 401(K) PROFIT SHARING PLAN · For the plan year ended Dec 31, 2025
Public filing 2025 · received Jul 10, 2026Verified current terms Not available
Plan summary
The numbers that matter first
48Limited plan health
high confidence
high confidence
See what drives the plan health score
Published only when at least four measures and half of the model weight are available. Missing information is excluded rather than scored as zero.
50 % of base compensation up to applicable regulatory limits.
Extracted from an official plan filing; editorial verification is pending.
The official filing does not state the current vesting schedule.
7,415,383 $ 10,497,809 Employer 193,894,825 5,753,497 Total Contributions 631,310,208 16,251,306 Interest in The Lilly Employee Savings Plan Master Trust investment income, net of administrative fees (Note 3) 2,813,087,765 127,087,255 Interest income on notes receivable from participants 2,355,175 205,179 Total Additions 3,446,753,148 143,543,740 Deductions: Participant withdrawals 931,487,596 27,712,898 Administrative expenses 1,948,411 253,854 Total Deductions 933,436,007 27,966,752 Net Increase Prior to Transfers 2,513,317,141 115,576,988 Transfers from Other Plans 53,995,490 — Net Increase 2,567,312,631 115,576,988 Net assets available for benefits at beginning of year 13,056,609,955 519,253,084 Net assets available for benefits at end of year $ 15,623,922,586 $ 634,830,072 See notes t
up to the 6 % participant contribution level, subject to applicable regulatory limits.
A current plan document is needed.
The selected official filing does not establish a current default rate.
ion of enrolling in a program to increase their contribution rates automatically each year. Matching contributions by the Company are currently 100 % of participant pre-tax and or Roth contributions up to the 6 % participant contribution level, subject to applicable regulatory limits. Contributions Participants may designate that their contributions be invested in any of the investment options offered by the Plans. In addition, participants generally can buy and sell investments offered by the Plans, including the Eli Lilly and Company common stock fund (the Company Stock Fund), and transfer money from any of the investment options into and out of any of the other investment options. Company matching contributions are allocated based on a participant’s investment elections for their own co
Up 0.0% over the filing history shown.
Participation up 0.0% · assets up 0.0% · loans 0.0% of assets
How the score works →What this tells you: company-wide scale, reported employer support, participation activity, visible administrative cost, and historical direction.
Keep in mind: public filings do not show employee investment returns. Scores use only available measures; missing information lowers confidence, never the score. Current match, vesting, eligibility, investments, and employee-paid fees still require a current plan document.
Filing comparison · 202518out of 100 among similar-size plans in the same industry when enough peers exist
How this filing compares
Reported employer contributions25th percentileTypical peer $2,475 · based on 85,770 comparable plans
Lower reported administrative expense1st percentileTypical peer $102 · based on 77,997 comparable plans
This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.
Peer-group method: industry size. The comparison used the most specific peer group with enough valid filings.
The short version
What employees should know
For the year ended Dec 31, 2025, FINLAYSON TOFFER ROOSEVELT & LILLY LLP reported $6,859 in employer contributions across this plan, or $980 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.
Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.
Change in employer contributions per active participant.
Change in reported administrative cost per participant. Fund expenses may be separate.
Compared with similarly sized plans in the same industry.
What this public record cannot answer
For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.
Money and scale
Contributions, assets, and expenses
These are plan-wide totals. They are not individual account balances.
- Employer contributions
- $6,859 $980 per active participant
- Participant contributions
- $103,143
- Other contributions
- $0 Amounts not classified as employer or participant contributions
- Employer share of contributions
- 6.2%
- Active participants
- 7 Small plan
- Total participants
- 8 8 at the beginning of the year
- Ending assets
- $3,008,457 $376,057 per participant
- Net-asset change
- Up 0.0% Not the same as investment performance
- Beginning net assets
- $2,545,788
- Ending net assets
- $2,979,005
- Beginning liabilities
- $0
- Ending liabilities
- $29,452
- Total income
- $491,214
- Total expenses
- $57,997
- Administrative expenses
- $28,315 $3,539 per active participant
- Participant loans
- $0 0.0% of plan assets
Three-year filing history
How the reported figures changed
Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.
2025
$980
2025
$3,539
2025
7
2025
$3,008,457
2025
0.0%
| Plan year | Employer money per active participant | Active participants | Plan assets |
|---|---|---|---|
| 2025 | $980 | 7 | 3M |
Changes in plan assets are not the same as investment performance.
Plan health
Operational signals worth checking
- Participant loans as a share of plan assets
- 0.0%
- Independent accountant’s opinion
- Not stated in the filing
- Late participant contributions reported
- Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
- Loan defaults reported
- Not reported
- Lease defaults reported
- Not reportedOnly a small number of filings report these events.
- Nonexempt transactions reported
- Not reported
- Public plan identifier
- 830412322-001
Reported plan details
Identity and filing status
- Plan type
- Retirement plan
- Employer arrangement
- 1
- Plan effective date
- Jan 1, 2005
- Industry
- Professional, scientific, and technical services
- Amended filing
- No
- Final filing for this plan
- No
- Short plan year
- No
- 401(k) feature reported
- Yes
Show DOL characteristic codes
2A2E2F2G2J2K3B3D
Company filings
What the company has told the SEC about this plan
We found these passages in official company filings. They may help explain the plan, but we do not treat them as current benefits until the wording and date have been checked.
11-K · report period Dec 31, 2025ELI LILLY & Co — 11-K filed 2026-06-23 ↗
Official filing · details not yet checkedWhat it says about employer contributions
50 % of base compensation up to applicable regulatory limits. Participants have the option of enrolling in a program to increase their contribution rates automatically each year. Matching contributions by the Company are currently 100 % of participant pre-tax and or Roth contributions up to the 6 % participant contribution level, subject to applicable regulatory limits. Contributions Participants may designate that their contributions be invested in any of the investment options offered by the Plans. In addition, participants generally can buy and sell investments offered by the Plans, including the Eli Lilly and Company common stock fund (the Company Stock Fund), and transfer money from any of the investment options into and out of any of the other investment options. Company matching co
What it says about fees
7,415,383 $ 10,497,809 Employer 193,894,825 5,753,497 Total Contributions 631,310,208 16,251,306 Interest in The Lilly Employee Savings Plan Master Trust investment income, net of administrative fees (Note 3) 2,813,087,765 127,087,255 Interest income on notes receivable from participants 2,355,175 205,179 Total Additions 3,446,753,148 143,543,740 Deductions: Participant withdrawals 931,487,596 27,712,898 Administrative expenses 1,948,411 253,854 Total Deductions 933,436,007 27,966,752 Net Increase Prior to Transfers 2,513,317,141 115,576,988 Transfers from Other Plans 53,995,490 — Net Increase 2,567,312,631 115,576,988 Net assets available for benefits at beginning of year 13,056,609,955 519,253,084 Net assets available for benefits at end of year $ 15,623,922,586 $ 634,830,072 See notes t
Current plan terms
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Filing evidence
Open the selected public records
We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.
Filing ACK_ID20260710161538NAL0001113027001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗