Ericsson 401(k) and pension plans

Ericsson Inc., Plano, TX. EIN 06-1119960. Annual reports 2009–2024. Also filed as Ericsson Inc; Ericsson Services Inc.; Ericsson Services; Ericsson Inc. Attn Benefits Department.

Ericsson Inc. has 2 active retirement plans on file. The largest is the Ericsson US 401(k) Plan, with 12,872 participants and $3.8 billion in assets in 2024. Empower has been its recordkeeper since 2014.

Active plans: 2
Participants: 15,752
Plan assets: $4.2 billion
401(k) recordkeeper: Empower
Plans on file: 3
Industry: Information and media

All 3 plans

Active plans first

Ericsson US 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 006Employer EIN 06-1119960
Participants (2024): 12,872
Net assets (2024): $3.8 billion
Recordkeeper: EmpowerEarlier: J.P. Morgan (2009–2013)
Plan administrator: Ericsson Inc.
6300 Legacy Drive
Plano, TX 75024
(972) 583-0000As filed for 2024
In effect since: July 1, 1992

Plans merged into this one: Ericsson Services 401(k) Plan (2012).

Earlier plan names: Ericsson Capital Accumulation and Savings Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	12,872	$3.8 billion	Empower
2023	14,029	$3.5 billion	Empower
2022	15,250	$3.2 billion	Empower
2021	15,292	$3.9 billion	Empower
2020	15,722	$3.5 billion	Empower
2019	16,302	$3.2 billion	Empower
2018	16,704	$2.8 billion	Empower
2017	17,407	$3.1 billion	Empower
2016	19,611	$2.9 billion	Empower
2015	21,118	$2.8 billion	Empower
2014	21,945	$2.8 billion	Empower
2013	21,758	$2.6 billion	J.P. Morgan
2012	18,510	$1.2 billion	J.P. Morgan
2011	13,160	$893 million	not listed
2010	12,327	$886 million	J.P. Morgan
2009	9,639	$696 million	J.P. Morgan

Ericsson US Pension Plan

Cash balance pensionActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 007Employer EIN 06-1119960
Participants (2024): 2,880
Net assets (2024): $472 million
Administered by: WTWEarlier: Conduent (2013), WTW (2009–2012)
Plan administrator: Ericsson Inc.
Attn Benefits Department, 6300 Legacy Drive
Plano, TX 75024
(972) 583-0000As filed for 2024
In effect since: July 1, 1980

Plans merged into this one: Telcordia Technologies Pension Plan (2012).

Earlier sponsor: Ericsson Inc. Attn Benefits Department (2010–2012).

Earlier plan names: Retirement Plan for Employees of Ericsson Inc..

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,880	$472 million	WTW
2023	2,910	$486 million	WTW
2022	3,372	$502 million	WTW
2021	5,967	$2.0 billion	WTW
2020	6,052	$2.1 billion	WTW
2019	7,297	$2.2 billion	WTW
2018	11,876	$2.2 billion	WTW
2017	12,241	$2.5 billion	WTW
2016	12,439	$2.4 billion	WTW
2015	12,705	$2.4 billion	WTW
2014	12,966	$2.5 billion	WTW
2013	15,525	$2.5 billion	Conduent
2012	5,548	$376 million	WTW
2011	5,720	$347 million	WTW
2010	5,868	$300 million	WTW
2009	6,027	$262 million	WTW

Ericsson Services 401(k) Plan

401(k)Merged

Merged. In 2012 its assets moved to the Ericsson Capital Accumulation and Savings Plan, sponsored by Ericsson Inc. (EIN 06-1119960, plan 006). Accounts moved with them, so that plan is the one to contact.

Plan number: 301Employer EIN 06-1119960
Participants (2011): 6,420
Net assets (2011): $103 million
Recordkeeper: J.P. Morgan2010–2012
Plan administrator: Ericsson Inc.
Attn Benefits Department, 6300 Legacy Drive MS EVW-1-B3
Plano, TX 75024
(972) 583-0085As filed for 2012
In effect since: August 24, 2009

Earlier sponsor: Ericsson Services Inc. (2009–2010).

Earlier plan names: Ericsson Services Inc. 401(k) Plan.

Year by year, 2009 to 2012

Plan year	Participants	Net assets	Recordkeeper
2012	0	$0	J.P. Morgan
2011	6,420	$103 million	not listed
2010	5,695	$61.1 million	J.P. Morgan
2009	6,150	$30.8 million	not listed

If you had money in one of these plans

Call Empower (empower.com), which runs the Ericsson US 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((972) 583-0000). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.