Essilorluxottica USA 401(k) and pension plans

Essilorluxottica USA Inc, Port Washington, NY. EIN 86-3625314. Annual reports 2009–2024. Also filed as Luxottica U.S. Holdings Corp. Attn Scott Hakes; Luxottica U.S. Holdings Corp.; Oakley Inc; Essilor of America, Inc.

Essilorluxottica USA Inc has 4 active retirement plans on file. The largest is the Essilorluxottica Retirement Savings Plan 1, with 47,990 participants and $1.5 billion in assets in 2024. Fidelity has been its recordkeeper since 2023.

Active plans: 4
Participants: 71,056
Plan assets: $3.0 billion
401(k) recordkeeper: Fidelity
Plans on file: 4
Industry: Wholesale trade

All 4 plans

Active plans first

Essilorluxottica Retirement Savings Plan 1

401(k)Active

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

Plan number: 001Employer EIN 86-3625314
Participants (2024): 47,990
Net assets (2024): $1.5 billion
Recordkeeper: FidelityEarlier: Empower (2009–2022)
Plan administrator: Essilorluxottica USA Inc
12 Harbor Park Drive
Port Washington, NY 11050
(866) 431-8484As filed for 2024
In effect since: January 1, 1991

Plans merged into this one: FGX International Inc. 401(k) Profit Sharing Plan (2021); Essilor Partner 401(k) Plan (2022); Grandvision USA Retail Holding Corporation 401(k) Plan (2023).

Earlier sponsor: Essilor of America, Inc. (2009–2022).

Earlier plan names: Essilor of America, Inc. Retirement Savings Plan; Essilor of America Retirement Savings Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	47,990	$1.5 billion	Fidelity
2023	45,186	$1.2 billion	Fidelity
2022	7,626	$925 million	Empower
2021	11,616	$736 million	Empower
2020	9,218	$588 million	Empower
2019	9,223	$535 million	Empower
2018	7,739	$434 million	Empower
2017	7,417	$468 million	Empower
2016	7,086	$411 million	Empower
2015	6,908	$347 million	Empower
2014	6,640	$346 million	Empower
2013	6,437	$329 million	Empower
2012	6,323	$275 million	Empower
2011	6,327	$247 million	Empower
2010	6,115	$234 million	Empower
2009	6,130	$210 million	Empower

Essilorluxottica Pension Plan

Cash balance pensionActive

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

Plan number: 002Employer EIN 86-3625314
Participants (2024): 15,947
Net assets (2024): $723 million
Administered by: AlightEarlier: Aon (2009–2022)
Plan administrator: Essilorluxottica USA Inc.
12 Harbor Park Drive
Port Washington, NY 11050
(866) 431-8484As filed for 2024
In effect since: November 11, 1952

Plans merged into this one: A.T. Cross Company Pension Plan (2020).

Earlier sponsors: Luxottica U.S. Holdings Corp. (2009–2019); Oakley Inc (2020–2022).

Earlier plan names: Luxottica Group Pension Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	15,947	$723 million	Alight
2023	16,363	$730 million	Alight
2022	16,843	$692 million	Aon
2021	17,284	$908 million	Aon
2020	22,767	$1.1 billion	Aon
2019	27,948	$1.1 billion	Aon
2018	29,027	$917 million	Aon
2017	30,238	$999 million	Aon
2016	31,631	$850 million	Aon
2015	33,223	$776 million	Aon
2014	35,289	$776 million	Aon
2013	34,954	$714 million	Aon
2012	42,405	$588 million	Aon
2011	41,420	$496 million	Aon
2010	40,376	$459 million	Aon
2009	39,890	$374 million	Aon

Essilorluxottica Retirement Savings Plan 2

401(k)Active

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

Plan number: 025Employer EIN 86-3625314
Participants (2024): 6,671
Net assets (2024): $804 million
Recordkeeper: Fidelity2009–2024
Plan administrator: Essilorluxottica USA Inc
12 Harbor Park Drive
Port Washington, NY 45040
(866) 431-8484As filed for 2024
In effect since: October 1, 1984

Earlier sponsors: Luxottica U.S. Holdings Corp. Attn Scott Hakes (2009–2016); Luxottica U.S. Holdings Corp. (2017–2019); Oakley Inc (2020–2022).

Earlier plan names: Luxottica Group Tax Incentive Savings Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	6,671	$804 million	Fidelity
2023	7,297	$742 million	Fidelity
2022	7,665	$656 million	Fidelity
2021	35,564	$1.2 billion	Fidelity
2020	35,901	$999 million	Fidelity
2019	39,143	$927 million	Fidelity
2018	41,215	$780 million	Fidelity
2017	42,676	$829 million	Fidelity
2016	40,426	$714 million	Fidelity
2015	38,303	$596 million	Fidelity
2014	37,786	$570 million	Fidelity
2013	36,906	$540 million	Fidelity
2012	36,193	$450 million	Fidelity
2011	31,429	$393 million	Fidelity
2010	20,366	$408 million	Fidelity
2009	20,816	$381 million	Fidelity

Essilorluxottica Puerto Rico Retirement Savings Plan 3

401(k)Active

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

Plan number: 003Employer EIN 86-3625314
Participants (2024): 448
Net assets (2024): $7.4 million
Recordkeeper: Fidelity2009–2024
Plan administrator: Essilorluxottica USA Inc
12 Harbor Park Drive
Port Washington, NY 11050
(866) 431-8484As filed for 2024
In effect since: July 30, 1995

Earlier sponsors: Luxottica U.S. Holdings Corp. Attn Scott Hakes (2009–2016); Luxottica U.S. Holdings Corp. (2017–2019); Oakley Inc (2020–2022).

Earlier plan names: Luxottica Puerto Rico Tax Incentive Savings Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	448	$7.4 million	Fidelity
2023	426	$5.9 million	Fidelity
2022	263	$3.8 million	Fidelity
2021	257	$4.6 million	Fidelity
2020	257	$4.2 million	Fidelity
2019	285	$4.0 million	Fidelity
2018	300	$3.3 million	Fidelity
2017	299	$4.2 million	Fidelity
2016	339	$3.8 million	Fidelity
2015	338	$3.9 million	Fidelity
2014	426	$4.8 million	Fidelity
2013	450	$4.6 million	Fidelity
2012	426	$4.0 million	Fidelity
2011	424	$3.5 million	Fidelity
2010	406	$3.5 million	Fidelity
2009	407	$3.5 million	Fidelity

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Essilorluxottica Retirement Savings Plan 1. 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 ((866) 431-8484). That number was filed for 2024; ask for the benefits or retirement plan office.
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.

All 4 plans

Essilorluxottica Retirement Savings Plan 1

Essilorluxottica Pension Plan

Essilorluxottica Retirement Savings Plan 2

Essilorluxottica Puerto Rico Retirement Savings Plan 3

If you had money in one of these plans

What these numbers are

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