Money Purchase · DOL Form 5500 · 2022
McKinsey & Company, Inc. Money Purchase Plan
Data updated 2026-08-11
- $1.7B
- Total assets
- 11,845
- Participants
- 99th
- Percentile by assets
- $144,973
- Avg per participant
Official DOL plan name: McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan · Sponsored by McKinsey & Company, Inc. · New York · Professional & Technical Services
$1.7B in assets, 11,845 participants
McKinsey & Company, Inc.'s McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan reported $1.7B in total assets and 11,845 participants in its 2022 DOL Form 5500 filing, ranking in the 99th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 99th percentile by assets (of 139,126 plans)
- #21,478 in Professional & Technical Services (21,562 peers)
Coverage in New York
McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan covers 11,845 participants in New York, 15x the typical New York plan (state average ~798 per filing). Assets: $1.7B.
- $1.7B
- total plan assets (2022 EOY)
- 11,845
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $144,973
- avg assets per participant
The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan sits by total assets
McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,717,200,853 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan reports 11,845 participants - 15x that state average ($1.7B EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $1.8B |
|---|---|
| Net Assets (End of Year) | $1.7B |
| Net Income | -$12M |
| Employer EIN | 131826332 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (McKinsey & Company, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 27,269 | $10.1B |
| 2023 | 3 | 34,141 | $11.5B |
| 2024 | 3 | 34,223 | $12.5B |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Tiaa Retirement Plan $4.5B · 11,825
- Young Men's Christian Association Retirement Fund Retirement Plan $3.6B · 42,922
- Brookhaven Science Associates, LLC Retirement Plan $1.3B · 2,436
- Iron Workers Locals 40,361, & 417 Annuity Fund $1.1B · 5,068
- Teamster Local 282 Annuity Trust Fund $796M · 3,927
Scale composition for McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan
McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan reports $1.7B in end-of-year assets across 11,845 participants (0.014% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.013% of 93,925,755 covered participants) - about $144,973 per participant (1.0x the national average assets-per-participant) . Net income for plan year 2022 was -$12M.
This plan identity (EIN 131826332, plan #015) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.7B to $2.2B (+25.3%) while covered participants moved from 11,845 to 15,274 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 11,845 | $1.7B | This page |
| 2023 | 15,163 | $2.0B | Open filing |
| 2024 · index core | 15,274 | $2.2B | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- McKinsey & Company, Inc. (Psrp) Profit Sharing Retirement Plan (401(k), $9.8B, 17,700 participants)
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan (Money Purchase, $2.2B, 15,274 participants)
- McKinsey & Company, Inc. Partner Cash Balance Plan (Defined Benefit (Pension), $521M, 1,249 participants)
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan by total assets, not by location.
- Southern Electrical Retirement Fund (TN) $1.7B · 10,582
- Retirement Income Plan for Teaching Faculty of Harvard University (MA) $1.9B · 2,698
- UPS/Ipa Defined Contribution Money Purchase Pension Plan (KY) $1.9B · 2,162
- International Brotherhood of Electrical Workers District No.9 Pension Plan (OR) $1.9B · 27,536
Frequently Asked Questions
How did McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan assets move in 2022? ▼
How have McKinsey & Company, Inc. plan assets changed over time? ▼
Where does McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan? ▼
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Filing takeaways
Ways to act on McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan's numbers.
- By total assets, McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
- McKinsey & Company, Inc.'s sponsor-wide assets have grown 24.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans