Defined Benefit (Pension) · DOL Form 5500 · 2022

McKinsey & Company, Inc. Pension Plan

Data updated 2026-08-25

$345M
Total assets Above avg plan size
1,075
Participants Near avg headcount
97th
Percentile by assets National rank
$320,568
Avg per participant High balance/head
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Official DOL plan name: McKinsey & Company, Inc. Partner Cash Balance Plan · Sponsored by McKinsey & Company, Inc. · New York · Professional & Technical Services

$345M in assets, 1,075 participants

McKinsey & Company, Inc.'s McKinsey & Company, Inc. Partner Cash Balance Plan reported $345M in total assets and 1,075 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #21,124 in Professional & Technical Services (21,562 peers)

Where McKinsey & Company, Inc. Partner Cash Balance Plan sits by assets

McKinsey & Company, Inc. Partner Cash Balance Plan sits in the top 5% of all filed plans by assets, $345M for 1,075 participants (~$320,568/participant), up 15.1% in 2022.

#21,124
in Professional & Technical Services (21,562 peers)
+15.1%
assets growth YoY
3.5×
vs typical plan assets (national mean)

McKinsey & Company, Inc. Partner Cash Balance Plan's outsized position by total assets

McKinsey & Company, Inc. Partner Cash Balance Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$344,610,307 Top 3% higher than 97% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

McKinsey & Company, Inc. Partner Cash Balance Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. McKinsey & Company, Inc. Partner Cash Balance Plan lands in the large band (1,075 participants).

EBSA filing schedule strip

Filing strip 131826332 · McKinsey & Company, Inc. PY 2022 · Defined Benefit (Pension)

McKinsey & Company, Inc. Partner Cash Balance Plan · $345M · 1,075 · 97th

  • 5500 $345M
  • 5500 1,075
  • 5500 97th
  • 5500 Defined Benefit (Pension)
  • 5500 near Nalc Annuity Trust Fund
  • 5500 ind #21124

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in New York →

McKinsey & Company, Inc. Partner Cash Balance Plan in the asset neighbourhood

Teleflex Incorporated Retirement Income PlanTeleflex Incorporated Retire…$345MRetirement Plan of Murphy Oil CorporationRetirement Plan of Murphy Oi…$345MNalc Annuity Trust Fund$345MMcKinsey & Company, Inc. Partner Cash Balance PlanMcKinsey & Company, Inc. Par…$345MArizona Pipe Trades Pension PlanArizona Pipe Trades Pension …$344M
End-of-year total assets ($M) among McKinsey & Company, Inc. Partner Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$299M
Net Assets (End of Year)$345M
Net Income$49M
Employer EIN131826332
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (McKinsey & Company, Inc.)

Sponsor-wide plan assets over time

All McKinsey & Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12.5B 24.22140632143798% vs 2022
2024 filing year
$9B$10B$11B$12B$13B 202220232024 $10.1B $12.5B ▲ +24.3%
Year Plans Participants Total Assets
2022 3 27,269 $10.1B
2023 3 34,141 $11.5B
2024 3 34,223 $12.5B

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

McKinsey & Company, Inc. Partner Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 -100102030 Total assets ($B) Participants McKinsey & Company, Inc. Partner Cash Balance Plan, Total assets ($B): 0.344610307 · Participants: 1075McKinsey & Company, Inc. Partner Cash Balance PlanIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
McKinsey & Company, Inc. Partner Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare McKinsey & Company, Inc. Partner Cash Balance Plan side-by-side with 3 peers →

McKinsey & Company, Inc. Partner Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Nalc Annuity Trust Fund in VA ($345M); by covered participants it is Dr Pepper Snapple Group, Inc. Hourly Employees' Pension Plan in TX (1,076 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($345M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,075 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did McKinsey & Company, Inc. Partner Cash Balance Plan assets move in 2022? ▼
McKinsey & Company, Inc. Partner Cash Balance Plan grew sharply - up 15.1% during 2022, from $299M to $345M. Reported net income was $49M.
How have McKinsey & Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), McKinsey & Company, Inc.'s sponsor-wide assets grew 24.2%, from $10.1B to $12.5B.
Where does McKinsey & Company, Inc. Partner Cash Balance Plan rank by assets among Form 5500 filers? ▼
McKinsey & Company, Inc. Partner Cash Balance Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to McKinsey & Company, Inc. Partner Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Nalc Annuity Trust Fund in VA ($345M, 564 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to McKinsey & Company, Inc. Partner Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Dr Pepper Snapple Group, Inc. Hourly Employees' Pension Plan in TX (1,076 participants, $51M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 131826332.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.