401(k) · DOL Form 5500 · 2022
Marsh & Mclennan Companies, Inc. 401(k) Plan
Data updated 2026-08-25
- $967M
- Total assets Above avg plan size
- 8,077
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $119,759
- Avg per participant Near avg balance/head
Official DOL plan name: Marsh & Mclennan Agency 401(k) Savings & Investment Plan · Sponsored by Marsh & Mclennan Companies, Inc. · New York · Finance & Insurance
$967M in assets, 8,077 participants
Marsh & Mclennan Companies, Inc.'s Marsh & Mclennan Agency 401(k) Savings & Investment Plan reported $967M in total assets and 8,077 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.
- #9,050 in Finance & Insurance (9,261 peers)
Coverage in New York
Marsh & Mclennan Agency 401(k) Savings & Investment Plan covers 8,077 participants in New York, 10x the typical New York plan (state average ~798 per filing). Assets: $967M.
- #9,050
- in Finance & Insurance (9,261 peers)
- -4.9%
- assets change YoY
- 9.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $118M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Marsh & Mclennan Agency 401(k) Savings & Investment Plan's outsized position by total assets
Marsh & Mclennan Agency 401(k) Savings & Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$967,292,970 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
Marsh & Mclennan Agency 401(k) Savings & Investment 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. Marsh & Mclennan Agency 401(k) Savings & Investment Plan lands in the large band (8,077 participants).
Published 5500 schedule card
Filing strip 362668272 · Marsh & Mclennan Companies, Inc. PY 2022 · 401(k)
Marsh & Mclennan Agency 401(k) Savings & Investment Plan · $967M · 8,077 · 99th
- EIN $967M
- EIN 8,077
- EIN 99th
- EIN 401(k)
- EIN near Teradata Savings Plan
- EIN ind #9050
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 Finance & Insurance retirement plans → · Plans in New York →
Marsh & Mclennan Agency 401(k) Savings & Investment Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $1.0B |
|---|---|
| Net Assets (End of Year) | $967M |
| Net Income | -$118M |
| Employer EIN | 362668272 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Marsh & Mclennan Companies, Inc.)
Sponsor-wide plan assets over time
All Marsh & Mclennan Companies, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $13.1B 18.19146104996544% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 5 | 35,424 | $11.1B |
| 2023 | 5 | 35,658 | $12.4B |
| 2024 | 5 | 39,116 | $13.1B |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Scale composition for Marsh & Mclennan Agency 401(k) Savings & Investment Plan
Marsh & Mclennan Agency 401(k) Savings & Investment Plan reports $967M in end-of-year assets across 8,077 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $119,759 per participant (87% of the national average assets-per-participant) . Net income for plan year 2022 was -$118M.
This plan identity (EIN 362668272, plan #006) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $967M to $1.5B (+56.9%) while covered participants moved from 8,077 to 11,530 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,077 | $967M | This page |
| 2023 | 9,739 | $1.2B | Open filing |
| 2024 · index core | 11,530 | $1.5B | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Marsh & Mclennan Companies 401(k) Savings and Investment Plan (401(k), $7.4B, 20,222 participants)
- Marsh & Mclennan Companies Retirement Plan (Defined Benefit (Pension), $4.2B, 7,319 participants)
- Marsh & Mclennan Agency 401(k) Savings & Investment Plan (401(k), $1.5B, 11,530 participants)
Marsh & Mclennan Agency 401(k) Savings & Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Teradata Savings Plan in CA ($968M); by covered participants it is Gulshan Enterprises 401(k) Plan (Gulshan Enterprises) in TX (8,074 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($967M here).
- Teradata Savings Plan (CA) $968M · 2,188
- Servicenow, Inc. 401(k) Plan (CA) $968M · 9,375
- Seattle Children's Healthcare System Employees Retirement Plan (WA) $967M · 8,566
- Kindred 401 (K) Plan (KY) $969M · 22,132
Similar participant headcount
Nearest other-state filings by covered participants (8,077 participants); asset peers above are excluded.
- Gulshan Enterprises 401(k) Plan (Gulshan Enterprises) (TX) 8,074 · 3 off
- Netflix 401(k) Plan (CA) 8,073 · 4 off
- Samsung 401(k) Plan (NJ) 8,086 · 9 off
- Cemex, Inc. Savings Plan (TX) 8,068 · 9 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.