Defined Benefit (Pension) ยท DOL Form 5500 ยท 2022

Marsh & Mclennan Companies Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA, verify with linked source filings below.

$4.3B
Total assets
8,819
Participants
100th
Percentile by assets

Sponsored by Marsh & Mclennan Companies, Inc. ยท New York ยท Finance & Insurance

What the 2022 filing shows

Marsh & Mclennan Companies Retirement Plan holds $4.3B for 8,819 participants - about $488,565 per participant, among the largest 1% of all filed plans, down 22.2% over the 2022 plan year.

$4.3B
total plan assets (2022 EOY)
8,819
covered participants
100th
percentile by assets (of 84,055 plans)
$488,565
avg assets per participant

The plan reported a net loss of $1.2B for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$4.3B
Participants
8,819
State
Industry
Finance & Insurance

What the Filing Says About Marsh & Mclennan Companies Retirement Plan

Marsh & Mclennan Companies Retirement Plan is a Defined Benefit (Pension) retirement plan sponsored by Marsh & Mclennan Companies, Inc., headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $4.3B in total end-of-year assets and covers 8,819 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 362668272, and the plan has been effective since 1941-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $5.5B at the beginning of 2022 to $4.3B at year-end - a decline of 22.2%. Net assets (after liabilities) closed the year at $4.2B, with reported net income of $-1,236,992,567 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$5.5B
Total Assets (End of Year)$4.3B
Net Assets (End of Year)$4.2B
Net Income$-1,236,992,567
Plan TypeDefined Benefit (Pension)
Employer EIN362668272
Plan Effective Date1941-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marsh & Mclennan Companies, Inc.)

Year Plans Participants Total Assets
2022 5 35,424 $11.1B
2023 5 35,658 $12.4B
2024 5 39,116 $13.1B

Nearby Defined Benefit (Pension) Plans in New York

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

Frequently Asked Questions

How much money is in the Marsh & Mclennan Companies Retirement Plan?
As of the 2022 Form 5500 filing, Marsh & Mclennan Companies Retirement Plan holds $4.3B in total assets with 8,819 participants. It is sponsored by Marsh & Mclennan Companies, Inc..
What type of plan is Marsh & Mclennan Companies Retirement Plan?
Marsh & Mclennan Companies Retirement Plan is a Defined Benefit (Pension) plan. It has been effective since 1941-01-01. The plan is filed with the U.S. Department of Labor under EIN 362668272.
Who sponsors the Marsh & Mclennan Companies Retirement Plan?
Marsh & Mclennan Companies Retirement Plan is sponsored by Marsh & Mclennan Companies, Inc., located in New York. The sponsor's EIN is 362668272 and the plan operates in the Finance & Insurance industry.
How did Marsh & Mclennan Companies Retirement Plan perform in 2022?
Marsh & Mclennan Companies Retirement Plan declined by 22.2% during 2022, moving from $5.5B to $4.3B in total assets. Net income was $-1,236,992,567.
Where can I find official filings for Marsh & Mclennan Companies Retirement Plan?
Official Form 5500 filings for Marsh & Mclennan Companies Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 362668272 or plan name at efast.dol.gov.
How does Marsh & Mclennan Companies Retirement Plan compare to other plans?
You can compare Marsh & Mclennan Companies Retirement Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks all 402,674 ERISA-covered retirement plans in the U.S. that filed a Form 5500 for the 2023 plan year.

Explore PlainRetire

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 362668272.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

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