Defined Benefit (Pension) · DOL Form 5500 · 2022
Marsh & Mclennan Companies, Inc. Pension Plan
Data updated 2026-08-25
- $38M
- Total assets Below avg plan size
- 4
- Participants Small participant base
- 85th
- Percentile by assets National rank
- $9.4M
- Avg per participant High balance/head
Official DOL plan name: Jlt (USA) Employees' Retirement Plan · Sponsored by Marsh & Mclennan Companies, Inc. · New York · Finance & Insurance
$38M in assets, 4 participants
Marsh & Mclennan Companies, Inc.'s Jlt (USA) Employees' Retirement Plan reported $38M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.
- #7,079 in Finance & Insurance (9,261 peers)
Where Jlt (USA) Employees' Retirement Plan sits by assets
Jlt (USA) Employees' Retirement Plan sits in the top quartile of all filed plans by assets, $38M for 4 participants (~$9.4M/participant), down 29.5% in 2022.
- #7,079
- in Finance & Insurance (9,261 peers)
- -29.5%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jlt (USA) Employees' Retirement Plan's outsized position by total assets
Jlt (USA) Employees' Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$37,783,773 Top 15% higher than 85% 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
Jlt (USA) Employees' Retirement Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jlt (USA) Employees' Retirement Plan is a micro filing (4 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 362668272 · Marsh & Mclennan Companies, Inc. PY 2022 · Defined Benefit (Pension)
Jlt (USA) Employees' Retirement Plan · $38M · 4 · 85th
- IND $38M
- EOY 4
- 5500 85th
- ASSETS Defined Benefit (Pension)
- PCT near White House Manufacturing Corporation Retirement Plan
- EIN ind #7079
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 →
Jlt (USA) Employees' Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $54M |
|---|---|
| Net Assets (End of Year) | $38M |
| Net Income | -$16M |
| Employer EIN | 362668272 |
| Plan Effective Date | 1982-05-01 |
| 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 Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.5B · 16,431
- Consolidated Edison Retirement Plan $15.8B · 11,303
- Pepsico Employees Retirement Plan I $7.7B · 11,386
- New York State Nurses Association Pension Plan $5.0B · 18,592
- New York District Council of Carpenters Pension Pl $4.8B · 11,318
Jlt (USA) Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is White House Manufacturing Corporation Retirement Plan in IL ($38M); by covered participants it is Valher Inc Defined Benefit Pension Plan in CA (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($38M here).
- White House Manufacturing Corporation Retirement Plan (IL) $38M · 180
- Altium Packaging LP Basic Non-Contributory Hourly Pension Plan (GA) $38M · 89
- Jefferson Bancshares, Inc. Seventh Amended and Restated Employees Retirement Plan & Trust (TX) $38M · 324
- Retirement Plan for Employees of Castle & Cooke, Inc. (CA) $38M · 81
Similar participant headcount
Nearest other-state filings by covered participants (4 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.