Defined Benefit (Pension) · DOL Form 5500 · 2022
Marsh & Mclennan Companies, Inc. Pension Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 66
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $71,485
- Avg per participant Below avg balance/head
Official DOL plan name: Jlt (USA) Stable Value Plan - Tw Legacy · Sponsored by Marsh & Mclennan Companies, Inc. · New York · Finance & Insurance
$5M in assets, 66 participants
Marsh & Mclennan Companies, Inc.'s Jlt (USA) Stable Value Plan - Tw Legacy reported $5M in total assets and 66 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.
- #3,183 in Finance & Insurance (9,261 peers)
Marsh & Mclennan Companies, Inc. multi-year trail
Marsh & Mclennan Companies, Inc.'s plans moved +18.2% in assets from 2022 to 2024; this filing shows Jlt (USA) Stable Value Plan - Tw Legacy at $5M / 66 participants.
- #3,183
- in Finance & Insurance (9,261 peers)
- -20.5%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jlt (USA) Stable Value Plan - Tw Legacy's mid-pack asset rank among Finance & Insurance and all filers
Jlt (USA) Stable Value Plan - Tw Legacy vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,717,981 49th percentile higher than 49% 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) Stable Value Plan - Tw Legacy among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jlt (USA) Stable Value Plan - Tw Legacy is a small filing (66 participants) on this national headcount ladder.
DOL schedule card
Filing strip 362668272 · Marsh & Mclennan Companies, Inc. PY 2022 · Defined Benefit (Pension)
Jlt (USA) Stable Value Plan - Tw Legacy · $5M · 66 · 49th
- VS-ST $5M
- BOY 66
- SCH 49th
- EBSA Defined Benefit (Pension)
- PART near A C T W Filmworks Inc Defined Benefit Pension Plan
- TYPE ind #3183
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) Stable Value Plan - Tw Legacy in the asset neighbourhood
Marsh & Mclennan Companies, Inc. multi-year asset trail
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 |
Marsh & Mclennan Companies, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$1M |
| Employer EIN | 362668272 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
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) Stable Value Plan - Tw Legacy's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is A C T W Filmworks Inc Defined Benefit Pension Plan in CA ($5M); by covered participants it is Lakeland Financial Corporation Employees' Pension Plan in IN (66 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- A C T W Filmworks Inc Defined Benefit Pension Plan (CA) $5M · 1
- Retirement Plan of Gcp Applied Technologies Inc. Chemical Group (Chicago Dewey & Almy Plant) (CT) $5M · 22
- Suburban Manufacturing Company Retirement Plan for Bargaining Employees (TN) $5M · 35
- Kryger Institute of Plastic Surgery, Amc Cash Balance Plan (CA) $5M · 17
Similar participant headcount
Nearest other-state filings by covered participants (66 participants); asset peers above are excluded.
- Lakeland Financial Corporation Employees' Pension Plan (IN) 66 · 0 off
- Stepan Company Retirement Plan for Millsdale Hourly and Anaheim Hourly Employees (IL) 66 · 0 off
- Reinhart Boerner Van Deuren S.C. Retirement Income Plan (WI) 66 · 0 off
- Institute of Nuclear Power Operations Pension Plan (GA) 66 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.