401(k) · DOL Form 5500 · 2022

Grantham, Mayo, Van Otterloo & Co. LLC 401(k) Plan

Data updated 2026-08-25

$120M
Total assets Near avg plan size
396
Participants Below avg headcount
94th
Percentile by assets National rank
$302,980
Avg per participant High balance/head
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Official DOL plan name: Gmo 401(k) Profit Sharing Plan · Sponsored by Grantham, Mayo, Van Otterloo & Co. LLC · Massachusetts · Finance & Insurance

$120M in assets, 396 participants

Grantham, Mayo, Van Otterloo & Co. LLC's Gmo 401(k) Profit Sharing Plan reported $120M in total assets and 396 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #8,311 in Finance & Insurance (9,261 peers)

Where Gmo 401(k) Profit Sharing Plan sits by assets

Gmo 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $120M for 396 participants (~$302,980/participant), down 9.3% in 2022.

#8,311
in Finance & Insurance (9,261 peers)
-9.3%
assets change YoY
1.2×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Gmo 401(k) Profit Sharing Plan's outsized position by total assets

Gmo 401(k) Profit Sharing Plan vs every filed plan by assets

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

$119,980,003 Top 6% higher than 94% 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

Gmo 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gmo 401(k) Profit Sharing Plan sits mid-pack in the medium band (396 participants).

Form 5500 schedule snapshot

Filing strip 042691242 · Grantham, Mayo, Van Otterloo & Co. LLC PY 2022 · 401(k)

Gmo 401(k) Profit Sharing Plan · $120M · 396 · 94th

  • TYPE $120M
  • NET 396
  • BOOK 94th
  • VS-ST 401(k)
  • BOY near Sps Commerce, Inc. 401(k) Retirement Savings Plan
  • SCH ind #8311

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 Massachusetts →

Gmo 401(k) Profit Sharing Plan in the asset neighbourhood

Phoenix Contact Employee Investment PlanPhoenix Contact Employee Inv…$120MUnitil Corporation Tax Deferred Savings and Investment PlanUnitil Corporation Tax Defer…$120MIBEW Employees' 401(k) Plan$120MGmo 401(k) Profit Sharing PlanGmo 401(k) Profit Sharing Pl…$120MSps Commerce, Inc. 401(k) Retirement Savings PlanSps Commerce, Inc. 401(k) Re…$120M
End-of-year total assets ($M) among Gmo 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$132M
Net Assets (End of Year)$120M
Net Income-$12M
Employer EIN042691242
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Grantham, Mayo, Van Otterloo & Co. LLC)

Sponsor-wide plan assets over time

All Grantham, Mayo, Van Otterloo & Co. LLC plans reported in each filing year

Latest sponsor-wide plan assets
$178M 48.55959288482431% vs 2022
2024 filing year
$100M$120M$140M$160M$180M$200M 202220232024 $120M $178M ▲ +48.6%
Year Plans Participants Total Assets
2022 1 396 $120M
2023 1 404 $152M
2024 1 362 $178M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Gmo 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Gmo 401(k) Profit Sharing Plan, Total assets ($B): 0.119980003 · Participants: 396Gmo 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Gmo 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Gmo 401(k) Profit Sharing Plan side-by-side with 3 peers →

Gmo 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Sps Commerce, Inc. 401(k) Retirement Savings Plan in MN ($120M); by covered participants it is Menholt Automotive Group 401(k) Plan in MT (396 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($120M here).

Similar participant headcount

Nearest other-state filings by covered participants (396 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 Gmo 401(k) Profit Sharing Plan assets move in 2022? ▼
Gmo 401(k) Profit Sharing Plan pulled back noticeably - down 9.3% during 2022, from $132M to $120M. Reported net income was -$12M.
How have Grantham, Mayo, Van Otterloo & Co. LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Grantham, Mayo, Van Otterloo & Co. LLC's sponsor-wide assets grew 48.6%, from $120M to $178M.
Where does Gmo 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Gmo 401(k) Profit Sharing Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Gmo 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sps Commerce, Inc. 401(k) Retirement Savings Plan in MN ($120M, 1,502 participants).
Which 401(k) plans cover a similar participant headcount to Gmo 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Menholt Automotive Group 401(k) Plan in MT (396 participants, $14M 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 042691242.

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.