Defined Benefit (Pension) · DOL Form 5500 · 2022

Willis North America Inc. Pension Plan

Data updated 2026-08-25

$712M
Total assets Above avg plan size
769
Participants Near avg headcount
98th
Percentile by assets National rank
$925,677
Avg per participant High balance/head
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Official DOL plan name: Willis North America Inc. Pension Plan · Sponsored by Willis North America Inc. · Tennessee · Finance & Insurance

$712M in assets, 769 participants

Willis North America Inc.'s Willis North America Inc. Pension Plan reported $712M in total assets and 769 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #8,991 in Finance & Insurance (9,261 peers)

Where Willis North America Inc. Pension Plan sits by assets

Willis North America Inc. Pension Plan sits in the top 5% of all filed plans by assets, $712M for 769 participants (~$925,677/participant), down 22.6% in 2022.

#8,991
in Finance & Insurance (9,261 peers)
-22.6%
assets change YoY
7.1×
vs typical plan assets (national mean)

The plan reported a net loss of $208M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Willis North America Inc. Pension Plan's outsized position by total assets

Willis North America Inc. Pension Plan vs every filed plan by assets

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

$711,845,767 Top 2% higher than 98% 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

Willis North America Inc. Pension 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. Willis North America Inc. Pension Plan sits mid-pack in the medium band (769 participants).

Form 5500 schedule snapshot

Filing strip 135654526 · Willis North America Inc. PY 2022 · Defined Benefit (Pension)

Willis North America Inc. Pension Plan · $712M · 769 · 98th

  • NET $712M
  • BOOK 769
  • VS-ST 98th
  • BOY Defined Benefit (Pension)
  • SCH near Carpenters' Pension Trust Fund - Detroit and Vicinity
  • EBSA ind #8991

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 Tennessee →

Willis North America Inc. Pension Plan in the asset neighbourhood

Daimler Truck North America UAW Pension PlanDaimler Truck North America …$715MCuna Mutual Pension Plan for Non-Represented EmployeesCuna Mutual Pension Plan for…$714MUnited Food and Commercial Workers Unions & Employers Midwest Pension FundUnited Food and Commercial W…$713MWillis North America Inc. Pension PlanWillis North America Inc. Pe…$712MCarpenters' Pension Trust Fund - Detroit and VicinityCarpenters' Pension Trust Fu…$711M
End-of-year total assets ($M) among Willis North America Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$920M
Net Assets (End of Year)$712M
Net Income-$208M
Employer EIN135654526
Plan Effective Date1965-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Willis North America Inc.)

Sponsor-wide plan assets over time

All Willis North America Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$623M 12.515598480759104% vs 2022
2024 filing year
$600M$650M$700M$750M 202220232024 $712M $623M ▼ -12.5%
Year Plans Participants Total Assets
2022 1 769 $712M
2023 1 626 $709M
2024 1 551 $623M

Nearby Defined Benefit (Pension) Plans in Tennessee

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

Willis North America Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Willis North America Inc. Pension Plan, Total assets ($B): 0.711845767 · Participants: 769Willis North America Inc. Pension PlanFedex Corporation Employees' Pension Plan, Total assets ($B): 25.607567505 · Participants: 119742Fedex Corporation Employees' Pension PlanRetirement Plan of International Paper Company, Total assets ($B): 8.844607131 · Participants: 20914Retirement Plan of International Paper CompanyPension Plan for Employees at Ornl, Total assets ($B): 2.326549411 · Participants: 5460Pension Plan for Employees at OrnlRetirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee, Total assets ($B): 2.039541449 · Participants: 2920Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, TennesseeNissan Employee Retirement Plan, Total assets ($B): 1.533696203 · Participants: 4575Nissan Employee Retirement Plan
Willis North America Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants
Compare Willis North America Inc. Pension Plan side-by-side with 3 peers →

Willis North America Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Carpenters' Pension Trust Fund - Detroit and Vicinity in MI ($711M); by covered participants it is Minnesota Bakers Union Pension Plan in MN (769 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (769 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 Willis North America Inc. Pension Plan assets move in 2022? ▼
Willis North America Inc. Pension Plan declined sharply - down 22.6% during 2022, from $920M to $712M. Reported net income was -$208M.
How have Willis North America Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Willis North America Inc.'s sponsor-wide assets declined 12.5%, from $712M to $623M.
Where does Willis North America Inc. Pension Plan rank by assets among Form 5500 filers? ▼
Willis North America Inc. Pension Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Willis North America Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Carpenters' Pension Trust Fund - Detroit and Vicinity in MI ($711M, 4,876 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Willis North America Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Minnesota Bakers Union Pension Plan in MN (769 participants, $193M 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 135654526.

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.