Defined Benefit (Pension) · DOL Form 5500 · 2022
Willis North America Inc. Pension Plan
Data updated 2026-08-11
- $712M
- Total assets
- 769
- Participants
- 98th
- Percentile by assets
- $925,677
- Avg per participant
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.
- 98th percentile by assets (of 139,126 plans)
- #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.
- $712M
- total plan assets (2022 EOY)
- 769
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $925,677
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Willis North America Inc. Pension Plan outranks 98% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 7.1x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $920M |
|---|---|
| Net Assets (End of Year) | $712M |
| Net Income | -$208M |
| Employer EIN | 135654526 |
| Plan Effective Date | 1965-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Willis North America Inc.)
| 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
- Fedex Corporation Employees' Pension Plan $25.6B · 119,742
- Retirement Plan of International Paper Company $8.8B · 20,914
- Pension Plan for Employees at Ornl $2.3B · 5,460
- Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee $2.0B · 2,920
- Nissan Employee Retirement Plan $1.5B · 4,575
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Willis North America Inc. Pension Plan by total assets, not by location.
- Carpenters' Pension Trust Fund - Detroit and Vicinity (MI) $711M · 4,876
- United Food and Commercial Workers Unions & Employers Midwest Pension Fund (IL) $713M · 1,721
- Cuna Mutual Pension Plan for Non-Represented Employees (WI) $714M · 2,781
- Daimler Truck North America UAW Pension Plan (OR) $715M · 6,037
Frequently Asked Questions
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Next read for Willis North America Inc. Pension Plan
Scale reading
Ways to act on Willis North America Inc. Pension Plan's numbers.
- By total assets, Willis North America Inc. Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Tennessee. Compare plans
- Willis North America Inc.'s sponsor-wide assets have declined 12.5% since 2022 across 3 plan years on file. More Finance & Insurance plans