401(k) · DOL Form 5500 · 2022
Affiliated Managers Group, Inc. 401(k) Plan
Data updated 2026-08-11
- $194M
- Total assets
- 481
- Participants
- 96th
- Percentile by assets
- $402,475
- Avg per participant
Official DOL plan name: Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan · Sponsored by Affiliated Managers Group, Inc. · Massachusetts · Finance & Insurance
$194M in assets, 481 participants
Affiliated Managers Group, Inc.'s Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan reported $194M in total assets and 481 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 139,126 plans)
- #8,555 in Finance & Insurance (9,261 peers)
Where Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan sits by assets
Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan sits in the top 5% of all filed plans by assets, $194M for 481 participants (~$402,475/participant), down 13.4% in 2022.
- $194M
- total plan assets (2022 EOY)
- 481
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $402,475
- avg assets per participant
The plan reported a net loss of $30M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan vs the 2022 asset distribution
By assets, Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan outranks 96% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $223M |
|---|---|
| Net Assets (End of Year) | $193M |
| Net Income | -$30M |
| Employer EIN | 043218510 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Affiliated Managers Group, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 481 | $194M |
| 2023 | 1 | 510 | $104M |
| 2024 | 1 | 240 | $118M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan by total assets, not by location.
- Jensen Hughes 401(k) Plan (MD) $194M · 885
- Inx International Retirement Savings Plan (IL) $193M · 1,214
- Mankato Clinic, Ltd. 401(k) Profit Sharing Plan (MN) $193M · 815
- Ensco, Inc. Retirement Plan (VA) $193M · 594
Frequently Asked Questions
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Ways to act on Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan's numbers.
- By total assets, Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
- Affiliated Managers Group, Inc.'s sponsor-wide assets have declined 39.2% since 2022 across 3 plan years on file. More Finance & Insurance plans