401(k) · DOL Form 5500 · 2022

Affiliated Managers Group, Inc. 401(k) Plan

Data updated 2026-08-25

$194M
Total assets Near avg plan size
481
Participants Below avg headcount
96th
Percentile by assets National rank
$402,475
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#8,555
in Finance & Insurance (9,261 peers)
-13.4%
assets change YoY
1.9×
vs typical plan assets (national mean)

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's outsized position by total assets

Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$193,590,276 Top 4% higher than 96% 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

Affiliated Managers Group, Inc. 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. Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (481 participants).

Plan-year Form 5500 strip

Filing strip 043218510 · Affiliated Managers Group, Inc. PY 2022 · 401(k)

Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan · $194M · 481 · 96th

  • NET $194M
  • BOOK 481
  • VS-ST 96th
  • BOY 401(k)
  • SCH near Jensen Hughes 401(k) Plan
  • EBSA ind #8555

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 →

Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Jensen Hughes 401(k) Plan$194MAffiliated Managers Group, Inc. 401(k) Profit Sharing PlanAffiliated Managers Group, I…$194MInx International Retirement Savings PlanInx International Retirement…$193MMankato Clinic, Ltd. 401(k) Profit Sharing PlanMankato Clinic, Ltd. 401(k) …$193MEnsco, Inc. Retirement Plan$193M
End-of-year total assets ($M) among Affiliated Managers Group, Inc. 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)$223M
Net Assets (End of Year)$193M
Net Income-$30M
Employer EIN043218510
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Affiliated Managers Group, Inc.)

Sponsor-wide plan assets over time

All Affiliated Managers Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$118M 39.21866147863749% vs 2022
2024 filing year
$50M$100M$150M$200M$250M 202220232024 $194M $118M ▼ -39.2%
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 Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.193590276 · Participants: 481Affiliated Managers Group, Inc. 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
Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Affiliated Managers Group, Inc. 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 Jensen Hughes 401(k) Plan in MD ($194M); by covered participants it is Bass Thrift / 401(k) Plan and Trust in TX (481 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($194M here).

Similar participant headcount

Nearest other-state filings by covered participants (481 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 Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 13.4% during 2022, from $223M to $194M. Reported net income was -$30M.
How have Affiliated Managers Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Affiliated Managers Group, Inc.'s sponsor-wide assets declined 39.2%, from $194M to $118M.
Where does Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan ranks in the 96th 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 401(k) plans are similar in size to Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jensen Hughes 401(k) Plan in MD ($194M, 885 participants).
Which 401(k) plans cover a similar participant headcount to Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bass Thrift / 401(k) Plan and Trust in TX (481 participants, $85M 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 043218510.

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.