Defined Benefit (Pension) · DOL Form 5500 · 2023

Marsh & Mclennan Companies, Inc. Pension Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
4
Participants Small participant base
83rd
Percentile by assets National rank
$9.9M
Avg per participant High balance/head
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Official DOL plan name: Jlt (USA) Employees' Retirement Plan · Sponsored by Marsh & Mclennan Companies, Inc. · New Jersey · Finance & Insurance

$39M in assets, 4 participants

Marsh & Mclennan Companies, Inc.'s Jlt (USA) Employees' Retirement Plan reported $39M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,545 in Finance & Insurance (8,869 peers)

Where Jlt (USA) Employees' Retirement Plan sits by assets

Jlt (USA) Employees' Retirement Plan sits in the top quartile of all filed plans by assets, $39M for 4 participants (~$9.9M/participant), up 4.5% in 2023.

#6,545
in Finance & Insurance (8,869 peers)
+4.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Jlt (USA) Employees' Retirement Plan's outsized position by total assets

Jlt (USA) Employees' Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$39,492,635 Top 17% higher than 83% of 127,068 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 2023

Jlt (USA) Employees' Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jlt (USA) Employees' Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jlt (USA) Employees' Retirement Plan reported net income rose from -$16M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Jlt (USA) Employees' Retirement Plan end-of-year assets rose from $38M in the plan year 2022 filing to $39M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 362668272 · Marsh & Mclennan Companies, Inc. PY 2023 · Defined Benefit (Pension)

Jlt (USA) Employees' Retirement Plan · $39M · 4 · 83rd

  • ASSETS $39M
  • ASSETS 4
  • ASSETS 83rd
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Csl Behring L.L.C. Union Pension Plan
  • ASSETS ind #6545

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 New Jersey →

Jlt (USA) Employees' Retirement Plan in the asset neighbourhood

Retirement Plan for Employees of United Supermarkets, L.L.C.Retirement Plan for Employee…$40MDesert Financial Credit Union Retirement PlanDesert Financial Credit Unio…$40MJlt (USA) Employees' Retirement PlanJlt (USA) Employees' Retirem…$39MCsl Behring L.L.C. Union Pension PlanCsl Behring L.L.C. Union Pen…$39MPension Plan for Hourly Employees of Southern Indiana Gas & Electric CompanyPension Plan for Hourly Empl…$39M
End-of-year total assets ($M) among Jlt (USA) Employees' Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$39M
Net Income$2M
Employer EIN362668272
Plan Effective Date1982-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marsh & Mclennan Companies, Inc.)

Sponsor-wide plan assets over time

All Marsh & Mclennan Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13.1B 18.19146104996544% vs 2022
2024 filing year
$10B$11B$12B$13B$14B 202220232024 $11.1B $13.1B ▲ +18.2%
Year Plans Participants Total Assets
2022 5 35,424 $11.1B
2023 5 35,658 $12.4B
2024 5 39,116 $13.1B

Nearby Defined Benefit (Pension) Plans in New Jersey

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

Jlt (USA) Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Jlt (USA) Employees' Retirement Plan, Total assets ($B): 0.039492635 · Participants: 4Jlt (USA) Employees' Retirement PlanRetirement Plan of Johnson and Johnson, Total assets ($B): 21.174819996 · Participants: 37749Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 16.279006871 · Participants: 90644JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 13.864923 · Participants: 7492Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.225782081 · Participants: 16230The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.930667796 · Participants: 23778Verizon Pension Plan for Associates
Jlt (USA) Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Jlt (USA) Employees' Retirement Plan side-by-side with 3 peers →

Jlt (USA) Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Csl Behring L.L.C. Union Pension Plan in PA ($39M); by covered participants it is Ship Wheel Retirement Fund and Trust in MA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Jlt (USA) Employees' Retirement Plan assets move in 2023? ▼
Jlt (USA) Employees' Retirement Plan edged up modestly - up 4.5% during 2023, from $38M to $39M. Reported net income was $2M.
How have Marsh & Mclennan Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marsh & Mclennan Companies, Inc.'s sponsor-wide assets grew 18.2%, from $11.1B to $13.1B.
Where does Jlt (USA) Employees' Retirement Plan rank by assets among Form 5500 filers? ▼
Jlt (USA) Employees' Retirement Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Jlt (USA) Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Csl Behring L.L.C. Union Pension Plan in PA ($39M, 54 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Jlt (USA) Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ship Wheel Retirement Fund and Trust in MA (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 362668272.

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.