Defined Benefit (Pension) · DOL Form 5500 · 2023
Marsh & Mclennan Companies, Inc. Pension Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 48
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $103,643
- Avg per participant Below avg balance/head
Official DOL plan name: Jlt (USA) Stable Value Plan - Tw Legacy · Sponsored by Marsh & Mclennan Companies, Inc. · New Jersey · Finance & Insurance
$5M in assets, 48 participants
Marsh & Mclennan Companies, Inc.'s Jlt (USA) Stable Value Plan - Tw Legacy reported $5M in total assets and 48 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.
- #2,784 in Finance & Insurance (8,869 peers)
Marsh & Mclennan Companies, Inc. multi-year trail
Marsh & Mclennan Companies, Inc.'s plans moved +18.2% in assets from 2022 to 2024; this filing shows Jlt (USA) Stable Value Plan - Tw Legacy at $5M / 48 participants.
- #2,784
- in Finance & Insurance (8,869 peers)
- +5.4%
- assets growth YoY
Jlt (USA) Stable Value Plan - Tw Legacy's mid-pack asset rank among Finance & Insurance and all filers
Jlt (USA) Stable Value Plan - Tw Legacy vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,974,869 44th percentile higher than 44% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Jlt (USA) Stable Value Plan - Tw Legacy among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jlt (USA) Stable Value Plan - Tw Legacy is a small filing (48 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Jlt (USA) Stable Value Plan - Tw Legacy reported net income rose from -$1M in the plan year 2022 filing to $257K in the plan year 2023 filing.
- Jlt (USA) Stable Value Plan - Tw Legacy reported participants fell from 66 in the plan year 2022 filing to 48 in the plan year 2023 filing.
- Jlt (USA) Stable Value Plan - Tw Legacy end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 362668272 · Marsh & Mclennan Companies, Inc. PY 2023 · Defined Benefit (Pension)
Jlt (USA) Stable Value Plan - Tw Legacy · $5M · 48 · 44th
- VS-ST $5M
- BOY 48
- SCH 44th
- EBSA Defined Benefit (Pension)
- PART near Rheumatology Associates, S.C. Defined Benefit Pension Plan & Trust
- TYPE ind #2784
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) Stable Value Plan - Tw Legacy in the asset neighbourhood
Marsh & Mclennan Companies, Inc. multi-year asset trail
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 5 | 35,424 | $11.1B |
| 2023 | 5 | 35,658 | $12.4B |
| 2024 | 5 | 39,116 | $13.1B |
Marsh & Mclennan Companies, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $257K |
| Employer EIN | 362668272 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in New Jersey
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Retirement Plan of Johnson and Johnson $21.2B · 37,749
- JPMorgan Chase Retirement Plan $16.3B · 90,644
- Nokia Retirement Income Plan $13.9B · 7,492
- The Prudential Merged Retirement Plan $12.2B · 16,230
- Verizon Pension Plan for Associates $10.9B · 23,778
Jlt (USA) Stable Value Plan - Tw Legacy's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Rheumatology Associates, S.C. Defined Benefit Pension Plan & Trust in IL ($5M); by covered participants it is Employees' Retirement Plan of the Kensico Cemetery in NY (48 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Rheumatology Associates, S.C. Defined Benefit Pension Plan & Trust (IL) $5M · 12
- The National Bank of Delaware County Pension Plan as a Member of the New York State Bankers Retirement System (PA) $5M · 10
- Member One Federal Credit Union Defined Benefit Plan (VA) $5M · 32
- Victorinox Swiss Army, Inc. Defined Benefit Pension Plan (CT) $5M · 48
Similar participant headcount
Nearest other-state filings by covered participants (48 participants); asset peers above are excluded.
- Employees' Retirement Plan of the Kensico Cemetery (NY) 48 · 0 off
- Pension Plan for Employees of Solvay Bank (NY) 48 · 0 off
- Metro Credit Union Pension Plan (MA) 48 · 0 off
- Urs Professional Solutions Pension Plan (VA) 48 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.