Defined Benefit (Pension) · DOL Form 5500 · 2023
Marsh & Mclennan Companies, Inc. Pension Plan
Data updated 2026-08-25
- $4.4B
- Total assets Very large vs avg
- 7,766
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $565,340
- Avg per participant High balance/head
Official DOL plan name: Marsh & Mclennan Companies Retirement Plan · Sponsored by Marsh & Mclennan Companies, Inc. · New York · Finance & Insurance
$4.4B in assets, 7,766 participants
Marsh & Mclennan Companies, Inc.'s Marsh & Mclennan Companies Retirement Plan reported $4.4B in total assets and 7,766 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.
- #8,815 in Finance & Insurance (8,869 peers)
Coverage in New York
Marsh & Mclennan Companies Retirement Plan covers 7,766 participants in New York, 9.7x the typical New York plan (state average ~798 per filing). Assets: $4.4B.
- #8,815
- in Finance & Insurance (8,869 peers)
- +1.9%
- assets growth YoY
- 44×
- vs typical plan assets (national mean)
The plan reported a net loss of $26M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Marsh & Mclennan Companies Retirement Plan's outsized position by total assets
Marsh & Mclennan Companies Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,390,434,128 Highest reported value at or above every one 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
Marsh & Mclennan Companies Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marsh & Mclennan Companies Retirement Plan lands in the large band (7,766 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Marsh & Mclennan Companies Retirement Plan reported net income rose from -$1.2B in the plan year 2022 filing to -$26M in the plan year 2023 filing.
- Marsh & Mclennan Companies Retirement Plan reported participants fell from 8,819 in the plan year 2022 filing to 7,766 in the plan year 2023 filing.
- Marsh & Mclennan Companies Retirement Plan end-of-year assets rose from $4.3B in the plan year 2022 filing to $4.4B in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 362668272 · Marsh & Mclennan Companies, Inc. PY 2023 · Defined Benefit (Pension)
Marsh & Mclennan Companies Retirement Plan · $4.4B · 7,766 · 100th
- ASSETS $4.4B
- ASSETS 7,766
- ASSETS 100th
- ASSETS Defined Benefit (Pension)
- ASSETS near Pension Plan for Salaried Employees of Union Pacific Corporation & Affiliates
- ASSETS ind #8815
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 York →
Marsh & Mclennan Companies Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $4.3B |
|---|---|
| Net Assets (End of Year) | $4.2B |
| Net Income | -$26M |
| Employer EIN | 362668272 |
| Plan Effective Date | 1941-01-01 |
| Filing Status | FILING 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
| 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 York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.0B · 14,881
- Consolidated Edison Retirement Plan $16.2B · 10,779
- 1199seiu Health Care Employees Pension Fund $16.2B · 107,582
- Pfizer Consolidated Pension Plan $11.0B · 9,616
- Pepsico Employees Retirement Plan I $7.6B · 12,289
Scale composition for Marsh & Mclennan Companies Retirement Plan
Marsh & Mclennan Companies Retirement Plan reports $4.4B in end-of-year assets across 7,766 participants (0.036% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $565,340 per participant (4.1x the national average assets-per-participant) . Net income for plan year 2023 was -$26M.
This plan identity (EIN 362668272, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $4.3B to $4.2B (-3.5%) while covered participants moved from 8,819 to 7,319 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,819 | $4.3B | Open filing |
| 2023 | 7,766 | $4.4B | This page |
| 2024 · index core | 7,319 | $4.2B | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Marsh & Mclennan Companies 401(k) Savings and Investment Plan (401(k), $7.4B, 20,222 participants)
- Marsh & Mclennan Companies Retirement Plan (Defined Benefit (Pension), $4.2B, 7,319 participants)
- Marsh & Mclennan Agency 401(k) Savings & Investment Plan (401(k), $1.5B, 11,530 participants)
Marsh & Mclennan Companies Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Pension Plan for Salaried Employees of Union Pacific Corporation & Affiliates in NE ($4.4B); by covered participants it is Rpm International Inc. Retirement Plan in OH (7,736 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4.4B here).
- Pension Plan for Salaried Employees of Union Pacific Corporation & Affiliates (NE) $4.4B · 3,724
- Westrock Company Consolidated Pension Plan (GA) $4.4B · 11,262
- General Motors Salaried Retirement Program (MI) $4.4B · 9,018
- Abbvie Pension Plan (IL) $4.4B · 14,619
Similar participant headcount
Nearest other-state filings by covered participants (7,766 participants); asset peers above are excluded.
- Rpm International Inc. Retirement Plan (OH) 7,736 · 30 off
- Adm Retirement Plan (IL) 7,840 · 74 off
- William Beaumont Hospital Employees' Retirement Plan (MI) 7,852 · 86 off
- Bae Systems Employees' Retirement Plan (VA) 7,673 · 93 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.