401(k) · DOL Form 5500 · 2023
Marsh & Mclennan Companies, Inc. 401(k) Plan
Data updated 2026-08-25
- $1.2B
- Total assets Very large vs avg
- 9,739
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $126,258
- Avg per participant Near avg balance/head
Official DOL plan name: Marsh & Mclennan Agency 401(k) Savings & Investment Plan · Sponsored by Marsh & Mclennan Companies, Inc. · New York · Finance & Insurance
$1.2B in assets, 9,739 participants
Marsh & Mclennan Companies, Inc.'s Marsh & Mclennan Agency 401(k) Savings & Investment Plan reported $1.2B in total assets and 9,739 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #8,677 in Finance & Insurance (8,869 peers)
Coverage in New York
Marsh & Mclennan Agency 401(k) Savings & Investment Plan covers 9,739 participants in New York, 12x the typical New York plan (state average ~798 per filing). Assets: $1.2B.
- #8,677
- in Finance & Insurance (8,869 peers)
- +27.1%
- assets growth YoY
- 12×
- vs typical plan assets (national mean)
Marsh & Mclennan Agency 401(k) Savings & Investment Plan's outsized position by total assets
Marsh & Mclennan Agency 401(k) Savings & Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,229,624,612 Top 1% higher than 99% 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 Agency 401(k) Savings & Investment 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 Agency 401(k) Savings & Investment Plan lands in the large band (9,739 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Marsh & Mclennan Agency 401(k) Savings & Investment Plan reported net income rose from -$118M in the plan year 2022 filing to $262M in the plan year 2023 filing.
- Marsh & Mclennan Agency 401(k) Savings & Investment Plan end-of-year assets rose from $967M in the plan year 2022 filing to $1.2B in the plan year 2023 filing.
- Marsh & Mclennan Agency 401(k) Savings & Investment Plan reported participants rose from 8,077 in the plan year 2022 filing to 9,739 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 362668272 · Marsh & Mclennan Companies, Inc. PY 2023 · 401(k)
Marsh & Mclennan Agency 401(k) Savings & Investment Plan · $1.2B · 9,739 · 99th
- PHOTO $1.2B
- IND 9,739
- EOY 99th
- 5500 401(k)
- ASSETS near Promedica Health System, Inc. 401(k) Plan
- PCT ind #8677
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 Agency 401(k) Savings & Investment Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $967M |
|---|---|
| Net Assets (End of Year) | $1.2B |
| Net Income | $262M |
| Employer EIN | 362668272 |
| Plan Effective Date | 2010-01-01 |
| 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 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Scale composition for Marsh & Mclennan Agency 401(k) Savings & Investment Plan
Marsh & Mclennan Agency 401(k) Savings & Investment Plan reports $1.2B in end-of-year assets across 9,739 participants (0.010% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $126,258 per participant (91% of the national average assets-per-participant) . Net income for plan year 2023 was $262M.
This plan identity (EIN 362668272, plan #006) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $967M to $1.5B (+56.9%) while covered participants moved from 8,077 to 11,530 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,077 | $967M | Open filing |
| 2023 | 9,739 | $1.2B | This page |
| 2024 · index core | 11,530 | $1.5B | 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 Agency 401(k) Savings & Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Promedica Health System, Inc. 401(k) Plan in OH ($1.2B); by covered participants it is Southwest Airlines Pilots Retirement Savings Plan in TX (9,726 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.2B here).
- Promedica Health System, Inc. 401(k) Plan (OH) $1.2B · 17,938
- Windstream 401(k) Plan (AR) $1.2B · 10,991
- Cbiz, Inc. Retirement Savings Plan (OH) $1.2B · 6,370
- Hanford Operations and Engineering Investment Plan (WA) $1.2B · 4,306
Similar participant headcount
Nearest other-state filings by covered participants (9,739 participants); asset peers above are excluded.
- Southwest Airlines Pilots Retirement Savings Plan (TX) 9,726 · 13 off
- Smart National Supplemental Savings Plan (VA) 9,773 · 34 off
- Thomson Reuters 401(k) Savings Plan (MN) 9,774 · 35 off
- Catalent Pharma Solutions, Inc. 401(k) Plan (NJ) 9,774 · 35 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.