401(k) · DOL Form 5500 · 2023
Marsh & Mclennan Companies, Inc. 401(k) Plan
Data updated 2026-08-11
- $1.2B
- Total assets
- 9,739
- Participants
- 99th
- Percentile by assets
- $126,258
- Avg per participant
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.
- 99th percentile by assets (of 127,072 plans)
- #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.
- $1.2B
- total plan assets (2023 EOY)
- 9,739
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $126,258
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Marsh & Mclennan Agency 401(k) Savings & Investment Plan reports 9,739 participants - 12x that state average ($1.2B EOY assets).
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.)
| 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.
Marsh & Mclennan Agency 401(k) Savings & Investment Plan vs. nearby 401(k) plans in New York, assets vs. participants
- 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Marsh & Mclennan Agency 401(k) Savings & Investment Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Marsh & Mclennan Agency 401(k) Savings & Investment Plan assets move in 2023? ▼
How have Marsh & Mclennan Companies, Inc. plan assets changed over time? ▼
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Filing takeaways
Ways to act on Marsh & Mclennan Agency 401(k) Savings & Investment Plan's numbers.
- By total assets, Marsh & Mclennan Agency 401(k) Savings & Investment Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Marsh & Mclennan Companies, Inc.'s sponsor-wide assets have grown 18.2% since 2022 across 3 plan years on file. More Finance & Insurance plans