401(k) · DOL Form 5500 · 2023
Marsh & Mclennan Companies, Inc. 401(k) Plan
Data updated 2026-08-25
- $6.7B
- Total assets Very large vs avg
- 18,101
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $369,956
- Avg per participant High balance/head
Official DOL plan name: Marsh & Mclennan Companies 401(k) Savings and Investment Plan · Sponsored by Marsh & Mclennan Companies, Inc. · New York · Finance & Insurance
$6.7B in assets, 18,101 participants
Marsh & Mclennan Companies, Inc.'s Marsh & Mclennan Companies 401(k) Savings and Investment Plan reported $6.7B in total assets and 18,101 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.
- #8,834 in Finance & Insurance (8,869 peers)
Coverage in New York
Marsh & Mclennan Companies 401(k) Savings and Investment Plan covers 18,101 participants in New York, 23x the typical New York plan (state average ~798 per filing). Assets: $6.7B.
- #8,834
- in Finance & Insurance (8,869 peers)
- +16.4%
- assets growth YoY
- 67×
- vs typical plan assets (national mean)
Marsh & Mclennan Companies 401(k) Savings and Investment Plan's outsized position by total assets
Marsh & Mclennan Companies 401(k) Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,696,570,846 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 401(k) Savings and Investment Plan's mega-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 401(k) Savings and Investment Plan is a mega filing (18,101 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Marsh & Mclennan Companies 401(k) Savings and Investment Plan reported net income rose from -$1.0B in the plan year 2022 filing to $947M in the plan year 2023 filing.
- Marsh & Mclennan Companies 401(k) Savings and Investment Plan end-of-year assets rose from $5.8B in the plan year 2022 filing to $6.7B in the plan year 2023 filing.
- Marsh & Mclennan Companies 401(k) Savings and Investment Plan reported participants fell from 18,458 in the plan year 2022 filing to 18,101 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 362668272 · Marsh & Mclennan Companies, Inc. PY 2023 · 401(k)
Marsh & Mclennan Companies 401(k) Savings and Investment Plan · $6.7B · 18,101 · 100th
- BOOK $6.7B
- VS-ST 18,101
- BOY 100th
- SCH 401(k)
- EBSA near Eaton Savings Plan
- PART ind #8834
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 401(k) Savings and Investment Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $5.8B |
|---|---|
| Net Assets (End of Year) | $6.7B |
| Net Income | $947M |
| Employer EIN | 362668272 |
| Plan Effective Date | 1966-07-01 |
| 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 Companies 401(k) Savings and Investment Plan
Marsh & Mclennan Companies 401(k) Savings and Investment Plan reports $6.7B in end-of-year assets across 18,101 participants (0.054% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.019% of 93,925,755 covered participants) - about $369,956 per participant (2.7x the national average assets-per-participant) . Net income for plan year 2023 was $947M.
This plan identity (EIN 362668272, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $5.8B to $7.4B (+28.8%) while covered participants moved from 18,458 to 20,222 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 18,458 | $5.8B | Open filing |
| 2023 | 18,101 | $6.7B | This page |
| 2024 · index core | 20,222 | $7.4B | 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 401(k) Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Eaton Savings Plan in OH ($6.7B); by covered participants it is The Dow Chemical Company Employees' Savings Plan in MI (18,088 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6.7B here).
- Eaton Savings Plan (OH) $6.7B · 26,555
- Conocophillips Savings Plan (TX) $6.8B · 6,260
- Allstate 401(k) Savings Plan (TX) $6.8B · 40,638
- Schlumberger Technology Corporation Savings and Profit Sharing Plan (TX) $6.8B · 16,701
Similar participant headcount
Nearest other-state filings by covered participants (18,101 participants); asset peers above are excluded.
- The Dow Chemical Company Employees' Savings Plan (MI) 18,088 · 13 off
- Raley's 401(k) Retirement Savings Plan (CA) 18,117 · 16 off
- Trane Technologies Employee Savings Plan (Esp) (NC) 18,144 · 43 off
- Science Applications International Corporation Retirement Plan (VA) 18,023 · 78 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.