401(k) · DOL Form 5500 · 2023
Marsh & Mclennan Companies, Inc. 401(k) Plan
Data updated 2026-08-11
- $6.7B
- Total assets
- 18,101
- Participants
- 100th
- Percentile by assets
- $369,956
- Avg per participant
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.
- 100th percentile by assets (of 127,072 plans)
- #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.
- $6.7B
- total plan assets (2023 EOY)
- 18,101
- covered participants
- 100th
- percentile by assets (of 127,072 plans)
- $369,956
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Marsh & Mclennan Companies 401(k) Savings and Investment Plan reports 18,101 participants - 23x that state average ($6.7B EOY assets).
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.)
| 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 Companies 401(k) Savings and 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 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Marsh & Mclennan Companies 401(k) Savings and Investment Plan by total assets, not by location.
- 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
Frequently Asked Questions
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How have Marsh & Mclennan Companies, Inc. plan assets changed over time? ▼
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Next read for Marsh & Mclennan Companies 401(k) Saving…
Filing takeaways
Ways to act on Marsh & Mclennan Companies 401(k) Savings and Investment Plan's numbers.
- By total assets, Marsh & Mclennan Companies 401(k) Savings and 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