401(k) · DOL Form 5500 · 2023
Thomson Reuters Holdings Inc. 401(k) Plan
Data updated 2026-08-25
- $4.1B
- Total assets Very large vs avg
- 9,774
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $424,388
- Avg per participant High balance/head
Official DOL plan name: Thomson Reuters 401(k) Savings Plan · Sponsored by Thomson Reuters Holdings Inc. · Minnesota · Information & Media
$4.1B in assets, 9,774 participants
Thomson Reuters Holdings Inc.'s Thomson Reuters 401(k) Savings Plan reported $4.1B in total assets and 9,774 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.
- #2,791 in Information & Media (2,818 peers)
Coverage in Minnesota
Thomson Reuters 401(k) Savings Plan covers 9,774 participants in Minnesota, 8.7x the typical Minnesota plan (state average ~1,126 per filing). Assets: $4.1B.
- #2,791
- in Information & Media (2,818 peers)
- +14.5%
- assets growth YoY
- 42×
- vs typical plan assets (national mean)
Thomson Reuters 401(k) Savings Plan's outsized position by total assets
Thomson Reuters 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,147,965,327 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
Thomson Reuters 401(k) Savings 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. Thomson Reuters 401(k) Savings Plan lands in the large band (9,774 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Thomson Reuters 401(k) Savings Plan reported net income rose from -$982M in the plan year 2022 filing to $526M in the plan year 2023 filing.
- Thomson Reuters 401(k) Savings Plan end-of-year assets rose from $3.6B in the plan year 2022 filing to $4.1B in the plan year 2023 filing.
- Thomson Reuters 401(k) Savings Plan reported participants fell from 10,255 in the plan year 2022 filing to 9,774 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 061497995 · Thomson Reuters Holdings Inc. PY 2023 · 401(k)
Thomson Reuters 401(k) Savings Plan · $4.1B · 9,774 · 100th
- BOY $4.1B
- BOY 9,774
- BOY 100th
- BOY 401(k)
- BOY near Adobe Inc. 401(k) Retirement Savings Plan
- BOY ind #2791
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 Information & Media retirement plans → · Plans in Minnesota →
Thomson Reuters 401(k) Savings Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $3.6B |
|---|---|
| Net Assets (End of Year) | $4.1B |
| Net Income | $526M |
| Employer EIN | 061497995 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Thomson Reuters Holdings Inc.)
Sponsor-wide plan assets over time
All Thomson Reuters Holdings Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5.9B 14.13023227254647% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 12,437 | $5.2B |
| 2023 | 2 | 11,663 | $5.7B |
| 2024 | 2 | 10,516 | $5.9B |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $22.4B · 198,972
- Target Corporation 401(k) Plan $13.0B · 432,617
- Medtronic Savings and Investment Plan $12.9B · 44,342
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $12.0B · 36,049
- U.S. Bank 401(k) Savings Plan $10.3B · 75,272
Scale composition for Thomson Reuters 401(k) Savings Plan
Thomson Reuters 401(k) Savings Plan reports $4.1B in end-of-year assets across 9,774 participants (0.034% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $424,388 per participant (3.1x the national average assets-per-participant) . Net income for plan year 2023 was $526M.
This plan identity (EIN 061497995, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.6B to $4.5B (+23.5%) while covered participants moved from 10,255 to 8,868 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 10,255 | $3.6B | Open filing |
| 2023 | 9,774 | $4.1B | This page |
| 2024 · index core | 8,868 | $4.5B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Thomson Reuters 401(k) Savings Plan (401(k), $4.5B, 8,868 participants)
- Thomson Reuters Group Pension Plan (Defined Benefit (Pension), $1.4B, 1,648 participants)
Thomson Reuters 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Adobe Inc. 401(k) Retirement Savings Plan in CA ($4.1B); by covered participants it is Catalent Pharma Solutions, Inc. 401(k) Plan in NJ (9,774 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4.1B here).
- Adobe Inc. 401(k) Retirement Savings Plan (CA) $4.1B · 14,731
- Tiaa Code Section 401(k) Plan (NY) $4.1B · 12,398
- Deutsche Bank Matched Savings Plan (NY) $4.1B · 7,588
- Bnsf Railway Company Non-Salaried Employees 401(k) Retirement Plan (TX) $4.1B · 25,966
Similar participant headcount
Nearest other-state filings by covered participants (9,774 participants); asset peers above are excluded.
- Catalent Pharma Solutions, Inc. 401(k) Plan (NJ) 9,774 · 0 off
- Smart National Supplemental Savings Plan (VA) 9,773 · 1 off
- Siemens Energy, Inc. Savings Plan (FL) 9,777 · 3 off
- East Penn Manufacturing Co. 401(k) Savings Plan (PA) 9,778 · 4 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.