401(k) · DOL Form 5500 · 2023
McKinsey & Company, Inc. 401(k) Plan
Data updated 2026-08-25
- $9.1B
- Total assets Very large vs avg
- 17,796
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $510,524
- Avg per participant High balance/head
Official DOL plan name: McKinsey & Company, Inc. (Psrp) Profit Sharing Retirement Plan · Sponsored by McKinsey & Company, Inc. · New York · Professional & Technical Services
$9.1B in assets, 17,796 participants
McKinsey & Company, Inc.'s McKinsey & Company, Inc. (Psrp) Profit Sharing Retirement Plan reported $9.1B in total assets and 17,796 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.
- #20,312 in Professional & Technical Services (20,321 peers)
Coverage in New York
McKinsey & Company, Inc. (Psrp) Profit Sharing Retirement Plan covers 17,796 participants in New York, 22x the typical New York plan (state average ~798 per filing). Assets: $9.1B.
- #20,312
- in Professional & Technical Services (20,321 peers)
- +13.6%
- assets growth YoY
- 91×
- vs typical plan assets (national mean)
McKinsey & Company, Inc. (Psrp) Profit Sharing Retirement Plan's outsized position by total assets
McKinsey & Company, Inc. (Psrp) Profit Sharing Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,085,287,135 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
McKinsey & Company, Inc. (Psrp) Profit Sharing Retirement 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. McKinsey & Company, Inc. (Psrp) Profit Sharing Retirement Plan is a mega filing (17,796 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- McKinsey & Company, Inc. (Psrp) Profit Sharing Retirement Plan reported net income rose from -$210M in the plan year 2022 filing to $1.0B in the plan year 2023 filing.
- McKinsey & Company, Inc. (Psrp) Profit Sharing Retirement Plan reported participants rose from 14,349 in the plan year 2022 filing to 17,796 in the plan year 2023 filing.
- McKinsey & Company, Inc. (Psrp) Profit Sharing Retirement Plan end-of-year assets rose from $8.0B in the plan year 2022 filing to $9.1B in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 131826332 · McKinsey & Company, Inc. PY 2023 · 401(k)
McKinsey & Company, Inc. (Psrp) Profit Sharing Retirement Plan · $9.1B · 17,796 · 100th
- 5500 $9.1B
- 5500 17,796
- 5500 100th
- 5500 401(k)
- 5500 near Nokia Savings/401(k) Plan
- 5500 ind #20312
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 Professional & Technical Services retirement plans → · Plans in New York →
McKinsey & Company, Inc. (Psrp) Profit Sharing Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $8.0B |
|---|---|
| Net Assets (End of Year) | $9.1B |
| Net Income | $1.0B |
| Employer EIN | 131826332 |
| Plan Effective Date | 1956-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (McKinsey & Company, Inc.)
Sponsor-wide plan assets over time
All McKinsey & Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $12.5B 24.22140632143798% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 27,269 | $10.1B |
| 2023 | 3 | 34,141 | $11.5B |
| 2024 | 3 | 34,223 | $12.5B |
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 McKinsey & Company, Inc. (Psrp) Profit Sharing Retirement Plan
McKinsey & Company, Inc. (Psrp) Profit Sharing Retirement Plan reports $9.1B in end-of-year assets across 17,796 participants (0.074% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.019% of 93,925,755 covered participants) - about $510,524 per participant (3.7x the national average assets-per-participant) . Net income for plan year 2023 was $1.0B.
This plan identity (EIN 131826332, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $8.0B to $9.8B (+22.8%) while covered participants moved from 14,349 to 17,700 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 14,349 | $8.0B | Open filing |
| 2023 | 17,796 | $9.1B | This page |
| 2024 · index core | 17,700 | $9.8B | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- McKinsey & Company, Inc. (Psrp) Profit Sharing Retirement Plan (401(k), $9.8B, 17,700 participants)
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan (Money Purchase, $2.2B, 15,274 participants)
- McKinsey & Company, Inc. Partner Cash Balance Plan (Defined Benefit (Pension), $521M, 1,249 participants)
McKinsey & Company, Inc. (Psrp) Profit Sharing Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Nokia Savings/401(k) Plan in NJ ($9.1B); by covered participants it is Alorica 401(k) Retirement Plan in CA (17,784 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9.1B here).
- Nokia Savings/401(k) Plan (NJ) $9.1B · 7,326
- Advocate Aurora Health 401(k) Plan (WI) $9.1B · 76,956
- Southwest Airlines Pilots Retirement Savings Plan (TX) $9.1B · 9,726
- Ubs 401(k) Plan Trust (NJ) $9.0B · 21,579
Similar participant headcount
Nearest other-state filings by covered participants (17,796 participants); asset peers above are excluded.
- Alorica 401(k) Retirement Plan (CA) 17,784 · 12 off
- Marathon Petroleum Thrift Plan (OH) 17,818 · 22 off
- Baxter International Inc. and Subsidiaries U.S. Retirement Savings Plan (IL) 17,767 · 29 off
- Sally Beauty 401(k) and Profit Sharing Plan (TX) 17,873 · 77 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.