Defined Benefit (Pension) · DOL Form 5500 · 2023

McKinsey & Company, Inc. Pension Plan

Data updated 2026-08-25

$441M
Total assets Above avg plan size
1,182
Participants Near avg headcount
97th
Percentile by assets National rank
$373,151
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: McKinsey & Company, Inc. Partner Cash Balance Plan · Sponsored by McKinsey & Company, Inc. · New York · Professional & Technical Services

$441M in assets, 1,182 participants

McKinsey & Company, Inc.'s McKinsey & Company, Inc. Partner Cash Balance Plan reported $441M in total assets and 1,182 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #19,914 in Professional & Technical Services (20,321 peers)

Where McKinsey & Company, Inc. Partner Cash Balance Plan sits by assets

McKinsey & Company, Inc. Partner Cash Balance Plan sits in the top 5% of all filed plans by assets, $441M for 1,182 participants (~$373,151/participant), up 28.0% in 2023.

#19,914
in Professional & Technical Services (20,321 peers)
+28.0%
assets growth YoY
4.4×
vs typical plan assets (national mean)

McKinsey & Company, Inc. Partner Cash Balance Plan's outsized position by total assets

McKinsey & Company, Inc. Partner Cash Balance Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$441,065,060 Top 3% higher than 97% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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. Partner Cash Balance 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. McKinsey & Company, Inc. Partner Cash Balance Plan lands in the large band (1,182 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • McKinsey & Company, Inc. Partner Cash Balance Plan reported net income rose from $49M in the plan year 2022 filing to $96M in the plan year 2023 filing.
  • McKinsey & Company, Inc. Partner Cash Balance Plan end-of-year assets rose from $345M in the plan year 2022 filing to $441M in the plan year 2023 filing.
  • McKinsey & Company, Inc. Partner Cash Balance Plan reported participants rose from 1,075 in the plan year 2022 filing to 1,182 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 131826332 · McKinsey & Company, Inc. PY 2023 · Defined Benefit (Pension)

McKinsey & Company, Inc. Partner Cash Balance Plan · $441M · 1,182 · 97th

  • PART $441M
  • TYPE 1,182
  • NET 97th
  • BOOK Defined Benefit (Pension)
  • VS-ST near American Cast Iron Pipe Company Pension Plan
  • BOY ind #19914

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. Partner Cash Balance Plan in the asset neighbourhood

Iron Workers Pension Plan$443MMcKinsey & Company, Inc. Partner Cash Balance PlanMcKinsey & Company, Inc. Par…$441MAmerican Cast Iron Pipe Company Pension PlanAmerican Cast Iron Pipe Comp…$440MRetirement Plan for Employees of S.C. Johnson & SoRetirement Plan for Employee…$440MChick-Fil-a, Inc. Defined Benefit Pension PlanChick-Fil-a, Inc. Defined Be…$439M
End-of-year total assets ($M) among McKinsey & Company, Inc. Partner Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$345M
Net Assets (End of Year)$441M
Net Income$96M
Employer EIN131826332
Plan Effective Date2016-01-01
Filing StatusFILING 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
$9B$10B$11B$12B$13B 202220232024 $10.1B $12.5B ▲ +24.3%
Year Plans Participants Total Assets
2022 3 27,269 $10.1B
2023 3 34,141 $11.5B
2024 3 34,223 $12.5B

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

McKinsey & Company, Inc. Partner Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants McKinsey & Company, Inc. Partner Cash Balance Plan, Total assets ($B): 0.44106506 · Participants: 1182McKinsey & Company, Inc. Partner Cash Balance PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
McKinsey & Company, Inc. Partner Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare McKinsey & Company, Inc. Partner Cash Balance Plan side-by-side with 3 peers →

McKinsey & Company, Inc. Partner Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is American Cast Iron Pipe Company Pension Plan in AL ($440M); by covered participants it is G&j Pepsi-Cola Bottlers, Inc. Employees Pension Plan in OH (1,182 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($441M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,182 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did McKinsey & Company, Inc. Partner Cash Balance Plan assets move in 2023? ▼
McKinsey & Company, Inc. Partner Cash Balance Plan grew sharply - up 28.0% during 2023, from $345M to $441M. Reported net income was $96M.
How have McKinsey & Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), McKinsey & Company, Inc.'s sponsor-wide assets grew 24.2%, from $10.1B to $12.5B.
Where does McKinsey & Company, Inc. Partner Cash Balance Plan rank by assets among Form 5500 filers? ▼
McKinsey & Company, Inc. Partner Cash Balance Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to McKinsey & Company, Inc. Partner Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is American Cast Iron Pipe Company Pension Plan in AL ($440M, 832 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to McKinsey & Company, Inc. Partner Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is G&j Pepsi-Cola Bottlers, Inc. Employees Pension Plan in OH (1,182 participants, $83M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 131826332.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.