Money Purchase · DOL Form 5500 · 2023
McKinsey & Company, Inc. Money Purchase Plan
Data updated 2026-08-25
- $2.0B
- Total assets Very large vs avg
- 15,163
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $130,699
- Avg per participant Near avg balance/head
Official DOL plan name: McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan · Sponsored by McKinsey & Company, Inc. · New York · Professional & Technical Services
$2.0B in assets, 15,163 participants
McKinsey & Company, Inc.'s McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan reported $2.0B in total assets and 15,163 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #20,234 in Professional & Technical Services (20,321 peers)
Coverage in New York
McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan covers 15,163 participants in New York, 19x the typical New York plan (state average ~798 per filing). Assets: $2.0B.
- #20,234
- in Professional & Technical Services (20,321 peers)
- +15.4%
- assets growth YoY
- 20×
- vs typical plan assets (national mean)
McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan's outsized position by total assets
McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,981,784,839 Top 1% higher than 99% 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. (Mppp) Money Purchase Pension 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. (Mppp) Money Purchase Pension Plan is a mega filing (15,163 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan reported net income rose from -$12M in the plan year 2022 filing to $311M in the plan year 2023 filing.
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan reported participants rose from 11,845 in the plan year 2022 filing to 15,163 in the plan year 2023 filing.
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan end-of-year assets rose from $1.7B in the plan year 2022 filing to $2.0B in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 131826332 · McKinsey & Company, Inc. PY 2023 · Money Purchase
McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan · $2.0B · 15,163 · 99th
- ASSETS $2.0B
- PCT 15,163
- EIN 99th
- RANK Money Purchase
- PHOTO near Southern Electrical Retirement Fund
- IND ind #20234
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. (Mppp) Money Purchase Pension Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $1.7B |
|---|---|
| Net Assets (End of Year) | $2.0B |
| Net Income | $311M |
| Employer EIN | 131826332 |
| Plan Effective Date | 1994-01-01 |
| 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 Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Tiaa Retirement Plan $5.3B · 12,501
- Young Men's Christian Association Retirement Fund Retirement Plan $3.7B · 43,490
- Brookhaven Science Associates, LLC Retirement Plan $1.4B · 2,473
- Iron Workers Locals 40, 361 & 417 Annuity Fund $1.2B · 4,998
- Excavators Union Local 731 Annuity Fund $848M · 5,582
Scale composition for McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan
McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan reports $2.0B in end-of-year assets across 15,163 participants (0.016% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.016% of 93,925,755 covered participants) - about $130,699 per participant (95% of the national average assets-per-participant) . Net income for plan year 2023 was $311M.
This plan identity (EIN 131826332, plan #015) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.7B to $2.2B (+25.3%) while covered participants moved from 11,845 to 15,274 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 11,845 | $1.7B | Open filing |
| 2023 | 15,163 | $2.0B | This page |
| 2024 · index core | 15,274 | $2.2B | 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. (Mppp) Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Southern Electrical Retirement Fund in TN ($1.9B); by covered participants it is Scripps Health Retirement Savings Plan in CA (15,132 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.0B here).
- Southern Electrical Retirement Fund (TN) $1.9B · 11,228
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan (CA) $2.2B · 23,168
- Massachusetts Laborers' Annuity Fund (MA) $2.2B · 11,709
- Retirement Income Plan for Teaching Faculty of Harvard University (MA) $2.2B · 2,687
Similar participant headcount
Nearest other-state filings by covered participants (15,163 participants); asset peers above are excluded.
- Scripps Health Retirement Savings Plan (CA) 15,132 · 31 off
- California Iron Workers Field Defined Contribution Pension Trust Fund (CA) 15,271 · 108 off
- Itpeu Pension Fund (NJ) 15,693 · 530 off
- Southern States Savings & Retirement Plan Trust (FL) 13,258 · 1,905 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.