Defined Benefit (Pension) · DOL Form 5500 · 2023
Willis North America Inc. Pension Plan
Data updated 2026-08-25
- $709M
- Total assets Above avg plan size
- 626
- Participants Below avg headcount
- 98th
- Percentile by assets National rank
- $1.1M
- Avg per participant High balance/head
Official DOL plan name: Willis North America Inc. Pension Plan · Sponsored by Willis North America Inc. · Tennessee · Finance & Insurance
$709M in assets, 626 participants
Willis North America Inc.'s Willis North America Inc. Pension Plan reported $709M in total assets and 626 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #8,558 in Finance & Insurance (8,869 peers)
Where Willis North America Inc. Pension Plan sits by assets
Willis North America Inc. Pension Plan sits in the top 5% of all filed plans by assets, $709M for 626 participants (~$1.1M/participant), down 0.5% in 2023.
- #8,558
- in Finance & Insurance (8,869 peers)
- -0.5%
- assets change YoY
- 7.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Willis North America Inc. Pension Plan's outsized position by total assets
Willis North America Inc. Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$708,629,685 Top 2% higher than 98% 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
Willis North America Inc. Pension Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Willis North America Inc. Pension Plan sits mid-pack in the medium band (626 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Willis North America Inc. Pension Plan reported net income rose from -$208M in the plan year 2022 filing to -$5M in the plan year 2023 filing.
- Willis North America Inc. Pension Plan reported participants fell from 769 in the plan year 2022 filing to 626 in the plan year 2023 filing.
- Willis North America Inc. Pension Plan end-of-year assets fell from $712M in the plan year 2022 filing to $709M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 135654526 · Willis North America Inc. PY 2023 · Defined Benefit (Pension)
Willis North America Inc. Pension Plan · $709M · 626 · 98th
- EOY $709M
- EOY 626
- EOY 98th
- EOY Defined Benefit (Pension)
- EOY near Employees Pension Plan of Credit Suisse
- EOY ind #8558
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 Finance & Insurance retirement plans → · Plans in Tennessee →
Willis North America Inc. Pension Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $712M |
|---|---|
| Net Assets (End of Year) | $707M |
| Net Income | -$5M |
| Employer EIN | 135654526 |
| Plan Effective Date | 1965-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Willis North America Inc.)
Sponsor-wide plan assets over time
All Willis North America Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $623M 12.515598480759104% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 769 | $712M |
| 2023 | 1 | 626 | $709M |
| 2024 | 1 | 551 | $623M |
Nearby Defined Benefit (Pension) Plans in Tennessee
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Employees' Pension Plan $26.6B · 139,031
- Retirement Plan of International Paper Company $8.8B · 20,164
- Pace Industry Union-Management Pension Fund $2.7B · 3,192
- Pension Plan for Employees at Ornl $2.5B · 5,801
- Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee $2.1B · 2,710
Willis North America Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Employees Pension Plan of Credit Suisse in NY ($709M); by covered participants it is Baton Rouge Sheet Metal Workers Pension Fund in LA (626 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($709M here).
- Employees Pension Plan of Credit Suisse (NY) $709M · 285
- Mea-Messa-Mea Financial Services Staff Retirement Plan & Trust (MI) $708M · 524
- Ppg Industries, Inc. Retirement Plan F (PA) $710M · N/A
- Ohio Farmers Insurance Company Pension Plan (OH) $710M · 2,143
Similar participant headcount
Nearest other-state filings by covered participants (626 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.