Defined Benefit (Pension) · DOL Form 5500 · 2023
Willis North America Inc. Pension Plan
Data updated 2026-08-11
- $709M
- Total assets
- 626
- Participants
- 98th
- Percentile by assets
- $1.1M
- Avg per participant
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.
- 98th percentile by assets (of 127,072 plans)
- #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.
- $709M
- total plan assets (2023 EOY)
- 626
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $1.1M
- avg assets per participant
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.
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.
Willis North America Inc. Pension Plan vs the 2023 asset distribution
By assets, Willis North America Inc. Pension Plan outranks 98% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 7.1x the national average plan size of $100M (721 average participants).
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.)
| 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.
Willis North America Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Willis North America Inc. Pension Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Willis North America Inc. Pension Plan assets move in 2023? ▼
How have Willis North America Inc. plan assets changed over time? ▼
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Next read for Willis North America Inc. Pension Plan
Scale reading
Ways to act on Willis North America Inc. Pension Plan's numbers.
- By total assets, Willis North America Inc. Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Tennessee. Compare plans
- Willis North America Inc.'s sponsor-wide assets have declined 12.5% since 2022 across 3 plan years on file. More Finance & Insurance plans