Defined Benefit (Pension) · DOL Form 5500 · 2023
Willis Towers Watson US LLC Pension Plan
Data updated 2026-08-25
- $3.1B
- Total assets Very large vs avg
- 10,732
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $289,943
- Avg per participant High balance/head
Official DOL plan name: Willis Towers Watson Pension Plan for U.S. Employees · Sponsored by Willis Towers Watson US LLC · Virginia · Professional & Technical Services
$3.1B in assets, 10,732 participants
Willis Towers Watson US LLC's Willis Towers Watson Pension Plan for U.S. Employees reported $3.1B in total assets and 10,732 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.
- #20,279 in Professional & Technical Services (20,321 peers)
Coverage in Virginia
Willis Towers Watson Pension Plan for U.S. Employees covers 10,732 participants in Virginia, 14x the typical Virginia plan (state average ~782 per filing). Assets: $3.1B.
- #20,279
- in Professional & Technical Services (20,321 peers)
- +0.0%
- assets growth YoY
- 31×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Willis Towers Watson Pension Plan for U.S. Employees's outsized position by total assets
Willis Towers Watson Pension Plan for U.S. Employees vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,111,664,429 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
Willis Towers Watson Pension Plan for U.S. Employees'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. Willis Towers Watson Pension Plan for U.S. Employees is a mega filing (10,732 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Willis Towers Watson Pension Plan for U.S. Employees reported net income rose from -$733M in the plan year 2022 filing to -$4M in the plan year 2023 filing.
- Willis Towers Watson Pension Plan for U.S. Employees reported participants fell from 10,742 in the plan year 2022 filing to 10,732 in the plan year 2023 filing.
- Willis Towers Watson Pension Plan for U.S. Employees end-of-year assets rose from $3.1B in the plan year 2022 filing to $3.1B in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 530181291 · Willis Towers Watson US LLC PY 2023 · Defined Benefit (Pension)
Willis Towers Watson Pension Plan for U.S. Employees · $3.1B · 10,732 · 100th
- SCH $3.1B
- EBSA 10,732
- PART 100th
- TYPE Defined Benefit (Pension)
- NET near Entergy Corporation Retirement Plan for Non-Bargaining Employees
- BOOK ind #20279
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 Virginia →
Willis Towers Watson Pension Plan for U.S. Employees in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $3.1B |
|---|---|
| Net Assets (End of Year) | $3.1B |
| Net Income | -$4M |
| Employer EIN | 530181291 |
| Plan Effective Date | 1936-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Willis Towers Watson US LLC)
Sponsor-wide plan assets over time
All Willis Towers Watson US LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $7.3B 9.236180031719446% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 27,366 | $6.7B |
| 2023 | 2 | 27,538 | $7.2B |
| 2024 | 3 | 27,187 | $7.3B |
Nearby Defined Benefit (Pension) Plans in Virginia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Pension Plan $19.1B · 13,674
- Retirement Security Plan $10.2B · 54,171
- Ng Space&mission Systems Corp Salaried Pension Pla $8.5B · 7,117
- Sheet Metal Workers' National Pension Fund $8.3B · 61,272
- Dominion Energy Pension Plan $7.6B · 12,263
Scale composition for Willis Towers Watson Pension Plan for U.S. Employees
Willis Towers Watson Pension Plan for U.S. Employees reports $3.1B in end-of-year assets across 10,732 participants (0.025% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $289,943 per participant (2.1x the national average assets-per-participant) . Net income for plan year 2023 was -$4M.
This plan identity (EIN 530181291, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.1B to $2.8B (-8.7%) while covered participants moved from 10,742 to 10,677 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 10,742 | $3.1B | Open filing |
| 2023 | 10,732 | $3.1B | This page |
| 2024 · index core | 10,677 | $2.8B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Willis Towers Watson Savings Plan for U.S. Employees (401(k), $4.5B, 16,510 participants)
- Willis Towers Watson Pension Plan for U.S. Employees (Defined Benefit (Pension), $2.8B, 10,677 participants)
Willis Towers Watson Pension Plan for U.S. Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Virginia, the nearest Defined Benefit (Pension) by assets is Entergy Corporation Retirement Plan for Non-Bargaining Employees in LA ($3.1B); by covered participants it is Consolidated Edison Retirement Plan in NY (10,779 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3.1B here).
- Entergy Corporation Retirement Plan for Non-Bargaining Employees (LA) $3.1B · 7,501
- M&t Bank Corporation Pension Plan (NY) $3.1B · 4,228
- Consolidated Roche Retirement Plan (NJ) $3.2B · 2,130
- Locals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan (WA) $3.1B · 8,339
Similar participant headcount
Nearest other-state filings by covered participants (10,732 participants); asset peers above are excluded.
- Consolidated Edison Retirement Plan (NY) 10,779 · 47 off
- Indiana Laborers Pension Fund (IN) 10,800 · 68 off
- Lumen Combined Pension Plan (LA) 10,804 · 72 off
- Disney Salaried Pension Plan D (CA) 10,813 · 81 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.