Defined Benefit (Pension) · DOL Form 5500 · 2023
Willis Towers Watson US LLC Pension Plan
Data updated 2026-08-06
- $3.1B
- Total assets
- 10,732
- Participants
- 100th
- Percentile by assets
- $289,943
- Avg per participant
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.
- 100th percentile by assets (of 126,618 plans)
- #20,229 in Professional & Technical Services (20,271 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 ~781 per filing). Assets: $3.1B.
- $3.1B
- total plan assets (2023 EOY)
- 10,732
- covered participants
- 100th
- percentile by assets (of 126,618 plans)
- $289,943
- avg assets per participant
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.
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.
Participants vs Virginia filers
In Virginia, the average filing covers about 781 participants across 3,490 plans. Willis Towers Watson Pension Plan for U.S. Employees reports 10,732 participants - 14x that state average ($3.1B EOY assets).
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)
| 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.
Willis Towers Watson Pension Plan for U.S. Employees vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants
- 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 (0.027% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.012% of 89,805,449 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)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Willis Towers Watson Pension Plan for U.S. Employees by total assets, not by location.
- 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
Frequently Asked Questions
How did Willis Towers Watson Pension Plan for U.S. Employees assets move in 2023? ▼
How have Willis Towers Watson US LLC plan assets changed over time? ▼
Where does Willis Towers Watson Pension Plan for U.S. Employees rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Willis Towers Watson Pension Plan for U.S. Employees? ▼
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Filing takeaways
Ways to act on Willis Towers Watson Pension Plan for U.S. Employees's numbers.
- By total assets, Willis Towers Watson Pension Plan for U.S. Employees ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Virginia. Compare plans
- Willis Towers Watson US LLC's sponsor-wide assets have grown 9.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans