401(k) · DOL Form 5500 · 2023

Grantham, Mayo, Van Otterloo & Co. LLC 401(k) Plan

Data updated 2026-08-25

$152M
Total assets Near avg plan size
404
Participants Below avg headcount
94th
Percentile by assets National rank
$376,270
Avg per participant High balance/head
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Official DOL plan name: Gmo 401(k) Profit Sharing Plan · Sponsored by Grantham, Mayo, Van Otterloo & Co. LLC · Massachusetts · Finance & Insurance

$152M in assets, 404 participants

Grantham, Mayo, Van Otterloo & Co. LLC's Gmo 401(k) Profit Sharing Plan reported $152M in total assets and 404 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #7,988 in Finance & Insurance (8,869 peers)

Where Gmo 401(k) Profit Sharing Plan sits by assets

Gmo 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $152M for 404 participants (~$376,270/participant), up 26.7% in 2023.

#7,988
in Finance & Insurance (8,869 peers)
+26.7%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Gmo 401(k) Profit Sharing Plan's outsized position by total assets

Gmo 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$152,013,257 Top 6% higher than 94% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Gmo 401(k) Profit Sharing 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. Gmo 401(k) Profit Sharing Plan sits mid-pack in the medium band (404 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gmo 401(k) Profit Sharing Plan reported net income rose from -$12M in the plan year 2022 filing to $32M in the plan year 2023 filing.
  • Gmo 401(k) Profit Sharing Plan end-of-year assets rose from $120M in the plan year 2022 filing to $152M in the plan year 2023 filing.
  • Gmo 401(k) Profit Sharing Plan reported participants rose from 396 in the plan year 2022 filing to 404 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 042691242 · Grantham, Mayo, Van Otterloo & Co. LLC PY 2023 · 401(k)

Gmo 401(k) Profit Sharing Plan · $152M · 404 · 94th

  • PHOTO $152M
  • PHOTO 404
  • PHOTO 94th
  • PHOTO 401(k)
  • PHOTO near Bally's 401(k) Plan
  • PHOTO ind #7988

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 Massachusetts →

Gmo 401(k) Profit Sharing Plan in the asset neighbourhood

Bally's 401(k) Plan$152MGmo 401(k) Profit Sharing PlanGmo 401(k) Profit Sharing Pl…$152MIps & Affiliates 401(k) Plan$152MThrift and Savings Plan Sponsored by United Dairy Industry AssociationThrift and Savings Plan Spon…$152MMitsui Sumitomo 401(k) Savings/Retirement PlanMitsui Sumitomo 401(k) Savin…$152M
End-of-year total assets ($M) among Gmo 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$120M
Net Assets (End of Year)$152M
Net Income$32M
Employer EIN042691242
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Grantham, Mayo, Van Otterloo & Co. LLC)

Sponsor-wide plan assets over time

All Grantham, Mayo, Van Otterloo & Co. LLC plans reported in each filing year

Latest sponsor-wide plan assets
$178M 48.55959288482431% vs 2022
2024 filing year
$100M$120M$140M$160M$180M$200M 202220232024 $120M $178M ▲ +48.6%
Year Plans Participants Total Assets
2022 1 396 $120M
2023 1 404 $152M
2024 1 362 $178M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Gmo 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Gmo 401(k) Profit Sharing Plan, Total assets ($B): 0.152013257 · Participants: 404Gmo 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Gmo 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Gmo 401(k) Profit Sharing Plan side-by-side with 3 peers →

Gmo 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Bally's 401(k) Plan in RI ($152M); by covered participants it is Bradley Caldwell, Inc. 401(k) Retirement Savings Plan in PA (404 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($152M here).

Similar participant headcount

Nearest other-state filings by covered participants (404 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.

Frequently Asked Questions

How did Gmo 401(k) Profit Sharing Plan assets move in 2023? ▼
Gmo 401(k) Profit Sharing Plan grew sharply - up 26.7% during 2023, from $120M to $152M. Reported net income was $32M.
How have Grantham, Mayo, Van Otterloo & Co. LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Grantham, Mayo, Van Otterloo & Co. LLC's sponsor-wide assets grew 48.6%, from $120M to $178M.
Where does Gmo 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Gmo 401(k) Profit Sharing Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Gmo 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bally's 401(k) Plan in RI ($152M, 5,770 participants).
Which 401(k) plans cover a similar participant headcount to Gmo 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bradley Caldwell, Inc. 401(k) Retirement Savings Plan in PA (404 participants, $27M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042691242.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.