401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-11

$152M
Total assets
404
Participants
94th
Percentile by assets
$376,270
Avg per participant
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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.

  • 94th percentile by assets (of 127,072 plans)
  • #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.

$152M
total plan assets (2023 EOY)
404
covered participants
94th
percentile by assets (of 127,072 plans)
$376,270
avg assets per participant

Where Gmo 401(k) Profit Sharing Plan sits 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 $2,010,000,000 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

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 →

State
Massachusetts
Industry
Finance & Insurance

Gmo 401(k) Profit Sharing Plan vs the 2023 asset distribution

By assets, Gmo 401(k) Profit Sharing Plan outranks 94% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.5x the national average plan size of $100M (721 average participants).

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)

$100M$120M$140M$160M$180M$200M 202220232024 $120M $178M ▲ +48.6%
Total plan assets by year, all Grantham, Mayo, Van Otterloo & Co. LLC plans on file
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

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 Sh…Fidelity Retirement …Liberty Mutual 401(k…Massachusetts Instit…Boston Scientific Co…Philips North Americ…
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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Gmo 401(k) Profit Sharing Plan by total assets, not by location.

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).

Next read for Gmo 401(k) Profit Sharing Plan

Scale reading

Ways to act on Gmo 401(k) Profit Sharing Plan's numbers.

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.