401(k) · DOL Form 5500 · 2023

Affiliated Managers Group, Inc. 401(k) Plan

Data updated 2026-08-25

$104M
Total assets Near avg plan size
510
Participants Below avg headcount
91st
Percentile by assets National rank
$203,080
Avg per participant Above avg balance/head
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Official DOL plan name: Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan · Sponsored by Affiliated Managers Group, Inc. · Massachusetts · Finance & Insurance

$104M in assets, 510 participants

Affiliated Managers Group, Inc.'s Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan reported $104M in total assets and 510 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,714 in Finance & Insurance (8,869 peers)

Where Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan sits by assets

Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $104M for 510 participants (~$203,080/participant), down 46.5% in 2023.

#7,714
in Finance & Insurance (8,869 peers)
-46.5%
assets change YoY
1.0×
vs typical plan assets (national mean)

Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$103,570,762 Top 9% higher than 91% 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

Affiliated Managers Group, Inc. 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. Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (510 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan reported net income rose from -$30M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $194M in the plan year 2022 filing to $104M in the plan year 2023 filing.
  • Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan reported participants rose from 481 in the plan year 2022 filing to 510 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 043218510 · Affiliated Managers Group, Inc. PY 2023 · 401(k)

Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan · $104M · 510 · 91st

  • SCH $104M
  • SCH 510
  • SCH 91st
  • SCH 401(k)
  • SCH near Sands Capital Management, LLC 401(k) Profit Sharing Plan
  • SCH ind #7714

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 →

Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Climatec Employee Savings PlanClimatec Employee Savings Pl…$104MOtto Bock Healthcare LP Retirement Savings PlanOtto Bock Healthcare LP Reti…$104MAffiliated Managers Group, Inc. 401(k) Profit Sharing PlanAffiliated Managers Group, I…$104MSands Capital Management, LLC 401(k) Profit Sharing PlanSands Capital Management, LL…$104MFactory Motor Parts 401(k) Savings PlanFactory Motor Parts 401(k) S…$103M
End-of-year total assets ($M) among Affiliated Managers Group, Inc. 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)$194M
Net Assets (End of Year)$102M
Net Income$14M
Employer EIN043218510
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Affiliated Managers Group, Inc.)

Sponsor-wide plan assets over time

All Affiliated Managers Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$118M 39.21866147863749% vs 2022
2024 filing year
$50M$100M$150M$200M$250M 202220232024 $194M $118M ▼ -39.2%
Year Plans Participants Total Assets
2022 1 481 $194M
2023 1 510 $104M
2024 1 240 $118M

Nearby 401(k) Plans in Massachusetts

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

Affiliated Managers Group, Inc. 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 ($B) Participants Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.103570762 · Participants: 510Affiliated Managers Group, Inc. 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
Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Affiliated Managers Group, Inc. 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 Sands Capital Management, LLC 401(k) Profit Sharing Plan in VA ($104M); by covered participants it is Venture Global Lng 401(k) Plan in VA (510 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($104M here).

Similar participant headcount

Nearest other-state filings by covered participants (510 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 Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan contracted severely - down 46.5% during 2023, from $194M to $104M. Reported net income was $14M.
How have Affiliated Managers Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Affiliated Managers Group, Inc.'s sponsor-wide assets declined 39.2%, from $194M to $118M.
Where does Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan ranks in the 91st 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 Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sands Capital Management, LLC 401(k) Profit Sharing Plan in VA ($104M, 190 participants).
Which 401(k) plans cover a similar participant headcount to Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Venture Global Lng 401(k) Plan in VA (510 participants, $64M 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 043218510.

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.