Defined Benefit (Pension) · DOL Form 5500 · 2023
S&p Global Inc. Pension Plan
Data updated 2026-08-11
- $1.2B
- Total assets
- 1,209
- Participants
- 99th
- Percentile by assets
- $1.0M
- Avg per participant
Official DOL plan name: Employee Retirement Plan of S&p Global Inc and Its Subsidiaries · Sponsored by S&p Global Inc. · New York · Information & Media
$1.2B in assets, 1,209 participants
S&p Global Inc.'s Employee Retirement Plan of S&p Global Inc and Its Subsidiaries reported $1.2B in total assets and 1,209 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 127,072 plans)
- #2,752 in Information & Media (2,818 peers)
Where Employee Retirement Plan of S&p Global Inc and Its Subsidiaries sits by assets
Employee Retirement Plan of S&p Global Inc and Its Subsidiaries sits among the largest 1% of all filed plans, $1.2B for 1,209 participants (~$1.0M/participant), up 0.1% in 2023.
- $1.2B
- total plan assets (2023 EOY)
- 1,209
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $1.0M
- avg assets per participant
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Employee Retirement Plan of S&p Global Inc and Its Subsidiaries sits by total assets
Employee Retirement Plan of S&p Global Inc and Its Subsidiaries vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,223,517,000 Top 1% higher than 99% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Employee Retirement Plan of S&p Global Inc and Its Subsidiaries reported net income rose from -$410M in the plan year 2022 filing to -$7M in the plan year 2023 filing.
- Employee Retirement Plan of S&p Global Inc and Its Subsidiaries reported participants fell from 1,385 in the plan year 2022 filing to 1,209 in the plan year 2023 filing.
- Employee Retirement Plan of S&p Global Inc and Its Subsidiaries end-of-year assets rose from $1.2B in the plan year 2022 filing to $1.2B in the plan year 2023 filing.
Employee Retirement Plan of S&p Global Inc and Its Subsidiaries vs the 2023 asset distribution
By assets, Employee Retirement Plan of S&p Global Inc and Its Subsidiaries outranks 99% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 12x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $1.2B |
|---|---|
| Net Assets (End of Year) | $1.2B |
| Net Income | -$7M |
| Employer EIN | 131026995 |
| Plan Effective Date | 1944-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (S&p Global Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 6,676 | $4.6B |
| 2023 | 2 | 6,052 | $6.5B |
| 2024 | 2 | 11,751 | $6.9B |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Employee Retirement Plan of S&p Global Inc and Its Subsidiaries vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
- IBM Personal Pension Plan $25.0B · 14,881
- Consolidated Edison Retirement Plan $16.2B · 10,779
- 1199seiu Health Care Employees Pension Fund $16.2B · 107,582
- Pfizer Consolidated Pension Plan $11.0B · 9,616
- Pepsico Employees Retirement Plan I $7.6B · 12,289
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Employee Retirement Plan of S&p Global Inc and Its Subsidiaries by total assets, not by location.
Frequently Asked Questions
How did Employee Retirement Plan of S&p Global Inc and Its Subsidiaries assets move in 2023? ▼
How have S&p Global Inc. plan assets changed over time? ▼
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Ways to act on Employee Retirement Plan of S&p Global Inc and Its Subsidiaries's numbers.
- By total assets, Employee Retirement Plan of S&p Global Inc and Its Subsidiaries 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 New York. Compare plans
- S&p Global Inc.'s sponsor-wide assets have grown 52.0% since 2022 across 3 plan years on file. More Information & Media plans