Defined Benefit (Pension) · DOL Form 5500 · 2023
S&p Global Inc. Pension Plan
Data updated 2026-08-25
- $1.2B
- Total assets Very large vs avg
- 1,209
- Participants Near avg headcount
- 99th
- Percentile by assets National rank
- $1.0M
- Avg per participant High balance/head
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.
- #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.
- #2,752
- in Information & Media (2,818 peers)
- +0.1%
- assets growth YoY
- 12×
- vs typical plan assets (national mean)
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.
Employee Retirement Plan of S&p Global Inc and Its Subsidiaries's outsized position 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
Employee Retirement Plan of S&p Global Inc and Its Subsidiaries's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employee Retirement Plan of S&p Global Inc and Its Subsidiaries lands in the large band (1,209 participants).
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.
Published 5500 schedule card
Filing strip 131026995 · S&p Global Inc. PY 2023 · Defined Benefit (Pension)
Employee Retirement Plan of S&p Global Inc and Its Subsidiaries · $1.2B · 1,209 · 99th
- RANK $1.2B
- RANK 1,209
- RANK 99th
- RANK Defined Benefit (Pension)
- RANK near Kellanova Pension Plan
- RANK ind #2752
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 Information & Media retirement plans → · Plans in New York →
Employee Retirement Plan of S&p Global Inc and Its Subsidiaries in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All S&p Global Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6.9B 51.98260145020108% vs 2022
- 2024 filing year
| 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.
- 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
Employee Retirement Plan of S&p Global Inc and Its Subsidiaries's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Kellanova Pension Plan in IL ($1.2B); by covered participants it is Coca-Cola Bottling Company United, Inc. Retirement Plan in AL (1,208 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.2B here).
Similar participant headcount
Nearest other-state filings by covered participants (1,209 participants); asset peers above are excluded.
- Coca-Cola Bottling Company United, Inc. Retirement Plan (AL) 1,208 · 1 off
- Central Ohio Ufcw Unions and Retail Employers Pension Plan (OH) 1,208 · 1 off
- Pension Fund of Cement Masons Union Local No. 502 (IL) 1,207 · 2 off
- California Water Service Company Pension Plan (CA) 1,207 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.