Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

Ogilvy & Mather Account Balance Defined Benefit Continuation Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by The Ogilvy Group, LLC ยท New York ยท Professional & Technical Services

What the 2023 filing shows

Ogilvy & Mather Account Balance Defined Benefit Continuation Pension Plan holds $177M for 223 participants - about $795,542 per participant, up 4.4% over the 2023 plan year.

$177M
total plan assets (2023 EOY)
223
covered participants
$795,542
avg assets per participant
+4.4%
assets growth YoY
Total Assets (2023)
$177M
Participants
223
State
Industry
Professional & Technical Services

What the Filing Says About Ogilvy & Mather Account Balance Defined Benefit Continuation Pension Plan

Ogilvy & Mather Account Balance Defined Benefit Continuation Pension Plan is a Defined Benefit (Pension) retirement plan sponsored by The Ogilvy Group, LLC, headquartered in New York. As of the 2023 Form 5500 filing, the plan reports $177M in total end-of-year assets and covers 223 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 132555496, and the plan has been effective since 2019-06-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $170M at the beginning of 2023 to $177M at year-end โ€” a gain of 4.4%. Net assets (after liabilities) closed the year at $177M, with reported net income of $7M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$170M
Total Assets (End of Year)$177M
Net Assets (End of Year)$177M
Net Income$7M
Plan TypeDefined Benefit (Pension)
Employer EIN132555496
Plan Effective Date2019-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Ogilvy Group, LLC)

Year Plans Participants Total Assets
2022 1 231 $170M
2023 1 223 $177M
2024 1 212 $171M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans โ€” same state, same plan type โ€” ranked by total assets.

Frequently Asked Questions

How much money is in the Ogilvy & Mather Account Balance Defined Benefit Continuation Pension Plan?
As of the 2023 Form 5500 filing, Ogilvy & Mather Account Balance Defined Benefit Continuation Pension Plan holds $177M in total assets with 223 participants. It is sponsored by The Ogilvy Group, LLC.
What type of plan is Ogilvy & Mather Account Balance Defined Benefit Continuation Pension Plan?
Ogilvy & Mather Account Balance Defined Benefit Continuation Pension Plan is a Defined Benefit (Pension) plan. It has been effective since 2019-06-01. The plan is filed with the U.S. Department of Labor under EIN 132555496.
Who sponsors the Ogilvy & Mather Account Balance Defined Benefit Continuation Pension Plan?
Ogilvy & Mather Account Balance Defined Benefit Continuation Pension Plan is sponsored by The Ogilvy Group, LLC, located in New York. The sponsor's EIN is 132555496 and the plan operates in the Professional & Technical Services industry.
How did Ogilvy & Mather Account Balance Defined Benefit Continuation Pension Plan perform in 2023?
Ogilvy & Mather Account Balance Defined Benefit Continuation Pension Plan grew by 4.4% during 2023, moving from $170M to $177M in total assets. Net income was $7M.
Where can I find official filings for Ogilvy & Mather Account Balance Defined Benefit Continuation Pension Plan?
Official Form 5500 filings for Ogilvy & Mather Account Balance Defined Benefit Continuation Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 132555496 or plan name at efast.dol.gov.
How does Ogilvy & Mather Account Balance Defined Benefit Continuation Pension Plan compare to other plans?
You can compare Ogilvy & Mather Account Balance Defined Benefit Continuation Pension Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 132555496.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

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