Defined Benefit (Pension) · DOL Form 5500 · 2024
Marsh & Mclennan Companies, Inc. Pension Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 43
- Participants Small participant base
- 37th
- Percentile by assets National rank
- $85,893
- Avg per participant Below avg balance/head
Official DOL plan name: Jlt (USA) Stable Value Plan - Tw Legacy · Sponsored by Marsh & Mclennan Companies, Inc. · New York · Finance & Insurance
$4M in assets, 43 participants
Marsh & Mclennan Companies, Inc.'s Jlt (USA) Stable Value Plan - Tw Legacy reported $4M in total assets and 43 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.
- #2,093 in Finance & Insurance (8,549 peers)
Marsh & Mclennan Companies, Inc. multi-year trail
Marsh & Mclennan Companies, Inc.'s plans moved +18.2% in assets from 2022 to 2024; this filing shows Jlt (USA) Stable Value Plan - Tw Legacy at $4M / 43 participants.
- #2,093
- in Finance & Insurance (8,549 peers)
- -25.8%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jlt (USA) Stable Value Plan - Tw Legacy's mid-pack asset rank among Finance & Insurance and all filers
Jlt (USA) Stable Value Plan - Tw Legacy vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,693,417 37th percentile higher than 37% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Jlt (USA) Stable Value Plan - Tw Legacy among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jlt (USA) Stable Value Plan - Tw Legacy is a small filing (43 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jlt (USA) Stable Value Plan - Tw Legacy reported net income fell from $257K in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- Jlt (USA) Stable Value Plan - Tw Legacy end-of-year assets fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Jlt (USA) Stable Value Plan - Tw Legacy reported participants fell from 48 in the plan year 2023 filing to 43 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 362668272 · Marsh & Mclennan Companies, Inc. PY 2024 · Defined Benefit (Pension)
Jlt (USA) Stable Value Plan - Tw Legacy · $4M · 43 · 37th
- IND $4M
- EOY 43
- 5500 37th
- ASSETS Defined Benefit (Pension)
- PCT near Kinetic Solutions Inc. Defined Benefit Pension Plan
- EIN ind #2093
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 New York →
Jlt (USA) Stable Value Plan - Tw Legacy in the asset neighbourhood
Marsh & Mclennan Companies, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Marsh & Mclennan Companies, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $13.1B 18.19146104996544% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 5 | 35,424 | $11.1B |
| 2023 | 5 | 35,658 | $12.4B |
| 2024 | 5 | 39,116 | $13.1B |
Marsh & Mclennan Companies, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$1M |
| Employer EIN | 362668272 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
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 $17.9B · 48,014
- 1199seiu Health Care Employees Pension Fund $16.9B · 111,833
- Consolidated Edison Retirement Plan $15.6B · 10,608
- Pfizer Consolidated Pension Plan $10.0B · 8,876
- GE Energy Pension Plan $8.9B · 5,829
Jlt (USA) Stable Value Plan - Tw Legacy's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Kinetic Solutions Inc. Defined Benefit Pension Plan in CA ($4M); by covered participants it is Neuroscience Associates Cash Balance Plan in ID (43 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (43 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.