401(k) · DOL Form 5500 · 2024

Marsh & Mclennan Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$1.5B
Total assets Very large vs avg
11,530
Participants Very large workforce
99th
Percentile by assets National rank
$131,670
Avg per participant Near avg balance/head
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Official DOL plan name: Marsh & Mclennan Agency 401(k) Savings & Investment Plan · Sponsored by Marsh & Mclennan Companies, Inc. · New York · Finance & Insurance

$1.5B in assets, 11,530 participants

Marsh & Mclennan Companies, Inc.'s Marsh & Mclennan Agency 401(k) Savings & Investment Plan reported $1.5B in total assets and 11,530 participants in its 2024 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.

  • #8,376 in Finance & Insurance (8,549 peers)

Coverage in New York

Marsh & Mclennan Agency 401(k) Savings & Investment Plan covers 11,530 participants in New York, 14x the typical New York plan (state average ~798 per filing). Assets: $1.5B.

#8,376
in Finance & Insurance (8,549 peers)
+23.5%
assets growth YoY
15×
vs typical plan assets (national mean)

Marsh & Mclennan Agency 401(k) Savings & Investment Plan's outsized position by total assets

Marsh & Mclennan Agency 401(k) Savings & Investment Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,518,156,186 Top 1% higher than 99% of 123,620 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 2024

Marsh & Mclennan Agency 401(k) Savings & Investment Plan's mega-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marsh & Mclennan Agency 401(k) Savings & Investment Plan is a mega filing (11,530 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Marsh & Mclennan Agency 401(k) Savings & Investment Plan end-of-year assets rose from $1.2B in the plan year 2023 filing to $1.5B in the plan year 2024 filing.
  • Marsh & Mclennan Agency 401(k) Savings & Investment Plan reported participants rose from 9,739 in the plan year 2023 filing to 11,530 in the plan year 2024 filing.
  • Marsh & Mclennan Agency 401(k) Savings & Investment Plan reported net income rose from $262M in the plan year 2023 filing to $285M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 362668272 · Marsh & Mclennan Companies, Inc. PY 2024 · 401(k)

Marsh & Mclennan Agency 401(k) Savings & Investment Plan · $1.5B · 11,530 · 99th

  • ASSETS $1.5B
  • ASSETS 11,530
  • ASSETS 99th
  • ASSETS 401(k)
  • ASSETS near Smith & Nephew U.S. Savings Plan
  • ASSETS ind #8376

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 →

Marsh & Mclennan Agency 401(k) Savings & Investment Plan in the asset neighbourhood

Marsh & Mclennan Agency 401(k) Savings & Investment PlanMarsh & Mclennan Agency 401(…$1.5BSmith & Nephew U.S. Savings PlanSmith & Nephew U.S. Savings …$1.5BStaples, Inc. Employees' 401(k) Savings PlanStaples, Inc. Employees' 401…$1.5BCliftonlarsonallen LLP 401(k) Retirement PlanCliftonlarsonallen LLP 401(k…$1.5BBlue Cross Blue Shield of Michigan Employees' Savings PlanBlue Cross Blue Shield of Mi…$1.5B
End-of-year total assets ($B) among Marsh & Mclennan Agency 401(k) Savings & Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$1.2B
Net Assets (End of Year)$1.5B
Net Income$285M
Employer EIN362668272
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marsh & Mclennan Companies, Inc.)

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
$10B$11B$12B$13B$14B 202220232024 $11.1B $13.1B ▲ +18.2%
Year Plans Participants Total Assets
2022 5 35,424 $11.1B
2023 5 35,658 $12.4B
2024 5 39,116 $13.1B

Nearby 401(k) Plans in New York

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

Marsh & Mclennan Agency 401(k) Savings & Investment Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -20020406080 Total assets ($B) Participants Marsh & Mclennan Agency 401(k) Savings & Investment Plan, Total assets ($B): 1.518156186 · Participants: 11530Marsh & Mclennan Agency 401(k) Savings & Investment PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Marsh & Mclennan Agency 401(k) Savings & Investment Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Marsh & Mclennan Agency 401(k) Savings & Investment Plan side-by-side with 3 peers →

Scale composition for Marsh & Mclennan Agency 401(k) Savings & Investment Plan

Marsh & Mclennan Agency 401(k) Savings & Investment Plan reports $1.5B in end-of-year assets across 11,530 participants (0.012% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $131,670 per participant (95% of the national average assets-per-participant) . Net income for plan year 2024 was $285M.

This plan identity (EIN 362668272, plan #006) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $967M to $1.5B (+56.9%) while covered participants moved from 8,077 to 11,530 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 8,077 $967M Open filing
2023 9,739 $1.2B Open filing
2024 · index core 11,530 $1.5B This page

The same sponsor also keeps 2 other index-core plans on PlainRetire:

Marsh & Mclennan Agency 401(k) Savings & Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Smith & Nephew U.S. Savings Plan in TN ($1.5B); by covered participants it is First American Financial Corporation 401(k) Savings Plan in CA (11,525 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.5B here).

Similar participant headcount

Nearest other-state filings by covered participants (11,530 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.

Frequently Asked Questions

How did Marsh & Mclennan Agency 401(k) Savings & Investment Plan assets move in 2024? ▼
Marsh & Mclennan Agency 401(k) Savings & Investment Plan grew sharply - up 23.5% during 2024, from $1.2B to $1.5B. Reported net income was $285M.
How have Marsh & Mclennan Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marsh & Mclennan Companies, Inc.'s sponsor-wide assets grew 18.2%, from $11.1B to $13.1B.
Where does Marsh & Mclennan Agency 401(k) Savings & Investment Plan rank by assets among Form 5500 filers? ▼
Marsh & Mclennan Agency 401(k) Savings & Investment Plan ranks in the 99th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Marsh & Mclennan Agency 401(k) Savings & Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Smith & Nephew U.S. Savings Plan in TN ($1.5B, 6,667 participants).
Which 401(k) plans cover a similar participant headcount to Marsh & Mclennan Agency 401(k) Savings & Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First American Financial Corporation 401(k) Savings Plan in CA (11,525 participants, $2.5B in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 362668272.

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.