Money Purchase · DOL Form 5500 · 2024
McKinsey & Company, Inc. Money Purchase Plan
Data updated 2026-08-11
- $2.2B
- Total assets
- 15,274
- Participants
- 99th
- Percentile by assets
- $140,903
- Avg per participant
Official DOL plan name: McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan · Sponsored by McKinsey & Company, Inc. · New York · Professional & Technical Services
$2.2B in assets, 15,274 participants
McKinsey & Company, Inc.'s McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan reported $2.2B in total assets and 15,274 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.
- 99th percentile by assets (of 123,622 plans)
- #20,084 in Professional & Technical Services (20,173 peers)
Coverage in New York
McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan covers 15,274 participants in New York, 19x the typical New York plan (state average ~798 per filing). Assets: $2.2B.
- $2.2B
- total plan assets (2024 EOY)
- 15,274
- covered participants
- 99th
- percentile by assets (of 123,622 plans)
- $140,903
- avg assets per participant
Where McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan sits by total assets
McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,152,151,099 Top 1% higher than 99% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan reported net income fell from $311M in the plan year 2023 filing to $255M in the plan year 2024 filing.
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan end-of-year assets rose from $2.0B in the plan year 2023 filing to $2.2B in the plan year 2024 filing.
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan reported participants rose from 15,163 in the plan year 2023 filing to 15,274 in the plan year 2024 filing.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan reports 15,274 participants - 19x that state average ($2.2B EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $2.0B |
|---|---|
| Net Assets (End of Year) | $2.2B |
| Net Income | $255M |
| Employer EIN | 131826332 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (McKinsey & Company, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 27,269 | $10.1B |
| 2023 | 3 | 34,141 | $11.5B |
| 2024 | 3 | 34,223 | $12.5B |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Tiaa Retirement Plan $5.9B · 11,906
- Young Men's Christian Association Retirement Fund Retirement Plan $3.9B · 47,199
- Brookhaven Science Associates, LLC Retirement Plan $1.5B · 2,624
- Iron Workers Locals 40, 361 & 417 Annuity Fund $1.2B · 2,357
- Excavators Union Local 731 Annuity Fund $953M · 6,236
Scale composition for McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan
McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan reports $2.2B in end-of-year assets across 15,274 participants (0.017% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.016% of 93,925,755 covered participants) - about $140,903 per participant (1.0x the national average assets-per-participant) . Net income for plan year 2024 was $255M.
This plan identity (EIN 131826332, plan #015) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.7B to $2.2B (+25.3%) while covered participants moved from 11,845 to 15,274 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 11,845 | $1.7B | Open filing |
| 2023 | 15,163 | $2.0B | Open filing |
| 2024 · index core | 15,274 | $2.2B | This page |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- McKinsey & Company, Inc. (Psrp) Profit Sharing Retirement Plan (401(k), $9.8B, 17,700 participants)
- McKinsey & Company, Inc. Partner Cash Balance Plan (Defined Benefit (Pension), $521M, 1,249 participants)
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan by total assets, not by location.
- Southern Electrical Retirement Fund (TN) $2.2B · 11,461
- Harvard University Defined Contribution Retirement Plan (MA) $2.0B · 14,571
- Massachusetts Laborers' Annuity Fund (MA) $2.3B · 11,506
- Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan (CA) $2.3B · 23,032
Frequently Asked Questions
How did McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan assets move in 2024? ▼
How have McKinsey & Company, Inc. plan assets changed over time? ▼
Where does McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan? ▼
Next read for McKinsey & Company, Inc. (Mppp) Money Pu…
Filing takeaways
Ways to act on McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan's numbers.
- By total assets, McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
- McKinsey & Company, Inc.'s sponsor-wide assets have grown 24.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans