Defined Benefit (Pension) · DOL Form 5500 · 2024
Willis North America Inc. Pension Plan
Data updated 2026-08-25
- $623M
- Total assets Above avg plan size
- 551
- Participants Below avg headcount
- 98th
- Percentile by assets National rank
- $1.1M
- Avg per participant High balance/head
Official DOL plan name: Willis North America Inc. Pension Plan · Sponsored by Willis North America Inc. · Tennessee · Finance & Insurance
$623M in assets, 551 participants
Willis North America Inc.'s Willis North America Inc. Pension Plan reported $623M in total assets and 551 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #8,192 in Finance & Insurance (8,549 peers)
Coverage in Tennessee
Willis North America Inc. Pension Plan covers 551 participants in Tennessee, about 49% of the average Tennessee filer (state average ~1,126 per filing). Assets: $623M.
- #8,192
- in Finance & Insurance (8,549 peers)
- -12.1%
- assets change YoY
- 6.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $100M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Willis North America Inc. Pension Plan's outsized position by total assets
Willis North America Inc. Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$622,754,009 Top 2% higher than 98% 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
Willis North America Inc. Pension Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Willis North America Inc. Pension Plan sits mid-pack in the medium band (551 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Willis North America Inc. Pension Plan reported net income fell from -$5M in the plan year 2023 filing to -$100M in the plan year 2024 filing.
- Willis North America Inc. Pension Plan end-of-year assets fell from $709M in the plan year 2023 filing to $623M in the plan year 2024 filing.
- Willis North America Inc. Pension Plan reported participants fell from 626 in the plan year 2023 filing to 551 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 135654526 · Willis North America Inc. PY 2024 · Defined Benefit (Pension)
Willis North America Inc. Pension Plan · $623M · 551 · 98th
- VS-ST $623M
- BOY 551
- SCH 98th
- EBSA Defined Benefit (Pension)
- PART near Plumbers & Pipefitters Local Unions 502 & 633 Pens
- TYPE ind #8192
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 Tennessee →
Willis North America Inc. Pension Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $709M |
|---|---|
| Net Assets (End of Year) | $607M |
| Net Income | -$100M |
| Employer EIN | 135654526 |
| Plan Effective Date | 1965-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Willis North America Inc.)
Sponsor-wide plan assets over time
All Willis North America Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $623M 12.515598480759104% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 769 | $712M |
| 2023 | 1 | 626 | $709M |
| 2024 | 1 | 551 | $623M |
Nearby Defined Benefit (Pension) Plans in Tennessee
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Employees' Pension Plan $26.9B · 125,941
- Retirement Plan of International Paper Company $8.2B · 20,795
- Pace Industry Union-Management Pension Fund $2.8B · 3,134
- Pension Plan for Employees at Ornl $2.4B · 6,357
- Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee $2.0B · 2,516
Willis North America Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Plumbers & Pipefitters Local Unions 502 & 633 Pens in MI ($623M); by covered participants it is Oce Employees' Cash Accumulation Plan in NY (551 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($623M here).
- Plumbers & Pipefitters Local Unions 502 & 633 Pens (MI) $623M · 2,160
- Ng Es - Space Division Consolidated Pension Plan (VA) $623M · 440
- Hii Ingalls Shipbuilding, Inc. Hourly Employees' Retirement Plan (VA) $623M · 7,220
- Pamcah-Ua Local 675 Pension Plan (HI) $622M · 1,532
Similar participant headcount
Nearest other-state filings by covered participants (551 participants); asset peers above are excluded.
- Oce Employees' Cash Accumulation Plan (NY) 551 · 0 off
- Occidental Chemical Corporation Retirement Plan for Niagara Hrly Union Employees (TX) 551 · 0 off
- Hilton Hotels Retirement Plan (VA) 551 · 0 off
- I.B.E.W. Local No. 728 Pension Fund (FL) 550 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.