Defined Benefit (Pension) · DOL Form 5500 · 2024

Willis North America Inc. Pension Plan

Data updated 2026-07-24

$623M
Total assets: 551
Participants: 98th
Percentile by assets: $1.1M
Avg per participant

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.

98th percentile by assets (of 116,472 plans)

Coverage in Tennessee

Willis North America Inc. Pension Plan covers 551 participants in Tennessee, about 49% of the average Tennessee filer (state average ~1,122 per filing). Assets: $623M.

$623M
total plan assets (2024 EOY): 551
covered participants: 98th
percentile by assets (of 116,472 plans): $1.1M
avg assets per participant

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 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.

See the national 2023→2024 release diff →

State

Tennessee

Industry

Finance & Insurance

Participants vs Tennessee filers

In Tennessee, the average filing covers about 1,122 participants across 2,228 plans. Willis North America Inc. Pension Plan reports 551 participants - about 49% of that state average ($623M EOY assets).

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.)

Total plan assets by year, all Willis North America Inc. plans on file

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.

Willis North America Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants

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
Nissan Employee Retirement Plan $1.6B · 4,074

Compare Willis North America Inc. Pension Plan side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Willis North America Inc. Pension Plan by total assets, not by location.

Ng Es - Space Division Consolidated Pension Plan (VA) $623M · 440
Hii Ingalls Shipbuilding, Inc. Hourly Employees' Retirement Plan (VA) $623M · 7,220
International Brotherhood of Electrical Workers Local Union 98 Pension Plan (PA) $624M · 2,573
Avaya Pension Plan (NJ) $625M · 240

Frequently Asked Questions

How did Willis North America Inc. Pension Plan assets move in 2024? ▼

Willis North America Inc. Pension Plan pulled back noticeably - down 12.1% during 2024, from $709M to $623M. Reported net income was -$100M.

How have Willis North America Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Willis North America Inc.'s sponsor-wide assets declined 12.5%, from $712M to $623M.

Where does Willis North America Inc. Pension Plan rank by assets among Form 5500 filers? ▼

Willis North America Inc. Pension Plan ranks in the 98th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to Willis North America Inc. Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Ng Es - Space Division Consolidated Pension Plan in VA ($623M, 440 participants).

Next read for Willis North America Inc. Pension Plan

Filing takeaways

Ways to act on Willis North America Inc. Pension Plan's numbers.

By total assets, Willis North America Inc. Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Tennessee. Compare plans
Willis North America Inc.'s sponsor-wide assets have declined 12.5% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 135654526.

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.