Defined Benefit (Pension) · DOL Form 5500 · 2024
McKinsey & Company, Inc. Pension Plan
Data updated 2026-08-11
- $521M
- Total assets
- 1,249
- Participants
- 97th
- Percentile by assets
- $416,976
- Avg per participant
Official DOL plan name: McKinsey & Company, Inc. Partner Cash Balance Plan · Sponsored by McKinsey & Company, Inc. · New York · Professional & Technical Services
$521M in assets, 1,249 participants
McKinsey & Company, Inc.'s McKinsey & Company, Inc. Partner Cash Balance Plan reported $521M in total assets and 1,249 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 123,622 plans)
- #19,787 in Professional & Technical Services (20,173 peers)
Where McKinsey & Company, Inc. Partner Cash Balance Plan sits by assets
McKinsey & Company, Inc. Partner Cash Balance Plan sits in the top 5% of all filed plans by assets, $521M for 1,249 participants (~$416,976/participant), up 18.1% in 2024.
- $521M
- total plan assets (2024 EOY)
- 1,249
- covered participants
- 97th
- percentile by assets (of 123,622 plans)
- $416,976
- avg assets per participant
Where McKinsey & Company, Inc. Partner Cash Balance Plan sits by total assets
McKinsey & Company, Inc. Partner Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$520,803,269 Top 3% higher than 97% 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. Partner Cash Balance Plan end-of-year assets rose from $441M in the plan year 2023 filing to $521M in the plan year 2024 filing.
- McKinsey & Company, Inc. Partner Cash Balance Plan reported net income fell from $96M in the plan year 2023 filing to $80M in the plan year 2024 filing.
- McKinsey & Company, Inc. Partner Cash Balance Plan reported participants rose from 1,182 in the plan year 2023 filing to 1,249 in the plan year 2024 filing.
McKinsey & Company, Inc. Partner Cash Balance Plan vs the 2024 asset distribution
By assets, McKinsey & Company, Inc. Partner Cash Balance Plan outranks 97% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 5.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $441M |
|---|---|
| Net Assets (End of Year) | $521M |
| Net Income | $80M |
| Employer EIN | 131826332 |
| Plan Effective Date | 2016-01-01 |
| 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 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to McKinsey & Company, Inc. Partner Cash Balance Plan by total assets, not by location.
- Brewery Conference/Anheuser-Busch Defined Benefit Pension Plan (MO) $521M · 729
- Kaman Corporation Employees' Pension Plan (CT) $521M · 398
- Waterfront Employers - Ila Pension Plan (SC) $520M · 1,343
- Indiana Electrical Workers Pension Plan (IN) $520M · 2,426
Frequently Asked Questions
How did McKinsey & Company, Inc. Partner Cash Balance Plan assets move in 2024? ▼
How have McKinsey & Company, Inc. plan assets changed over time? ▼
Where does McKinsey & Company, Inc. Partner Cash Balance Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to McKinsey & Company, Inc. Partner Cash Balance Plan? ▼
Next read for McKinsey & Company, Inc. Partner Cash Ba…
Scale reading
Ways to act on McKinsey & Company, Inc. Partner Cash Balance Plan's numbers.
- By total assets, McKinsey & Company, Inc. Partner Cash Balance 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 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