Defined Benefit (Pension) · DOL Form 5500 · 2024
McKinsey & Company, Inc. Pension Plan
Data updated 2026-08-25
- $521M
- Total assets Above avg plan size
- 1,249
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $416,976
- Avg per participant High balance/head
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.
- #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.
- #19,787
- in Professional & Technical Services (20,173 peers)
- +18.1%
- assets growth YoY
- 5.2×
- vs typical plan assets (national mean)
McKinsey & Company, Inc. Partner Cash Balance Plan's outsized position 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
McKinsey & Company, Inc. Partner Cash Balance Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. McKinsey & Company, Inc. Partner Cash Balance Plan lands in the large band (1,249 participants).
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.
Published 5500 schedule card
Filing strip 131826332 · McKinsey & Company, Inc. PY 2024 · Defined Benefit (Pension)
McKinsey & Company, Inc. Partner Cash Balance Plan · $521M · 1,249 · 97th
- TYPE $521M
- NET 1,249
- BOOK 97th
- VS-ST Defined Benefit (Pension)
- BOY near Brewery Conference/Anheuser-Busch Defined Benefit Pension Plan
- SCH ind #19787
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 Professional & Technical Services retirement plans → · Plans in New York →
McKinsey & Company, Inc. Partner Cash Balance Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All McKinsey & Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $12.5B 24.22140632143798% vs 2022
- 2024 filing year
| 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
McKinsey & Company, Inc. Partner Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Brewery Conference/Anheuser-Busch Defined Benefit Pension Plan in MO ($521M); by covered participants it is Allegheny Technologies Incorporated Pension Plan in PA (1,249 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($521M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,249 participants); asset peers above are excluded.
- Allegheny Technologies Incorporated Pension Plan (PA) 1,249 · 0 off
- Mayo Clinic Saint Marys Hospital Retirement Plan (MN) 1,247 · 2 off
- Pension Plan of Independence Blue Cross (PA) 1,245 · 4 off
- Gciu - Employer Retirement Benefit Plan (WA) 1,253 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.