Defined Benefit (Pension) · DOL Form 5500 · 2024
S&p Global Inc. Pension Plan
Data updated 2026-08-25
- $1.2B
- Total assets Very large vs avg
- 1,136
- Participants Near avg headcount
- 99th
- Percentile by assets National rank
- $1.0M
- Avg per participant High balance/head
Official DOL plan name: Employee Retirement Plan of S&p Global Inc and Its Subsidiaries · Sponsored by S&p Global Inc. · New York · Information & Media
$1.2B in assets, 1,136 participants
S&p Global Inc.'s Employee Retirement Plan of S&p Global Inc and Its Subsidiaries reported $1.2B in total assets and 1,136 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.
- #2,749 in Information & Media (2,822 peers)
Where Employee Retirement Plan of S&p Global Inc and Its Subsidiaries sits by assets
Employee Retirement Plan of S&p Global Inc and Its Subsidiaries sits among the largest 1% of all filed plans, $1.2B for 1,136 participants (~$1.0M/participant), down 3.6% in 2024.
- #2,749
- in Information & Media (2,822 peers)
- -3.6%
- assets change YoY
- 12×
- vs typical plan assets (national mean)
The plan reported a net loss of $52M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Employee Retirement Plan of S&p Global Inc and Its Subsidiaries's outsized position by total assets
Employee Retirement Plan of S&p Global Inc and Its Subsidiaries vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,180,065,000 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
Employee Retirement Plan of S&p Global Inc and Its Subsidiaries'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. Employee Retirement Plan of S&p Global Inc and Its Subsidiaries lands in the large band (1,136 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Employee Retirement Plan of S&p Global Inc and Its Subsidiaries reported net income fell from -$7M in the plan year 2023 filing to -$52M in the plan year 2024 filing.
- Employee Retirement Plan of S&p Global Inc and Its Subsidiaries reported participants fell from 1,209 in the plan year 2023 filing to 1,136 in the plan year 2024 filing.
- Employee Retirement Plan of S&p Global Inc and Its Subsidiaries end-of-year assets fell from $1.2B in the plan year 2023 filing to $1.2B in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 131026995 · S&p Global Inc. PY 2024 · Defined Benefit (Pension)
Employee Retirement Plan of S&p Global Inc and Its Subsidiaries · $1.2B · 1,136 · 99th
- SCH $1.2B
- EBSA 1,136
- PART 99th
- TYPE Defined Benefit (Pension)
- NET near Pension Plan for Eligible Bettis Employees and Retirees
- BOOK ind #2749
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 Information & Media retirement plans → · Plans in New York →
Employee Retirement Plan of S&p Global Inc and Its Subsidiaries in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $1.2B |
|---|---|
| Net Assets (End of Year) | $1.1B |
| Net Income | -$52M |
| Employer EIN | 131026995 |
| Plan Effective Date | 1944-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (S&p Global Inc.)
Sponsor-wide plan assets over time
All S&p Global Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6.9B 51.98260145020108% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 6,676 | $4.6B |
| 2023 | 2 | 6,052 | $6.5B |
| 2024 | 2 | 11,751 | $6.9B |
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
Employee Retirement Plan of S&p Global Inc and Its Subsidiaries's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Pension Plan for Eligible Bettis Employees and Retirees in PA ($1.2B); by covered participants it is Cmg Hourly Pension Plan in AL (1,136 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.2B here).
- Pension Plan for Eligible Bettis Employees and Retirees (PA) $1.2B · 1,420
- Carpenters Labor-Management Pension Plan (CA) $1.2B · 2,835
- Retirement Plan for Employees of Southwest Gas Corporation (NV) $1.2B · 1,868
- Kinder Morgan Retirement Plan a (TX) $1.2B · 3,110
Similar participant headcount
Nearest other-state filings by covered participants (1,136 participants); asset peers above are excluded.
- Cmg Hourly Pension Plan (AL) 1,136 · 0 off
- Ricoh Family Group Pension Equity Plan (PA) 1,137 · 1 off
- San Jose Market Pension Plan (TN) 1,138 · 2 off
- Sanofi US Group Pension Plan (NJ) 1,139 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.