401(k) · DOL Form 5500 · 2024

Grantham, Mayo, Van Otterloo & Co. LLC 401(k) Plan

Data updated 2026-07-24

$178M
Total assets: 362
Participants: 94th
Percentile by assets: $492,381
Avg per participant

Official DOL plan name: Gmo 401(k) Profit Sharing Plan · Sponsored by Grantham, Mayo, Van Otterloo & Co. LLC · Massachusetts · Finance & Insurance

$178M in assets, 362 participants

Grantham, Mayo, Van Otterloo & Co. LLC's Gmo 401(k) Profit Sharing Plan reported $178M in total assets and 362 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

94th percentile by assets (of 116,472 plans)

Where Gmo 401(k) Profit Sharing Plan sits by assets

Gmo 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $178M for 362 participants (~$492,381/participant), up 17.3% in 2024.

$178M
total plan assets (2024 EOY): 362
covered participants: 94th
percentile by assets (of 116,472 plans): $492,381
avg assets per participant

Gmo 401(k) Profit Sharing Plan reported net income fell from $32M in the plan year 2023 filing to $26M in the plan year 2024 filing.
Gmo 401(k) Profit Sharing Plan end-of-year assets rose from $152M in the plan year 2023 filing to $178M in the plan year 2024 filing.
Gmo 401(k) Profit Sharing Plan reported participants fell from 404 in the plan year 2023 filing to 362 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Massachusetts

Industry

Finance & Insurance

Gmo 401(k) Profit Sharing Plan vs the 2024 asset distribution

By assets, Gmo 401(k) Profit Sharing Plan outranks 94% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.8x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$152M
Net Assets (End of Year)	$178M
Net Income	$26M
Employer EIN	042691242
Plan Effective Date	2016-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Grantham, Mayo, Van Otterloo & Co. LLC)

Total plan assets by year, all Grantham, Mayo, Van Otterloo & Co. LLC plans on file

Year	Plans	Participants	Total Assets
2022	1	396	$120M
2023	1	404	$152M
2024	1	362	$178M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Gmo 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Fidelity Retirement Savings Plan $34.2B · 66,907
Liberty Mutual 401(k) Plan $11.4B · 34,618
Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
State Street Salary Savings Program $6.5B · 12,777

Compare Gmo 401(k) Profit Sharing Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Gmo 401(k) Profit Sharing Plan by total assets, not by location.

Verifone, Inc. 401(k) Retirement Savings & Investment Plan (NY) $178M · 630
Medical Associates of Northwest Arkansas, P.a. 401(k) Plan (AR) $178M · 615
Wescom Credit Union 401(k) Retirement Plan (CA) $178M · 890
Hermes of Paris, Inc. Retirement and Savings Plan (NY) $178M · 1,285

Frequently Asked Questions

How did Gmo 401(k) Profit Sharing Plan assets move in 2024? ▼

Gmo 401(k) Profit Sharing Plan grew sharply - up 17.3% during 2024, from $152M to $178M. Reported net income was $26M.

How have Grantham, Mayo, Van Otterloo & Co. LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Grantham, Mayo, Van Otterloo & Co. LLC's sponsor-wide assets grew 48.6%, from $120M to $178M.

Where does Gmo 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Gmo 401(k) Profit Sharing Plan ranks in the 94th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Gmo 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Verifone, Inc. 401(k) Retirement Savings & Investment Plan in NY ($178M, 630 participants).

Next read for Gmo 401(k) Profit Sharing Plan

Scale reading

Ways to act on Gmo 401(k) Profit Sharing Plan's numbers.

By total assets, Gmo 401(k) Profit Sharing Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
Grantham, Mayo, Van Otterloo & Co. LLC's sponsor-wide assets have grown 48.6% 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 042691242.

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.