401(k) · DOL Form 5500 · 2024

Affiliated Managers Group, Inc. 401(k) Plan

Data updated 2026-08-11

$118M
Total assets: 240
Participants: 92nd
Percentile by assets: $490,278
Avg per participant

Official DOL plan name: Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan · Sponsored by Affiliated Managers Group, Inc. · Massachusetts · Finance & Insurance

$118M in assets, 240 participants

Affiliated Managers Group, Inc.'s Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan reported $118M in total assets and 240 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

92nd percentile by assets (of 123,622 plans)
#7,425 in Finance & Insurance (8,549 peers)

Coverage in Massachusetts

Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan covers 240 participants in Massachusetts, about 36% of the average Massachusetts filer (state average ~659 per filing). Assets: $118M.

$118M
total plan assets (2024 EOY): 240
covered participants: 92nd
percentile by assets (of 123,622 plans): $490,278
avg assets per participant

Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan reported participants fell from 510 in the plan year 2023 filing to 240 in the plan year 2024 filing.
Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan reported net income rose from $14M in the plan year 2023 filing to $16M in the plan year 2024 filing.
Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $104M in the plan year 2023 filing to $118M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Massachusetts

Industry

Finance & Insurance

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan reports 240 participants - about 36% of that state average ($118M EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)	$104M
Net Assets (End of Year)	$118M
Net Income	$16M
Employer EIN	043218510
Plan Effective Date	1995-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Affiliated Managers Group, Inc.)

Total plan assets by year, all Affiliated Managers Group, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	481	$194M
2023	1	510	$104M
2024	1	240	$118M

Nearby 401(k) Plans in Massachusetts

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

Affiliated Managers Group, Inc. 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 Affiliated Managers Group, Inc. 401(k) P… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

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

Children's Primary Care Medical Group, Inc. Retirement Savings Plan (CA) $118M · 165
Valley Children's Specialty Medical Group 401(k) Profit Sharing Plan (CA) $118M · 281
Fishbeck Retirement Plan (MI) $118M · 623
Anesthesia Services, P.a. 401(k) Profit Sharing Plan (DE) $118M · 179

Frequently Asked Questions

How did Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼

Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 13.6% during 2024, from $104M to $118M. Reported net income was $16M.

How have Affiliated Managers Group, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Affiliated Managers Group, Inc.'s sponsor-wide assets declined 39.2%, from $194M to $118M.

Where does Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan ranks in the 92nd percentile by end-of-year assets among 123,622 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 Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Children's Primary Care Medical Group, Inc. Retirement Savings Plan in CA ($118M, 165 participants).

Next read for Affiliated Managers Group, Inc. 401(k) P…

Filing takeaways

Ways to act on Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan's numbers.

By total assets, Affiliated Managers Group, Inc. 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
Affiliated Managers Group, Inc.'s sponsor-wide assets have declined 39.2% 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 043218510.