401(k) · DOL Form 5500 · 2024

Affiliated Managers Group, Inc. 401(k) Plan

Data updated 2026-08-25

$118M
Total assets Near avg plan size
240
Participants Below avg headcount
92nd
Percentile by assets National rank
$490,278
Avg per participant High balance/head
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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.

  • #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.

#7,425
in Finance & Insurance (8,549 peers)
+13.6%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$117,666,761 Top 8% higher than 92% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (240 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

Plan-year Form 5500 strip

Filing strip 043218510 · Affiliated Managers Group, Inc. PY 2024 · 401(k)

Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan · $118M · 240 · 92nd

  • PART $118M
  • TYPE 240
  • NET 92nd
  • BOOK 401(k)
  • VS-ST near Children's Primary Care Medical Group, Inc. Retirement Savings Plan
  • BOY ind #7425

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Anesthesia Services, P.a. 401(k) Profit Sharing PlanAnesthesia Services, P.a. 40…$118MChildren's Primary Care Medical Group, Inc. Retirement Savings PlanChildren's Primary Care Medi…$118MFishbeck Retirement Plan$118MAffiliated Managers Group, Inc. 401(k) Profit Sharing PlanAffiliated Managers Group, I…$118MValley Children's Specialty Medical Group 401(k) Profit Sharing PlanValley Children's Specialty …$118M
End-of-year total assets ($M) among Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$104M
Net Assets (End of Year)$118M
Net Income$16M
Employer EIN043218510
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Affiliated Managers Group, Inc.)

Sponsor-wide plan assets over time

All Affiliated Managers Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$118M 39.21866147863749% vs 2022
2024 filing year
$50M$100M$150M$200M$250M 202220232024 $194M $118M ▼ -39.2%
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 Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.117666761 · Participants: 240Affiliated Managers Group, Inc. 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Children's Primary Care Medical Group, Inc. Retirement Savings Plan in CA ($118M); by covered participants it is Shangri-La 401(k) Plan in OR (240 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (240 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which 401(k) plans cover a similar participant headcount to Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shangri-La 401(k) Plan in OR (240 participants, N/A in assets).

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.

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.