KPMG LLP, Montvale, NJ. EIN 13-5565207. Annual reports 2009–2024. Also filed as KPMG LLP C/O Total Rewards Dept.
KPMG LLP has 6 active retirement plans on file. The largest is the KPMG Pension Plan, with 71,845 participants and $3.1 billion in assets in 2024. WTW is its administrator.
Earlier plan names: KPMG Puerto Rico Savings Plan.
Year by year, 2009 to 2024
Plan year
Participants
Net assets
Recordkeeper
2024
180
$24.3 million
Merrill
2023
195
$20.1 million
Merrill
2022
227
$16.4 million
Merrill
2021
218
$18.8 million
Merrill
2020
218
$16.0 million
Merrill
2019
209
$13.4 million
not listed
2018
214
$10.8 million
not listed
2017
218
$11.5 million
Merrill
2016
224
$7.7 million
not listed
2015
224
$6.8 million
Merrill
2014
201
$6.4 million
Merrill
2013
190
$5.8 million
Merrill
2012
165
$4.6 million
not listed
2011
157
$3.9 million
not listed
2010
157
$4.0 million
not listed
2009
159
$3.7 million
not listed
If you had money in one of these plans
Call Merrill (benefits.ml.com), which runs the KPMG 401(k) Capital Accumulation Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((800) 576-4435). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.
What these numbers are
They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.