Mckinsey 401(k) and pension plans

Mckinsey & Company, Inc., New York, NY. EIN 13-1826332. Annual reports 2009–2024. Also filed as Mckinsey and Company, Inc.

Mckinsey & Company, Inc. has 3 active retirement plans on file. The largest is the Mckinsey & Company, Inc. (PSRP) Profit Sharing Retirement Plan, with 35,298 participants and $9.8 billion in assets in 2024. Alight has been its recordkeeper since 2017.

Active plans
3
Participants
65,688
Plan assets
$12.5 billion
401(k) recordkeeper
Alight
Plans on file
4
Industry
Professional services

All 4 plans

Active plans first

Mckinsey & Company, Inc. (PSRP) Profit Sharing Retirement Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
001Employer EIN 13-1826332
Participants (2024)
35,298
Net assets (2024)
$9.8 billion
Recordkeeper
AlightEarlier: Foley/Myers Communications (2016), Alight (2011–2015), Wachovia Bank (2009)
Plan administrator
Mckinsey & Company, Inc.
175 Greenwich Street, Three World Trade Center FL. 60-64
New York, NY 10007
(212) 446-7000As filed for 2024
In effect since
July 1, 1956

Earlier plan names: Mckinsey and Company, Inc. (PSRP) Profit Sharing Retirement Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
202435,298$9.8 billionAlight
202336,077$9.1 billionAlight
202235,140$8.0 billionAlight
202131,034$8.2 billionAlight
202027,944$6.8 billionAlight
201926,749$6.1 billionAlight
201825,552$5.2 billionAlight
201724,346$5.2 billionAlight
201622,741$4.7 billionFoley/Myers Communications
201520,873$4.4 billionAlight
201419,874$4.2 billionAlight
201319,213$3.7 billionAlight
201218,719$3.5 billionAlight
201118,251$3.2 billionAlight
201017,827$3.1 billionnot listed
200918,066$3.0 billionWachovia Bank

Mckinsey & Company, Inc. (MPPP) Money Purchase Pension Plan

Money purchase pensionActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number
015Employer EIN 13-1826332
Participants (2024)
29,024
Net assets (2024)
$2.2 billion
Recordkeeper
AlightEarlier: Foley/Myers Communications (2016), Alight (2013–2015), Foley/Myers Communications (2011–2012), Wachovia Bank (2009)
Plan administrator
Mckinsey & Company, Inc.
175 Greenwich Street, Three World Trade Center FL. 60-64
New York, NY 10007
(212) 446-7000As filed for 2024
In effect since
January 1, 1994

Earlier plan names: Mckinsey and Company, Inc. (MPPP) Money Purchase Pension Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
202429,024$2.2 billionAlight
202329,450$2.0 billionAlight
202228,506$1.7 billionAlight
202124,595$1.8 billionAlight
202021,484$1.5 billionAlight
201920,447$1.3 billionAlight
201819,219$1.1 billionAlight
201717,880$1.0 billionAlight
201616,506$894 millionFoley/Myers Communications
201515,057$807 millionAlight
201414,032$758 millionAlight
201313,338$635 millionAlight
201212,804$564 millionFoley/Myers Communications
201112,256$482 millionFoley/Myers Communications
201011,683$451 millionnot listed
200911,442$406 millionWachovia Bank

Mckinsey & Company, Inc. Partner Cash Balance Plan

Cash balance pensionActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number
012Employer EIN 13-1826332
Participants (2024)
1,366
Net assets (2024)
$521 million
Plan administrator
Mckinsey & Company, Inc.
175 Greenwich Street, Three World Trade Center FL. 60-64
New York, NY 10007
(212) 446-7000As filed for 2024
In effect since
January 1, 2016
Year by year, 2016 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20241,366$521 millionnot listed
20231,328$441 millionnot listed
20221,212$345 millionnot listed
20211,022$299 millionnot listed
2020893$211 millionnot listed
2019816$156 millionnot listed
2018719$99.3 millionnot listed
2017631$79.3 millionnot listed
2016500$31.7 millionnot listed

Mckinsey & Company Inc. Supplemental Retirement Plan- Final

Pension (defined benefit)ClosedUnion (multiemployer)

Closed. The plan filed its final annual report for 2014, which means its assets were paid out or moved and it no longer exists.

Plan number
011Employer EIN 13-1826332
Participants (2013)
2,585
Net assets (2013)
$345 million
Administered by
AlightEarlier: Wachovia Bank (2009)
Plan administrator
Mckinsey & Company, Inc.
55 East 52ND Street 21FL
New York, NY 10022
(212) 446-7000As filed for 2014
In effect since
July 2, 1978

Earlier plan names: Mckinsey & Company Inc. Supplemental Retirement PL.

Year by year, 2009 to 2014
Plan yearParticipantsNet assetsRecordkeeper
20140$0not listed
20132,585$345 millionAlight
20122,754$370 millionAlight
20112,897$350 millionnot listed
20103,005$247 millionnot listed
20093,066$213 millionWachovia Bank

If you had money in one of these plans

  1. Call Alight (alight.com), which runs the Mckinsey & Company, Inc. (PSRP) Profit Sharing Retirement 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.
  2. Or call the plan administrator listed on the plan below ((212) 446-7000). That number was filed for 2024; ask for the benefits or retirement plan office.
  3. If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
  4. 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

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

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