Ogilvy Group 401(k) and pension plans

The Ogilvy Group, LLC, New York, NY. EIN 13-2555496. Annual reports 2009–2024. Also filed as Ogilvy Public Relations Worldwide; Ogilvy Group, Inc. & Subsidiaries; The Ogilvy Group, Inc.; Ogilvy Group Inc. & Subsidiaries.

The Ogilvy Group, LLC has one active retirement plan on file, the Ogilvy & Mather Account Balance Defined Benefit Continuation Pension Plan, with 2,229 participants and $171 million in assets in 2024. Mercer has been its administrator since 2023.

Active plans: 1
Participants: 2,229
Plan assets: $171 million
Administered by: Mercer
Plans on file: 4
Industry: Professional services

All 4 plans

Active plans first

Ogilvy & Mather Account Balance Defined Benefit Continuation Pension Plan

Cash balance pension, frozenActive

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

Plan number: 005Employer EIN 13-2555496
Participants (2024): 2,229
Net assets (2024): $171 million
Administered by: MercerEarlier: Lifeworks (US) (2021)
Plan administrator: The Ogilvy Group, LLC
3 World Trade Center, 175 Greenwich ST
New York, NY 10007
(212) 632-2451As filed for 2024
In effect since: June 1, 2019

Plans merged into this one: Ogilvy & Mather Account Balance Defined Benefit Pension Plan (2020).

Year by year, 2019 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,229	$171 million	Mercer
2023	2,299	$177 million	Mercer
2022	2,357	$170 million	not listed
2021	2,476	$224 million	Lifeworks (US)
2020	2,880	$255 million	not listed
2019	3,014	$233 million	not listed

Ogilvy & Mather Account Balance Defined Benefit Pension Plan

Cash balance pension, frozenMergedUnion (multiemployer)

Merged. In 2020 its assets moved to the Ogilvy & Mather Defined Benefit Account Balance Continuation Pension Plan, sponsored by The Ogilvy Group, LLC (EIN 13-2555496, plan 005). Accounts moved with them, so that plan is the one to contact.

Plan number: 003Employer EIN 13-2555496
Participants (2019): 56
Net assets (2019): $4,875
Plan administrator: The Ogilvy Group, LLC
636 11TH Avenue
New York, NY 10036
(212) 237-4351As filed for 2020
In effect since: January 1, 1989

Plans merged into this one: Ogilvy Public Relations Worldwide Cash Balance Pension Plan (2010).

Earlier sponsors: Ogilvy Group Inc. & Subsidiaries (2009–2015); Ogilvy Group, LLC & Subsidiaries (2016).

Year by year, 2009 to 2020

Plan year	Participants	Net assets	Recordkeeper
2020	0	$0	not listed
2019	56	$4,875	not listed
2018	3,910	$303 million	not listed
2017	4,090	$334 million	not listed
2016	4,334	$298 million	not listed
2015	5,087	$298 million	not listed
2014	6,525	$378 million	not listed
2013	6,511	$303 million	not listed
2012	6,288	$259 million	not listed
2011	5,847	$246 million	not listed
2010	5,497	$240 million	not listed
2009	4,750	$185 million	not listed

Ogilvy & Mather Savings and Investment Plan

401(k)Merged

Merged. In 2017 its assets moved to the The Savings and Investment Plan, sponsored by WPP Group USA, Inc. (EIN 20-4031493, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number: 001Employer EIN 13-2555496
Participants (2016): 7,014
Net assets (2016): $306 million
Recordkeeper: Mercer2009–2017
Plan administrator: The Ogilvy Group, LLC
636 11TH Avenue
New York, NY 10036
(212) 237-6560As filed for 2017
In effect since: January 1, 1989

Earlier plan names: Ogilvy & Mather Profit Sharing Retirement and 401(k) Plan; Ogilvy & Mather Profit Sharing Retirement and 401K Plan.

Year by year, 2009 to 2017

Plan year	Participants	Net assets	Recordkeeper
2017	0	$0	Mercer
2016	7,014	$306 million	Mercer
2015	6,670	$253 million	Mercer
2014	5,577	$255 million	Mercer
2013	5,392	$253 million	Mercer
2012	5,233	$203 million	Mercer
2011	4,877	$184 million	Mercer
2010	3,874	$157 million	Mercer
2009	3,595	$140 million	Mercer

Ogilvy Public Relations Worldwide Cash Balance Pension Plan

Cash balance pensionMerged

Merged. In 2010 its assets moved to the Ogilvy & Mather Account Balance Defined Benefit Pension Plan, sponsored by The Ogilvy Group, LLC (EIN 13-2555496, plan 003). Accounts moved with them, so that plan is the one to contact.

Plan number: 004Employer EIN 13-2555496
Participants (2009): 624
Net assets (2009): $15.2 million
Plan administrator: Ogilvy Group, Inc. & Subsidiaries
636 11TH Avenue
New York, NY 10036
(212) 237-6560As filed for 2010
In effect since: August 1, 1985

Earlier sponsor: Ogilvy Public Relations Worldwide (2009).

Year by year, 2009 to 2010

Plan year	Participants	Net assets	Recordkeeper
2010	0	$0	not listed
2009	624	$15.2 million	not listed

If you had money in one of these plans

Call Mercer (mercer.com), which runs the Ogilvy & Mather Account Balance Defined Benefit Continuation Pension 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 ((212) 632-2451). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
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.

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