Affiliated Managers Group, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Affiliated Managers Group, Inc. (EIN 04-3218510) is a plan sponsor located in Prides Crossing, MA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
04-3218510
Location
Prides Crossing, MA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$103,570,762
Total reported liabilities (EOY)
$1,598,850
Total reported net assets (EOY)
$101,971,912

Contributions & income

Employer contributions
$2,393,745
Participant contributions
$3,940,652
Total income / additions
$25,963,141

Expenses & distributions

Benefits paid / distributions
$12,168,919
Total expenses
$12,171,079
Net increase / (decrease)
$13,792,062

Coverage

Total reported participants
869
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Affiliated Managers Group, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Affiliated Managers Group, Inc. 401(K) Profit Sharing Plan001725$103,570,7622023
Affiliated Managers Group, Inc. Group Benefits Plan511144not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Affiliated Managers Group, Inc.
YearPlanParticipantsSchedulesFiling
2023Affiliated Managers Group, Inc. 401(K) Profit Sharing Plan725H, C20241015133640NAL0028597057001
2023Affiliated Managers Group, Inc. Group Benefits Plan14420250528132504NAL0004414947001

Related Form 5500 pages