Plan Ledger DOL Form 5500 · updated monthly

Affiliated Managers Group, Inc.401(k)

AFFILIATED MANAGERS GROUP, INC. 401(K) PROFIT SHARING PLAN · PRIDES CROSSING, MA · plan year 2022

Reported admin expense ratio · 2022
0.02%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Affiliated Managers Group, Inc. reported $36,048 in plan administrative expenses for 2022: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $10,402 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.02% to 0.00%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other finance & insurance employers. By assets it is the 264th-largest of 2,726 plans among Massachusetts employers on file, and the 591st of 4,798 in finance & insurance. In 2022, employees put in $1.42 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$193,446,666
Participants with balances725
Active participants510
Employer contributions$5,304,913
Employee contributions$7,539,278
Employer contribution per active participant$10,402
Average account balance$266,823
Benefits paid to participants$5,738,000
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$117.7M · 365 accts · $3.1M emplr
2023$102.0M · 366 accts · $2.4M emplr
2022$193.4M · 725 accts · $5.3M emplr
Administrative expenses, itemized · 2022
Professional / advisory$35,298
Total administrative$36,048
The Affiliated Managers Group, Inc. 401(k) match · 2022
Employer contribution per active participant$10,402
Median for plans this size$3,449
2024$12,905 per active participant
2023$9,974 per active participant
2022$10,402 per active participant

Affiliated Managers Group, Inc.'s 2022 employer contribution ran above the $3,449 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$3,744 · 0.00%
2023$2,160 · 0.00%
2022$36,048 · 0.02%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 043218510 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.