401(k) Monitor

Marsh & McLennan Companies, Inc. 401(k) match: 3% max

Marsh & McLennan Companies 401(k) Savings & Investment Plan · MRSH · CIK 62709

Maximum employer match, as a share of pay

3%

Marsh & McLennan Companies, Inc. matches 50% of the first 6% of pay.

Marsh McLennan filed two Form 11-K reports for plan year 2025, of which one has been read. The other report has not, so this page cannot say what the plan it covers pays.

From the Form 11-K filed June 22, 2026, covering the plan year ended December 31, 2025. Page data last updated July 28, 2026, when the Form 5500 bulk data was last refreshed. Why filings lag

On this page: what the employer actually paid in · the formula, word for word · when the money becomes yours · who can join · what the plan reports to the DOL · how it compares · what to do next

What Marsh McLennan puts in, and what the plan costs

What Marsh McLennan put into the plan, per active participant

$8,635

Marsh & McLennan Companies, Inc. put $8,635 into this plan for each of its 17,704 active participants in plan year 2024. This is the whole employer side of the plan: matching money, profit sharing, non-elective and safe-harbor contributions, and reallocated forfeitures. The Form 5500 does not separate them, so this is what the employer put in and not the match.

0 · least per person100 · most per person

Marsh McLennan put in more per active participant than 87% of plans with 5,000+ participants in insurance. The middle plan in that group of 98 reported $5,049. Insurance comes from business code 524210, which Marsh McLennan entered on its own Form 5500. Sponsors pick that code themselves, so a code that does not describe what the employer does ranks the plan against the wrong companies.

Matched to this employer by sponsor name, not by an identifier stated in the filing. This record could cover another plan of the same employer.

What this figure cannot separate: how much Marsh McLennan pays, and how much it puts in

This is dollars, not a rate. A Form 5500 carries no payroll, so the figure reflects both how much the employer puts in and how much the employer pays: two plans running the same formula report different amounts when one pays better. Crossing the peer group with industry holds most of that difference still, and none of it disappears.

This is one plan year, not an average. A true-up, a plan merger or a one-off contribution moves a single year on its own.

Source: DOL Form 5500 for the plan year ended December 31, 2024, EIN 362668272, plan 003 · DOL EFAST2

The $8,635 above is the Form 5500 figure for plan year 2024, and it counts every employer dollar on one line. Marsh & McLennan Companies, Inc. also files a Form 11-K, which states the match formula for plan year 2025: the card below reads $1,485 a year at a $49,500 salary, and the same filing states employer contributions made outside the match. That second figure is what the formula pays one worker on that salary, and not an amount either filing reports. The two figures cover different plan years and measure different things, so neither one is the other one corrected.

What Marsh McLennan puts in

$1,485

a year, at a $49,500 salary.

The match paragraph, word for word
The Company makes matching contributions, after completion of 1 year of vesting service, of 50% on the first 6% of eligible compensation (base pay) that participants contribute to the Plan in any pay period. The Company makes an automatic Company contribution equal to 4% of eligible base pay, (the "Fixed Contribution"). Eligible U.S. employees of the Company are eligible to receive the Fixed Contribution with the exception of MMA. The Fixed Contribution is paid into the Plan by the Company regardless of whether an employee contributes to the Plan.

What you contribute to collect all of it

Contribute at least 6% of your pay to collect the full match.

That is $2,970 a year at a $49,500 salary, and it scales with your own.

Vesting score

57.14 out of 100

How fast the employer’s money becomes yours. Higher than 4% of the 253 schedules we have scored.

It measures vesting speed and nothing else. It says nothing about the size of the match, what the plan charges, or the funds inside it.

Vesting scheduleGraded, full at 4 years

Share of the employer's money that is the worker's at hire and at each of the first 6 anniversaries: 0%, 0%, 33.33%, 66.67%, 100%, 100%, 100%. The score is the average of those 7 readings.

Vesting, word for word
Participants are vested immediately in their own contributions plus actual earnings thereon. Participants hired before January 1, 1998 are fully vested in the Company’s matching contributions. Participants hired on or after January 1, 1998 and who terminated employment with the Company on or before June 30, 2002 vested in the Company’s matching contribution as follows: 0% if less than 3 years of service, 33% after 3 years of service, 67% after 4 years of service, and 100% after 5 years of service. Participants who were hired on or after July 1, 2002 and who terminated employment with the Company on or before December 31, 2005, were subject to the following vesting schedule: 0% if less than 2 years of service, 20% after 2 years of service, 40% after 3 years of service, 67% after 4 years of service and 100% after 5 years of service. Participants who were active employees as of January 1, 2006, or participants who terminate employment on or after January 1, 2006 who have at least 1 hour of service on or after January 1, 2006, vest in the Company’s matching contribution and Fixed Contribution as follows: 0% if less than 2 years of service, 33-1/3% after 2 years of service, 66-2/3% after 3 years of service and 100% after 4 years of service.
Wait before the match starts1 year

A worker hired today collects no match for 1 year. This is a filed term, and it does not move the score above.

Eligibility, word for word
In accordance with the Plan provisions, employees who are at least 18 years of age and classified as a United States (U.S.) regular or temporary employee, paid from U.S. payroll, and who are employees of any subsidiary or affiliate of Marsh & McLennan Companies, Inc. (the "Company", "Marsh" or the "Plan Sponsor"), with the exception of any employee of Marsh & McLennan Agency LLC and its subsidiaries and affiliates ("MMA"), are eligible to contribute to the Plan.

The wait before the match starts and the year-end true-up appear above when the filing states them. Neither is part of the score, and a filing that is silent on one of them is not a plan without it.

The formula, the six-year window and a worked example

What the plan costs, against plans of its size

Not reported

The Form 5500 filing does not report the plan-paid administrative expenses this figure needs.

What is Marsh McLennan's 401(k) match formula?

Marsh McLennan's 401(k) employer match tops out at 3% of pay. The match is deposited each payroll. One rate up to one limit is the commonest of the four shapes a match formula takes.

Match formula50% of the first 6% of pay
Maximum employer match3% of compensation
DepositedEach payroll
Paid in company stockNo, paid in cash or per your investment elections
ConditionsMatching contributions begin after completion of 1 year of vesting service; the match applies to eligible compensation (base pay) contributed in any pay period
Other employer contributionAutomatic Fixed Contribution equal to 4% of eligible base pay, paid regardless of whether the employee contributes to the Plan (not available to MMA employees)

At a $60,000 salary, contributing 6% ($3,600) earns the full employer match of $1,800 for the year.

What the filing says, word for word
The Company makes matching contributions, after completion of 1 year of vesting service, of 50% on the first 6% of eligible compensation (base pay) that participants contribute to the Plan in any pay period. The Company makes an automatic Company contribution equal to 4% of eligible base pay, (the "Fixed Contribution"). Eligible U.S. employees of the Company are eligible to receive the Fixed Contribution with the exception of MMA. The Fixed Contribution is paid into the Plan by the Company regardless of whether an employee contributes to the Plan.

Source: Form 11-K filed June 22, 2026, SEC EDGAR, corroborated by the filing's inline-XBRL facts · SEC

What is Marsh McLennan's 401(k) vesting schedule?

Marsh McLennan vests the employer match on a graded schedule: 33.33% after two years, rising to 100% after four. Each step is money that leaves with you that year, which is how a graded schedule differs from a cliff.

Employer match vestingGraded: 33.33% at 2 yr, 66.67% at 3 yr, 100% at 4 yr
Your own contributionsImmediate: always 100% yours
Accelerated vestingParticipants hired before January 1, 1998 are fully vested in Company matching contributions; participants who terminated before 2006 remain subject to legacy 5-year schedules
Other employer contributionsThe Fixed Contribution vests on the same schedule as the Company matching contribution (0% below 2 years, 33-1/3% after 2 years, 66-2/3% after 3 years, 100% after 4 years of service)
Vesting, word for word
Participants are vested immediately in their own contributions plus actual earnings thereon. Participants hired before January 1, 1998 are fully vested in the Company’s matching contributions. Participants hired on or after January 1, 1998 and who terminated employment with the Company on or before June 30, 2002 vested in the Company’s matching contribution as follows: 0% if less than 3 years of service, 33% after 3 years of service, 67% after 4 years of service, and 100% after 5 years of service. Participants who were hired on or after July 1, 2002 and who terminated employment with the Company on or before December 31, 2005, were subject to the following vesting schedule: 0% if less than 2 years of service, 20% after 2 years of service, 40% after 3 years of service, 67% after 4 years of service and 100% after 5 years of service. Participants who were active employees as of January 1, 2006, or participants who terminate employment on or after January 1, 2006 who have at least 1 hour of service on or after January 1, 2006, vest in the Company’s matching contribution and Fixed Contribution as follows: 0% if less than 2 years of service, 33-1/3% after 2 years of service, 66-2/3% after 3 years of service and 100% after 4 years of service.

Source: Form 11-K filed June 22, 2026, SEC EDGAR · SEC

Who can join Marsh McLennan's 401(k), and is enrollment automatic?

Marsh McLennan's filing does not mention automatic enrollment, which is not the same as the plan having none.

Plan entryEmployees at least 18 years of age classified as U.S. regular or temporary employees paid from U.S. payroll of any subsidiary or affiliate of the Company
Match eligibilityCompletion of 1 year of vesting service
Excluded groupsEmployees of Marsh & McLennan Agency LLC and its subsidiaries and affiliates (MMA), who are covered by a separate plan
Automatic enrollmentNot mentioned in the filing (not proof of absence)
Eligibility, word for word
In accordance with the Plan provisions, employees who are at least 18 years of age and classified as a United States (U.S.) regular or temporary employee, paid from U.S. payroll, and who are employees of any subsidiary or affiliate of Marsh & McLennan Companies, Inc. (the "Company", "Marsh" or the "Plan Sponsor"), with the exception of any employee of Marsh & McLennan Agency LLC and its subsidiaries and affiliates ("MMA"), are eligible to contribute to the Plan.

Source: Form 11-K filed June 22, 2026, SEC EDGAR · SEC

What does the Marsh McLennan plan report on Form 5500?

The Marsh McLennan plan reported $7.4B in assets and 35,907 participants for plan year 2024.

Matched to this employer by sponsor name, not by an identifier stated in the filing. This record could cover another plan of the same employer.

DOL Form 5500 filing for plan year 2024, EIN 362668272, plan 003.
Plan named in the DOL recordMarsh & McLennan Companies 401(k) Savings And Investment Plan
Total plan assets$7,405,052,698
Participants35,907
RecordkeeperAlight Solutions (Recordkeeper Since August 2024, Previously Transamerica Retirement Solutions); The Northern Trust Company (Trustee And Custodian)

How that cost compares

It is one of 1,068 plans in insurance in the Form 5500 data we publish.

Marsh & McLennan Companies 401(k) Savings And Investment Plan on its Form 5500 filing: fees, providers and financials

How does Marsh McLennan's 401(k) match compare?

Marsh & McLennan Companies, Inc.'s maximum 401(k) match of 3% of pay compares with a median of 4.5% across the 181 companies in our data with a computable formula.

Employers worth reading next

Of the six employers below, three file in insurance, two land near Marsh McLennan's maximum match and one vests on the same schedule.

Atlantic American

Maximum match 2.1% of pay. Also in insurance.

Aflac

Maximum match 4% of pay. Also in insurance.

Berkshire Hathaway

Maximum match 1% of pay. Also in insurance.

LINCOLN ELECTRIC

Maximum match 3% of pay, level with Marsh McLennan.

Medtronic

Maximum match 3% of pay, level with Marsh McLennan.

DaVita

Maximum match 3% of pay. Also fully vested after 4 years, like Marsh McLennan.

Compare Marsh & McLennan Companies, Inc. with any company, side by side

What can you do next?

Check your own balance and contribution rate at Transamerica, the recordkeeper this plan reports.

Questions this filing answers

What is Marsh & McLennan Companies, Inc.'s 401(k) match?

Marsh & McLennan Companies, Inc. matches 50% of employee contributions up to 6% of eligible pay (plan year ended December 31, 2025).

When does the Marsh & McLennan Companies, Inc. 401(k) match vest?

Graded: 33.33% at 2 yr, 66.67% at 3 yr, 100% at 4 yr.

Does Marsh & McLennan Companies, Inc.'s 401(k) plan have automatic enrollment?

Not mentioned in the filing (not proof of absence).

Cite: 401(k) Monitor, “Marsh & McLennan Companies, Inc. 401(k) plan facts”, from SEC Form 11-K accession 0000062709-26-000177, plan year ended 2025-12-31.