Employer · plans filed under one EIN
S&P Global, Inc.
New York, NY · Information
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
2 retirement plans with 100 or more participants file Form 5500 under S&P Global, Inc.'s employer identification number (New York, New York). Their latest filings total 30,250 participant records and $6.87B in net assets.
The largest is The 401(k) Savings and Profit Sharing Plan of S&P Global Inc. and Its Subsidiaries, a 401(k) plan with 20,240 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $124M and participant contributions $168M in the latest plan years; benefits paid were $556M. Schedule C compensation reported to service provider organisations totalled $4.9M.
Combined net assets moved from $2.79B in 2009 to $6.87B in 2024 (up 146%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| The 401(k) Savings and Profit Sharing Plan of S&P Global Inc. and Its Subsidiaries | 401(k) plan | 2024 | 20,240 | $5.74B | $283,791 | $12,071 | $593K |
| Employee Retirement Plan of S&P Global Inc. and Its Subsidiaries | defined benefit pension plan | 2024 | 10,010 | $1.13B | $112,764 | — | $4.3M |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 2 | 30,250 | $6.87B | $124M | $168M |
| 2023 | 2 | 31,871 | $6.42B | $125M | $167M |
| 2022 | 2 | 23,843 | $4.52B | $77.4M | $81.3M |
| 2021 | 2 | 24,073 | $5.67B | $76.0M | $81.4M |
| 2020 | 2 | 24,340 | $5.10B | $72.0M | $75.9M |
| 2019 | 2 | 24,314 | $4.53B | $65.3M | $70.9M |
| 2018 | 2 | 29,288 | $4.09B | $67.2M | $69.5M |
| 2017 | 2 | 28,964 | $4.32B | $61.1M | $62.7M |
| 2016 | 2 | 31,164 | $3.88B | $56.9M | $61.0M |
| 2015 | 2 | 33,052 | $3.76B | $57.3M | $64.5M |
| 2014 | 2 | 35,880 | $4.06B | $61.1M | $63.2M |
| 2013 | 2 | 42,402 | $3.93B | $70.3M | $63.6M |
| 2012 | 2 | 45,596 | $3.72B | $230M | $91.3M |
| 2011 | 2 | 47,033 | $3.22B | $93.4M | $90.3M |
| 2010 | 2 | 46,855 | $3.24B | $211M | $83.2M |
| 2009 | 2 | 47,172 | $2.79B | $103M | $85.5M |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Nisa Investment Advisors L.L.C. | Investment management | 1 | $913,917 |
| Northern Trust Company | Trustee (bank, trust company, or similar financial institution) | 1 | $870,830 |
| Alight Solutions LLC | Other services; Recordkeeping and information management | 2 | $864,619 |
| Pacific Investment Management Co. | Investment management | 1 | $659,500 |
| STW Fixed Income Management, Ltd. | Investment management | 1 | $478,356 |
| Towers Watson Investment Srvcs,inc. | Consulting (pension) | 1 | $437,416 |
| Fidelity Investments Institutional | Participant loan processing | 1 | $264,199 |
| Strategic Advisors, Inc. | Investment advisory (plan) | 1 | $196,611 |
| Nepc, LLC | Consulting (general) | 1 | $100,815 |
| Willis Towers Watson | Other services | 1 | $51,667 |
| BlackRock | Investment management | 1 | $32,609 |
| Wellington Trust Company | Investment management | 1 | $18,896 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does S&P Global, Inc. have?
2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: The 401(k) Savings and Profit Sharing Plan of S&P Global Inc. and Its Subsidiaries and Employee Retirement Plan of S&P Global Inc. and Its Subsidiaries. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does S&P Global, Inc. contribute to its plans?
$124,194,000 in employer contributions across these plans in their latest plan years, about $10,961 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Nisa Investment Advisors L.L.C., Northern Trust Company, Alight Solutions LLC and Pacific Investment Management Co. and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.