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Employer · plans filed under one EIN

Thomson Reuters Holdings Inc.

Eagan, MN · 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.

$5.87Bnet assets across plans
32,100participant records9,572 active
$48.4Memployer contributions, latest plan years$5,057 per active record
$6.0MSchedule C compensation to organisations$185.53 per participant record

2 retirement plans with 100 or more participants file Form 5500 under Thomson Reuters Holdings Inc.'s employer identification number (Eagan, Minnesota). Their latest filings total 32,100 participant records and $5.87B in net assets.

The largest is Thomson Reuters 401(k) Savings Plan, a 401(k) plan with 20,290 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 $48.4M and participant contributions $108M in the latest plan years; benefits paid were $533M. Schedule C compensation reported to service provider organisations totalled $6.0M.

Combined net assets moved from $3.94B in 2009 to $5.87B in 2024 (up 49%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Thomson Reuters 401(k) Savings Plan401(k) plan202420,290$4.47B$220,448$5,955$2.5M
Thomson Reuters Group Pension Plancash balance pension plan202411,810$1.40B$118,583$0$3.5M
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

2009: $3.94B2010: $4.42B2011: $4.59B2012: $4.60B2013: $5.41B2014: $5.68B2015: $5.42B2016: $6.21B2017: $6.51B2018: $5.18B2019: $5.99B2020: $6.71B2021: $6.97B2022: $5.14B2023: $5.70B2024: $5.87B$3.94B$6.97B$5.87B20092012201620202024
Combined net assets
2009: 69,8852010: 67,8842011: 67,6572012: 58,8892013: 57,7512014: 56,3002015: 54,5912016: 53,2992017: 43,9042018: 39,1212019: 38,2302020: 36,9252021: 35,6552022: 34,9682023: 33,5732024: 32,10069,88532,10020092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
2024232,100$5.87B$48.4M$108M
2023233,573$5.70B$48.9M$111M
2022234,968$5.14B$51.9M$116M
2021235,655$6.97B$49.2M$120M
2020236,925$6.71B$43.2M$116M
2019238,230$5.99B$42.1M$114M
2018239,121$5.18B$54.3M$155M
2017243,904$6.51B$62.9M$165M
2016253,299$6.21B$565M$172M
2015254,591$5.42B$67.7M$171M
2014256,300$5.68B$65.1M$165M
2013257,751$5.41B$529M$169M
2012258,889$4.60B$70.3M$176M
2011267,657$4.59B$78.9M$178M
2010267,884$4.42B$73.5M$180M
2009269,885$3.94B$75.7M$174M

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

OrganisationServices reportedPlansCompensation reported
Voya Retirement Advisors, LLCInvestment advisory (participants)1$1,483,922
Alight Solutions, LLCRecordkeeping and information management; Consulting (general); Consulting (pension)1$955,105
Voya Institutional Plan ServicesRecordkeeping and information management; Trustee (bank, trust company, or similar financial institution); Trustee (directed); Valuation (appraisals, etc.)1$611,520
Willis Towers Watson US LLCConsulting (general); Actuarial; Consulting (pension)2$564,961
Goldman Sachs Asset Management, LPInvestment management1$481,758
JPMorgan Chase Bank NATrustee (bank, trust company, or similar financial institution); Investment advisory (participants)1$414,036
PricewaterhouseCoopers LLCAccounting (including auditing)2$249,223
Prudential Insurance Co.Investment management; Securities brokerage1$238,941
Income Research and ManagementInvestment management1$227,208
Voya Investment Trust CompanyInvestment management; Other services1$198,110
Nisa Investment Advisors LLCInvestment management1$197,210
Morgan Lewis & Bockius LLPLegal2$164,224
FiducientInvestment advisory (plan)1$142,500
HS2 BenefitsConsulting (pension)1$13,500
State Street Global AdvisorsCustodial (other than securities); Custodial (securities)1$8,330

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Voya Retirement Advisors, LLC$1.5M
Alight Solutions, LLC$955K
Voya Institutional Plan Services$612K
Willis Towers Watson US LLC$565K
Goldman Sachs Asset Management, LP$482K
JPMorgan Chase Bank NA$414K
PricewaterhouseCoopers LLC$249K
Prudential Insurance Co.$239K

Questions and answers

How many retirement plans does Thomson Reuters Holdings Inc. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Thomson Reuters 401(k) Savings Plan and Thomson Reuters Group Pension Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Thomson Reuters Holdings Inc. contribute to its plans?

$48,410,183 in employer contributions across these plans in their latest plan years, about $5,057 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 Voya Retirement Advisors, LLC, Alight Solutions, LLC, Voya Institutional Plan Services and Willis Towers Watson US LLC 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.