New York › Information › 5,000 to 24,999 participants
Form 5500 statement · plan year 1 Jan 2024 to 31 Dec 2024
Employee Retirement Plan of S&P Global Inc. and Its Subsidiaries
Sponsored by S&P Global Inc., New York, NY
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. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.
In the plan year ending 31 Dec 2024, Employee Retirement Plan of S&P Global Inc. and Its Subsidiaries covered 10,010 participants and held $1.13B in net assets. The plan is a defined benefit pension plan sponsored by S&P Global Inc. of New York, New York.
Net assets came to $112,764 per participant, well above the $87,623 median for defined benefit plans with 5,000 to 24,999 participants and well above the $76,035 median for defined benefit plans in information. The figure is an average across everyone in the plan, including former employees with small balances; Form 5500 holds no individual account data.
Schedule C lists 9 service provider organisations paid $5,000 or more, with reported compensation of $4.3M: $429 per participant, well above the same-size median of $232. Administrative expenses charged to the plan were $6.4M. Schedule C does not capture every cost: fees netted from fund returns and fees the employer pays directly are outside it.
Across the filings on record, net assets went from $932M in 2009 to $1.13B in 2024 (up 21%), and participants from 26,703 to 10,010 (down 63%).
The independent accountant's opinion on the financial statements was unmodified (unqualified), from an audit whose scope was limited under ERISA section 103(a)(3)(C) to exclude investment information certified by a bank or insurer.
Compared with similar plans
| Measure | This plan | Same size | Same industry | All US DB plans |
|---|---|---|---|---|
| Net assets per participant | $112,764 | $87,623 | $76,035 | $86,221 |
| Employer contributions per active participant | — | $9,468 | $7,015 | $10,244 |
| Schedule C compensation per participant | $429 | $232 | $354 | $344 |
| Schedule C compensation, share of net assets | 0.38% | 0.30% | 0.46% | 0.42% |
| Administrative expenses per participant | $643 | $396 | $671 | $527 |
Peer columns are medians for plan year 2024 across defined benefit plans with 100 or more participants: 5,000 to 24,999 participants (651 plans), information (147) and all US plans (5,308). Fee medians cover plans that report an amount.
Trend by plan year
| Plan year | Participants | Net assets | Per participant | Employer contributions | Participant contributions | Schedule C compensation |
|---|---|---|---|---|---|---|
| 2024 | 10,010 | $1.13B | $112,764 | — | — | $4.3M |
| 2023 | 10,111 | $1.18B | $116,798 | — | — | $4.1M |
| 2022 | 11,420 | $1.19B | $104,042 | — | — | $3.9M |
| 2021 | 11,444 | $1.60B | $139,652 | — | — | $4.4M |
| 2020 | 11,536 | $1.63B | $141,195 | — | — | $4.8M |
| 2019 | 11,607 | $1.43B | $123,262 | — | — | $4.8M |
| 2018 | 16,224 | $1.57B | $96,779 | — | — | $5.2M |
| 2017 | 16,407 | $1.74B | $106,010 | — | — | $4.1M |
| 2016 | 18,086 | $1.63B | $90,237 | — | — | $5.6M |
| 2015 | 20,354 | $1.60B | $78,406 | — | — | $7.5M |
| 2014 | 22,510 | $1.79B | $79,506 | — | — | $7.3M |
| 2013 | 27,299 | $1.69B | $61,856 | — | — | $0 |
| 2012 | 26,298 | $1.36B | $51,539 | $150M | — | $0 |
| 2011 | 27,131 | $1.10B | $40,632 | $16.5M | — | $0 |
| 2010 | 26,482 | $1.16B | $43,836 | $139M | — | $0 |
| 2009 | 26,703 | $932M | $34,913 | $30.0M | — | $0 |
Years in which the plan filed the full Form 5500 with 100 or more participants, from 2009. Plan year is the year in which the plan year began.
Statement for the year
- Net assets, beginning of year$1,180,942,000
- Employer contributions—
- Participant contributions—
- Rollovers and other contributions—
- Total contributions$0
- Total income, including investment results$12,816,000
- Benefits paid$58,553,000
- Administrative expenses$6,437,000
- Total expenses$64,990,000
- Net income−$52,174,000
- Net transfers$0
- Net assets, end of year$1,128,768,000
Participants
- Active participants1,042
- Retired or separated, receiving benefits3,896
- Retired or separated, entitled to future benefits4,573
- Total participants, end of year10,010
Fees and service providers
| Organisation | Services reported | Direct | Indirect |
|---|---|---|---|
| Nisa Investment Advisors L.L.C. | Investment management | $913,917 | $0 |
| Northern Trust Company | Trustee (bank, trust company, or similar financial institution) | $870,830 | $0 |
| Alight Solutions, LLC | Recordkeeping and information management | $784,050 | $0 |
| Pacific Investment Management Co. | Investment management | $659,500 | $0 |
| STW Fixed Income Management, Ltd. | Investment management | $478,356 | $0 |
| Towers Watson Investment Srvcs,inc. | Consulting (pension) | $437,416 | $0 |
| Nepc, LLC | Consulting (general) | $100,815 | $0 |
| BlackRock | Investment management | $32,609 | $0 |
| Wellington Trust Company | Investment management | $18,896 | $0 |
Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.
Administrative expenses on Schedule H
- Other administrative expenses$2,141,000
- Investment advisory and management fees$2,103,000
- Trustee and custodial fees$871,000
- Recordkeeping fees$784,000
- Contract administrator fees$538,000
- Total administrative expenses$6,437,000
Investment structure
Assets at year end by Schedule H category. The form shows the kind of vehicle holding the money, not the funds on the menu.
- Corporate debt instruments$726M · 61.6%
- U.S. Government securities$322M · 27.3%
- Common/collective trusts$104M · 8.8%
- Cash (interest and non-interest bearing)$22.1M · 1.9%
- Other investments$5.3M · 0.5%
- Corporate stocks$135K · 0.0%
Audit and compliance answers, as filed
- Accountant's opinionUnmodified (unqualified)
- Audit scope limited under ERISA section 103(a)(3)(C)Yes
- Accounting firmErnst & Young LLP
- Participant contributions reported as transmitted lateNo
- Covered by a fidelity bondYes, $10,000,000
- Blackout period during the year—
These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.
Plan characteristics
1ABenefits are primarily pay related1IFrozen plan3JU.S.-based plan that covers residents of Puerto Rico and is qualified under both codes
Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 519100: Other Information Services (including news syndicates, libraries, internet publishing & broadcasting).
Other plans of S&P Global Inc.
| Plan | Participants | Net assets |
|---|---|---|
| The 401(k) Savings and Profit Sharing Plan of S&P Global Inc. and Its Subsidiaries | 20,240 | $5.74B |
Similar plans in New York
| Plan | Sponsor | Participants | Net assets | Per participant |
|---|---|---|---|---|
| Gannett Retirement Plan | Gannett Media Corp. | 11,234 | $864M | $76,948 |
| Relx Inc. US Retirement Plan | Relx Inc. | 8,314 | $1.03B | $123,509 |
| Iue-Cwa Pension Plan | Trustees of Iue- Cwa AFL-CIO Pension Fund | 11,832 | $472M | $39,897 |
| Viacom Pension Plan | Paramount Global | 7,781 | $529M | $67,944 |
| Advance Pension Plan | Advance Publications, Inc. | 13,114 | $911M | $69,494 |
| The New York Times Companies Pension Plan | The New York Times Company | 5,857 | $985M | $168,219 |
Defined benefit plans in information closest in size.
Questions and answers
How big is Employee Retirement Plan of S&P Global Inc. and Its Subsidiaries?
10,010 participants at the end of the plan year ending 31 Dec 2024, of whom 1,042 were active employees, with net assets of $1,128,768,000. Among defined benefit plans that places it in the 5,000 to 24,999 participants band, which held 651 plans in plan year 2024.
What does S&P Global Inc. contribute per participant?
This filing has no Schedule H financial statement, so employer contributions are not reported here.
What fees does the plan pay and how do they compare?
Schedule C reports $4,296,389 in compensation to service provider organisations, $429 per participant or 0.38% of net assets. The same-size median among plans reporting any Schedule C compensation was $232 per participant. Administrative expenses on Schedule H were $6,437,000. Investment costs deducted inside mutual funds and other pooled vehicles are not itemised on Form 5500, so these figures are a floor rather than a full cost.
Who runs the plan?
The sponsor is S&P Global Inc.. Recordkeeping or administration: Alight Solutions, LLC. Investment advisory or management: Nisa Investment Advisors L.L.C., Pacific Investment Management Co. and STW Fixed Income Management, Ltd.. Trustee or custodian: Northern Trust Company. The financial statements were audited by Ernst & Young LLP. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.
Was the audit opinion unqualified?
The filing reports an unmodified (unqualified) opinion from a limited-scope audit, in which the accountant did not audit investment information certified by a bank or insurance company. Unmodified (formerly "unqualified") is the standard clean opinion.
How current is this, and does it show my balance?
This is the Form 5500 for the plan year 1 Jan 2024 to 31 Dec 2024, received by the Department of Labor on 10 Oct 2025. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Aug 2026. This page shows the latest filing on record for EIN 13-1026995, plan 001, received 10 Oct 2025; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.