New York › Professional, scientific and technical services › 25,000 or more participants
Form 5500 statement · plan year 1 Jan 2024 to 31 Dec 2024
Omnicom Group Retirement Savings Plan
Sponsored by Omnicom Group 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, Omnicom Group Retirement Savings Plan covered 42,833 participants and held $4.47B in net assets. The plan is an ESOP with a 401(k) feature sponsored by Omnicom Group Inc. of New York, New York.
Net assets came to $104,358 per participant, well above the $62,774 median for defined contribution plans with 25,000 or more participants and well above the $73,951 median for defined contribution plans in professional, scientific and technical services. The figure is an average across everyone in the plan, including former employees with small balances; Form 5500 holds no individual account data.
The employer contributed $4.1M during the year, or $164 per active participant against a same-size median of $2,417; participants contributed $212M and $52.5M arrived as rollovers and other contributions. Benefits paid out totalled $450M.
Schedule C lists 12 service provider organisations paid $5,000 or more, with reported compensation of $1.9M: $44.93 per participant, above the same-size median of $36.41. Administrative expenses charged to the plan were $1.9M. 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 $1.52B in 2009 to $4.47B in 2024 (up 195%), and participants from 46,823 to 42,833 (down 9%).
The independent accountant's opinion on the financial statements was unmodified (unqualified).
Compared with similar plans
| Measure | This plan | Same size | Same industry | All US DC plans |
|---|---|---|---|---|
| Net assets per participant | $104,358 | $62,774 | $73,951 | $53,102 |
| Employer contributions per active participant | $164 | $2,417 | $3,219 | $2,175 |
| Schedule C compensation per participant | $44.93 | $36.41 | $148 | $123 |
| Schedule C compensation, share of net assets | 0.04% | 0.07% | 0.22% | 0.26% |
| Administrative expenses per participant | $44.93 | $38.81 | $140 | $116 |
Peer columns are medians for plan year 2024 across defined contribution plans with 100 or more participants: 25,000 or more participants (608 plans), professional, scientific and technical services (9,776) and all US plans (63,460). 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 | 42,833 | $4.47B | $104,358 | $4.1M | $212M | $1.9M |
| 2023 | 47,523 | $3.98B | $83,706 | $51.9M | $203M | $2.0M |
| 2022 | 49,168 | $3.39B | $68,956 | $48.7M | $189M | $1.9M |
| 2021 | 47,271 | $4.15B | $87,805 | $41.3M | $170M | $1.8M |
| 2020 | 45,281 | $3.73B | $82,367 | $39.7M | $157M | $1.6M |
| 2019 | 46,295 | $3.30B | $71,302 | $40.4M | $149M | $1.5M |
| 2018 | 45,887 | $2.78B | $60,521 | $39.1M | $145M | $552K |
| 2017 | 49,025 | $3.01B | $61,342 | $39.6M | $142M | $475K |
| 2016 | 50,241 | $2.60B | $51,841 | $43.4M | $135M | $462K |
| 2015 | 51,963 | $2.46B | $47,396 | $42.9M | $129M | $479K |
| 2014 | 50,769 | $2.50B | $49,173 | $39.1M | $120M | $473K |
| 2013 | 44,030 | $2.42B | $55,051 | $39.4M | $115M | $557K |
| 2012 | 45,369 | $1.97B | $43,500 | $41.6M | $111M | $704K |
| 2011 | 42,561 | $1.69B | $39,755 | $39.6M | $106M | $340K |
| 2010 | 48,561 | $1.70B | $35,104 | $35.7M | $100M | $346K |
| 2009 | 46,823 | $1.52B | $32,412 | $33.8M | $97.7M | $432K |
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$3,977,983,153
- Employer contributions$4,075,424
- Participant contributions$211,536,779
- Rollovers and other contributions$52,456,920
- Total contributions$268,069,123
- Total income, including investment results$901,242,679
- Benefits paid$450,030,350
- Administrative expenses$1,924,473
- Total expenses$451,954,823
- Net income$449,287,856
- Net transfers$42,708,286
- Net assets, end of year$4,469,979,295
Participants
- Active participants24,911
- Retired or separated, receiving benefits147
- Retired or separated, entitled to future benefits17,685
- Participants with account balances35,369
- Total participants, end of year42,833
Fees and service providers
| Organisation | Services reported | Direct | Indirect |
|---|---|---|---|
| Fidelity Investments | Participant loan processing; Investment management | $1,311,263 | $0 |
| Davis & Gilbert | Legal | $292,560 | $0 |
| Mercer Human Resources Consulting | Investment advisory (plan); Consulting (general) | $175,750 | $0 |
| PKF O'Connor Davies, LLP | Accounting (including auditing) | $144,900 | $0 |
| AllianceBernstein Discovery Value F | Investment management | $0 | $0 |
| Pimco Funds | Investment management | $0 | $0 |
| T. Rowe Price | Investment management | $0 | $0 |
| State St. Global Advisor Trust Co. | Custodial (securities); Investment management | $0 | $0 |
| Vanguard Ftse | Custodial (securities); Investment management | $0 | $0 |
| Fidelity Management Trust Company | Custodial (securities); Investment management | $0 | $0 |
| Fidelity Inst Asset MGMT Trust Co. | Custodial (securities); Investment management | $0 | $0 |
| William Blair Collective Inv Trust | Custodial (securities); Investment management | $0 | $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
- Recordkeeping fees$1,311,263
- Legal fees$292,560
- Investment advisory and management fees$175,750
- IQPA audit fees$144,900
- Total administrative expenses$1,924,473
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.
- Common/collective trusts$3.87B · 86.6%
- Registered investment companies (mutual funds)$468M · 10.5%
- Employer securities$102M · 2.3%
- Participant loans$24.0M · 0.5%
- Receivables$5.0M · 0.1%
Audit and compliance answers, as filed
- Accountant's opinionUnmodified (unqualified)
- Audit scope limited under ERISA section 103(a)(3)(C)No
- Accounting firmPKF O'Connor Davies, LLP
- Participant contributions reported as transmitted lateYes, $2,763
- Covered by a fidelity bondYes, $15,000,000
- Blackout period during the yearNo
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
2EProfit-sharing plan2FERISA section 404(c) plan2GTotal participant-directed account plan2JCode section 401(k) feature2KCode section 401(m) arrangement2OESOP other than a leveraged ESOP2TTotal or partial participant-directed account plan with a default investment account3HPlan sponsor(s) is (are) a member(s) of a controlled group
Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 541800: Advertising & Related Services.
Similar plans in New York
| Plan | Sponsor | Participants | Net assets | Per participant |
|---|---|---|---|---|
| IBM 401(k) Plan | International Business Machines Corporation | 144,897 | $63.3B | $437,135 |
| The Savings and Investment Plan | WPP Group USA, Inc. | 41,591 | $4.71B | $113,260 |
| Justworks Retirement Savings Plan | Justworks Employment Group, LLC | 163,323 | $3.93B | $24,074 |
| The Interpublic Group of Companies, Inc. Savings Plan | The Interpublic Group of Companies, Inc. | 37,524 | $4.07B | $108,565 |
| McKinsey & Company, Inc. (PSRP) Profit Sharing Retirement Plan | McKinsey & Company, Inc. | 35,298 | $9.81B | $277,927 |
| McKinsey & Company, Inc. (MPPP) Money Purchase Pension Plan | McKinsey & Company, Inc. | 29,024 | $2.15B | $74,147 |
Defined contribution plans in professional, scientific and technical services closest in size.
Questions and answers
How big is Omnicom Group Retirement Savings Plan?
42,833 participants at the end of the plan year ending 31 Dec 2024, of whom 24,911 were active employees, with net assets of $4,469,979,295. Among defined contribution plans that places it in the 25,000 or more participants band, which held 608 plans in plan year 2024.
What does Omnicom Group Inc. contribute per participant?
The filing reports $4,075,424 in employer contributions for the year, which is $164 per active participant; the median for plans of the same type and size was $2,417 in plan year 2024. Form 5500 reports the total only. It does not state the match formula, and the per-participant figure is an average, not any one person's contribution.
What fees does the plan pay and how do they compare?
Schedule C reports $1,924,473 in compensation to service provider organisations, $44.93 per participant or 0.04% of net assets. The same-size median among plans reporting any Schedule C compensation was $36.41 per participant. Administrative expenses on Schedule H were $1,924,473. 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 Omnicom Group Inc.. Recordkeeping or administration: Fidelity Investments. Investment advisory or management: Fidelity Investments, Mercer Human Resources Consulting and AllianceBernstein Discovery Value F. Trustee or custodian: State St. Global Advisor Trust Co., Vanguard Ftse and Fidelity Management Trust Company. The financial statements were audited by PKF O'Connor Davies, 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. 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 17 Sep 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 13-1514814, plan 004, received 17 Sep 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.