Plan5500

Grantham, Mayo, Van Otterloo & Co. LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Grantham, Mayo, Van Otterloo & Co. LLC (EIN 04-2691242) is a plan sponsor located in Boston, MA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
04-2691242
Location
Boston, MA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Grantham, Mayo, Van Otterloo & Co. LLC

  • 2 loaded plans hold $152M in reported assets.
  • The largest, Gmo 401(K) Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 925 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$152MSummed across loaded plans$152,013,257
Total reported assets$152M$152,013,257
Total reported participants925
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$152M total assets
Net assets$152MLiabilities$0
Contributions & income
Employer contributions$9.9M
Participant contributions$6.3M
Total income / additions$37.8M
Expenses & distributions
Benefits paid / distributions$5.7M
Total expenses$5.7M
Net increase / (decrease)$32M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Gmo 401(K) Profit Sharing Plan
Participants per plan463Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Gmo 401(K) Profit Sharing Plan$152M
    Plan #001 · 524 participants · 2023
  2. 2
    Grantham Mayo Van Otterloo & Co LLC Benefit Plannot reported in the loaded dataset
    Plan #503 · 401 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Grantham, Mayo, Van Otterloo & Co. LLC. Open one for its full reported snapshot.

  1. 2023
    Grantham Mayo Van Otterloo & Co LLC Benefit Plan401 participants · 2No schedules
    View filing →
  2. 2023
    Gmo 401(K) Profit Sharing Plan524 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Grantham, Mayo, Van Otterloo & Co. LLC report on Form 5500?
Grantham, Mayo, Van Otterloo & Co. LLC (EIN 04-2691242) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Grantham, Mayo, Van Otterloo & Co. LLC?
The Employer Identification Number (EIN) reported for Grantham, Mayo, Van Otterloo & Co. LLC is 04-2691242.
What is the latest Form 5500 filing year for Grantham, Mayo, Van Otterloo & Co. LLC?
The latest loaded Form 5500 filing year for Grantham, Mayo, Van Otterloo & Co. LLC is 2023.

Related Form 5500 pages