Plan5500

Msci Inc. — 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, Msci Inc. (EIN 13-4038723) is a plan sponsor located in New York, NY 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
13-4038723
Location
New York, NY
Loaded plans
3
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 Msci Inc.

  • 3 loaded plans hold $391M in reported assets.
  • The largest, Msci Inc. 401(K) Retirement Savings Plan, holds 93% of this company's reported plan assets.
  • Plans cover 2,902 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$391MSummed across loaded plans$391,022,387
Total reported assets$391M$391,022,387
Total reported participants2.9K2,902
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$391M total assets
Net assets$391MLiabilities$0
Contributions & income
Employer contributions$13.6M
Participant contributions$16.8M
Total income / additions$94.7M
Expenses & distributions
Benefits paid / distributions$25.2M
Total expenses$25.2M
Net increase / (decrease)$69.4M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

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 assets93%Msci Inc. 401(K) Retirement Savings Plan
Participants per plan967Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Msci Inc. 401(K) Retirement Savings Plan$364.3M
    Plan #001 · 1,778 participants · 2023
  2. 2
    Burgiss 401(K) Plan$26.7M
    Plan #005 · 257 participants · 2023
  3. 3
    Health & Welfare Plansnot reported in the loaded dataset
    Plan #501 · 867 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 Msci Inc.. Open one for its full reported snapshot.

  1. 2023
    Health & Welfare Plans867 participants · 2No schedules
    View filing →
  2. 2023
    Msci Inc. 401(K) Retirement Savings Plan1,778 participants · 2Sch HSch C
    View filing →
  3. 2023
    Burgiss 401(K) Plan257 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Msci Inc. report on Form 5500?
Msci Inc. (EIN 13-4038723) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Msci Inc.?
The Employer Identification Number (EIN) reported for Msci Inc. is 13-4038723.
What is the latest Form 5500 filing year for Msci Inc.?
The latest loaded Form 5500 filing year for Msci Inc. is 2023.

Related Form 5500 pages