Retirement plan

GMI 401(K) PLAN

Name: MSCI INC. - GMI 401(K) PLAN (2025) Form 5500
Creator: MSCI INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GMI 401(K) PLAN, MSCI INC.

MSCI INC.EIN 13-4038723Plan #004PY 2025

7 WORLD TRADE CENTER, 250 GREENWICH STREET, 49TH FLOOR - NEW YORK, NY 10017212-804-5330msci.comLinkedIn1001-5000 employeesfinancial services

Other plans on this EIN

3 filings

#002Retirement-$994K assets #003Retirement-$108K assets #005Retirement-$45K assets

Prospect flagsWind-down / frozen

How to read this page

Total assets (EOY)

$1M

+15.1% from 2024

Total participants

0.0% from 2024

Average account balance

$116,609

+15.1% from 2024

Annual return

15.21%

+4.17 pp from 2024

Benchmarks

See 9,464 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort9,464 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.05M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$117K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

450.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.21%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$111

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

Expense breakdown

Schedule H Part II

Admin total

$1K

$500 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.095%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$116,609

$102,609+13.6%

$98,090+18.9%

$138,895-16.0%

Participation rate

100.0%

82.8%+17.2pp

81.5%+18.5pp

79.9%+20.1pp

Annual return

15.21%

36.44%-21.2pp

37.05%-21.8pp

145.39%-130.2pp

Employer contribution / active EE

$3,867-100.0%

$3,606-100.0%

$4,194-100.0%

Participant deferral / active EE

$8,167-100.0%

$7,845-100.0%

$6,396-100.0%

Admin fee / account holder

$111

$11,434-99.0%

$11,815-99.1%

$12,562-99.1%

GMI 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GMI 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion