ESOP · DOL Form 5500 · 2022

The Bank of New York Mellon Corporation ESOP

Data updated 2026-08-25

$171M
Total assets Near avg plan size
2,732
Participants Above avg headcount
95th
Percentile by assets National rank
$62,591
Avg per participant Low balance/head
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Official DOL plan name: Employee Stock Ownership Plan of the Bank of New York Company, Inc. · Sponsored by The Bank of New York Mellon Corporation · Pennsylvania · Finance & Insurance

$171M in assets, 2,732 participants

The Bank of New York Mellon Corporation's Employee Stock Ownership Plan of the Bank of New York Company, Inc. reported $171M in total assets and 2,732 participants in its 2022 DOL Form 5500 filing, ranking in the 95th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #8,499 in Finance & Insurance (9,261 peers)

Coverage in Pennsylvania

Employee Stock Ownership Plan of the Bank of New York Company, Inc. covers 2,732 participants in Pennsylvania, 3.3x the typical Pennsylvania plan (state average ~822 per filing). Assets: $171M.

#8,499
in Finance & Insurance (9,261 peers)
-27.5%
assets change YoY
1.7×
vs typical plan assets (national mean)

The plan reported a net loss of $47M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Employee Stock Ownership Plan of the Bank of New York Company, Inc.'s outsized position by total assets

Employee Stock Ownership Plan of the Bank of New York Company, Inc. vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$170,999,298 Top 5% higher than 95% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Employee Stock Ownership Plan of the Bank of New York Company, Inc.'s large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employee Stock Ownership Plan of the Bank of New York Company, Inc. lands in the large band (2,732 participants).

Published 5500 schedule card

Filing strip 132614959 · The Bank of New York Mellon Corporation PY 2022 · ESOP

Employee Stock Ownership Plan of the Bank of New York Company, Inc. · $171M · 2,732 · 95th

  • TYPE $171M
  • TYPE 2,732
  • TYPE 95th
  • TYPE ESOP
  • TYPE near Envision Management Holding, Inc. Employee Stock Ownership Plan
  • TYPE ind #8499

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in Pennsylvania →

Employee Stock Ownership Plan of the Bank of New York Company, Inc. in the asset neighbourhood

National Nail Corp. Employee Stock Ownership PlanNational Nail Corp. Employee…$174MTaylor-Listug, Inc. Employee Stock Ownership PlanTaylor-Listug, Inc. Employee…$172MEmployee Stock Ownership Plan of the Bank of New York Company, Inc.Employee Stock Ownership Pla…$171MEnvision Management Holding, Inc. Employee Stock Ownership PlanEnvision Management Holding,…$171ME.C. Barton & Company Employee Stock Ownership Plan & TrustE.C. Barton & Company Employ…$167M
End-of-year total assets ($M) among Employee Stock Ownership Plan of the Bank of New York Company, Inc. and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$236M
Net Assets (End of Year)$171M
Net Income-$47M
Employer EIN132614959
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Bank of New York Mellon Corporation)

Sponsor-wide plan assets over time

All The Bank of New York Mellon Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$10.2B 27.00784103553791% vs 2022
2024 filing year
$7B$8B$9B$10B$11B 202220232024 $7.99B $10.2B ▲ +27.0%
Year Plans Participants Total Assets
2022 2 27,803 $8.0B
2023 2 27,681 $9.1B
2024 2 26,620 $10.2B

Nearby ESOP Plans in Pennsylvania

Peer ESOP plans, same state, same plan type, ranked by total assets.

Employee Stock Ownership Plan of the Bank of New York Company, Inc. vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Employee Stock Ownership Plan of the Bank of New York Company, Inc., Total assets ($B): 0.170999298 · Participants: 2732Employee Stock Ownership Plan of the Bank of New York Company, Inc.Wawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.519811811 · Participants: 22323Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.154561341 · Participants: 337Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533697969 · Participants: 12847Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.48126732 · Participants: 2268Centimark Corporation Employee Stock Ownership Plan and TrustNewage Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.310383492 · Participants: 304Newage Industries, Inc. Employee Stock Ownership Plan
Employee Stock Ownership Plan of the Bank of New York Company, Inc. vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Employee Stock Ownership Plan of the Bank of New York Company, Inc. side-by-side with 3 peers →

Employee Stock Ownership Plan of the Bank of New York Company, Inc.'s out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Envision Management Holding, Inc. Employee Stock Ownership Plan in CO ($171M); by covered participants it is The Cato Corporation Employee Stock Ownership Plan in NC (2,736 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,732 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Employee Stock Ownership Plan of the Bank of New York Company, Inc. assets move in 2022? ▼
Employee Stock Ownership Plan of the Bank of New York Company, Inc. declined sharply - down 27.5% during 2022, from $236M to $171M. Reported net income was -$47M.
How have The Bank of New York Mellon Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Bank of New York Mellon Corporation's sponsor-wide assets grew 27.0%, from $8.0B to $10.2B.
Where does Employee Stock Ownership Plan of the Bank of New York Company, Inc. rank by assets among Form 5500 filers? ▼
Employee Stock Ownership Plan of the Bank of New York Company, Inc. ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Employee Stock Ownership Plan of the Bank of New York Company, Inc.? ▼
Among ESOP plans in other states, the closest by assets is Envision Management Holding, Inc. Employee Stock Ownership Plan in CO ($171M, 932 participants).
Which ESOP plans cover a similar participant headcount to Employee Stock Ownership Plan of the Bank of New York Company, Inc.? ▼
Among ESOP plans in other states, the closest by covered participants is The Cato Corporation Employee Stock Ownership Plan in NC (2,736 participants, $38M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 132614959.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.