ESOP · DOL Form 5500 · 2022
The Bank of New York Mellon Corporation ESOP
Data updated 2026-08-11
- $171M
- Total assets
- 2,732
- Participants
- 95th
- Percentile by assets
- $62,591
- Avg per participant
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.
- 95th percentile by assets (of 139,126 plans)
- #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.
- $171M
- total plan assets (2022 EOY)
- 2,732
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $62,591
- avg assets per participant
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.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Employee Stock Ownership Plan of the Bank of New York Company, Inc. reports 2,732 participants - 3.3x that state average ($171M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $236M |
|---|---|
| Net Assets (End of Year) | $171M |
| Net Income | -$47M |
| Employer EIN | 132614959 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Bank of New York Mellon Corporation)
| 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
- Wawa, Inc. Employee Stock Ownership Plan $4.5B · 22,323
- Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.2B · 337
- Sheetz, Inc. Employee Stock Ownership Plan $534M · 12,847
- Centimark Corporation Employee Stock Ownership Plan and Trust $481M · 2,268
- Newage Industries, Inc. Employee Stock Ownership Plan $310M · 304
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Employee Stock Ownership Plan of the Bank of New York Company, Inc. by total assets, not by location.
Frequently Asked Questions
How did Employee Stock Ownership Plan of the Bank of New York Company, Inc. assets move in 2022? ▼
How have The Bank of New York Mellon Corporation plan assets changed over time? ▼
Where does Employee Stock Ownership Plan of the Bank of New York Company, Inc. rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Employee Stock Ownership Plan of the Bank of New York Company, Inc.? ▼
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Filing takeaways
Ways to act on Employee Stock Ownership Plan of the Bank of New York Company, Inc.'s numbers.
- By total assets, Employee Stock Ownership Plan of the Bank of New York Company, Inc. ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Pennsylvania. Compare plans
- The Bank of New York Mellon Corporation's sponsor-wide assets have grown 27.0% since 2022 across 3 plan years on file. More Finance & Insurance plans