Defined Benefit (Pension) · DOL Form 5500 · 2022
The Bank of New York Mellon Pension Plan
Data updated 2026-08-25
- $5.0B
- Total assets Very large vs avg
- 8,098
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $613,527
- Avg per participant High balance/head
Official DOL plan name: The Bank of New York Mellon Corporation Pension Plan · Sponsored by The Bank of New York Mellon · Pennsylvania · Finance & Insurance
$5.0B in assets, 8,098 participants
The Bank of New York Mellon's The Bank of New York Mellon Corporation Pension Plan reported $5.0B in total assets and 8,098 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- #9,218 in Finance & Insurance (9,261 peers)
Coverage in Pennsylvania
The Bank of New York Mellon Corporation Pension Plan covers 8,098 participants in Pennsylvania, 9.9x the typical Pennsylvania plan (state average ~822 per filing). Assets: $5.0B.
- #9,218
- in Finance & Insurance (9,261 peers)
- -21.8%
- assets change YoY
- 50×
- vs typical plan assets (national mean)
The plan reported a net loss of $1.4B for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Bank of New York Mellon Corporation Pension Plan's outsized position by total assets
The Bank of New York Mellon Corporation Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,968,344,232 Highest reported value at or above every one of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Bank of New York Mellon Corporation Pension Plan'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. The Bank of New York Mellon Corporation Pension Plan lands in the large band (8,098 participants).
Form 5500 schedule snapshot
Filing strip 135160382 · The Bank of New York Mellon PY 2022 · Defined Benefit (Pension)
The Bank of New York Mellon Corporation Pension Plan · $5.0B · 8,098 · 100th
- PART $5.0B
- TYPE 8,098
- NET 100th
- BOOK Defined Benefit (Pension)
- VS-ST near Textron Master Retirement Plan
- BOY ind #9218
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 Finance & Insurance retirement plans → · Plans in Pennsylvania →
The Bank of New York Mellon Corporation Pension Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $6.4B |
|---|---|
| Net Assets (End of Year) | $5.0B |
| Net Income | -$1.4B |
| Employer EIN | 135160382 |
| Plan Effective Date | 1972-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Bank of New York Mellon)
Sponsor-wide plan assets over time
All The Bank of New York Mellon plans reported in each filing year
- Latest sponsor-wide plan assets
- $5.2B 4.23295335789044% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8,098 | $5.0B |
| 2023 | 1 | 7,374 | $5.3B |
| 2024 | 1 | 6,387 | $5.2B |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Elevator Industry Pension Plan $10.4B · 27,097
- Steelworkers Pension Trust $5.9B · 52,395
- The PNC Financial Services Group, Inc. Pension Plan $5.4B · 63,731
- Constellation Retirement Program $5.4B · 5,314
- United States Steel Corporation Plan for Employee Pension Benefits (Revision of 2003) $4.3B · 3,484
Scale composition for The Bank of New York Mellon Corporation Pension Plan
The Bank of New York Mellon Corporation Pension Plan reports $5.0B in end-of-year assets across 8,098 participants (0.040% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $613,527 per participant (4.4x the national average assets-per-participant) . Net income for plan year 2022 was -$1.4B.
This plan identity (EIN 135160382, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $5.0B to $5.2B (+4.2%) while covered participants moved from 8,098 to 6,387 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,098 | $5.0B | This page |
| 2023 | 7,374 | $5.3B | Open filing |
| 2024 · index core | 6,387 | $5.2B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- The Bank of New York Mellon Corporation Pension Plan (Defined Benefit (Pension), $5.2B, 6,387 participants)
The Bank of New York Mellon Corporation Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Textron Master Retirement Plan in RI ($5.0B); by covered participants it is The Hartford Retirement Plan for U.S. Employees in CT (8,100 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5.0B here).
- Textron Master Retirement Plan (RI) $5.0B · 7,702
- Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund (CA) $4.9B · 56,802
- Motion Picture Industry Pension Plan (CA) $4.9B · 63,914
- Nationwide Retirement Plan (OH) $5.0B · 22,597
Similar participant headcount
Nearest other-state filings by covered participants (8,098 participants); asset peers above are excluded.
- The Hartford Retirement Plan for U.S. Employees (CT) 8,100 · 2 off
- Locals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan (WA) 8,083 · 15 off
- Parker-Hannifin Consolidated Pension Plan - a (OH) 8,048 · 50 off
- Rush University Medical Center Retirement Plan (IL) 8,162 · 64 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.