Defined Benefit (Pension) · DOL Form 5500 · 2022
The Bank of New York Mellon Pension Plan
Data updated 2026-08-11
- $5.0B
- Total assets
- 8,098
- Participants
- 100th
- Percentile by assets
- $613,527
- Avg per participant
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.
- 100th percentile by assets (of 139,126 plans)
- #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.
- $5.0B
- total plan assets (2022 EOY)
- 8,098
- covered participants
- 100th
- percentile by assets (of 139,126 plans)
- $613,527
- avg assets per participant
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.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. The Bank of New York Mellon Corporation Pension Plan reports 8,098 participants - 9.9x that state average ($5.0B EOY assets).
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)
| 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.
The Bank of New York Mellon Corporation Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
- 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)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to The Bank of New York Mellon Corporation Pension Plan by total assets, not by location.
- 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
Frequently Asked Questions
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Filing takeaways
Ways to act on The Bank of New York Mellon Corporation Pension Plan's numbers.
- By total assets, The Bank of New York Mellon Corporation Pension Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Pennsylvania. Compare plans
- The Bank of New York Mellon's sponsor-wide assets have grown 4.2% since 2022 across 3 plan years on file. More Finance & Insurance plans