Defined Benefit (Pension) · DOL Form 5500 · 2022
State Street Corporation Pension Plan
Data updated 2026-08-06
- $850M
- Total assets
- 3,416
- Participants
- 99th
- Percentile by assets
- $248,950
- Avg per participant
Official DOL plan name: State Street Retirement Plan · Sponsored by State Street Corporation · Massachusetts · Management of Enterprises
$850M in assets, 3,416 participants
State Street Corporation's State Street Retirement Plan reported $850M in total assets and 3,416 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 139,258 plans)
- #1,132 in Management of Enterprises (1,193 peers)
Coverage in Massachusetts
State Street Retirement Plan covers 3,416 participants in Massachusetts, 5.3x the typical Massachusetts plan (state average ~641 per filing). Assets: $850M.
- $850M
- total plan assets (2022 EOY)
- 3,416
- covered participants
- 99th
- percentile by assets (of 139,258 plans)
- $248,950
- avg assets per participant
The plan reported a net loss of $215M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 641 participants across 3,941 plans. State Street Retirement Plan reports 3,416 participants - 5.3x that state average ($850M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $1.1B |
|---|---|
| Net Assets (End of Year) | $850M |
| Net Income | -$215M |
| Employer EIN | 042456637 |
| Plan Effective Date | 1946-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (State Street Corporation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 15,837 | $5.7B |
| 2023 | 2 | 15,421 | $6.6B |
| 2024 | 2 | 15,853 | $7.4B |
Nearby Defined Benefit (Pension) Plans in Massachusetts
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
State Street Retirement Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
- Consolidated Cash Balance Program of Mass General Brigham and Member Organizations $9.1B · 55,495
- Liberty Mutual Retirement Benefit Plan $6.8B · 33,087
- Massachusetts Institute of Technology Basic Retirement Plan $5.3B · 11,835
- N. Atlantic States Carp. Pension Fund $4.8B · 17,323
- N. Atlantic States Carp. Guaranteed Annuity Fund $3.6B · 10,962
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to State Street Retirement Plan by total assets, not by location.
- Operating Engineers Local 101 Pension Fund (MO) $852M · 2,881
- Pcs U.S. Employees' Pension Plan (CO) $848M · 1,472
- Edison Pension Plan (OR) $846M · 4,287
- Enbridge Employee Services, Inc. Employees' Pension Plan (TX) $846M · 3,544
Frequently Asked Questions
How did State Street Retirement Plan assets move in 2022? ▼
How have State Street Corporation plan assets changed over time? ▼
Where does State Street Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to State Street Retirement Plan? ▼
Next read for State Street Retirement Plan
Filing takeaways
Ways to act on State Street Retirement Plan's numbers.
- By total assets, State Street Retirement 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 Massachusetts. Compare plans
- State Street Corporation's sponsor-wide assets have grown 30.4% since 2022 across 3 plan years on file. More Management of Enterprises plans