Defined Benefit (Pension) · DOL Form 5500 · 2022
State Street Corporation Pension Plan
Data updated 2026-08-25
- $850M
- Total assets Above avg plan size
- 3,416
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $248,950
- Avg per participant Above avg balance/head
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.
- #1,132 in Management of Enterprises (1,193 peers)
Coverage in Massachusetts
State Street Retirement Plan covers 3,416 participants in Massachusetts, 5.2x the typical Massachusetts plan (state average ~659 per filing). Assets: $850M.
- #1,132
- in Management of Enterprises (1,193 peers)
- -20.5%
- assets change YoY
- 8.5×
- vs typical plan assets (national mean)
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.
State Street Retirement Plan's outsized position by total assets
State Street Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$850,412,431 Top 1% higher than 99% 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
State Street Retirement 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. State Street Retirement Plan lands in the large band (3,416 participants).
DOL schedule card
Filing strip 042456637 · State Street Corporation PY 2022 · Defined Benefit (Pension)
State Street Retirement Plan · $850M · 3,416 · 99th
- EIN $850M
- RANK 3,416
- PHOTO 99th
- IND Defined Benefit (Pension)
- EOY near Operating Engineers Local 101 Pension Fund
- 5500 ind #1132
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 Management of Enterprises retirement plans → · Plans in Massachusetts →
State Street Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All State Street Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $7.4B 30.41346548084554% vs 2022
- 2024 filing year
| 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.
- 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
State Street Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Operating Engineers Local 101 Pension Fund in MO ($852M); by covered participants it is Monument Health, Inc. Pension Plan in SD (3,417 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($850M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (3,416 participants); asset peers above are excluded.
- Monument Health, Inc. Pension Plan (SD) 3,417 · 1 off
- Alaska Teamster - Employer Pension Plan (AK) 3,413 · 3 off
- Hormel Foods Corporation Hourly Employees' Pension Plan (MN) 3,413 · 3 off
- The Guardian Home Office Employees' Retirement Pla (NY) 3,422 · 6 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.