401(k) · DOL Form 5500 · 2022
State Street Corporation 401(k) Plan
Data updated 2026-08-25
- $4.8B
- Total assets Very large vs avg
- 12,421
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $388,261
- Avg per participant High balance/head
Official DOL plan name: State Street Salary Savings Program · Sponsored by State Street Corporation · Massachusetts · Management of Enterprises
$4.8B in assets, 12,421 participants
State Street Corporation's State Street Salary Savings Program reported $4.8B in total assets and 12,421 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.
- #1,183 in Management of Enterprises (1,193 peers)
Coverage in Massachusetts
State Street Salary Savings Program covers 12,421 participants in Massachusetts, 19x the typical Massachusetts plan (state average ~659 per filing). Assets: $4.8B.
- #1,183
- in Management of Enterprises (1,193 peers)
- -18.6%
- assets change YoY
- 48×
- vs typical plan assets (national mean)
The plan reported a net loss of $1.1B for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
State Street Salary Savings Program's outsized position by total assets
State Street Salary Savings Program vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,822,585,071 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
State Street Salary Savings Program's mega-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 Salary Savings Program is a mega filing (12,421 participants), the rightmost band on the breakdown.
Form 5500 schedule snapshot
Filing strip 042456637 · State Street Corporation PY 2022 · 401(k)
State Street Salary Savings Program · $4.8B · 12,421 · 100th
- PHOTO $4.8B
- PHOTO 12,421
- PHOTO 100th
- PHOTO 401(k)
- PHOTO near The Consolidated Edison Thrift Savings Plan
- PHOTO ind #1183
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 Salary Savings Program in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $5.9B |
|---|---|
| Net Assets (End of Year) | $4.8B |
| Net Income | -$1.1B |
| Employer EIN | 042456637 |
| Plan Effective Date | 1983-10-01 |
| 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 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
Scale composition for State Street Salary Savings Program
State Street Salary Savings Program reports $4.8B in end-of-year assets across 12,421 participants (0.039% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.013% of 93,925,755 covered participants) - about $388,261 per participant (2.8x the national average assets-per-participant) . Net income for plan year 2022 was -$1.1B.
This plan identity (EIN 042456637, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $4.8B to $6.5B (+35.5%) while covered participants moved from 12,421 to 12,777 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 12,421 | $4.8B | This page |
| 2023 | 12,168 | $5.7B | Open filing |
| 2024 · index core | 12,777 | $6.5B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- State Street Salary Savings Program (401(k), $6.5B, 12,777 participants)
- State Street Retirement Plan (Defined Benefit (Pension), $866M, 3,076 participants)
State Street Salary Savings Program's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is The Consolidated Edison Thrift Savings Plan in NY ($4.9B); by covered participants it is General Atomics 401(k) Retirement Savings Plan in CA (12,430 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4.8B here).
- The Consolidated Edison Thrift Savings Plan (NY) $4.9B · 13,782
- Edison 401(k) Savings Plan (CA) $4.9B · 12,970
- Honda 401(k) Savings Plan (CA) $4.7B · 27,439
- Employees Savings and Retirement Plan of Credit Suisse (NY) $4.9B · 7,119
Similar participant headcount
Nearest other-state filings by covered participants (12,421 participants); asset peers above are excluded.
- General Atomics 401(k) Retirement Savings Plan (CA) 12,430 · 9 off
- The Pearson Retirement Plan (NJ) 12,396 · 25 off
- Uss 401(k) Plan for Usw-Represented Employees (PA) 12,452 · 31 off
- Bloomberg L.P. 401(k) Plan (NY) 12,457 · 36 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.