Td Bank US Holding Company Pension Plan

Defined Benefit (Pension) · DOL Form 5500 · 2022

What the Filing Says About Legacy Chrysler Financial Employee Pension Plan

Legacy Chrysler Financial Employee Pension Plan is a Defined Benefit (Pension) retirement plan sponsored by Td Bank US Holding Company, headquartered in Maine. According to the U.S. Department of Labor's 2022 Form 5500 filing, the plan reports $544M in total end-of-year assets and covers 265 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 010437984, and the plan has been effective since 2008-03-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets declined sharply from $737M at the beginning of 2022 to $544M at year-end - down 26.2%. Net assets (after liabilities) closed the year at $544M, with reported net income of -$193M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Across the 3 plan years Td Bank US Holding Company has on file with PlainRetire (2022-2024), sponsor-wide plan assets have moved from $5.1B to $6.9B, a gain of 36.4%, while reported participants moved from 28,720 to 33,395 (+16.3%). The strongest year on file by total sponsor assets was 2024 at $6.9B; the softest was 2022 at $5.1B. Year-by-year, sponsor-wide filings show: 2022 - $5.1B in assets across 3 plans covering 28,720 participants; 2023 - $5.9B in assets across 3 plans covering 31,974 participants; 2024 - $6.9B in assets across 3 plans covering 33,395 participants.

By assets, Legacy Chrysler Financial Employee Pension Plan outranks 98% of the 139,258 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 5.4x the national average plan size of $100M and 730 average participants.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

How the percentile is calculated: we count every plan that filed a 2022 Form 5500 with a reported end-of-year asset figure (139,258 plans), rank Legacy Chrysler Financial Employee Pension Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.