401(k) · DOL Form 5500 · 2023

Rbc USA Holdco Corporation 401(k) Plan

Data updated 2026-08-25

$3.7B
Total assets Very large vs avg
8,957
Participants Very large workforce
100th
Percentile by assets National rank
$415,016
Avg per participant High balance/head
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Official DOL plan name: Rbc- U.S.a. Retirement and Savings Plan · Sponsored by Rbc USA Holdco Corporation · Minnesota · Finance & Insurance

$3.7B in assets, 8,957 participants

Rbc USA Holdco Corporation's Rbc- U.S.a. Retirement and Savings Plan reported $3.7B in total assets and 8,957 participants in its 2023 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.

  • #8,799 in Finance & Insurance (8,869 peers)

Coverage in Minnesota

Rbc- U.S.a. Retirement and Savings Plan covers 8,957 participants in Minnesota, 8.0x the typical Minnesota plan (state average ~1,126 per filing). Assets: $3.7B.

#8,799
in Finance & Insurance (8,869 peers)
+17.4%
assets growth YoY
37×
vs typical plan assets (national mean)

Rbc- U.S.a. Retirement and Savings Plan's outsized position by total assets

Rbc- U.S.a. Retirement and Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,717,302,432 Highest reported value at or above every one of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Rbc- U.S.a. Retirement and Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rbc- U.S.a. Retirement and Savings Plan lands in the large band (8,957 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rbc- U.S.a. Retirement and Savings Plan reported net income rose from -$677M in the plan year 2022 filing to $550M in the plan year 2023 filing.
  • Rbc- U.S.a. Retirement and Savings Plan end-of-year assets rose from $3.2B in the plan year 2022 filing to $3.7B in the plan year 2023 filing.
  • Rbc- U.S.a. Retirement and Savings Plan reported participants rose from 8,924 in the plan year 2022 filing to 8,957 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 200563684 · Rbc USA Holdco Corporation PY 2023 · 401(k)

Rbc- U.S.a. Retirement and Savings Plan · $3.7B · 8,957 · 100th

  • BOOK $3.7B
  • BOOK 8,957
  • BOOK 100th
  • BOOK 401(k)
  • BOOK near Keycorp 401(k) Savings Plan
  • BOOK ind #8799

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 Finance & Insurance retirement plans → · Plans in Minnesota →

Rbc- U.S.a. Retirement and Savings Plan in the asset neighbourhood

Keycorp 401(k) Savings Plan$3.7BRbc- U.S.a. Retirement and Savings PlanRbc- U.S.a. Retirement and S…$3.7BFirstenergy Corp. Savings PlanFirstenergy Corp. Savings Pl…$3.7BThe Interpublic Group of Companies, Inc. Savings PlanThe Interpublic Group of Com…$3.7BCbre 401(k) Plan$3.7B
End-of-year total assets ($B) among Rbc- U.S.a. Retirement and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$3.2B
Net Assets (End of Year)$3.7B
Net Income$550M
Employer EIN200563684
Plan Effective Date1973-06-05
Filing StatusFILING RECEIVED

Sponsor Plan History (Rbc USA Holdco Corporation)

Sponsor-wide plan assets over time

All Rbc USA Holdco Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$4.3B 35.70375206964558% vs 2022
2024 filing year
$3B$3.5B$4B$4.5B 202220232024 $3.17B $4.3B ▲ +35.6%
Year Plans Participants Total Assets
2022 1 8,924 $3.2B
2023 1 8,957 $3.7B
2024 1 10,926 $4.3B

Nearby 401(k) Plans in Minnesota

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Rbc- U.S.a. Retirement and Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 0510152025 Total assets ($B) Participants Rbc- U.S.a. Retirement and Savings Plan, Total assets ($B): 3.717302432 · Participants: 8957Rbc- U.S.a. Retirement and Savings PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Rbc- U.S.a. Retirement and Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Rbc- U.S.a. Retirement and Savings Plan side-by-side with 3 peers →

Scale composition for Rbc- U.S.a. Retirement and Savings Plan

Rbc- U.S.a. Retirement and Savings Plan reports $3.7B in end-of-year assets across 8,957 participants (0.030% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $415,016 per participant (3.0x the national average assets-per-participant) . Net income for plan year 2023 was $550M.

This plan identity (EIN 200563684, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.2B to $4.3B (+35.7%) while covered participants moved from 8,924 to 10,926 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 8,924 $3.2B Open filing
2023 8,957 $3.7B This page
2024 · index core 10,926 $4.3B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Rbc- U.S.a. Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Keycorp 401(k) Savings Plan in OH ($3.7B); by covered participants it is Installed Building Products, LLC 401(k) Savings Plan and Trust in OH (8,957 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3.7B here).

Similar participant headcount

Nearest other-state filings by covered participants (8,957 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Rbc- U.S.a. Retirement and Savings Plan assets move in 2023? ▼
Rbc- U.S.a. Retirement and Savings Plan grew sharply - up 17.4% during 2023, from $3.2B to $3.7B. Reported net income was $550M.
How have Rbc USA Holdco Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rbc USA Holdco Corporation's sponsor-wide assets grew 35.7%, from $3.2B to $4.3B.
Where does Rbc- U.S.a. Retirement and Savings Plan rank by assets among Form 5500 filers? ▼
Rbc- U.S.a. Retirement and Savings Plan ranks in the 100th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Rbc- U.S.a. Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Keycorp 401(k) Savings Plan in OH ($3.7B, 19,118 participants).
Which 401(k) plans cover a similar participant headcount to Rbc- U.S.a. Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Installed Building Products, LLC 401(k) Savings Plan and Trust in OH (8,957 participants, $118M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 200563684.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.