Defined Benefit (Pension) · DOL Form 5500 · 2023
Bank of America, N.a. Pension Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 89
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $148,392
- Avg per participant Above avg balance/head
Official DOL plan name: Bank of America Retirement Plan for Dollar Paid Employees of Military Banking Division · Sponsored by Bank of America, N.a. · Rhode Island · Management of Enterprises
$13M in assets, 89 participants
Bank of America, N.a.'s Bank of America Retirement Plan for Dollar Paid Employees of Military Banking Division reported $13M in total assets and 89 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.
- #493 in Management of Enterprises (1,137 peers)
Management of Enterprises sector rank
Within Management of Enterprises, Bank of America Retirement Plan for Dollar Paid Employees of Military Banking Division ranks #493 of 1,137 2023 filers by assets (2692% of the sector average)-$13M for 89 participants.
- #493
- in Management of Enterprises (1,137 peers)
- +11.6%
- assets growth YoY
Bank of America Retirement Plan for Dollar Paid Employees of Military Banking Division's mid-pack asset rank among Management of Enterprises and all filers
Bank of America Retirement Plan for Dollar Paid Employees of Military Banking Division vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$13,206,861 Top 35% higher than 65% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Bank of America Retirement Plan for Dollar Paid Employees of Military Banking Division among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bank of America Retirement Plan for Dollar Paid Employees of Military Banking Division is a small filing (89 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bank of America Retirement Plan for Dollar Paid Employees of Military Banking Division reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Bank of America Retirement Plan for Dollar Paid Employees of Military Banking Division end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Bank of America Retirement Plan for Dollar Paid Employees of Military Banking Division reported participants fell from 96 in the plan year 2022 filing to 89 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 941687665 · Bank of America, N.a. PY 2023 · Defined Benefit (Pension)
Bank of America Retirement Plan for Dollar Paid Employees of Military Banking Division · $13M · 89 · 65th
- PHOTO $13M
- PHOTO 89
- PHOTO 65th
- PHOTO Defined Benefit (Pension)
- PHOTO near Retirement Plan for Bargaining Unit Employees of Landis+Gyr
- PHOTO ind #493
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 Rhode Island →
Bank of America Retirement Plan for Dollar Paid Employees of Military Banking Division in the asset neighbourhood
Management of Enterprises filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $1M |
| Employer EIN | 941687665 |
| Plan Effective Date | 1988-04-29 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bank of America, N.a.)
Sponsor-wide plan assets over time
All Bank of America, N.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 11.61796622775139% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 96 | $12M |
| 2023 | 1 | 89 | $13M |
Nearby Defined Benefit (Pension) Plans in Rhode Island
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- The Bank of America Pension Plan $19.2B · 56,519
- Textron Master Retirement Plan $5.2B · 7,320
- Factory Mutual Insurance Company Pension Plan $2.9B · 3,478
- Bell Helicopter Textron Master Retirement Plan $2.2B · 2,800
- Amica Pension Fund $1.8B · 2,338
Bank of America Retirement Plan for Dollar Paid Employees of Military Banking Division's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Rhode Island, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Bargaining Unit Employees of Landis+Gyr in GA ($13M); by covered participants it is Valcor Engineering Corporation Employee's Pension Plan in NJ (89 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (89 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.