Defined Benefit (Pension) · DOL Form 5500 · 2023

The Bank of Nova Scotia Pension Plan

Data updated 2026-08-11

$113M
Total assets
147
Participants
92nd
Percentile by assets
$766,631
Avg per participant
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Official DOL plan name: Scotiabank Pension Plan (United States) · Sponsored by The Bank of Nova Scotia · · Finance & Insurance

$113M in assets, 147 participants

The Bank of Nova Scotia's Scotiabank Pension Plan (United States) reported $113M in total assets and 147 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • 92nd percentile by assets (of 127,072 plans)
  • #7,789 in Finance & Insurance (8,869 peers)

Where Scotiabank Pension Plan (United States) sits by assets

Scotiabank Pension Plan (United States) sits in the top 10% of all filed plans by assets, $113M for 147 participants (~$766,631/participant), up 11.6% in 2023.

$113M
total plan assets (2023 EOY)
147
covered participants
92nd
percentile by assets (of 127,072 plans)
$766,631
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Scotiabank Pension Plan (United States) reported net income rose from -$10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Scotiabank Pension Plan (United States) end-of-year assets rose from $101M in the plan year 2022 filing to $113M in the plan year 2023 filing.
  • Scotiabank Pension Plan (United States) reported participants fell from 164 in the plan year 2022 filing to 147 in the plan year 2023 filing.

See the national 2023→2024 release diff →

State

Scotiabank Pension Plan (United States) vs the 2023 asset distribution

By assets, Scotiabank Pension Plan (United States) outranks 92% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.1x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$101M
Net Assets (End of Year)$113M
Net Income$12M
Employer EIN134941099
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Bank of Nova Scotia)

$400M$450M$500M$550M$600M$650M 202220232024 $454M $610M ▲ +34.4%
Total plan assets by year, all The Bank of Nova Scotia plans on file
Year Plans Participants Total Assets
2022 2 1,418 $454M
2023 2 1,493 $523M
2024 2 1,551 $610M

Nearby Defined Benefit (Pension) Plans in

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Scotiabank Pension Plan (United States) vs. nearby Defined Benefit (Pension) plans in , assets vs. participants

Scotiabank Pension Plan (United States) vs. nearby Defined Benefit (Pension) plans in , assets vs. participants Scatter plot of 6 data points. 050010001500 00.511.5 Total assets ($B) Participants Scotiabank Pension P…Transocean U.S. Reti…Resolute Fp US Pensi…Retirement Plan for …Magna U.S. Consolida…Domtar US Hourly Pen…
Scotiabank Pension Plan (United States) vs. nearby Defined Benefit (Pension) plans in , assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Scotiabank Pension Plan (United States) by total assets, not by location.

Frequently Asked Questions

How did Scotiabank Pension Plan (United States) assets move in 2023?
Scotiabank Pension Plan (United States) grew at a solid clip - up 11.6% during 2023, from $101M to $113M. Reported net income was $12M.
How have The Bank of Nova Scotia plan assets changed over time?
Across 3 plan years on file (2022-2024), The Bank of Nova Scotia's sponsor-wide assets grew 34.4%, from $454M to $610M.
Where does Scotiabank Pension Plan (United States) rank by assets among Form 5500 filers?
Scotiabank Pension Plan (United States) ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Scotiabank Pension Plan (United States)?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Laborers Local 231 Pension Plan in IL ($113M, 426 participants).

Next read for Scotiabank Pension Plan (United States)

Scale reading

Ways to act on Scotiabank Pension Plan (United States)'s numbers.