Defined Benefit (Pension) · DOL Form 5500 · 2024

State Street Corporation Pension Plan

Data updated 2026-08-25

$866M
Total assets Above avg plan size
3,076
Participants Above avg headcount
98th
Percentile by assets National rank
$281,551
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: State Street Retirement Plan · Sponsored by State Street Corporation · Massachusetts · Management of Enterprises

$866M in assets, 3,076 participants

State Street Corporation's State Street Retirement Plan reported $866M in total assets and 3,076 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

  • #1,070 in Management of Enterprises (1,133 peers)

Coverage in Massachusetts

State Street Retirement Plan covers 3,076 participants in Massachusetts, 4.7x the typical Massachusetts plan (state average ~659 per filing). Assets: $866M.

#1,070
in Management of Enterprises (1,133 peers)
-2.6%
assets change YoY
8.7×
vs typical plan assets (national mean)

The plan reported a net loss of $26M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State Street Retirement Plan's outsized position by total assets

State Street Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$866,050,996 Top 2% higher than 98% of 123,620 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 2024

State Street Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. State Street Retirement Plan lands in the large band (3,076 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • State Street Retirement Plan reported net income fell from $36M in the plan year 2023 filing to -$26M in the plan year 2024 filing.
  • State Street Retirement Plan reported participants fell from 3,253 in the plan year 2023 filing to 3,076 in the plan year 2024 filing.
  • State Street Retirement Plan end-of-year assets fell from $889M in the plan year 2023 filing to $866M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 042456637 · State Street Corporation PY 2024 · Defined Benefit (Pension)

State Street Retirement Plan · $866M · 3,076 · 98th

  • PHOTO $866M
  • PHOTO 3,076
  • PHOTO 98th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Pension Plan for Pactiv Evergreen
  • PHOTO ind #1070

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 Retirement Plan in the asset neighbourhood

Pension Plan for Pactiv EvergreenPension Plan for Pactiv Ever…$866MState Street Retirement Plan$866MNational Hockey League Players Retirement Benefit PlanNational Hockey League Playe…$865MModern Woodmen of America Employees' Retirement PlanModern Woodmen of America Em…$865MGannett Retirement Plan$864M
End-of-year total assets ($M) among State Street Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$889M
Net Assets (End of Year)$861M
Net Income-$26M
Employer EIN042456637
Plan Effective Date1946-09-01
Filing StatusFILING 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
$5B$6B$7B$8B 202220232024 $5.67B $7.4B ▲ +30.5%
Year Plans Participants Total Assets
2022 2 15,837 $5.7B
2023 2 15,421 $6.6B
2024 2 15,853 $7.4B

Nearby Defined Benefit (Pension) Plans in Massachusetts

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

State Street Retirement Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 051015 Total assets ($B) Participants State Street Retirement Plan, Total assets ($B): 0.866050996 · Participants: 3076State Street Retirement PlanConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 11.586293172 · Participants: 60621Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsNew England Teamsters Pension Fund, Total assets ($B): 9.093299462 · Participants: 21577New England Teamsters Pension FundLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.250686483 · Participants: 34910Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.888715533 · Participants: 12533Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 5.086051556 · Participants: 16946N. Atlantic States Carp. Pension Fund
State Street Retirement Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare State Street Retirement Plan side-by-side with 3 peers →

State Street Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Pension Plan for Pactiv Evergreen in IL ($866M); by covered participants it is Local 282 Pension Trust Fund in NY (3,073 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($866M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,076 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did State Street Retirement Plan assets move in 2024? ▼
State Street Retirement Plan edged down modestly - down 2.6% during 2024, from $889M to $866M. Reported net income was -$26M.
How have State Street Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), State Street Corporation's sponsor-wide assets grew 30.4%, from $5.7B to $7.4B.
Where does State Street Retirement Plan rank by assets among Form 5500 filers? ▼
State Street Retirement Plan ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to State Street Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for Pactiv Evergreen in IL ($866M, 3,875 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to State Street Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Local 282 Pension Trust Fund in NY (3,073 participants, $1.4B in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042456637.

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.