Defined Benefit (Pension)
2024 plan-year Defined Benefit (Pension) DOL Form 5500

Scotiabank Pension Plan (United States)

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by The Bank of Nova Scotia · · Finance & Insurance

What the 2023 filing shows

Scotiabank Pension Plan (United States) holds $117M for 121 participants — about $966,730 per participant, up 3.8% over the 2024 plan year.

$117M
total plan assets (2024 EOY)
121
covered participants
$966,730
avg assets per participant
+3.8%
assets growth YoY
Total Assets (2023)
$117M
Participants
121
State
Industry
Finance & Insurance

What the Filing Says About Scotiabank Pension Plan (United States)

Scotiabank Pension Plan (United States) is a Defined Benefit (Pension) retirement plan sponsored by The Bank of Nova Scotia, headquartered in . As of the 2024 Form 5500 filing, the plan reports $117M in total end-of-year assets and covers 121 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 134941099, and the plan has been effective since 1974-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $113M at the beginning of 2024 to $117M at year-end — a gain of 3.8%. Net assets (after liabilities) closed the year at $117M, with reported net income of $4M 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.

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.

Financial Summary (2023)

Total Assets (Beginning of Year)$113M
Total Assets (End of Year)$117M
Net Assets (End of Year)$117M
Net Income$4M
Plan TypeDefined Benefit (Pension)
Employer EIN134941099
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Bank of Nova Scotia)

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.

Frequently Asked Questions

How much money is in the Scotiabank Pension Plan (United States)?
As of the 2024 Form 5500 filing, Scotiabank Pension Plan (United States) holds $117M in total assets with 121 participants. It is sponsored by The Bank of Nova Scotia.
What type of plan is Scotiabank Pension Plan (United States)?
Scotiabank Pension Plan (United States) is a Defined Benefit (Pension) plan. It has been effective since 1974-01-01. The plan is filed with the U.S. Department of Labor under EIN 134941099.
Who sponsors the Scotiabank Pension Plan (United States)?
Scotiabank Pension Plan (United States) is sponsored by The Bank of Nova Scotia, located in . The sponsor's EIN is 134941099 and the plan operates in the Finance & Insurance industry.
How did Scotiabank Pension Plan (United States) perform in 2024?
Scotiabank Pension Plan (United States) grew by 3.8% during 2024, moving from $113M to $117M in total assets. Net income was $4M.
Where can I find official filings for Scotiabank Pension Plan (United States)?
Official Form 5500 filings for Scotiabank Pension Plan (United States) are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 134941099 or plan name at efast.dol.gov.
How does Scotiabank Pension Plan (United States) compare to other plans?
You can compare Scotiabank Pension Plan (United States) against other Defined Benefit (Pension) plans on the plan type page, or view plans in on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 134941099.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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