Defined Benefit (Pension) · DOL Form 5500 · 2024

Td Securities USA LLC Pension Plan

Data updated 2026-08-25

$58M
Total assets Below avg plan size
69
Participants Small participant base
86th
Percentile by assets National rank
$843,648
Avg per participant High balance/head
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Official DOL plan name: Td Securities USA Pension Plan · Sponsored by Td Securities USA LLC · New York · Finance & Insurance

$58M in assets, 69 participants

Td Securities USA LLC's Td Securities USA Pension Plan reported $58M in total assets and 69 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,659 in Finance & Insurance (8,549 peers)

Where Td Securities USA Pension Plan sits by assets

Td Securities USA Pension Plan sits in the top quartile of all filed plans by assets, $58M for 69 participants (~$843,648/participant), down 5.2% in 2024.

#6,659
in Finance & Insurance (8,549 peers)
-5.2%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Td Securities USA Pension Plan's outsized position by total assets

Td Securities USA Pension Plan vs every filed plan by assets

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

$58,211,745 Top 14% higher than 86% 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

Td Securities USA Pension Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Td Securities USA Pension Plan is a small filing (69 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Td Securities USA Pension Plan reported net income fell from $3M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
  • Td Securities USA Pension Plan reported participants fell from 74 in the plan year 2023 filing to 69 in the plan year 2024 filing.
  • Td Securities USA Pension Plan end-of-year assets fell from $61M in the plan year 2023 filing to $58M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 201177269 · Td Securities USA LLC PY 2024 · Defined Benefit (Pension)

Td Securities USA Pension Plan · $58M · 69 · 86th

  • NET $58M
  • NET 69
  • NET 86th
  • NET Defined Benefit (Pension)
  • NET near Retirement Plan for Employees of Ion Bank
  • NET ind #6659

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 New York →

Td Securities USA Pension Plan in the asset neighbourhood

The Spirax Sarco, Inc. Pension PlanThe Spirax Sarco, Inc. Pensi…$58MThe Institute of Electrical and Electronics Engineers, Incorporated Employees' Retirement PlanThe Institute of Electrical …$58MTd Securities USA Pension PlanTd Securities USA Pension Pl…$58MRetirement Plan for Employees of Ion BankRetirement Plan for Employee…$58MRetirement Plan for Employees of Carlisle LLCRetirement Plan for Employee…$58M
End-of-year total assets ($M) among Td Securities USA Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$58M
Net Income-$3M
Employer EIN201177269
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Td Securities USA LLC)

Sponsor-wide plan assets over time

All Td Securities USA LLC plans reported in each filing year

Latest sponsor-wide plan assets
$58M 0.767871028351394% vs 2022
2024 filing year
$57M$58M$59M$60M$61M$62M 202220232024 $58.7M $58.2M ▼ -0.8%
Year Plans Participants Total Assets
2022 1 75 $59M
2023 1 74 $61M
2024 1 69 $58M

Nearby Defined Benefit (Pension) Plans in New York

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

Td Securities USA Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Td Securities USA Pension Plan, Total assets ($B): 0.058211745 · Participants: 69Td Securities USA Pension PlanIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Td Securities USA Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Td Securities USA Pension Plan side-by-side with 3 peers →

Td Securities USA Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Ion Bank in CT ($58M); by covered participants it is Jack Rubin & Sons, Inc. Defined Benefit Pension Plan in CA (69 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (69 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 Td Securities USA Pension Plan assets move in 2024? ▼
Td Securities USA Pension Plan pulled back noticeably - down 5.2% during 2024, from $61M to $58M. Reported net income was -$3M.
How have Td Securities USA LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Td Securities USA LLC's sponsor-wide assets declined 0.8%, from $59M to $58M.
Where does Td Securities USA Pension Plan rank by assets among Form 5500 filers? ▼
Td Securities USA Pension Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Td Securities USA Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of Ion Bank in CT ($58M, 46 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Td Securities USA Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Jack Rubin & Sons, Inc. Defined Benefit Pension Plan in CA (69 participants, $4M 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 201177269.

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.