100 Largest Retirement Plans

Ranked by total plan assets as of year-end 2023. Source: DOL Form 5500.

# Plan Name Sponsor State Type Participants Total Assets (2023)
1 THE BOEING COMPANY 401(K) RETIREMENT PLAN THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES WA 401(k) 128,910 $72.2B
2 IBM 401 (K) PLUS PLAN INTERNATIONAL BUSINESS MACHINES CORPORATION NY 401(k) 54,912 $57.4B
3 WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES WA Other 229,511 $57.4B
4 THE BANK OF AMERICA 401(K) PLAN BANK OF AMERICA CORPORATION NC 401(k) 173,899 $54.8B
5 MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN MICROSOFT CORPORATION WA 401(k) 123,296 $53.2B
6 RTX SAVINGS PLAN RTX CORPORATION CT 401(k) 123,037 $52.8B
7 WELLS FARGO & COMPANY 401(K) PLAN WELLS FARGO & COMPANY CA 401(k) 193,919 $51.8B
8 CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND IL Other 48,538 $49.7B
9 LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN LOCKHEED MARTIN CORPORATION MD 401(k) 91,511 $47.3B
10 GENERAL MOTORS HOURLY-RATE EMPLOYEES PENSION PLAN GENERAL MOTORS LLC MI Other 17,959 $44.8B
11 JPMORGAN CHASE 401(K) SAVINGS PLAN JPMORGAN CHASE BANK, NATIONAL ASSOCIATION NJ 401(k) 176,610 $44.6B
12 RTX CONSOLIDATED PENSION PLAN RTX CORPORATION CT Defined Benefit (Pension) 23,823 $43.8B
13 WALMART 401(K) PLAN WALMART INC. AR 401(k) 1,611,202 $41.5B
14 AT&T RETIREMENT SAVINGS PLAN AT&T INC. TX 401(k) 119,854 $40.0B
15 GOOGLE LLC 401(K) SAVINGS PLAN GOOGLE LLC CA 401(k) 122,867 $39.0B
16 NORTHROP GRUMMAN SAVINGS PLAN NORTHROP GRUMMAN CORPORATION VA 401(k) 97,987 $36.2B
17 STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY IL Defined Benefit (Pension) 45,001 $35.2B
18 KAISER PERMANENTE RETIREMENT PLAN KAISER FOUNDATION HEALTH PLAN, INC. CA Defined Benefit (Pension) 127,356 $33.5B
19 COSTCO 401K RETIREMENT PLAN COSTCO WHOLESALE CORPORATION WA 401(k) 192,744 $33.4B
20 AT&T PENSION BENEFIT PLAN AT&T INC. TX Defined Benefit (Pension) 107,859 $30.0B
21 FIDELITY RETIREMENT SAVINGS PLAN FMR LLC MA 401(k) 62,289 $28.6B
22 VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES VERIZON COMMUNICATIONS INC. NJ 401(k) 78,072 $27.8B
23 CVS HEALTH FUTURE FUND 401(K) PLAN CVS HEALTH CORPORATION RI 401(k) 265,760 $27.6B
24 FEDEX CORPORATION EMPLOYEES' PENSION PLAN FEDEX CORPORATION TN Defined Benefit (Pension) 139,031 $26.6B
25 ORACLE CORPORATION 401(K) SAVINGS AND INVESTMENT PLAN ORACLE CORPORATION CA 401(k) 63,105 $26.3B
26 A SINGLE-EMPLOYER PLAN AMAZON.COM SERVICES,LLC WA Profit Sharing 1,103,349 $26.2B
27 THE PENSION VALUE PLAN FOR EMPLOYEES OF THE BOEING COMPANY THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES WA Other 31,566 $25.0B
28 IBM PERSONAL PENSION PLAN INTERNATIONAL BUSINESS MACHINES CORPORATION NY Defined Benefit (Pension) 14,881 $25.0B
29 CENTRAL PENSION FUND OF THE IUOE & PARTICIPATING EMPLOYERS BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERS DC Defined Benefit (Pension) 100,627 $24.9B
30 FEDEX CORPORATION RETIREMENT SAVINGS PLAN FEDEX CORPORATION TN 401(k) 127,010 $23.9B
31 PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN THE PROCTER & GAMBLE COMPANY OH 401(k) 32,152 $23.1B
32 UNITEDHEALTH GROUP 401(K) SAVINGS PLAN UNITEDHEALTH GROUP INCORPORATED MN 401(k) 198,972 $22.4B
33 INTEL 401(K) SAVINGS PLAN INTEL CORPORATION CA 401(k) 59,863 $22.2B
34 JOHNSON AND JOHNSON SAVINGS PLAN JOHNSON AND JOHNSON NJ 401(k) 41,291 $22.2B
35 EXXONMOBIL SAVINGS PLAN EXXON MOBIL CORPORATION TX 401(k) 23,477 $21.9B
36 HCA 401(K) PLAN HCA INC. TN 401(k) 291,649 $21.5B
37 PACIFIC GAS AND ELECTRIC COMPANY RETIREMENT PLAN PACIFIC GAS AND ELECTRIC COMPANY CA Defined Benefit (Pension) 22,914 $21.4B
38 RETIREMENT PLAN OF JOHNSON AND JOHNSON JOHNSON AND JOHNSON NJ Defined Benefit (Pension) 37,749 $21.2B
39 SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN SAMMONS CORPORATION TX Other 3,000 $21.2B
40 CITI RETIREMENT SAVINGS PLAN CITIGROUP INC. CT 401(k) 77,865 $20.7B
41 GENERAL MOTORS RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES IN THE UNITED STATES GENERAL MOTORS LLC MI Profit Sharing 47,299 $20.4B
42 APPLE 401(K) PLAN APPLE INC. CA 401(k) 106,111 $19.8B
43 KAISER PERMANENTE 401(K) RETIREMENT PLAN KAISER FOUNDATION HEALTH PLAN, INC. CA 401(k) 136,422 $19.7B
44 PFIZER SAVINGS PLAN PFIZER INC NY 401(k) 30,033 $19.6B
45 GE RETIREMENT SAVINGS PLAN GENERAL ELECTRIC COMPANY OH 401(k) 59,766 $19.5B
46 FORD MOTOR COMPANY UAW RETIREMENT PLAN FORD MOTOR COMPANY MI Defined Benefit (Pension) 26,442 $19.3B
47 MORGAN STANLEY 401(K) PLAN MORGAN STANLEY DOMESTIC HOLDINGS, LLC NY 401(k) 55,363 $19.2B
48 THE BANK OF AMERICA PENSION PLAN BANK OF AMERICA CORPORATION RI Defined Benefit (Pension) 56,519 $19.2B
49 NORTHROP GRUMMAN PENSION PLAN NORTHROP GRUMMAN CORPORATION VA Defined Benefit (Pension) 13,674 $19.1B
50 CHEVRON EMPLOYEE SAVINGS INVESTMENT PLAN CHEVRON CORPORATION CA 401(k) 20,352 $18.9B
51 CISCO SYSTEMS,INC. 401(K) PLAN CISCO SYSTEMS,INC. CA 401(k) 40,364 $18.9B
52 NATIONAL ELECTRICAL BENEFIT FUND TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUND MD Other 323,315 $18.9B
53 LOCKHEED MARTIN CORPORATION SALARIED EMPLOYEE RETIREMENT PROGRAM LOCKHEED MARTIN CORPORATION MD Defined Benefit (Pension) 19,673 $18.4B
54 PACIFIC GAS AND ELECTRIC COMPANY RETIREMENT PLAN PACIFIC GAS AND ELECTRIC COMPANY CA Defined Benefit (Pension) 25,647 $18.0B
55 ACCENTURE UNITED STATES 401(K) MATCH SAVINGS PLAN ACCENTURE LLP IL 401(k) 69,974 $17.6B
56 COMCAST CORPORATION RETIREMENT - INVESTMENT PLAN COMCAST CORPORATION PA 401(k) 93,136 $17.4B
57 THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN GA Profit Sharing 510,511 $17.2B
58 STATE FARM 401(K) SAVINGS PLAN STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY IL 401(k) 60,246 $16.9B
59 HONEYWELL RETIREMENT EARNINGS PLAN HONEYWELL INTERNATIONAL INC. NC Defined Benefit (Pension) 11,145 $16.6B
60 CATERPILLAR 401(K) SAVINGS PLAN CATERPILLAR INC. TX Profit Sharing 41,679 $16.5B
61 THE BOEING COMPANY EMPLOYEE RETIREMENT PLAN THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES WA Defined Benefit (Pension) 32,477 $16.3B
62 JPMORGAN CHASE RETIREMENT PLAN JPMORGAN CHASE BANK, NATIONAL ASSOCIATION NJ Defined Benefit (Pension) 90,644 $16.3B
63 DELTA 401(K) RETIREMENT PLAN DELTA AIR LINES, INC. GA 401(k) 83,136 $16.2B
64 CONSOLIDATED EDISON RETIREMENT PLAN CONSOLIDATED EDISON COMPANY OF NEW YORK, INC. NY Defined Benefit (Pension) 10,779 $16.2B
65 1199SEIU HEALTH CARE EMPLOYEES PENSION FUND BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUND NY Defined Benefit (Pension) 107,582 $16.2B
66 NATIONAL ELECTRICAL ANNUITY PLAN TRUSTEES OF THE NATIONAL ELECTRICAL ANNUITY PLAN MD Money Purchase 84,425 $15.8B
67 THE SOUTHERN COMPANY PENSION PLAN SOUTHERN COMPANY SERVICES, INC. GA Defined Benefit (Pension) 25,241 $15.6B
68 FORD MOTOR CO. SAVINGS AND STOCK INVESTMENT PLAN FOR SALARIED EMPLOYEES FORD MOTOR COMPANY MI 401(k) 30,516 $15.6B
69 ERNST & YOUNG RETIREMENT SAVINGS PLAN ERNST & YOUNG U.S. LLP NJ Profit Sharing 59,346 $15.5B
70 HONEYWELL 401(K) PLAN HONEYWELL INTERNATIONAL INC NC 401(k) 40,004 $15.4B
71 L3HARRIS RETIREMENT SAVINGS PLAN L3HARRIS TECHNOLOGIES, INC. FL 401(k) 40,665 $15.4B
72 SHELL PENSION PLAN SHELL USA, INC. TX Defined Benefit (Pension) 12,215 $15.1B
73 401(K) PENSION PLAN NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION VA 401(k) 62,467 $15.0B
74 CONSOLIDATED 403(B) PROGRAM OF MASS GENERAL BRIGHAM AND MEMBER ORGANIZATIONS MASS GENERAL BRIGHAM INCORPORATED MA 401(k) 74,212 $14.9B
75 AMERICAN AIRLINES, INC. 401(K) PLAN AMERICAN AIRLINES, INC. - RETIREMENT TX 401(k) 88,792 $14.7B
76 TRUIST FINANCIAL CORPORATION PENSION PLAN TRUIST FINANCIAL CORPORATION NC Defined Benefit (Pension) 45,818 $14.6B
77 ABBOTT LABORATORIES STOCK RETIREMENT PLAN ABBOTT LABORATORIES IL 401(k) 38,012 $14.5B
78 UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN UNITED AIRLINES, INC. IL 401(k) 14,959 $14.4B
79 IAM NATIONAL PENSION FUND BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND DC Other 92,151 $14.3B
80 3M EMPLOYEE RETIREMENT INCOME PLAN 3M COMPANY MN Defined Benefit (Pension) 10,638 $14.3B
81 NOKIA RETIREMENT INCOME PLAN NOKIA OF AMERICA CORPORATION NJ Defined Benefit (Pension) 7,492 $13.9B
82 DELTA 401(K) RETIREMENT PLAN FOR PILOTS DELTA AIR LINES, INC. GA 401(k) 13,283 $13.7B
83 THE PEPSICO SAVINGS PLAN PEPSICO, INC. NY 401(k) 133,597 $13.7B
84 DELL INC. 401(K) PLAN DELL INC. TX 401(k) 45,686 $13.5B
85 WALGREENS RETIREMENT SAVINGS PLAN WALGREEN CO. IL 401(k) 235,331 $13.4B
86 MERCK US SAVINGS PLAN MERCK & CO., INC. NJ 401(k) 26,850 $13.4B
87 UPS 401(K) SAVINGS PLAN UNITED PARCEL SERVICE OF AMERICA, INC. GA 401(k) 102,231 $13.1B
88 TARGET CORPORATION 401(K) PLAN TARGET CORPORATION MN 401(k) 432,617 $13.0B
89 CIGNA 401(K) PLAN THE CIGNA GROUP PA 401(k) 66,760 $13.0B
90 MEDTRONIC SAVINGS AND INVESTMENT PLAN MEDTRONIC, INC. MN 401(k) 44,342 $12.9B
91 U.S. ROCHE 401(K) SAVINGS PLAN GENENTECH, INC. CA 401(k) 23,512 $12.9B
92 FORD MOTOR COMPANY GENERAL RETIREMENT PLAN FORD MOTOR COMPANY MI Defined Benefit (Pension) 10,215 $12.7B
93 THE HOME DEPOT FUTUREBUILDER THE HOME DEPOT, INC. GA 401(k) 413,365 $12.6B
94 UPS/IBT FULL-TIME EMPLOYEE PENSION PLAN BOARD OF TRUSTEES OF THE UPS/IBT FULL-TIME PENSION PLAN GA Defined Benefit (Pension) 70,241 $12.3B
95 KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN III KAISER FOUNDATION HEALTH PLAN, INC. CA 401(k) 30,550 $12.3B
96 THE PRUDENTIAL MERGED RETIREMENT PLAN THE PRUDENTIAL INSURANCE COMPANY OF AMERICA NJ Defined Benefit (Pension) 16,230 $12.2B
97 META PLATFORMS, INC 401(K) PLAN META PLATFORMS, INC. CA 401(k) 66,696 $12.2B
98 3M VOLUNTARY INVESTMENT PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN 3M COMPANY MN 401(k) 36,049 $12.0B
99 EXXONMOBIL PENSION PLAN EXXON MOBIL CORPORATION TX Defined Benefit (Pension) 22,551 $12.0B
100 TOYOTA MOTOR NORTH AMERICA, INC. RETIREMENT SAVINGS PLAN TOYOTA MOTOR NORTH AMERICA, INC TX 401(k) 42,788 $11.9B

Data source: U.S. Department of Labor EBSA Form 5500 Dataset, 2023 plan year.