Bank of New York Mellon 401(k) and pension plans

The Bank of New York Mellon, Pittsburgh, PA. EIN 13-5160382. Annual reports 2009–2025. Also filed as The Bank of New York Mellon Corporation.

The Bank of New York Mellon has 3 active retirement plans on file. The largest is the Employee Stock Ownership Plan of the Bank of New York Company, Inc., with 10,113 participants and $314 million in assets in 2025.

Active plans: 3
Participants: 106,168
Plan assets: $15.4 billion
401(k) recordkeeper: Voya
Plans on file: 6
Industry: Finance and insurance

All 6 plans

Active plans first

Employee Stock Ownership Plan of the Bank of New York Company, Inc.

Employee stock ownership plan (ESOP)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 003Employer EIN 13-2614959
Participants (2025): 10,113
Net assets (2025): $314 million
Last listed recordkeeper: Voya2015–2021
Plan administrator: Benefits Administration Committee
500 Ross Street 154-1300
Pittsburgh, PA 15262
(800) 947-4748As filed for 2025
In effect since: January 1, 1986

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	10,113	$314 million	not listed
2024	10,828	$244 million	not listed
2023	11,503	$185 million	not listed
2022	12,060	$171 million	not listed
2021	12,612	$236 million	Voya
2020	13,190	$187 million	Voya
2019	13,823	$235 million	Voya
2018	14,584	$236 million	Voya
2017	15,283	$293 million	Voya
2016	15,877	$274 million	Voya
2015	16,503	$251 million	Voya
2014	17,028	$263 million	not listed
2013	17,698	$236 million	not listed
2012	18,126	$181 million	not listed
2011	18,725	$146 million	not listed
2010	19,262	$228 million	not listed
2009	20,288	$229 million	not listed

The Bank of New York Mellon Corporation Pension Plan

Cash balance pension, frozenActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 13-5160382
Participants (2024): 54,048
Net assets (2024): $5.2 billion
Plan administrator: Benefits Administration Committee
500 Ross Street 154-1300
Pittsburgh, PA 15262
(800) 947-4748As filed for 2024
In effect since: January 1, 1972

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	54,048	$5.2 billion	not listed
2023	55,171	$5.3 billion	not listed
2022	56,174	$5.0 billion	not listed
2021	57,290	$6.4 billion	not listed
2020	58,509	$6.4 billion	not listed
2019	59,661	$6.0 billion	not listed
2018	60,834	$5.3 billion	not listed
2017	61,905	$5.8 billion	not listed
2016	63,119	$5.2 billion	not listed
2015	64,153	$5.0 billion	not listed
2014	65,207	$5.2 billion	not listed
2013	66,364	$5.0 billion	not listed
2012	67,617	$4.6 billion	not listed
2011	69,048	$3.9 billion	not listed
2010	70,877	$4.0 billion	not listed
2009	71,655	$3.7 billion	not listed

The Bank of New York Mellon Corporation 401(k) Savings Plan

401(k) with ESOPActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 004Employer EIN 13-2614959
Participants (2024): 42,007
Net assets (2024): $9.9 billion
Recordkeeper: VoyaEarlier: ING (2011–2013), BNY Mellon (2010)
Plan administrator: Benefits Administration Committee
500 Ross Street 154-1300
Pittsburgh, PA 15262
(800) 947-4748As filed for 2024
In effect since: January 1, 1987

Plans merged into this one: PNC Global Investment Servicing, Inc. Retirement Savings Plan (2010); The Employee Savings & Investment Plan of the Bank of New York Company, Inc. (2009); The Retirement Savings Plan of BNY Securities Group (2011).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	42,007	$9.9 billion	Voya
2023	43,704	$9.0 billion	Voya
2022	44,322	$7.8 billion	Voya
2021	43,584	$9.4 billion	Voya
2020	43,362	$8.2 billion	Voya
2019	44,876	$7.5 billion	Voya
2018	45,395	$6.3 billion	Voya
2017	45,015	$6.7 billion	Voya
2016	44,542	$5.7 billion	Voya
2015	44,626	$5.2 billion	Voya
2014	44,505	$5.2 billion	Voya
2013	47,223	$4.9 billion	ING
2012	45,101	$4.0 billion	ING
2011	49,002	$3.5 billion	ING
2010	44,072	$3.3 billion	BNY Mellon
2009	42,466	$2.7 billion	not listed

The Retirement Savings Plan of BNY Securities Group

401(k)Merged

Merged. In 2011 its assets moved to the The Bank of New York Mellon Corporation 401(k) Savings Plan, sponsored by The Bank of New York Mellon (EIN 13-2614959, plan 004). Accounts moved with them, so that plan is the one to contact.

Plan number: 009Employer EIN 13-2614959
Participants (2010): 4,107
Net assets (2010): $458 million
Recordkeeper: Fidelity2009–2011
Plan administrator: Benefits Administration Committee
BNY Mellon Center, Room 3118
Pittsburgh, PA 15258
(412) 234-4840As filed for 2011
In effect since: May 1, 2003

Plans merged into this one: Retirement Savings Plan of BNY Brokerage, Inc. (2009).

Year by year, 2009 to 2011

Plan year	Participants	Net assets	Recordkeeper
2011	0	$0	Fidelity
2010	4,107	$458 million	Fidelity
2009	3,857	$386 million	Fidelity

The Employee Savings & Investment Plan of the Bank of New York Company, Inc.

401(k) with ESOPMerged

Merged. In 2009 its assets moved to the The Bank of New York Mellon Corporation 401(k) Savings Plan, sponsored by The Bank of New York Mellon (EIN 13-2614959, plan 004). Accounts moved with them, so that plan is the one to contact.

Plan number: 001Employer EIN 13-2614959
Plan administrator: Benefits Administration Committee
BNY Mellon Center, Room 3118
Pittsburgh, PA 15258
(412) 234-4840As filed for 2009
In effect since: January 1, 1972

Retirement Savings Plan of BNY Brokerage, Inc.

401(k)Merged

Merged. In 2009 its assets moved to the Retirement Savings Plan of BNY Securities Group, sponsored by The Bank of New York Mellon (EIN 13-2614959, plan 009). Accounts moved with them, so that plan is the one to contact.

Plan number: 008Employer EIN 13-2614959
Plan administrator: Benefits Administration Committee
BNY Mellon Center, Room 3118
Pittsburgh, PA 15258
(412) 234-4840As filed for 2009
In effect since: January 1, 2004

If you had money in one of these plans

Call Voya (voya.com), which runs the The Bank of New York Mellon Corporation 401(k) Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((800) 947-4748). That number was filed for 2025; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.