Bank of the West 401(k) and pension plans

Bank of the West, Chicago, IL. EIN 94-0475440. Annual reports 2009–2023.

Bank of the West has no active retirement plan on file. Its last annual report was for 2023. Its United California Bank Retirement Plan was merged into Bmo U.S. Pension Plan in 2023.

Active plans
0
Plans on file
2
Industry
Finance and insurance

All 2 plans

Active plans first

United California Bank Retirement Plan

Cash balance pension, frozenMerged

Merged. In 2023 its assets moved to the Bmo U.S. Pension Plan, sponsored by Bmo Financial Corp. (EIN 51-0275712, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number
003Employer EIN 94-0475440
Participants (2022)
7,902
Net assets (2022)
$347 million
Plan administrator
Bank of the West
111 West Monroe Street, 3 East
Chicago, IL 60603
(312) 848-8155As filed for 2023
In effect since
April 1, 1971
Year by year, 2009 to 2023
Plan yearParticipantsNet assetsRecordkeeper
20230n/anot listed
20227,902$347 millionnot listed
20218,188$443 millionnot listed
20208,520$456 millionnot listed
20198,892$430 millionnot listed
20189,253$398 millionnot listed
20179,634$379 millionnot listed
201610,005$371 millionnot listed
20154,049$303 millionnot listed
20143,951$320 millionnot listed
20134,147$316 millionnot listed
20124,168$303 millionnot listed
20114,206$255 millionnot listed
20104,254$269 millionnot listed
20094,288$255 millionnot listed

Bank of the West 401(k) Savings Plan

401(k)Merged

Merged. In 2023 its assets moved to the Bmo 401(k) Savings Plan, sponsored by Bmo Financial Corp. (EIN 51-0275712, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number
004Employer EIN 94-0475440
Participants (2022)
14,210
Net assets (2022)
$1.3 billion
Recordkeeper
Empower2017–2023
Plan administrator
Bmo Financial Corp. Benefits Administration Committee
320 South Canal Street, Suite 7W
Chicago, IL 60606
(312) 848-8155As filed for 2023
In effect since
December 27, 2016
Year by year, 2016 to 2023
Plan yearParticipantsNet assetsRecordkeeper
20230n/aEmpower
202214,210$1.3 billionEmpower
202113,881$1.6 billionEmpower
202013,977$1.4 billionEmpower
201914,233$1.2 billionEmpower
201814,738$1.1 billionEmpower
201714,295$1.1 billionEmpower
201614,168$937 millionnot listed

If you had money in one of these plans

  1. 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.
  2. 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

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

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