Merrill Lynch & Co., Inc. has no active retirement plan on file. Its last annual report was for 2012. Its Merrill Lynch & Co., Inc. Retirement Accumulation Plan was merged into Merrill Lynch & Co., Inc. 401(k) Savings & Investment Plan in 2012. No traditional pension plan appears in Merrill Lynch's filings since 2009.
Active plans
0
Plans on file
4
Industry
Finance and insurance
All 4 plans
Active plans first
Merrill Lynch & Co., Inc. Corporate Ira
Defined contribution planClosed
Closed. The plan filed its final annual report for 2012, which means its assets were paid out or moved and it no longer exists.
Plan number
004Employer EIN 13-2740599
Plan administrator
Bank of America Corporation Corporate Benefits Committee 100 N. Tryon Street, NC1-008-07-29 Charlotte, NC 28255 (800) 556-6044As filed for 2012
In effect since
January 1, 1982
Earlier plan names: Merrill Lynch & Co. Corporate Ira.
Year by year, 2009 to 2012
Plan year
Participants
Net assets
Recordkeeper
2012
0
n/a
not listed
2011
0
n/a
not listed
2010
0
n/a
not listed
2009
0
n/a
not listed
Merrill Lynch & Co., Inc. Retirement Accumulation Plan
Employee stock ownership plan (ESOP)Merged
Merged. In 2012 its assets moved to the Merrill Lynch & Co., Inc. 401(k) Savings & Investment Plan, sponsored by Bank of America Corporation (EIN 13-2740599, plan 008). Accounts moved with them, so that plan is the one to contact.
Merrill Lynch & Co., Inc. Employee Stock Ownership Plan
Employee stock ownership plan (ESOP)Merged
Merged. In 2012 its assets moved to the Merrill Lynch & Co., Inc. Retirement Accumulation Plan, sponsored by Merrill Lynch & Co., Inc. (EIN 13-2740599, plan 009). Accounts moved with them, so that plan is the one to contact.
Plan number
010Employer EIN 13-2740599
Participants (2011)
35,170
Net assets (2011)
$69.3 million
Plan administrator
Bank of America Corporation Corporate Benefits Committee 100 N. Tryon Street, NC1-007-08-29 Charlotte, NC 28255 (800) 457-5700As filed for 2012
In effect since
July 1, 1989
Year by year, 2009 to 2012
Plan year
Participants
Net assets
Recordkeeper
2012
0
$0
not listed
2011
35,170
$69.3 million
not listed
2010
39,837
$179 million
not listed
2009
56,466
$223 million
not listed
Becker Employees Profit Sharing Plan
401(k)Merged
Merged. In 2011 its assets moved to the Merrill Lynch & Co., Inc. 401K Savings & Investment Plan, sponsored by Bank of America Corporation (EIN 13-2740599, plan 008). Accounts moved with them, so that plan is the one to contact.
Plan number
006Employer EIN 13-2740599
Participants (2010)
10
Net assets (2010)
$310,952
Plan administrator
Bank of America Corporation Corporate Benefits Committee 100 N. Tryon Street, NC1-007-08-29 Charlotte, NC 28255 (800) 556-6044As filed for 2011
In effect since
January 1, 1967
Year by year, 2009 to 2011
Plan year
Participants
Net assets
Recordkeeper
2011
0
$0
not listed
2010
10
$310,952
not listed
2009
13
$331,899
not listed
Plans that moved to another employer
Plan
Now sponsored by
Since
Merrill Lynch & Co., Inc. 401(k) Savings & Investment Plan
These plans once filed under Merrill Lynch's tax ID and are now filed by another employer, usually after a sale or spin-off. Accounts moved with them.
If you had money in one of these plans
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.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each 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.