PNC Financial Services Group 401(k) and pension plans
The PNC Financial Services Group, Inc., Pittsburgh, PA. EIN 25-1435979. Annual reports 2009–2024. Also filed as Compass Bancshares, Inc.; Bbva Compass Bancshares, Inc.; Bbva USA Bancshares, Inc.; Simple Finance Technology Corp.
The PNC Financial Services Group, Inc. has 2 active retirement plans on file. The largest is the The PNC Financial Services Group, Inc. Pension Plan, with 115,646 participants and $5.5 billion in assets in 2024. Alight has been its administrator since 2009.
Merged. In 2021 its assets moved to the PNC Financial Services Group, Inc. Pension Plan, sponsored by The PNC Financial Services Group, Inc. (EIN 25-1435979, plan 002). Accounts moved with them, so that plan is the one to contact.
Plan number
001Employer EIN 20-8948381
Participants (2020)
3,485
Net assets (2020)
$400 million
Plan administrator
The PNC Financial Services Group, Inc. 249 Fifth Ave., 21ST Floor, P1-POPP-21-13 Pittsburgh, PA 15222 (412) 807-6258As filed for 2021
In effect since
January 1, 1974
Earlier sponsors: Compass Bancshares, Inc. (2009–2012); Bbva Compass Bancshares, Inc. (2013–2018); Bbva USA Bancshares, Inc. (2019–2020).
Earlier plan names: Compass Retirement Plan.
Year by year, 2009 to 2021
Plan year
Participants
Net assets
Recordkeeper
2021
0
$0
not listed
2020
3,485
$400 million
not listed
2019
3,545
$362 million
not listed
2018
3,599
$332 million
not listed
2017
3,640
$349 million
not listed
2016
3,679
$336 million
not listed
2015
3,725
$338 million
not listed
2014
4,511
$373 million
not listed
2013
4,567
$314 million
not listed
2012
4,636
$367 million
not listed
2011
4,692
$353 million
not listed
2010
5,648
$243 million
not listed
2009
5,711
$223 million
not listed
Bbva USA Smartinvestor 401(k) Plan
401(k)Merged
Merged. In 2021 its assets moved to the The PNC Financial Services Group, Inc. Incentive Savings Plan (Isp) 401(k), sponsored by The PNC Financial Services Group, Inc. (EIN 25-1435979, plan 001). Accounts moved with them, so that plan is the one to contact.
The PNC Financial Services Group, Inc. 249 Fifth Avenue, 21ST Floor P1-POPP-21-B Pittsburgh, PA 15222 (412) 807-6258As filed for 2021
In effect since
January 1, 1976
Earlier sponsors: Bbva Compass Bancshares, Inc. (2013); Compass Bancshares, Inc. (2014–2019); Bbva USA Bancshares, Inc. (2020).
Earlier plan names: Compass Smartinvestor 401(k) Plan.
Year by year, 2013 to 2021
Plan year
Participants
Net assets
Recordkeeper
2021
0
$0
Fidelity
2020
15,064
$1.3 billion
Fidelity
2019
15,004
$1.1 billion
Fidelity
2018
15,097
$908 million
Fidelity
2017
14,748
$931 million
Fidelity
2016
14,133
$791 million
Fidelity
2015
16,120
$742 million
Fidelity
2014
15,011
$727 million
Fidelity
2013
15,051
$707 million
Fidelity
Simple Finance Technology Corp 401(k) Plan
401(k)Merged
Merged. In 2021 its assets moved to the PNC Financial Services Group, Inc. Incentive Savings Plan, sponsored by The PNC Financial Services Group, Inc. (EIN 25-1435979, plan 001). Accounts moved with them, so that plan is the one to contact.
Earlier plan names: Simple Finance Technology Corp 401 K Profit Sharing Plan Trust.
Year by year, 2012 to 2021
Plan year
Participants
Net assets
Recordkeeper
2021
0
$0
Fidelity
2020
508
$16.9 million
Fidelity
2019
412
$14.5 million
Fidelity
2018
405
$11.6 million
Fidelity
2017
401
$11.1 million
Fidelity
2016
373
$7.1 million
Fidelity
2015
313
$3.4 million
Fidelity
2014
184
$1.4 million
not listed
2013
84
$557,772
not listed
2012
53
$206,566
not listed
PNC Global Investment Servicing, Inc. Retirement Savings Plan
401(k) with ESOPMerged
Merged. In 2010 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.
The PNC Financial Services Group, Inc. Fifth Avenue and Wood Street Pittsburgh, PA 15265 (412) 762-2473As filed for 2010
In effect since
July 1, 2004
Year by year, 2009 to 2010
Plan year
Participants
Net assets
Recordkeeper
2010
0
$0
Alight
2009
4,754
$249 million
Alight
National City Savings and Investment Plan
401(k) with ESOPMerged
Merged. In 2009 its assets moved to the The PNC Financial Services Group Inc Incentive Savings Plan, sponsored by The PNC Financial Services Group, Inc. (EIN 25-1435979, plan 001). Accounts moved with them, so that plan is the one to contact.
Plan number
005Employer EIN 25-1435979
Plan administrator
The PNC Financial Services Group, Inc. Fith Ave Nue and Wood Street Pittsburgh, PA 15265 (412) 762-2473As filed for 2009
In effect since
July 1, 1984
If you had money in one of these plans
Call Alight (alight.com), which runs the The PNC Financial Services Group, Inc. Incentive 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 ((412) 807-6258). That number was filed for 2024; 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.