Societe Generale 401(k) and pension plans

Societe Generale (New York), New York, NY. EIN 52-1128875. Annual reports 2009–2024. Also filed as Societe Generale.

Societe Generale (New York) has 2 active retirement plans on file. The largest is the Societe Generale Savings and Investment/Retirement Plan, with 4,531 participants and $1.1 billion in assets in 2024. Empower has been its recordkeeper since 2015.

Active plans: 2
Participants: 6,583
Plan assets: $1.3 billion
401(k) recordkeeper: Empower
Plans on file: 4
Industry: Finance and insurance

All 4 plans

Active plans first

Societe Generale Savings and Investment/Retirement Plan

401(k)Active

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

Plan number: 002Employer EIN 52-1128875
Participants (2024): 4,531
Net assets (2024): $1.1 billion
Recordkeeper: EmpowerEarlier: Putnam Investor Services (2013–2014), Putnam Investments (2009–2012)
Plan administrator: Societe Generale (New York)
245 Park Avenue 5TH Floor
New York, NY 10167
(212) 278-5850As filed for 2024
In effect since: April 1, 1984

Plans merged into this one: Newedge USA, LLC 401(k) Savings and Profit Sharing Plan (2014).

Earlier sponsor: Societe Generale (2009–2018).

Earlier plan names: Societe Generale Savings and Investment Retirement Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	4,531	$1.1 billion	Empower
2023	4,575	$984 million	Empower
2022	4,310	$841 million	Empower
2021	4,274	$1.0 billion	Empower
2020	4,421	$917 million	Empower
2019	4,533	$798 million	Empower
2018	4,722	$667 million	Empower
2017	4,534	$699 million	not listed
2016	4,229	$594 million	Empower
2015	4,407	$554 million	Empower
2014	3,797	$554 million	Putnam Investor Services
2013	3,036	$357 million	Putnam Investor Services
2012	3,235	$305 million	Putnam Investments
2011	3,329	$281 million	not listed
2010	3,232	$275 million	Putnam Investments
2009	3,211	$239 million	Putnam Investments

SG Pension Plan

Pension (defined benefit), frozenActive

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

Plan number: 003Employer EIN 52-1128875
Participants (2024): 2,052
Net assets (2024): $225 million
Administered by: Mercer2020–2024
Plan administrator: Societe Generale
245 Park Avenue
New York, NY 10167
(212) 278-7181As filed for 2024
In effect since: January 1, 1999

Plans merged into this one: Societe Generale U.S. Operations Pension Plan (2017).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,052	$225 million	Mercer
2023	2,081	$245 million	Mercer
2022	2,115	$239 million	Mercer
2021	2,163	$356 million	Mercer
2020	2,207	$361 million	Mercer
2019	2,270	$310 million	not listed
2018	2,300	$257 million	not listed
2017	2,358	$275 million	not listed
2016	1,873	$89.8 million	not listed
2015	1,935	$81.8 million	not listed
2014	2,212	$82.2 million	not listed
2013	2,409	$88.2 million	not listed
2012	2,341	$65.6 million	not listed
2011	2,226	$48.8 million	not listed
2010	2,043	$40.1 million	not listed
2009	2,015	$32.0 million	not listed

House of Lloyd, Inc. Pension Plan for Salaried Employees

Pension (defined benefit)ClosedUnion (multiemployer)

Closed. The plan filed its final annual report for 2021, which means its assets were paid out or moved and it no longer exists.

Plan number: 004Employer EIN 52-1128875
Participants (2020): 83
Net assets (2020): $6.1 million
Plan administrator: Societe Generale
245 Park Avenue
New York, NY 10167
(212) 278-7181As filed for 2021
In effect since: January 1, 1996

Year by year, 2009 to 2021

Plan year	Participants	Net assets	Recordkeeper
2021	0	$0	not listed
2020	83	$6.1 million	not listed
2019	85	$5.5 million	not listed
2018	87	$5.0 million	not listed
2017	102	$5.6 million	not listed
2016	102	$5.3 million	not listed
2015	103	$5.2 million	not listed
2014	111	$5.5 million	not listed
2013	141	$6.2 million	not listed
2012	142	$5.5 million	not listed
2011	142	$4.9 million	not listed
2010	143	$4.7 million	not listed
2009	143	$4.3 million	not listed

Societe Generale U.S. Operations Pension Plan

Pension (defined benefit), frozenMerged

Merged. In 2017 its assets moved to the SG Pension Plan, sponsored by Societe Generale (New York) (EIN 52-1128875, plan 003). Accounts moved with them, so that plan is the one to contact.

Plan number: 001Employer EIN 52-1128875
Participants (2016): 728
Net assets (2016): $161 million
Plan administrator: Societe Generale
245 Park Avenue
New York, NY 10167
(212) 278-7181As filed for 2017
In effect since: January 1, 1980

Year by year, 2009 to 2017

Plan year	Participants	Net assets	Recordkeeper
2017	0	$0	not listed
2016	728	$161 million	not listed
2015	735	$154 million	not listed
2014	811	$155 million	not listed
2013	1,014	$169 million	not listed
2012	1,032	$137 million	not listed
2011	1,040	$115 million	not listed
2010	1,051	$107 million	not listed
2009	1,059	$92.4 million	not listed

If you had money in one of these plans

Call Empower (empower.com), which runs the Societe Generale Savings and Investment/Retirement 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 ((212) 278-5850). 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.
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.

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