State Street 401(k) and pension plans

State Street Corporation, Boston, MA. EIN 04-2456637. Annual reports 2009–2024.

State Street Corporation has 2 active retirement plans on file. The largest is the State Street Salary Savings Program, with 21,533 participants and $6.5 billion in assets in 2024. Fidelity has been its recordkeeper since 2012.

Active plans: 2
Participants: 30,667
Plan assets: $7.4 billion
401(k) recordkeeper: Fidelity
Plans on file: 4
Industry: Holding companies

All 4 plans

Active plans first

State Street Salary Savings Program

401(k)Active

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

Plan number: 002Employer EIN 04-2456637
Participants (2024): 21,533
Net assets (2024): $6.5 billion
Recordkeeper: Fidelity2012–2024
Plan administrator: State Street Corporation
GHR Benefits, One Congress Street
Boston, MA 02114
(617) 664-8005As filed for 2024
In effect since: October 1, 1983

Plans merged into this one: Investors Bank & Trust Company Savings Plan (2009).

Earlier plan names: State Street Corporation Salary Savings Program.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	21,533	$6.5 billion	Fidelity
2023	21,964	$5.7 billion	Fidelity
2022	22,027	$4.8 billion	Fidelity
2021	20,990	$5.9 billion	Fidelity
2020	23,199	$5.2 billion	Fidelity
2019	23,944	$4.5 billion	Fidelity
2018	24,444	$3.6 billion	Fidelity
2017	24,518	$3.9 billion	Fidelity
2016	23,826	$3.2 billion	Fidelity
2015	25,711	$2.9 billion	Fidelity
2014	22,674	$3.0 billion	Fidelity
2013	24,929	$2.8 billion	Fidelity
2012	23,805	$2.2 billion	Fidelity
2011	25,304	$2.0 billion	not listed
2010	25,636	$1.9 billion	not listed
2009	24,898	$1.6 billion	not listed

State Street Retirement Plan

Cash balance pensionActive

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

Plan number: 001Employer EIN 04-2456637
Participants (2024): 9,134
Net assets (2024): $861 million
Administered by: FidelityEarlier: ING (2010–2011)
Plan administrator: State Street Corporation
One Congress Street/ Ocb 8
Boston, MA 02114
(617) 664-5433As filed for 2024
In effect since: September 1, 1946

Plans merged into this one: Investors Bank & Trust Company Pension Plan (2011).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	9,134	$861 million	Fidelity
2023	9,413	$887 million	Fidelity
2022	9,659	$850 million	Fidelity
2021	9,904	$1.1 billion	Fidelity
2020	10,173	$1.1 billion	Fidelity
2019	10,482	$982 million	Fidelity
2018	10,789	$848 million	Fidelity
2017	11,249	$919 million	Fidelity
2016	11,506	$843 million	Fidelity
2015	11,887	$805 million	Fidelity
2014	12,156	$845 million	Fidelity
2013	12,529	$780 million	Fidelity
2012	13,094	$761 million	Fidelity
2011	13,686	$719 million	ING
2010	14,009	$615 million	ING
2009	14,462	$574 million	not listed

Investors Bank & Trust Company Pension Plan

Pension (defined benefit), frozenMerged

Merged. In 2011 its assets moved to the State Street Retirement Plan, sponsored by State Street Corporation (EIN 04-2456637, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number: 004Employer EIN 04-2456637
Participants (2010): 280
Net assets (2010): $18.5 million
Administered by: ING2011
Plan administrator: State Street Corporation
GHR Benefits PLNG. Dept. JHT 1328, P.o.box 5940
Boston, MA 02206
(617) 664-5579As filed for 2011
In effect since: January 1, 1971

Year by year, 2009 to 2011

Plan year	Participants	Net assets	Recordkeeper
2011	0	$0	ING
2010	280	$18.5 million	not listed
2009	293	$17.7 million	not listed

Investors Bank & Trust Company Savings Plan

401(k)Merged

Merged. In 2009 its assets moved to the State Street Salary Savings Program, sponsored by State Street Corporation (EIN 04-2456637, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number: 005Employer EIN 04-2456637
Recordkeeper: Transamerica2009
Plan administrator: State Street Corporation
Box 5118, LCC 1E
Boston, MA 02206
(617) 664-5577As filed for 2009
In effect since: January 1, 1985

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the State Street Salary Savings Program. 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 ((617) 664-8005). 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.

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