TD Bank US Holding 401(k) and pension plans

TD Bank US Holding Company, Portland, ME. EIN 01-0437984. Annual reports 2009–2024. Also filed as Chrysler Financial Services Americas LLC; TD Auto Finance LLC Fka Chrysler Fin. Services Americas; TD Auto Finance LLC.

TD Bank US Holding Company has 3 active retirement plans on file. The largest is the TD 401(k) Retirement Plan, with 49,123 participants and $6.0 billion in assets in 2024. T. Rowe Price has been its recordkeeper since 2009.

Active plans
3
Participants
61,681
Plan assets
$6.9 billion
401(k) recordkeeper
T. Rowe Price
Plans on file
3
Industry
Holding companies

All 3 plans

Active plans first

TD 401(k) Retirement Plan

401(k)Active

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

Plan number
003Employer EIN 01-0437984
Participants (2024)
49,123
Net assets (2024)
$6.0 billion
Recordkeeper
T. Rowe Price2009–2024
Plan administrator
U.S. Retirement Committee
2211 Congress Street, Suite 180
Portland, ME 04102
(866) 835-7607As filed for 2024
In effect since
October 1, 1985

Plans merged into this one: Chrysler Financial Employee Managed Retirement Plan (2012); Chrysler Financial Salaried Employees' Savings Plan (2012); The South Financial Group, Inc. 401(k) Plan (2011); TD Securities USA 401(k) Plan (2015).

Earlier plan names: TD Bank 401(k) Retirement Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
202449,123$6.0 billionT. Rowe Price
202347,230$4.9 billionT. Rowe Price
202245,005$4.1 billionT. Rowe Price
202141,135$4.8 billionT. Rowe Price
202042,771$4.1 billionT. Rowe Price
201943,200$3.6 billionT. Rowe Price
201844,629$2.9 billionT. Rowe Price
201742,022$2.9 billionT. Rowe Price
201641,708$2.4 billionT. Rowe Price
201539,794$2.1 billionT. Rowe Price
201438,259$1.9 billionT. Rowe Price
201338,886$1.8 billionT. Rowe Price
201238,489$1.5 billionT. Rowe Price
201135,743$1.1 billionT. Rowe Price
201029,452$944 millionT. Rowe Price
200926,755$793 millionT. Rowe Price

TD Banknorth Inc. Pension Plan

Pension (defined benefit), frozenActive

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

Plan number
001Employer EIN 01-0437984
Participants (2024)
8,275
Net assets (2024)
$413 million
Administered by
Telus HealthEarlier: Morneau Shepell (2020–2023), Mercer (2017–2019)
Plan administrator
US Retirement Committee
2211 Congress Street, Suite 180
Portland, ME 04102
(207) 756-6819As filed for 2024
In effect since
January 1, 1960
Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20248,275$413 millionTelus Health
20238,375$437 millionMorneau Shepell
20228,477$426 millionMorneau Shepell
20218,589$575 millionMorneau Shepell
20208,728$594 millionMorneau Shepell
20198,807$540 millionMercer
20188,954$474 millionMercer
20179,042$468 millionMercer
20169,200$452 millionnot listed
20159,273$455 millionnot listed
20149,392$432 millionnot listed
201312,508$482 millionnot listed
201212,692$434 millionnot listed
201112,894$404 millionnot listed
201013,145$420 millionnot listed
200913,596$390 millionnot listed

Legacy Chrysler Financial Employee Pension Plan

Pension (defined benefit), frozenActive

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

Plan number
002Employer EIN 01-0437984
Participants (2024)
4,283
Net assets (2024)
$509 million
Administered by
Telus HealthEarlier: Morneau Shepell Limited (2022–2023), Morneau Shepell (2020–2021), Mercer (2018–2019), Aon (2016–2017), Alight (2013–2015)
Plan administrator
U.S. Retirement Committee
2211 Congress Street, Suite 180
Portland, ME 04102
(207) 756-6819As filed for 2024
In effect since
March 1, 2008

Plans merged into this one: Chrysler Financial Pension Plan (2014); Pension Plan for Former Chrysler Financial UAW Employees (2014).

Earlier sponsors: Chrysler Financial Services Americas LLC (2009); TD Auto Finance LLC Fka Chrysler Fin. Services Americas (2010); TD Auto Finance LLC (2011–2020).

Earlier plan names: Chrysler Financial Salaried Employees' Retirement Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20244,283$509 millionTelus Health
20234,357$546 millionMorneau Shepell Limited
20224,379$544 millionMorneau Shepell Limited
20214,427$737 millionMorneau Shepell
20204,472$769 millionMorneau Shepell
20194,538$705 millionMercer
20184,603$608 millionMercer
20174,647$692 millionAon
20164,723$643 millionAon
20154,761$638 millionAlight
20147,064$786 millionAlight
20133,464$343 millionAlight
20123,511$332 millionnot listed
20113,524$304 millionnot listed
20103,530$298 millionnot listed
20093,595$274 millionnot listed

If you had money in one of these plans

  1. Call T. Rowe Price (troweprice.com), which runs the TD 401(k) 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.
  2. Or call the plan administrator listed on the plan below ((866) 835-7607). That number was filed for 2024; ask for the benefits or retirement plan office.
  3. 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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