Travelers Companies 401(k) and pension plans

Travelers Companies, Inc., ST. Paul, MN. EIN 41-0518860. Annual reports 2009–2024.

Travelers Companies, Inc. has 2 active retirement plans on file. The largest is the The Travelers Pension Plan, with 45,786 participants and $4.2 billion in assets in 2024. WTW has been its administrator since 2012.

Active plans: 2
Participants: 88,001
Plan assets: $14.6 billion
401(k) recordkeeper: Fidelity
Plans on file: 2
Industry: Finance and insurance

All 2 plans

Active plans first

The Travelers Pension Plan

Cash balance pensionActive

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

Plan number: 001Employer EIN 41-0518860
Participants (2024): 45,786
Net assets (2024): $4.2 billion
Administered by: WTWEarlier: Conduent (2010–2011), Excellerate Hro (2009)
Plan administrator: Travelers Companies, Inc.
385 Washington Street
ST. Paul, MN 55102
(800) 441-4378As filed for 2024
In effect since: January 1, 1943

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	45,786	$4.2 billion	WTW
2023	47,366	$4.1 billion	WTW
2022	49,560	$3.9 billion	WTW
2021	49,810	$4.9 billion	WTW
2020	50,793	$4.6 billion	WTW
2019	50,157	$4.3 billion	WTW
2018	50,262	$3.8 billion	WTW
2017	50,496	$4.2 billion	WTW
2016	50,149	$3.4 billion	WTW
2015	49,684	$3.1 billion	WTW
2014	50,216	$3.2 billion	WTW
2013	55,493	$3.1 billion	WTW
2012	54,835	$2.8 billion	WTW
2011	54,527	$2.5 billion	Conduent
2010	53,878	$2.4 billion	Conduent
2009	53,575	$2.2 billion	Excellerate Hro

The Travelers 401(k) Savings Plan

401(k) with ESOPActive

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

Plan number: 002Employer EIN 41-0518860
Participants (2024): 42,215
Net assets (2024): $10.4 billion
Recordkeeper: Fidelity2009–2024
Plan administrator: Travelers Companies, Inc.
385 Washington Street
ST. Paul, MN 55102
(800) 441-4378As filed for 2024
In effect since: January 1, 1960

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	42,215	$10.4 billion	Fidelity
2023	41,798	$9.2 billion	Fidelity
2022	41,283	$8.0 billion	Fidelity
2021	38,922	$9.5 billion	Fidelity
2020	38,223	$8.5 billion	Fidelity
2019	38,649	$7.4 billion	Fidelity
2018	38,370	$6.1 billion	Fidelity
2017	38,502	$6.5 billion	Fidelity
2016	38,532	$5.6 billion	Fidelity
2015	38,351	$5.2 billion	Fidelity
2014	37,841	$5.1 billion	Fidelity
2013	38,104	$4.8 billion	Fidelity
2012	38,840	$4.0 billion	Fidelity
2011	38,859	$3.6 billion	Fidelity
2010	41,231	$3.5 billion	Fidelity
2009	40,451	$3.1 billion	Fidelity

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the The Travelers 401(k) 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 ((800) 441-4378). That number was filed for 2024; ask for the benefits or retirement plan office.
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.

All 2 plans

The Travelers Pension Plan

The Travelers 401(k) Savings Plan

If you had money in one of these plans

What these numbers are

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