Truist Financial Corporation, Charlotte, NC. EIN 56-0939887. Annual reports 2009–2025. Also filed as BB&T Corporation; Suntrust Banks, Inc.; CRC Insurance Services, Inc.; BB & T Corporation.
Truist Financial Corporation has 2 active retirement plans on file. The largest is the Truist Financial Corporation Pension Plan, with 92,388 participants and $15.9 billion in assets in 2025.
Earlier plan names: BB&T Corporation 401(k) Savings Plan; BB & T Corporation 401(k) Savings Plan.
Year by year, 2009 to 2025
Plan year
Participants
Net assets
Recordkeeper
2025
58,823
$10.2 billion
Fidelity
2024
59,476
$9.2 billion
Fidelity
2023
74,490
$10.1 billion
Fidelity
2022
77,313
$9.0 billion
Fidelity
2021
73,604
$10.9 billion
Fidelity
2020
74,346
$9.7 billion
Fidelity
2019
45,997
$5.2 billion
BB&T
2018
46,914
$4.3 billion
BB&T
2017
47,118
$4.6 billion
BB&T
2016
48,094
$4.1 billion
BB&T
2015
43,256
$3.2 billion
BB & T
2014
37,380
$2.9 billion
BB & T
2013
38,923
$2.7 billion
BB & T
2012
38,025
$2.2 billion
BB & T
2011
36,781
$1.9 billion
BB & T
2010
36,220
$1.9 billion
BB & T
2009
36,951
$1.6 billion
BB&T
Suntrust Banks, Inc. 401(k) Plan
401(k) with ESOPMerged
Merged. In 2020 its assets moved to the Truist Financial Corporation 401(k) Savings Plan, sponsored by Truist Financial Corporation (EIN 56-0939887, plan 003). Accounts moved with them, so that plan is the one to contact.
Truist Financial Corporation 214 N. Tryon Street Charlotte, NC 28202 (800) 716-2455As filed for 2020
In effect since
January 1, 1989
Plans merged into this one: National Commerce Financial Corporation Retirement Plan (2019).
Earlier sponsors: BB&T Corporation (2009–2010); Suntrust Banks, Inc. (2011–2018).
Earlier plan names: BB&T 401(k) Retirement Plan for Certain Acquired Companies.
Year by year, 2009 to 2020
Plan year
Participants
Net assets
Recordkeeper
2020
0
$0
not listed
2019
32,725
$3.8 billion
Conduent
2018
33,540
$3.0 billion
Conduent
2017
34,280
$3.3 billion
Conduent
2016
35,801
$2.9 billion
Conduent
2015
36,644
$2.6 billion
Conduent
2014
36,981
$2.6 billion
Conduent
2013
38,511
$2.5 billion
Conduent
2012
38,154
$2.1 billion
Conduent
2011
39,231
$1.8 billion
Conduent
2010
46
$1.8 million
not listed
2009
49
$1.7 million
not listed
Suntrust Banks, Inc. Retirement Plan
Cash balance pension, frozenMerged
Merged. In 2020 its assets moved to the Truist Financial Corporation Pension Plan, sponsored by Truist Financial Corporation (EIN 56-0939887, plan 001). Accounts moved with them, so that plan is the one to contact.
Truist Financial Corporation 214 N. Tryon Street Charlotte, NC 28202 (800) 716-2455As filed for 2020
In effect since
January 1, 1989
Plans merged into this one: Suntrust Banks, Inc. Retirement Plan for Inactive Participants (2011).
Earlier sponsor: Suntrust Banks, Inc. (2009–2018).
Year by year, 2009 to 2020
Plan year
Participants
Net assets
Recordkeeper
2020
0
$0
Conduent
2019
36,443
$4.1 billion
Conduent
2018
37,447
$2.9 billion
Conduent
2017
38,779
$3.1 billion
Conduent
2016
40,037
$2.9 billion
Conduent
2015
41,592
$2.7 billion
Conduent
2014
44,078
$2.9 billion
Conduent
2013
46,938
$2.7 billion
Conduent
2011
27,514
$2.4 billion
Conduent
2010
53,077
$2.4 billion
Conduent
2009
52,561
$2.2 billion
Conduent
CRC Insurance Services, Inc. 401(k) Profit Sharing Retirement Plan
401(k)Merged
Merged. In 2016 its assets moved to the BB&T Corporation 401(k) Savings Plan, sponsored by Truist Financial Corporation (EIN 56-0939887, plan 003). Accounts moved with them, so that plan is the one to contact.
Plan number
020Employer EIN 56-0939887
Participants (2015)
1,898
Net assets (2015)
$187 million
Recordkeeper
BB&TEarlier: Schwab (2009–2013)
Plan administrator
Employee Benefits Plan Committee BB & T Corporation P.O. Box 1215 Winston-Salem, NC 27102 (800) 716-2455As filed for 2016
In effect since
October 1, 1984
Earlier sponsor: CRC Insurance Services, Inc. (2009–2012).
Year by year, 2009 to 2016
Plan year
Participants
Net assets
Recordkeeper
2016
0
$0
BB&T
2015
1,898
$187 million
BB&T
2014
1,855
$182 million
BB&T
2013
1,974
$167 million
Schwab
2012
1,928
$137 million
Schwab
2011
1,087
$77.5 million
Schwab
2010
1,122
$74.8 million
Schwab
2009
1,164
$63.6 million
Schwab
Mcgriff, Seibels & Williams, Inc. Employee 401(k) Plan
401(k)Merged
Merged. In 2016 its assets moved to the BB&T Corporation 401(k) Savings Plan, sponsored by Truist Financial Corporation (EIN 56-0939887, plan 003). Accounts moved with them, so that plan is the one to contact.
Plan number
021Employer EIN 56-0939887
Participants (2015)
944
Net assets (2015)
$107 million
Recordkeeper
BB&TEarlier: John Hancock (2009–2012)
Plan administrator
Employee Benefits Plan Committee BB&T Corporation P.O. Box 1215 Winston-Salem, NC 27102 (800) 176-2455As filed for 2016
In effect since
January 1, 2000
Earlier sponsor: Mcgriff, Seibels & Williams, Inc. (2009–2012).
Earlier plan names: Mcgriff, Seibels & Williams, Inc. Employee 401K Plan.
Year by year, 2009 to 2016
Plan year
Participants
Net assets
Recordkeeper
2016
0
$0
BB&T
2015
944
$107 million
BB&T
2014
898
$101 million
BB&T
2013
859
$87.6 million
not listed
2012
785
$70.6 million
John Hancock
2011
794
$60.2 million
John Hancock
2010
785
$57.0 million
John Hancock
2009
805
$46.4 million
John Hancock
Amrisc, LP 401(k) Plan
401(k)Merged
Merged. In 2016 its assets moved to the BB&T Corporation 401(k) Savings Plan, sponsored by Truist Financial Corporation (EIN 56-0939887, plan 001). Accounts moved with them, so that plan is the one to contact.
Call Fidelity (fidelity.com), which runs the Truist Financial Corporation 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) 716-2455). That number was filed for 2025; 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.