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  1. Companies/
  2. HSBC NORTH AMERICA HOLDINGS INC.
Sponsor portfolio

HSBC NORTH AMERICA HOLDINGS INC.

EIN 23-2186091-banking-Latest filing 2025
Plans
6
Retirement
2
$8.20B assets
Welfare
4
$12.7M premiums
Participants
83,672
227 W MONROE STREET, 18TH FLOOR - CHICAGO, IL 60606847-843-5153LinkedIn1-10 employeesbanking
Plans on this EIN
6 filings
#005401k-$4.93B - 20,310 part#001CashBalance-$3.27B - 39,143 part#502Mixed-$12.6M - 15,073 lives#503Mixed-$92K - 2,620 lives#508Self Funded-0 lives#512Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $8.20B assets / 59,453 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • REDUCTION INVESTMENT PLAN (#005)60%
  • AMERICA (U.S.) PENSION (#001)40%
Total $8.20BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
60%top
  • THE VANGUARD GROUP, INC.60%
  • ALIGHT SOLUTIONS LLC40%
Total $8.20BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AMERICA (U.S.) PENSION (#001)39,143
  • REDUCTION INVESTMENT PLAN (#005)20,310
Total 59,453Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

HSBC - NORTH AMERICA (U. S.) TAX REDUCTION INVESTMENT PLAN

401k

Assets$4.93B
Participants20,310
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

HSBC - NORTH AMERICA (U.S.) PENSION PLAN

CashBalance

Assets$3.27B
Participants39,143
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

HSBC - NORTH AMERICA U.S. CONSOLIDATED HEALTH AND WELFARE PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$12.6M
Covered lives15,073
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

HSBC - NORTH AMERICA U.S. RETIREE HEALTH PLAN

Mixed - FIDELITY SECURITY LIFE INSURANCE COMPANY

Premiums$92K
Covered lives2,620
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

HSBC - NORTH AMERICA U.S. SEVERANCE PAY PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512

SPECIAL DEATH BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
005HSBC - NORTH AMERICA (U. S.) TAX REDUCTION INVESTMENT PLAN401k$4.93B20,3102024
001HSBC - NORTH AMERICA (U.S.) PENSION PLANCashBalance$3.27B39,1432024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
502HSBC - NORTH AMERICA U.S. CONSOLIDATED HEALTH AND WELFARE PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$12.6M15,0732024
503HSBC - NORTH AMERICA U.S. RETIREE HEALTH PLANMixedFIDELITY SECURITY LIFE INSURANCE COMPANY$92K2,6202024
508HSBC - NORTH AMERICA U.S. SEVERANCE PAY PLANSelf Funded-$002024
512SPECIAL DEATH BENEFIT PLANSelf Funded-$002025
Retirement plans
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