Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
BANK OF AMERICA CORPORATION
EIN 56-0906609Management of Companies and EnterprisesLatest filing 2025
Plans
5
Retirement
3
$92.53B assets
Welfare
2
$543.5M premiums
Participants
638,853
3400 PAWTUCKET AVE., RI1-530-01-15 - RIVERSIDE, RI 029155298800-556-6044
Retirement portfolio analytics
3 plans aggregated / $92.53B assets / 408,949 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
79%top
- (Not disclosed)79%
- FIDELITY INVESTMENTS INSTITUTIONAL21%
Participants by plan
Active + retired + deferred vested
- OF AMERICA 401(K) (#003)246,394
- OF AMERICA PENSION (#001)154,763
Benefits portfolio analytics
2 plans / $543.5M premiums / 303,007 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$187.9M
- Health$159.4M
- Other$148.5M
- Life$138.0M
- Prescription drug$121.4M
- Long-term disability$52.5M
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
66%top
- METROPOLITAN LIFE INSURANCE COMPANY66%
- KAISER FOUNDATION HEALTH PLAN INC22%
- AETNA LIFE INSURANCE COMPANY6%
- UNITEDHEALTHCARE INSURANCE COMPANY5%
- BLUE CROSS OF CALIFORNIA1%
- +3 more
Broker market share
Schedule A broker compensation
51%top
- WILLIS TOWERS WATSON US LLC51%
- MARSH & MCLENNAN AGENCY LLC29%
- ALIGHT SOLUTIONS19%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
THE BANK OF AMERICA 401(K) PLAN
ESOP
Assets$71.51B
Participants246,394
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THE BANK OF AMERICA PENSION PLAN
CashBalance
Assets$19.87B
Participants154,763
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007
THE BANK OF AMERICA TRANSFERRED SAVINGS ACCOUNT PLAN
ESOP
Assets$1.15B
Participants7,792
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BANK OF AMERICA GROUP BENEFITS PROGRAM
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$480.4M
Covered lives259,579
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
BANK OF AMERICA RETIREE GROUP BENEFITS PROGRAM
Fully Insured - SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC.
Premiums$63.1M
Covered lives43,428
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | THE BANK OF AMERICA 401(K) PLAN | ESOP | $71.51B | 246,394 | 2025 | |
| 001 | THE BANK OF AMERICA PENSION PLAN | CashBalance | $19.87B | 154,763 | 2025 | |
| 007 | THE BANK OF AMERICA TRANSFERRED SAVINGS ACCOUNT PLAN | ESOP | $1.15B | 7,792 | 2025 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BANK OF AMERICA GROUP BENEFITS PROGRAM | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $480.4M | 259,579 | 2025 | |
| 502 | BANK OF AMERICA RETIREE GROUP BENEFITS PROGRAM | Fully Insured | SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC. | $63.1M | 43,428 | 2025 |
Retirement plans
Welfare plans