PlanOptica
Retirement plan

THE BANK OF NEW YORK MELLON CORPORATION PENSION PLAN

THE BANK OF NEW YORK MELLONEIN 13-5160382Plan #001PY 2024
Sign in to saveView 5500 PDF
500 ROSS STREET 154-1300 - PITTSBURGH, PA 15262800-947-4748LinkedIn1-10 employeesinvestment management
Prospect flagsHigh retiree %Wind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(800) 947-4748
Plan administrator signer
CHRISTINE ELLWANGER
Signed 10/13/2025
Plan administrator entity
BENEFITS ADMINISTRATION COMMITTEE
EIN 135160382
How to read this page

Summary metrics

Total assets (EOY)
$5178.7M
-4.0% from 2016
Total participants
54,048
+1.6% from 2016
Average account balance
$0
No prior year
Annual return
3.40%
-8.71 pp from 2016

Benchmarks

See 186 peers
Peer group
Industryany (size+type match)
Plan typeDefined benefit
Participants5,000-9,999
Cohort186 peers
Snapshot2024
Participant deferral / active EE
$0
median $247
Employer contribution / active EE
$0
median $6,320
Participation rate
0.0%
median 0.0%
Avg account balance
$0
Admin fee / account holder
$0
Annual return
3.40%
median 6.71%
Overall peer rank
34th percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$5.18B
Average account balance
Total assets / participants with a balance (line 6g)
$96K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
48,712
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
0.0%
Contributions (total)
Employer and participant dollars contributed each year
Not enough data
0 years with contributions on file
Contributions per participant
Average employer and participant contribution per enrolled participant
Not enough data
0 years with per-participant contribution data
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+3.40%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

Service providers

Top 10 of 20 by compensation
ProviderService typeCompensation
BUCK GLOBAL, LLC6 years
Service code 11 · EIN 13-3954297
Actuarial
$3,344,365
RIVER ROAD ASSET MANAGEMENT10+ years
Service code 28 · EIN 43-2076925
Investment Management
$1,175,717
TIMES SQUARE CAPITAL MGMT10+ years
Service code 28 · EIN 20-1665304
Investment Management
$871,708
CHAMPLAIN INVESTMENT PARTNERS4 years
Service code 28 · EIN 20-1364717
Investment Management
$827,068
EARNEST PARTNERS LLC2 years
Service code 28 · EIN 27-1939238
Investment Management
$704,566
HARDING LOEVNER, LP3 years
Service code 28 · EIN 27-0684167
Investment Management
$686,145
PGIM, INC.5 years
Service code 28 · EIN 22-2540245
Investment Management
$679,853
FIERA CAPITAL INC1 year
Service code 28 · EIN 13-2726734
Investment Management
$658,760
LOOMIS SAYLES & COMPANY, LP5 years
Service code 28 · EIN 04-3200030
Investment Management
$655,303
BAILLIE GIFFORD INT'L LLC10+ years
Service code 28 · EIN 98-0473976
Investment Management
$637,321

Enrolled actuary

1 attachment
SB

NOEL THOMAS

AON CONSULTING, INC
Enrollment #2306696
ONE LIBERTY PLAZA
165 BROADWAY FLOOR 31
NEW YORK, NY 10006
(212) 479-4081
Signed 2025-09-19

Top hat statement on fileNQDC

Filed August 31, 1990

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

Open the filing PDF

Plan features & details

Pension benefit codes1A1C1I3H
Plan features
  • 1A
    Benefits are primarily pay related
    Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
  • 1C
    Cash balance or similar plan
    A cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).
  • 1I
    Frozen plan
    As of the last day of the plan year the plan provides that no participant will get any new benefit accrual whether because of service or compensation.
  • 3H
    Controlled group member
    Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped
  • InformationalHigh retiree %

    Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

  • InformationalWind-down / frozen

    Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

Expense breakdown

Schedule H Part II
Admin total
$21.3M
$3984 / participant
  • Recordkeeping$2M9.8%
  • Investment mgmt$12M56.7%
  • Legal$5720.0%
  • Actuarial$1M6.4%
  • Other / not subdivided$6M27.1%
% of EOY assets
0.411%
all-in expense ratio
Categories reported
4 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm
KPMG, LLP
Auditor EIN
135565207
Audit fees
$105,162
Opinion code
Unqualified