How many plans does BNY Mellon serve?

BNY Mellon serves 630 retirement plans with $1.26T in plan assets and 12,393,006 participants, based on the latest Form 5500 filings through 2024.

What does BNY Mellon charge?

Plans reported $150M in total Schedule C compensation paid to BNY Mellon. The median plan paid $79K. Fees vary with plan size and the services each plan buys.

Filings through Oct 24, 2026.

BNY Mellon

Matched across 300 name variants in the filings

BNY Mellon summary

BNY Mellon appears on 630 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $1.26T in assets for 12,393,006 participants. The median client plan holds $387M. Most client plans are sponsored in NY, PA and CA. The largest clients by plan assets are Trustees of Central States, SE and SW Areas Pension Fund, RTX Corporation and CVS Health Corporation. Plans reported $150M in direct and indirect compensation paid to BNY Mellon. The median is $79K per plan.

Participants: 12,393,006
Median plan assets: $387M
Median plan participants: 3,428
Median fees per plan: $79K; Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

Sponsor	State	Assets	Participants
Trustees of Central States, SE and SW Areas Pension Fund	IL	$49.3B	323,722
RTX Corporation	CT	$40.1B	192,473
CVS Health Corporation	RI	$34.8B	379,925
Verizon Communications Inc.	NJ	$31.3B	112,629
Intel Corporation	CA	$27.4B	74,735
Board of Trustees of the CPF of the IUOE and Participating Employers	DC	$27.4B	233,478
Citigroup Inc.	CT	$26.9B	117,332
Caterpillar Inc.	TX	$23.1B	59,937
Trustees of the National Electrical Benefit Fund	MD	$22.5B	736,031
United Parcel Service of America, Inc., plan 001	GA	$21.8B	142,919
Board of Trustees of the Teamsters - UPS 401(k) National Savings Plan, plan 003	GA	$21.5B	451,730
Trustees of the National Electrical Annuity Plan	MD	$20.7B	195,719
Bank of America Corporation	RI	$19.9B	154,763
Pacific Gas and Electric Company	CA	$18.7B	59,597
Consolidated Edison Company of New York, Inc.	NY	$16.3B	26,293
Nokia of America Corporation	NJ	$16.2B	92,572
Board of Trustees of the I.A.M. National Pension Fund	DC	$16.0B	307,518
United Parcel Service of America, Inc., plan 004	GA	$15.7B	125,164
Eli Lilly and Company	IN	$15.6B	33,954
The Goldman Sachs Group, Inc.	NY	$14.6B	50,430
Board of Trustees of the UPS/Ibt Full-Time Pension Plan	GA	$13.3B	103,495
National Elevator Industry Pension Plan Plan Board of Trustees	PA	$12.2B	54,107
UBS Ag	NJ	$11.7B	34,122
3M Company	MN	$11.6B	39,570
The Dow Chemical Company	MI	$11.5B	31,053

Trustees of Central States, SE and SW Areas Pension Fund$49.3B
ILParticipants 323,722
RTX Corporation$40.1B
CTParticipants 192,473
CVS Health Corporation$34.8B
RIParticipants 379,925
Verizon Communications Inc.$31.3B
NJParticipants 112,629
Intel Corporation$27.4B
CAParticipants 74,735
Board of Trustees of the CPF of the IUOE and Participating Employers$27.4B
DCParticipants 233,478
Citigroup Inc.$26.9B
CTParticipants 117,332
Caterpillar Inc.$23.1B
TXParticipants 59,937
Trustees of the National Electrical Benefit Fund$22.5B
MDParticipants 736,031
United Parcel Service of America, Inc., plan 001$21.8B
GAParticipants 142,919
Board of Trustees of the Teamsters - UPS 401(k) National Savings Plan, plan 003$21.5B
GAParticipants 451,730
Trustees of the National Electrical Annuity Plan$20.7B
MDParticipants 195,719
Bank of America Corporation$19.9B
RIParticipants 154,763
Pacific Gas and Electric Company$18.7B
CAParticipants 59,597
Consolidated Edison Company of New York, Inc.$16.3B
NYParticipants 26,293
Nokia of America Corporation$16.2B
NJParticipants 92,572
Board of Trustees of the I.A.M. National Pension Fund$16.0B
DCParticipants 307,518
United Parcel Service of America, Inc., plan 004$15.7B
GAParticipants 125,164
Eli Lilly and Company$15.6B
INParticipants 33,954
The Goldman Sachs Group, Inc.$14.6B
NYParticipants 50,430
Board of Trustees of the UPS/Ibt Full-Time Pension Plan$13.3B
GAParticipants 103,495
National Elevator Industry Pension Plan Plan Board of Trustees$12.2B
PAParticipants 54,107
UBS Ag$11.7B
NJParticipants 34,122
3M Company$11.6B
MNParticipants 39,570
The Dow Chemical Company$11.5B
MIParticipants 31,053

Top client states

NY101 plans
PA63 plans
CA50 plans
TX38 plans
MA33 plans

Frequently asked questions

Who uses BNY Mellon?: 630 retirement plans list BNY Mellon as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Trustees of Central States, SE and SW Areas Pension Fund, RTX Corporation, CVS Health Corporation, Verizon Communications Inc. and Intel Corporation. Most client plans are sponsored in NY, PA and CA.
How many plans does BNY Mellon serve?: BNY Mellon serves 630 retirement plans with $1.26T in plan assets and 12,393,006 participants, based on the latest Form 5500 filings through 2024.
What does BNY Mellon charge?: Plans reported $150M in total Schedule C compensation paid to BNY Mellon. The median plan paid $79K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served630+1 YoYRank #49 of mapped providers

Assets under administration$1.26T1.3%Rank #7 by share of filed assets

Fees received$150MMedian $78,826/planSum across Schedule C direct + indirect

Net wins YoY+275 won - 73 lostPlan-level switch detection

Plans served · 5-year trajectory

Plan count by year, with the share of all plans.

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Customer-base shape

Participant bands, asset bands, top states and top industries.

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