Filings through .
M&T Bank
Matched across 36 name variants in the filings
M&T Bank summary
M&T Bank appears on 28 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $16.0B in assets for 429,665 participants. The median client plan holds $134M. Most client plans are sponsored in NY, MD and MN. The largest clients by plan assets are BD of Trustees UFCW Consolidated Pension Fund, National Roofing Industry Pension Fund Wilson-McShane Corporation and Board of Trustees of Local 282. Plans reported $1.4M in direct and indirect compensation paid to M&T Bank. The median is $17K per plan.
- Participants
- 429,665
- Median plan assets
- $134M
- Median plan participants
- 903
- Median fees per plan
- $17K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
- GAParticipants 337,777
- MNParticipants 33,418
- NYParticipants 7,615
- MDParticipants 8,132
- MDParticipants 5,559
- NYParticipants 5,197
- MDParticipants 2,066
- MDParticipants 3,385
- WVParticipants 4,266
- MNParticipants 9,884
- NYParticipants 1,409
- NYParticipants 724
- NYParticipants 920
- IBEW Local Union 98$134MPAParticipants 1,349
- NYParticipants 1,759
- NYParticipants 885
- NYParticipants 866
- OHParticipants 641
- Pentegra Services, Inc$42.0MNYParticipants 764
- NYParticipants 374
- NYParticipants 668
- NYParticipants 442
- Chadwick-Baross, Inc.$21.1MMEParticipants 253
- NJParticipants 399
- MDParticipants 180
Top client states
- NY14 plans
- MD5 plans
- MN2 plans
- PA2 plans
- GA1 plan
Frequently asked questions
- Who uses M&T Bank?
- 28 retirement plans list M&T Bank as a service provider on Schedule C of Form 5500. The largest clients by plan assets include BD of Trustees UFCW Consolidated Pension Fund, National Roofing Industry Pension Fund Wilson-McShane Corporation, Board of Trustees of Local 282, BD of Tees Heating, Piping & Refrigeration Pension Fund and Board of Trustees, Meba Pension Trust-Defined Benefit Plan. Most client plans are sponsored in NY, MD and MN.
- How many plans does M&T Bank serve?
- M&T Bank serves 28 retirement plans with $16.0B in plan assets and 429,665 participants, based on the latest Form 5500 filings through 2024.
- What does M&T Bank charge?
- Plans reported $1.4M in total Schedule C compensation paid to M&T Bank. The median plan paid $17K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served28-2 YoYRank #588 of mapped providers
Assets under administration$16.0B0.0%Rank #837 by share of filed assets
Fees received$1MMedian $17,365/planSum across Schedule C direct + indirect
Net wins YoY-23 won - 5 lostPlan-level switch detection
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